FURP.ORG / PUBLIC DATA EXPLORER

THE EYAK FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE EYAK FOUNDATION (EIN 92-0161386)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-14
IRS object ID
201522269349100812
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-14T14:26:18-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOR DALEY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113100 LUPINE RDAddressLine1Txt
CityANCHORAGECityNm
State AbbreviationAKStateAbbreviationCd
ZIP995163227ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920161386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Eyak FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEYAKBusinessNameControlTxt
Phone9073343940PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson BlvdAddressLine1Txt
CityAnchorageCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMILDRED JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9073343940PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOR DALEY CPAPreparerPersonNm
Phone9073015003PhoneNum
Preparation2015-08-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,060,574FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,136ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$117InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$117InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,410DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,000OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$41,663TotalRevAndExpnssAmt
Total Net Invst Incm$26,527TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$782LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$782LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$825OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$503TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$1,204OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,206OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,667TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,302TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,383OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,123OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,414TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,238TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,416ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,416ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,654TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,833ExcessRevenueOverExpensesAmt
Net Investment Income$25,144NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,391CashBOYAmt
Cash EOY$2,947CashEOYAmt
Cash EOYFMV$2,947CashEOYFMVAmt
Sav And Temp Cash Invst BOY$130,681SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,447SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$237PrepaidExpensesBOYAmt
Corporate Stock BOY$674,117CorporateStockBOYAmt
Corporate Stock EOY$721,948CorporateStockEOYAmt
Corporate Stock EOYFMV$721,948CorporateStockEOYFMVAmt
Corporate Bonds BOY$204,111CorporateBondsBOYAmt
Corporate Bonds EOY$216,232CorporateBondsEOYAmt
Corporate Bonds EOYFMV$216,232CorporateBondsEOYFMVAmt
Total Assets BOY$1,016,537TotalAssetsBOYAmt
Total Assets EOY$1,060,574TotalAssetsEOYAmt
Total Assets EOYFMV$1,060,574TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,295AccountsPayableBOYAmt
Accounts Payable EOY$952AccountsPayableEOYAmt
Total Liabilities BOY$1,295TotalLiabilitiesBOYAmt
Total Liabilities EOY$952TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,015,242UnrestrictedBOYAmt
Unrestricted EOY$1,059,622UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,015,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,059,622TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,016,537TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,060,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,015,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,833ExcessRevenueOverExpensesAmt
Other Increases$33,548OtherIncreasesAmt
Subtotal$1,059,623SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,059,622TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,990AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$946,445NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052819DistributionYr1Rt
Adjusted Qlfy Distri Yr2$118,321AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,007,392NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.117453DistributionYr2Rt
Adjusted Qlfy Distri Yr3$83,877AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$966,533NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.086781DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,901AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$557,065NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.120096DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,089AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$117,301NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.307661DistributionYr5Rt
Total Distribution0.684810TotalDistributionRt
Average Distribution0.136962AverageDistributionRt
Net Vl Noncharitable Assets$1,025,220NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$140,416AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$251NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$140,667AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,654QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$503InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$503SubtotalAmt
Tax Based On Investment Income$503TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$503EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$503TotalPaymentsAndCreditsAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://www.eyakfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The Eyak CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9073346971PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson Blvd Ste 210AddressLine1Txt
CityAnchorageCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MILDRED JOHNSON
360 W Benson Blvd 210AAnchorageAK99503President2.00$0$0$0
JAMES MCDANIEL
360 W Benson Blvd 210AAnchorageAK99503Vice-President1.00$0$0$0
SYLVIA LANGE
360 W Benson Blvd 210AAnchorageAK99503Secretary1.00$0$0$0
STEVE DONALDSON
360 W Benson Blvd 210AAnchorageAK99503Treasurer1.00$0$0$0
GERALDINE O'BRIEN
360 W Benson Blvd 210AAnchorageAK99503Trustee1.00$0$0$0
THOMASINA ANDERSEN
360 W Benson Blvd 210AAnchorageAK99503Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$910,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,405AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,040,832TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,040,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,025,220NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$503TaxBasedOnInvestmentIncomeAmt
Total Tax$503TotalTaxAmt
Distributable Before Adj$50,758DistributableBeforeAdjAmt
Distributable Before Ded$50,758DistributableBeforeDedAmt
Distributable As Adjusted$50,758DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,654ExpensesAndContributionsAmt
Qualifying Distributions$28,654QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,654AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,758DistributableAsAdjustedAmt
Undistributed Income PY$47,011UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$28,681ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$83,877ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,321ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,990ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$319,958TotalExcessDistributionCyovAmt
Qualifying Distributions$28,654QualifyingDistributionsAmt
Remaining Distri From Corpus$28,654RemainingDistriFromCorpusAmt
Total Corpus$348,612TotalCorpusAmt
Taxable2$47,011Taxable2Amt
Undistributed Income CY$50,758UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$28,681ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$319,931ExcessDistriCyovToNextYrAmt
Excess From Year4$39,089ExcessFromYear4Amt
Excess From Year3$83,877ExcessFromYear3Amt
Excess From Year2$118,321ExcessFromYear2Amt
Excess From Year1$49,990ExcessFromYear1Amt
Excess From Current Year$28,654ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE EYAK FOUNDATION SCHOLARSHIP COMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson Blvd Suite 210AAddressLine1Txt
CityAnchorageCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99503ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9073343940RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsAWARD RESTRICTIONS OR LIMITATIONS ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JAMES ALLEN
73201 Campus DrKlamath FallsOR97601NCScholarship$1,000
NICOLE CURRY
7801 E 32nd AveAnchorageAK99504NCScholarship$500
TAYLOR CURRY
PO Box 141608AnchorageAK99514NCScholarship$500
DANIKA CHRISTEN
102 Sutton HallCheneyWA99004NCScholarship$1,000
CHANTIL DUKART
PO Box 249146Coral GablesFL33146NCScholarship$500
SARAI ETHERIDGE
PO Box 141608AnchorageAK99514NCScholarship$1,000
ASHLYNN GOODY
1910 University DrBoiseID83725NCScholarship$1,000
MIRANDA HALTNESS
516 High StreetBellinghamWA98225NCScholarship$500
NOEL HATHAWAY
PO Box 444291MoscowID83844NCScholarship$1,000
JAMIE FOODE
4121 Mitchell WayBellinghamWA98226NCScholarship$750
KATLYN HUGHES
1605 Coliseum DriveRusselvilleAR72801NCScholarship$500
LAVINA GALLOWAY
525 Buena Vista DrAlbuquerqueNM87106NCScholarship$500
BRADLEY MICHAEL
106 Student Services CtrTuscaloosaAL35401NCScholarship$1,000
SHYLA KRUKOFF
PO Box 889SewardAK99664NCScholarship$500
RAVEN MADISON
PO Box 4108FlagstaffAZ86011NCScholarship$1,000
JUSTINE ALBERT
PO Box 70PabloMT59855NCScholarship$500
JOLENE CAMPBELL
360 Alumni CircleMobileAL36688NCScholarship$750
LAUREN CREED
516 High StreetBellinghamWA98225NCScholarship$333
KAYLA DEPRIEST
11120 Glacier HwyJuneauAK99820NCScholarship$500
JAYSE FARRELL
2000 Tower StreetEverettWA98201NCScholarship$500
ANTHONY HUGHES
102 Sutton HallCheneyWA99004NCScholarship$750
BREANNA PAULSON
475 Stadium Mall DrW LafayetteIN47907NCScholarship$500
BRITTANY PAULSON
10222 W Fairview AveBoiseID83704NCScholarship$500
GREGORY PFEIFER
3901 Old Seward HwyAnchorageAK99504NCScholarship$500
ALYNIECE SIEMION
1360 S Eagle Flight WayBoiseID83709NCScholarship$1,000
JAMES PFEIFER
102 Sutton HallCheneyWA99504NCScholarship$333
NINA PFEIFER
PO Box 141608AnchorageAK99514NCScholarship$500
BARBARA SAPPAH
502 E Boone AveSpokaneWA99258NCScholarship$1,500
HEATHER TEGEN
1620 Edward P Smith DrGrays HarborWA98520NCScholarship$1,000
MARIAH WESTMORELAND
PO Box 4108FlagstaffAZ86011NCScholarship$1,000
CASSI-MAE SEPTIEN
1000 Rim DriveDurangoCO81301NCScholarship$500
DUSTIN TOMLINSON
PO Box 2889ValdezAK99645NCScholarship$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,416TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,410ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,527ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,527TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFidelity Spartan U.S. Bond Index (FBIDX)BondNm
EOY Book Value$216,232EOYBookValueAmt
EOYFMV$216,232EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard 500 Index Fund (VFINX)$319,344$319,344
Fidelity Spartan Extended Market (FSEVX)$232,563$232,563
Vanguard FTSE All-World EX-U.S. (VEU)$170,041$170,041

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryManley & Brautigam, P.C. Legal RepresentationCategoryTxt
Legal Fees$782LegalFeesAmt
Disbursements Charitable Prps$782DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Supplies$847$920
Fees & permits$1,586$203$1,383

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescReturned scholarshipsDesc
Revenue And Expenses Per Books$2,000RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Holding Gains on InvestmentsDesc
Amt$33,548Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Web Mountain Media Website Design$300$300
Freeman Design Marketing$525$525

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Excise TaxCategoryTxt
Amt$503Amt