LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
Tax period
2013-12-01 to 2014-11-30
Filed
2015-10-15
IRS object ID
201522889349100017
Schema version
2013v4.0
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)
Return2015-10-15T16:26:36-05:00ReturnTs
Tax Period End2014-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742939657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLIELLER KRUGER SKELTON & PLYLER PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 WEST SIXTH STREET SUITE 1200AddressLine1
CityAUSTINCity
StateTXState
ZIP Code78701ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743024971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIND FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone5123275250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1
CityAUSTINCity
StateTXState
ZIP Code78746ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA LINDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5123275250PhoneNum
Signature2015-10-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORGAN PRIDEPreparerPersonNm
PTINP01273634PTIN
Phone5124796000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$885,969FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$19,145DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,145DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,145DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$47,971NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$347,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,971CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,116TotalRevAndExpnssAmt
Total Net Invst Incm$67,116TotalNetInvstIncmAmt
Total Adj Net Incm$19,145TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,187TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,467OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,756OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,712OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,756TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,712TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,756TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,362TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,812ExcessRevenueOverExpensesAmt
Net Investment Income$59,360NetInvestmentIncomeAmt
Adjusted Net Income$19,145AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,514CashBOYAmt
Cash EOY$60,585CashEOYAmt
Cash EOYFMV$60,585CashEOYFMVAmt
Corporate Stock BOY$464,326CorporateStockBOYAmt
Corporate Stock EOY$497,672CorporateStockEOYAmt
Corporate Stock EOYFMV$714,873CorporateStockEOYFMVAmt
Other Investments BOY$167,419OtherInvestmentsBOYAmt
Other Investments EOY$111,026OtherInvestmentsEOYAmt
Other Investments EOYFMV$110,411OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,312OtherAssetsBOYAmt
Other Assets EOY$100OtherAssetsEOYAmt
Other Assets EOYFMV$100OtherAssetsEOYFMVAmt
Total Assets BOY$651,571TotalAssetsBOYAmt
Total Assets EOY$669,383TotalAssetsEOYAmt
Total Assets EOYFMV$885,969TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$651,571RetainedEarningBOYAmt
Retained Earning EOY$669,383RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$651,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$669,383TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$651,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$669,383TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$651,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,812ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$669,383SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$669,383TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$347,666GrossSalesPriceAmt
Cost Or Other Basis$299,695CostOrOtherBasisAmt
Gain Or Loss$47,971GainOrLossAmt
Gains Minus Excess Or Losses$47,971GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$47,971CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$47,971NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,978AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$798,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046288DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,246AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$752,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045488DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,271AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$770,480NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048374DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,816AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$712,432NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040447DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,534AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$623,361NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063421DistributionYr5Rt
Total Distribution0.244018TotalDistributionRt
Average Distribution0.048804AverageDistributionRt
Net Vl Noncharitable Assets$872,142NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,564AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$594NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,362QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,187InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,187SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,287EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,287TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$100OverpaymentAmt
Applied To ES Tax$100AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY LINDIndividualWithBooksNm
Phone5123275250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1
CityAUSTINCity
StateTXState
ZIP Code787465328ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA LIND
2 LAS BRISASAUSTINTX78746PRESIDENT5.00$0$0$0
CLIFTON LIND
2 LAS BRISASAUSTINTX78746VICE PRESIDENT1.00$0$0$0
JEFFERSON LIND
10508 DOUBLE SPUR LOOPAUSTINTX78759SECRETARY-TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$822,879AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,544AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$885,423TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$885,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,281CashDeemedCharitableAmt
Net Vl Noncharitable Assets$872,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,607MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,607MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Total Tax$1,187TotalTaxAmt
Distributable Before Adj$42,420DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,420DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,420DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,362ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,362QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,362AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,420DistributableAsAdjustedAmt
Undistributed Income PY$37,413UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,362QualifyingDistributionsAmt
Applied To Year1$37,413AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,949AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$39,471UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
LONG CENTER SUMMER STOCK AUSTIN
701 W RIVERSIDE DRAUSTINTX78704NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$4,150
CHILDREN'S MEDICAL CENTER
4900 MUELLER BOULEVARDAUSTINTX78723NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$3,000
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS ROAD SUITEAUSTINTX78759NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000100
SAFEPLACE
PO BOX 19454AUSTINTX78760NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$4,000
THE RISE SCHOOL OF AUSTIN
4800 MANOR RD BLDG JAUSTINTX78723NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE;LISTTOTAL 11500$11,500
THERAPY PET PALS OF TEXAS
3930 BEE CAVES ROAD SUITE CAUSTINTX78746NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$2,000
SWAN SONGS
PO BOX 41475AUSTINTX78704NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,145ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,971ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,116ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,116TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$497,672EOYBookValueAmt
EOYFMV$714,873EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$111,026BookValueAmt
EOYFMV$110,411EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INCOME TAX RECEIVABLE$1,287$100$100
REFUNDABLE SALES TAX$25$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR$42$42$0$0
MANAGEMENT FEES$7,848$7,063$0$785
PROFESSIONAL FEES$5,345$535$0$4,811
PO BOX EXPENSE$232$116$0$116

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF TAXESCategoryTxt
Amt$1,187Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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