FOUNDATION FOR THE PROMOTION OF INDIVIDUAL OPPORTUNITY INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR THE PROMOTION OF INDIVIDUAL OPPORTUNITY INC (EIN 27-4000049)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-29
IRS object ID
201541199349100614
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)
Return2015-04-29T09:14:02-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274000049EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Foundation for the Promotion ofBusinessNameLine1Txt
Business Name Line2Individual Opportunity IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlFOUNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCharles M OberPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,064,976FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,896DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,896DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$556NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$400,443GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,371TotalRevAndExpnssAmt
Total Net Invst Incm$44,927TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,214OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,214OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,345OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,345OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,959TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,214TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,345TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,270ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,270ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,214TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,858ExcessRevenueOverExpensesAmt
Net Investment Income$37,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,134SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,656SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,656SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,028,621CorporateStockBOYAmt
Corporate Stock EOY$938,241CorporateStockEOYAmt
Corporate Stock EOYFMV$954,320CorporateStockEOYFMVAmt
Total Assets BOY$1,065,755TotalAssetsBOYAmt
Total Assets EOY$1,048,897TotalAssetsEOYAmt
Total Assets EOYFMV$1,064,976TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,065,755RetainedEarningBOYAmt
Retained Earning EOY$1,048,897RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,065,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,048,897TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,065,755TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,048,897TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,065,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,858ExcessRevenueOverExpensesAmt
Subtotal$1,048,897SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,048,897TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$400,443GrossSalesPriceAmt
Cost Or Other Basis$400,999CostOrOtherBasisAmt
Gain Or Loss-$556GainOrLossAmt
Gains Minus Excess Or Losses-$556GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$556CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,245AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,057,107NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042801DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,048AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,007,488NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02784DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,515AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$994,935NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.009563DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$503,216NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.080204TotalDistributionRt
Average Distribution0.020051AverageDistributionRt
Net Vl Noncharitable Assets$1,086,667NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,789AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$377NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,166AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$53,615QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$377InvestmentIncomeExciseTaxAmt
Subtotal$377SubtotalAmt
Tax Based On Investment Income$377TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$770EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$770TotalPaymentsAndCreditsAmt
Overpayment$393OverpaymentAmt
Applied To ES Tax$393AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Charles M Ober
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0
Jacqueline Ober
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,069,273AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,103,215TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,103,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,548CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,086,667NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$377TaxBasedOnInvestmentIncomeAmt
Total Tax$377TotalTaxAmt
Distributable Before Adj$53,956DistributableBeforeAdjAmt
Distributable Before Ded$53,956DistributableBeforeDedAmt
Distributable As Adjusted$53,956DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,615QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$377PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,238AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,956DistributableAsAdjustedAmt
Undistributed Income PY$49,736UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$53,615QualifyingDistributionsAmt
Applied To Year1$49,736AppliedToYear1Amt
Applied To Current Year$3,879AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$50,077UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES M OBERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE STE 1700CHICAGOIL60601N/APCCharitable Event$500
BALTIMORE SYMPHONY ORCHESTRA INC
1212 CATHEDRAL STBALTIMOREMD21201N/APCOrchKids Program$2,000
BIG LIFE FOUNDATION USA
5847 NE 75TH NO A-104SEATTLEWA98115N/APCWildlife Scholarships Fund$5,000
BIG LIFE FOUNDATION USA
5847 NE 75TH NO A-104SEATTLEWA98115N/APCBig Life Education and Wildlife Scholarship Fund$522
BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY
109 W MELROSE AVEBALTIMOREMD21210N/APCGeneral & Unrestricted$7,000
COALITION TO END CHILDHOOD LEAD POISONING INC
2714 HUDSON STBALTIMOREMD21224N/APCGeneral & Unrestricted$3,000
COLONIAL DAMES OF AMERICA
421 E 61ST STNEW YORKNY10065N/APCGeneral & Unrestricted$1,500
COLONIAL DAMES OF AMERICA
421 E 61ST STNEW YORKNY10065N/APCGeneral & Unrestricted$1,500
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVE 2ND FLNEW YORKNY10001N/APCGeneral & Unrestricted$8,628
GILMAN SCHOOL INC
5407 ROLAND AVEBALTIMOREMD21210N/APCGeneral & Unrestricted$2,000
GREATER HOMEWOOD COMMUNITY CORPORATION
3503 N CHARLES STBALTIMOREMD21218N/APCThe Nawal G. Rajeh Peace Camp 2014 By Peaceful Means$300
HIMALAYAN YOUTH FOUNDATION INC
106 S I LACHEN AVE APT 619WINTER PARKFL32789N/APCChoki Traditional Art School Scholarship Fund$4,320
ISLES INC
10 WOOD STTRENTONNJ08618N/APCGeneral & Unrestricted$3,000
THE BHUTAN FOUNDATION
2100 PENNSYLVANIA AVE NWWASHINGTONDC20037N/APCTarayana Foundation$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,270TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,896ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$556ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,371ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,371TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COHEN & STEERS GLOBAL REALTY S$125,000$145,576
FEDERATED STRAT VAL FD IS$132,165$125,723
FRANKLIN CUSTODIAN FDS INC ADV$194,933$206,475
HENDERSON GLOBAL EQUITY INC I$100,146$101,241
LOOMIS SAYLES FDS STRATEGIC IN$82,600$86,083
LOOMIS SAYLES SR FLOATING RATE$91,934$88,257
MAINGATE MLP FUND CL I$125,000$121,281
TEMPLETON GLOBAL BD$86,463$79,684

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$9,320$9,320
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$7,214Amt
Net Investment Income$7,214NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$400Amt

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