THE BOWERS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE BOWERS FOUNDATION (EIN 45-3668271)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201541329349102249
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)
Return2015-05-12T15:25:01-05:00ReturnTs
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)
EIN453668271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBOWEBusinessNameControlTxt
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)
Personjohn bowersPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-05-01SignatureDt
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 TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$378,321FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,813ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,960DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,960DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$23,945NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,659GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,832TotalRevAndExpnssAmt
Total Net Invst Incm$10,964TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,098OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,098OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,098TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,098TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,291ExcessRevenueOverExpensesAmt
Net Investment Income$6,866NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,328SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,779SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,779SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$364,441CorporateStockBOYAmt
Corporate Stock EOY$341,699CorporateStockEOYAmt
Corporate Stock EOYFMV$372,542CorporateStockEOYFMVAmt
Total Assets BOY$367,769TotalAssetsBOYAmt
Total Assets EOY$347,478TotalAssetsEOYAmt
Total Assets EOYFMV$378,321TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$367,769RetainedEarningBOYAmt
Retained Earning EOY$347,478RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$367,769TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$347,478TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,769TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$347,478TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,769TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,291ExcessRevenueOverExpensesAmt
Subtotal$347,478SubtotalAmt
Tot Net Ast Or Fund Balances EOY$347,478TotNetAstOrFundBalancesEOYAmt

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$37,659GrossSalesPriceAmt
Cost Or Other Basis$61,604CostOrOtherBasisAmt
Gain Or Loss-$23,945GainOrLossAmt
Gains Minus Excess Or Losses-$23,945GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$23,945CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,602AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$373,987NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065783DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,460AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$400,155NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071122DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$82,891NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.136905TotalDistributionRt
Average Distribution0.045635AverageDistributionRt
Net Vl Noncharitable Assets$377,263NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,216AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,285AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$69InvestmentIncomeExciseTaxAmt
Subtotal$69SubtotalAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$151EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$151TotalPaymentsAndCreditsAmt
Overpayment$82OverpaymentAmt
Applied To ES Tax$82AppliedToESTaxAmt

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
Ariel Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
John Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$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$378,940AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$383,008TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$383,008AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,745CashDeemedCharitableAmt
Net Vl Noncharitable Assets$377,263NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,863MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,863MinimumInvestmentReturnAmt
Tax Based On Investment Income$69TaxBasedOnInvestmentIncomeAmt
Total Tax$69TotalTaxAmt
Distributable Before Adj$18,794DistributableBeforeAdjAmt
Distributable Before Ded$18,794DistributableBeforeDedAmt
Distributable As Adjusted$18,794DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$28,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$69PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,956AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,794DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr2$8,032ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,201ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,233TotalExcessDistributionCyovAmt
Qualifying Distributions$28,025QualifyingDistributionsAmt
Applied To Current Year$18,794AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,231RemainingDistriFromCorpusAmt
Total Corpus$23,464TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,464ExcessDistriCyovToNextYrAmt
Excess From Year2$8,032ExcessFromYear2Amt
Excess From Year1$6,201ExcessFromYear1Amt
Excess From Current Year$9,231ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARIEL BOWERSContributingManagerNm
Contributing ManagerJOHN BOWERSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHAD RELIEF FOUNDATION
125 E DE LA GUERRA ST STE 102SANTA BARBARACA93101N/APCGeneral & Unrestricted$7,000
HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA STE 100SANTA BARBARACA93103N/APCGeneral & Unrestricted$2,000
NATIONAL BRAIN TUMOR SOCIETY INC
55 CHAPEL ST STE 200NEWTONMA02458N/APCGeneral & Unrestricted$2,000
TFTSP YOUTH GOLF COUNCIL ST PETERSBURG FLORIDA INC
PO BOX 55913ST PETERSBURGFL33732N/APCGeneral & Unrestricted$2,000
UNITE TO LIGHT
PO BOX 612GOLETACA93116N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,000TotalGrantOrContriPdDurYrAmt

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$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,960ExclusionAmt
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-$23,945ExclusionAmt
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-$12,981ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$12,981TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBowers JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14601 Sierra MadreAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93110ZIPCd
FieldValueIRS element (for citing)
Total Contributions$24,813TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1HALLIBURTON COMPANY HAL, 350 sh.$18,5572014-10-27
1YAHOO! INC YHOO, 142 sh.$6,2562014-10-27

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC. CLASS$21,385$42,492
DOUBLELINE INCOME SOLUTIONS FU$22,064$19,403
GOOGLE INC CL A$4,101$6,899
GOOGLE INC CL C$4,088$6,843
HALLIBURTON COMPANY$18,557$13,766
JP MORGAN ALERIAN MLP INDEX ET$50,060$62,951
MARKET VECTORS - GOLD MINERS E$26,405$9,190
NUVEEN CREDIT STRATEGIES INCOM$24,970$24,118
PIMCO DYNAMIC CREDIT INCOME FU$22,830$20,650
VANGUARD INFORMATION TECHNOLOG$39,988$57,464
VIRTUS MULTI-SECTOR SHRT TRM B$39,869$39,638
VIRTUS PREMIUM ALPHA SECTOR I$61,126$61,956
YAHOO! INC$6,256$7,172

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
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$4,098Amt
Net Investment Income$4,098NetInvestmentIncomeAmt

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