BETA

THE NAMASTE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE NAMASTE FOUNDATION (EIN 35-6664101)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201541349349101054
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)
Return2015-05-14T09:35:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201717681PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SOMERSET CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13925 RIVER CROSSING PKWY STE 300AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356664101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWTHORNE-MUTZ FOUNDATIONBusinessNameLine1Txt
Business Name Line2D/B/A THE NAMASTE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAWTBusinessNameControlTxt
Phone3178492677PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18128 DEAN ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MUTZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3178492677PhoneNum
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN C BRADFORD CPAPreparerPersonNm
PTINP00361527PTIN
Phone3174722200PhoneNum
Preparation2015-05-07PreparationDt
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$48,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,831ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,173DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,155DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,191NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,191CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,195TotalRevAndExpnssAmt
Total Net Invst Incm$4,346TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$380AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$29TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$440OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$849TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,596ExcessRevenueOverExpensesAmt
Net Investment Income$4,346NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,399SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,790SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,790SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$36,445CorporateStockBOYAmt
Corporate Stock EOY$43,650CorporateStockEOYAmt
Corporate Stock EOYFMV$46,332CorporateStockEOYFMVAmt
Total Assets BOY$41,844TotalAssetsBOYAmt
Total Assets EOY$45,440TotalAssetsEOYAmt
Total Assets EOYFMV$48,122TotalAssetsEOYFMVAmt
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$41,844RetainedEarningBOYAmt
Retained Earning EOY$45,440RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$41,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,596ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$45,440SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$45,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY ST AP2014-05-022014-06-30$4,306$4,300$6$6
FIDELITY LT DP2012-10-222014-06-30$6,604$6,571$33$33
FIDELITY LT EP2011-04-282014-06-30$19,026$16,912$2,114$2,114
CAPITAL GAINS DIVIDENDSP$1,038$1,038$1,038
FieldValueIRS element (for citing)
Capital Gain Net Income$3,191CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$42,671NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058588DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,880NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051440DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,785AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,912NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048358DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$36,605NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043710DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,693AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$33,720NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079864DistributionYr5Rt
Total Distribution0.281960TotalDistributionRt
Average Distribution0.056392AverageDistributionRt
Net Vl Noncharitable Assets$46,694NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,633AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,676AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$43InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$43SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$43TaxDueAmt

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 StateINOrgReportOrRegisterStateCd
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 BooksMR JOHN MUTZIndividualWithBooksNm
Phone3178492677PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18128 DEAN ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN M MUTZ
8128 DEAN ROADINDIANAPOLISIN46240TRUSTEE1.00$0$0$0
CAROLYN J MUTZ
8128 DEAN ROADINDIANAPOLISIN46240TRUSTEE1.00$0$0$0
J MARK MUTZ
8128 DEAN ROADINDIANAPOLISIN46240TRUSTEE1.00$0$0$0
DIANA C MUTZ
8128 DEAN ROADINDIANAPOLISIN46240TRUSTEE1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,072AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,333AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,405TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,405AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$711CashDeemedCharitableAmt
Net Vl Noncharitable Assets$46,694NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,335MinimumInvestmentReturnAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Tax$43TotalTaxAmt
Distributable Before Adj$2,292DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,292DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,292DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$43PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,707AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,292DistributableAsAdjustedAmt
Undistributed Income PY$1,345UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,750QualifyingDistributionsAmt
Applied To Year1$1,345AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,405AppliedToCurrentYearAmt
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$887UndistributedIncomeCYAmt
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)
Contributing ManagerJOHN M MUTZContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR MRS JOHN MUTZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18128 DEAN ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3178492677RecipientPhoneNum
Form And Info And MaterialsPROOF OF NOT-FOR-PROFIT STATUS SHOULD BE INCLUDED WITH APPLICATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS MUST OPERATE AS "QUALIFIED" CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GLEANERS FOOD BANK
3737 WALDEMERE AVEINDIANAPOLISIN46241501(C)(3)GENERAL OPERATIONS$50
SCHOOL ON WHEELS
2815 E 62ND STREET STE 200INDIANAPOLISIN46220501(C)(3)GENERAL OPERATIONS$100
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001501(C)(3)GENERAL OPERATIONS$100
FOCUSING INSTITUTE
PO BOX 539SPRING VALLEYNY10977501(C)(3)GENERAL OPERATIONS$50
HEARTLAND TRULY MOVING PICTURES
1043 VIRGINA AVEINDIANAPOLISIN46203501(C)(3)GENERAL OPERATIONS$150
INDIANA LANDMARKS
1201 CENTRAL AVEINDIANAPOLISIN46202501(C)(3)GENERAL OPERATIONS$200
UNIVERSITY OF PENNSLYVANIA
3451 CHESTNUT STPHILADELPHIAPA19104501(C)(3)GENERAL OPERATIONS$2,000
INDY READS
2450 N MERIDIAN STINDIANAPOLISIN46208501(C)(3)GENERAL OPERATIONS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,750TotalGrantOrContriPdDurYrAmt
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$1,173ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,191ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,364ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,364TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$380Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTRUST COMPANY OF OXFORD - MUTUAL FUNDSStockNm
EOY Book Value$43,650EOYBookValueAmt
EOYFMV$46,332EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$440RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$29Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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