BETA

GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GILMAN FAMILY FOUNDATION (EIN 84-1465899)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201401349349101075
Schema version
2013v3.0
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)
Return2014-05-14T10:15:53-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841158905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAUSEY DEMGEN & MOORE PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 17TH ST STE 1450AddressLine1
CityDENVERCity
StateCOState
ZIP Code80202ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841465899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGILMBusinessNameControlTxt
Phone3037582126PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14001 EAST QUINCY AVENUEAddressLine1
CityENGLEWOODCity
StateCOState
ZIP Code80110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART WINGFIELD GILMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3038608654PhoneNum
Signature2014-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL GRAEFPreparerPersonNm
PTINP00038238PTIN
Phone3032962229PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$794,901FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$72ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,577DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$44NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,667GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,683TotalRevAndExpnssAmt
Total Net Invst Incm$20,580TotalNetInvstIncmAmt
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$2,939AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,939AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,847OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,847OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$249TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$95OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$95OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,027TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,191TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,939TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,527TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,191TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,439TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,156ExcessRevenueOverExpensesAmt
Net Investment Income$10,389NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,219SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,950SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,950SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$257,724USGovernmentObligationsBOYAmt
US Government Obligations EOY$243,140USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$240,140USGovtObligationsEOYFMVAmt
Corporate Stock BOY$362,127CorporateStockBOYAmt
Corporate Stock EOY$372,136CorporateStockEOYAmt
Corporate Stock EOYFMV$537,811CorporateStockEOYFMVAmt
Total Assets BOY$630,070TotalAssetsBOYAmt
Total Assets EOY$632,226TotalAssetsEOYAmt
Total Assets EOYFMV$794,901TotalAssetsEOYFMVAmt
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$630,070RetainedEarningBOYAmt
Retained Earning EOY$632,226RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$630,070TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$632,226TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$630,070TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$632,226TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$630,070TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,156ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$632,226SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$632,226TotNetAstOrFundBalancesEOYAmt

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
115 SHS OF VANGUARDP2013-04-022013-09-12$9,406$10,050-$644-$644
25000 SHS OF GOLDMAN SACHSP2003-07-312013-04-01$25,000$24,810$190$190
60 SHS OF VANGUARD CORPP2011-06-292013-09-12$4,908$4,851$57$57
CAPITAL GAINS DIVIDENDSP$353$353$353
FieldValueIRS element (for citing)
Capital Gain Net Income-$44CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$621,422NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034566DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,651AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$437,626NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049474DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,855AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$421,121NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044773DistributionYr3Rt
Adjusted Qlfy Distri Yr4$18,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$388,834NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046781DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,923AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$447,944NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055639DistributionYr5Rt
Total Distribution0.231233TotalDistributionRt
Average Distribution0.046247AverageDistributionRt
Net Vl Noncharitable Assets$743,470NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,383AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$104NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,487AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,439QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$208InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$208SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$208TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
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 BooksSTEWART GILMANIndividualWithBooksNm
Phone3037582126PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14001 EAST QUINCY AVEAddressLine1
CityENGLEWOODCity
StateCOState
ZIP Code80110ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE GILMAN PICKARD
4991 SOUTH EL CAMINO DRIVEENGLEWOODCO80111DIRECTOR0.00$0$0$0
STUART WINGFIELD GILMAN
4001 EAST QUINCY AVENUEENGLEWOODCO80110DIRECTOR0.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$741,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,539AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$754,792TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$754,792AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,322CashDeemedCharitableAmt
Net Vl Noncharitable Assets$743,470NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,174MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,174MinimumInvestmentReturnAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Total Tax$208TotalTaxAmt
Distributable Before Adj$36,966DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,966DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,966DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,439ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,439QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,439AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,966DistributableAsAdjustedAmt
Undistributed Income PY$6,465UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,439QualifyingDistributionsAmt
Applied To Year1$6,465AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,974AppliedToCurrentYearAmt
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$33,992UndistributedIncomeCYAmt
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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL CITY OPERA HOUSE
400 SOUTH COLORADO BLVD SUITE 530DENVERCO80246NONE501(C)(3)CHARITABLE WORKS$1,000
COLORADO PUBLIC RADIO
7409 S ALTON COURTCENTENNIALCO80112NONE501(C)(3)FREE PUBLIC RADIO$500
COLORADO SYMPHONY ASSOCIATION
1000 14TH STREET 15DENVERCO80202NONE501(C)(3)ARTS$500
DENVER ART MUSEUM
100 W 14TH AVENUE PARKWAYDENVERCO80204NONE501(C)(3)ARTS$1,000
DUMB FRIENDS LEAGUE
2080 S QUEBEC STREETDENVERCO80231NONE501(C)(3)ANIMAL CARE$1,000
ROCKY MOUNTAIN PBS
1089 BANNOCK STREETDENVERCO80204NONE501(C)(3)CHARITABLE WORKS$500
SAINT FRANCIS CENTER
2323 CURTIS STREETDENVERCO80205NONE501(C)(3)TO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY$1,000
THE THATCHER SCHOOL
5025 THATCHER ROADOJAICA93073NONE501(C)(3)EDUCATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$44ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,611ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,611TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,939Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,939DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$372,136EOYBookValueAmt
EOYFMV$537,811EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$243,140USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$240,140USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$95RevenueAndExpensesPerBooksAmt
Net Investment Income$95NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$9,847Amt
Net Investment Income$9,847NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$897$0$0
FOREIGN TAX$249$249$0

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