FURP.ORG / PUBLIC DATA EXPLORER

THE EYAK FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE EYAK FOUNDATION (EIN 92-0161386)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-11
IRS object ID
201411929349100216
Schema version
2013v3.1
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)
Return2014-07-11T18:22:20-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TOR DALEY CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113100 LUPINE RDAddressLine1
CityANCHORAGECity
StateAKState
ZIP Code995163227ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920161386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Eyak FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlEYAKBusinessNameControlTxt
Phone9073343940PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson BlvdAddressLine1
CityAnchorageCity
StateAKState
ZIP Code99503ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMILDRED JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9073343940PhoneNum
Signature2014-06-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTOR DALEY CPAPreparerPersonNm
Phone9073015003PhoneNum
Preparation2014-07-11PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$1,016,537FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,240ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$666InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$666InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$666InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$15,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,577DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,577DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,483TotalRevAndExpnssAmt
Total Net Invst Incm$16,243TotalNetInvstIncmAmt
Total Adj Net Incm$16,243TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$12LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,256LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,309OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$4,369OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$311TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$1,121OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,407OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,733TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$6,302TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,536OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$681OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$782OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$681TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,874ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,874ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,896TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$681TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,990TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,413ExcessRevenueOverExpensesAmt
Net Investment Income$15,562NetInvestmentIncomeAmt
Adjusted Net Income$16,243AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$254,720CashBOYAmt
Cash EOY$7,391CashEOYAmt
Cash EOYFMV$7,391CashEOYFMVAmt
Sav And Temp Cash Invst BOY$725,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$130,681SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$130,681SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$237PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$237PrepaidExpensesEOYFMVAmt
Corporate Stock EOY$674,117CorporateStockEOYAmt
Corporate Stock EOYFMV$674,117CorporateStockEOYFMVAmt
Corporate Bonds EOY$204,111CorporateBondsEOYAmt
Corporate Bonds EOYFMV$204,111CorporateBondsEOYFMVAmt
Total Assets BOY$980,083TotalAssetsBOYAmt
Total Assets EOY$1,016,537TotalAssetsEOYAmt
Total Assets EOYFMV$1,016,537TotalAssetsEOYFMVAmt
Accounts Payable BOY$6,081AccountsPayableBOYAmt
Accounts Payable EOY$1,295AccountsPayableEOYAmt
Total Liabilities BOY$6,081TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,295TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$974,002UnrestrictedBOYAmt
Unrestricted EOY$1,015,242UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$974,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,015,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$980,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,016,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$974,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,413ExcessRevenueOverExpensesAmt
Other Increases$67,654OtherIncreasesAmt
Subtotal$1,015,243SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,015,242TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,321AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,007,392NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.117453DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,877AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$966,533NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.086781DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,901AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$557,065NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.120096DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,089AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$117,301NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.307661DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,892AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$31,568NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.010264DistributionYr5Rt
Total Distribution1.642255TotalDistributionRt
Average Distribution0.328451AverageDistributionRt
Net Vl Noncharitable Assets$946,445NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$310,861AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$311,017AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,990QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$311InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$311SubtotalAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$311EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$311TotalPaymentsAndCreditsAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateAKOrgReportOrRegisterStateCd
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
Website Addresshttp://www.eyakfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The Eyak CorporationBusinessNameLine1
FieldValueIRS element (for citing)
Phone9073346971PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson Blvd Ste 210AddressLine1
CityAnchorageCity
StateAKState
ZIP Code99503ZIPCode
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 IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MILDRED JOHNSON
360 W Benson Blvd 210AAnchorageAK99503President2.00$0$0$0
JAMES MCDANIEL
360 W Benson Blvd 210AAnchorageAK99503Vice-President1.00$0$0$0
SYLVIA LANGE
360 W Benson Blvd 210AAnchorageAK99503Secretary1.00$0$0$0
STEVE DONALDSON
360 W Benson Blvd 210AAnchorageAK99503Treasurer1.00$0$0$0
GERALDINE O'BRIEN
360 W Benson Blvd 210AAnchorageAK99503Trustee1.00$0$0$0
THOMASINA ANDERSEN
360 W Benson Blvd 210AAnchorageAK99503Trustee1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$447,349AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$513,509AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$960,858TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$960,858AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$946,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$311TaxBasedOnInvestmentIncomeAmt
Total Tax$311TotalTaxAmt
Distributable Before Adj$47,011DistributableBeforeAdjAmt
Distributable Before Ded$47,011DistributableBeforeDedAmt
Distributable As Adjusted$47,011DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,990ExpensesAndContributionsAmt
Qualifying Distributions$49,990QualifyingDistributionsAmt
Adjusted Qualifying Distri$49,990AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,011DistributableAsAdjustedAmt
Undistributed Income PY$50,342UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$31,892ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$28,681ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,089ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,877ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$118,321ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$301,860TotalExcessDistributionCyovAmt
Qualifying Distributions$49,990QualifyingDistributionsAmt
Remaining Distri From Corpus$49,990RemainingDistriFromCorpusAmt
Total Corpus$351,850TotalCorpusAmt
Taxable2$50,342Taxable2Amt
Undistributed Income CY$47,011UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,892ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$319,958ExcessDistriCyovToNextYrAmt
Excess From Year4$28,681ExcessFromYear4Amt
Excess From Year3$39,089ExcessFromYear3Amt
Excess From Year2$83,877ExcessFromYear2Amt
Excess From Year1$118,321ExcessFromYear1Amt
Excess From Current Year$49,990ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE EYAK FOUNDATION SCHOLARSHIP COMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1360 W Benson Blvd Suite 210AAddressLine1
CityAnchorageCity
StateAKState
ZIP Code99503ZIPCode
FieldValueIRS element (for citing)
Recipient Phone9073343940RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION DEADLINES ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsAWARD RESTRICTIONS OR LIMITATIONS ARE AVAILABLE ON THE WEBSITE HTTP://WWW.EYAKFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JAMES ALLEN
73201 Campus DrKlamath FallsOR97601NCScholarship$1,000
NICOLE CURRY
7801 E 32nd AveAnchorageAK99504NCScholarship$1,530
TAYLOR CURRY
PO Box 141608AnchorageAK99514NCScholarship$1,240
DANIKA CHRISTEN
102 Sutton HallCheneyWA99004NCScholarship$1,083
CHANTIL DUKART
PO Box 249146Coral GablesFL33146NCScholarship$1,500
SARAI ETHERIDGE
PO Box 141608AnchorageAK99514NCScholarship$1,250
ASHLYNN GOODY
1910 University DrBoiseID83725NCScholarship$1,250
ROBERTA GORDAOFF
PO Box 141608AnchorageAK99514NCScholarship$2,500
NOEL HATHAWAY
PO Box 444291MoscowID83844NCScholarship$2,500
JAMIE FOODE
4121 Mitchell WayBellinghamWA98226NCScholarship$925
KATLYN HUGHES
1605 Coliseum DriveRusselvilleAR72801NCScholarship$1,500
HAYLI JEPPSON
555 S Renton Village PlazaRentonWA98092NCScholarship$750
LAVINA GALLOWAY
525 Buena Vista DrAlbuquerqueNM87106NCScholarship$500
BROOKE JOHNSON
University of AlaskaFairbanksAK99775NCScholarship$1,000
BRADLEY MICHAEL
106 Student Services CtrTuscaloosaAL35401NCScholarship$1,250
ROKELE JONES
5400 W 11th StGreeleyCO80634NCScholarship$550
SHYLA KRUKOFF
PO Box 889SewardAK99664NCScholarship$500
RAVEN MADISON
PO Box 4108FlagstaffAZ86011NCScholarship$500
BARBARA OLSEN
PO Box 756360FairbanksAK99775NCScholarship$2,890
EMILIA NAGEL
3901 Old Seward HighwayAnchorageAK99507NCScholarship$1,490
PATRICK PAUL
2655 Northbrooke DrNaplesFL34119NCScholarship$1,500
BREANNA PAULSON
475 Stadium Mall DrW LafayetteIN47907NCScholarship$1,000
BRITTANY PAULSON
10222 W Fairview AveBoiseID83704NCScholarship$500
MINDI PAULSON
1360 S Eagle Flight WayBoiseID83709NCScholarship$1,000
ALYNIECE SIEMION
1360 S Eagle Flight WayBoiseID83709NCScholarship$500
JAMES PFEIFER
102 Sutton HallCheneyWA99504NCScholarship$666
NINA PFEIFER
PO Box 141608AnchorageAK99514NCScholarship$750
KANISHA TIEDEMAN
POBox 1275CordovaAK99574NCScholarship$500
HEATHER TEGEN
1620 Edward P Smith DrGrays HarborWA98520NCScholarship$500
MARIAH WESTMORELAND
PO Box 4108FlagstaffAZ86011NCScholarship$1,500
TEAL WEBBER
PO Box 141608AnchorageAK99514NCScholarship$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,874TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$666ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,577ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,243ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,243TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFidelity Spartan U.S. Bond Index (FBIDX)BondNm
EOY Book Value$204,111EOYBookValueAmt
EOYFMV$204,111EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard 500 Index Fund (VFINX)$280,995$280,995
Fidelity Spartan Extended Market (FSEVX)$215,907$215,907
Vanguard FTSE All-World EX-U.S. (VEU)$177,215$177,215

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryManley & Brautigam, P.C. Legal RepresentationCategoryTxt
Legal Fees$12LegalFeesAmt
Disbursements Charitable Prps$2,256DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionRoundingDescription
Amount$1Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Supplies$608$535
Fees & permits$928$247$681

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUnrealized Holding Gains on InvestmentsDescription
Amount$67,654Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Web Mountain Media Website Design$2,768$2,768
Tex R Us, LLC IT Services$92$92
The Foraker Group Board Development$1,074$1,509
Freeman Design Marketing$375

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Excise TaxCategoryTxt
Amt$311Amt