CORBIN A AND DORICE S MCNEILL FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CORBIN A AND DORICE S MCNEILL FOUNDATION (EIN 36-4475641)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201413189349101606
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)
Return2014-11-14T15:00:53-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 NORTH CENTRAL AVENUE SUITE 2300AddressLine1
CityPHONENIXCity
StateAZState
ZIP Code85004ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364475641EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORBIN A & DORICE S McNEILL FOUNDATIONBusinessNameLine1
Business Name Line2F/K/A McNEILL FAMILY FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% DORICE S MCNEILLInCareOfNm
Business Name ControlCORBBusinessNameControlTxt
Phone3077339278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DORICE McNEILL 525 NW RIDGE ROAAddressLine1
Address Line2SuiteAddressLine2
CityJACKSONCity
StateWYState
ZIP Code83001ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCorbin McNeillPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2014-11-15SignatureDt
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$6,491,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$140,557DividendsRevAndExpnssAmt
Dividends Net Invst Incm$140,557DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$543,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,848,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$543,118CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$44,174NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$5,074OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$738,749TotalRevAndExpnssAmt
Total Net Invst Incm$683,675TotalNetInvstIncmAmt
Total Adj Net Incm$44,174TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$28,226OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,226OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$28,226TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,112,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,112,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,140,226TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,226TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,112,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$401,477ExcessRevenueOverExpensesAmt
Net Investment Income$655,449NetInvestmentIncomeAmt
Adjusted Net Income$44,174AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$245,554CashBOYAmt
Cash EOY$978,102CashEOYAmt
Cash EOYFMV$978,102CashEOYFMVAmt
Corporate Stock BOY$4,888,752CorporateStockBOYAmt
Corporate Stock EOY$3,754,727CorporateStockEOYAmt
Corporate Stock EOYFMV$5,513,159CorporateStockEOYFMVAmt
Total Assets BOY$5,134,306TotalAssetsBOYAmt
Total Assets EOY$4,732,829TotalAssetsEOYAmt
Total Assets EOYFMV$6,491,261TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,134,306UnrestrictedBOYAmt
Unrestricted EOY$4,732,829UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,134,306TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,732,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,134,306TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,732,829TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,134,306TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$401,477ExcessRevenueOverExpensesAmt
Subtotal$4,732,829SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,732,829TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CS 8661 ST$138,781$141,344-$2,563-$2,563
CS 8661 LT$1,028,862$819,101$209,761$209,761
CS 1507 ST$4,099$3,064$1,035$1,035
CS 1507 LT$193,698$114,434$79,264$79,264
CS 5874 ST$23,294$24,463-$1,169-$1,169
CS 5874 LT$252,107$178,780$73,327$73,327
REF PARTNERS ST$24,558-$24,558-$24,558
REF PARTNERS LT$136,592$136,592$136,592
RADCLIFF ST$71,429$71,429$71,429
FieldValueIRS element (for citing)
Capital Gain Net Income$543,118CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$44,174NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$195,093AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,791,765NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033685DistributionYr1Rt
Adjusted Qlfy Distri Yr2$311,224AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,132,879NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050747DistributionYr2Rt
Adjusted Qlfy Distri Yr3$259,694AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,834,674NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044509DistributionYr3Rt
Adjusted Qlfy Distri Yr4$249,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,722,241NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04367DistributionYr4Rt
Adjusted Qlfy Distri Yr5$263,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,834,974NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054395DistributionYr5Rt
Total Distribution0.227006TotalDistributionRt
Average Distribution0.045401AverageDistributionRt
Net Vl Noncharitable Assets$6,169,540NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$280,103AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,554NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$286,657AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,112,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,554InvestmentIncomeExciseTaxAmt
Subtotal$6,554SubtotalAmt
Tax Based On Investment Income$6,554TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,921EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$21,000AppliedToEsTaxAmt
Total Payments And Credits$26,921TotalPaymentsAndCreditsAmt
Overpayment$20,367OverpaymentAmt
Applied To ES Tax$20,367AppliedToESTaxAmt

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 StateWYOrgReportOrRegisterStateCd
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 Line1DORICE S MCNEILLBusinessNameLine1
FieldValueIRS element (for citing)
Phone3077339278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1525 NW RIDGE RDAddressLine1
CityJACKSONCity
StateWYState
ZIP Code83001ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd

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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCode
CORBIN A MCNEILL JR
525 NW RIDGE ROADJacksonWY83001VICE PRESIDENT5.0$0
DORICE S MCNEILL
525 NW RIDGE ROADJacksonWY83001SECRETARY1.0$0
Michele Poirier-McNeill
13824 N Creek Drive 1701Mill CreekWA98012DIRECTOR1.0$0
CORBIN MCNEILL IV
318 Marshall Vale LnKennett SquarePA19348DIRECTOR1.0$0
KEVIN MCNEILL
914 Kirby DriveWestchesterPA19380DIRECTOR1.0$0
ALICIA MCNEILL
DIRECTOR1.0$010 NGAROMA ROADEPSOMAUCKLANDNZ1023
TIMOTHY MCNEILL
50-37 207th StreetBaysideNY11364DIRECTOR1.0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,646,421AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$617,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,263,492TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,263,492AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$93,952CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,169,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$308,477MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$308,477MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,554TaxBasedOnInvestmentIncomeAmt
Total Tax$6,554TotalTaxAmt
Distributable Before Adj$301,923DistributableBeforeAdjAmt
Distributable Before Ded$301,923DistributableBeforeDedAmt
Distributable As Adjusted$301,923DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,112,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,112,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,554PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,105,446AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$301,923DistributableAsAdjustedAmt
Undistributed Income PY$78,585UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$1,112,000QualifyingDistributionsAmt
Applied To Year1$78,585AppliedToYear1Amt
Applied To Current Year$301,923AppliedToCurrentYearAmt
Remaining Distri From Corpus$731,492RemainingDistriFromCorpusAmt
Total Corpus$731,492TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$731,492ExcessDistriCyovToNextYrAmt
Excess From Current Year$731,492ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCORBIN A MCNEILL JRContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1Province Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCode
CLARKE UNIVERSITY
1550 CLARKE DRIVEDUBUQUEIA520023198NONEPCSupport for education$20,000
WOMEN'S CIRCLE
912 SE 4TH STREETBOYNTON BEACHFL33435NONEPCSupport for the charities mission to support women of low income$10,000
DIOCESE OF CHEYENNE
PO BOX 774CHEYENNEWY82003NONEPCSupport for church to carry out its religious mission$30,000
WILMINGTON CHRISTIAN SCHOOL
825 LOVEVILLE ROADHOCKESSINDE19707NONEPCSupport for Christian Education$10,000
SACRED HEART SCHOOL
608 STAGE ROADMONROENY10950NONEPCSupport for church to carry out its religious mission$10,000
Villa Maria Academy
370 Old Lincoln HwyMalvernPA19355NonePCSupport for education$5,000
St Joseph's Children's Home
PO Box 1117TorringtonWY82240NonePCSupport for church to carry out its religious mission$1,000
Intrepid Fallen Hero's Fund
West 46th Street and 12th AvenueNew YorkNY10036NonePCSupport for Armed forces family's survivors$7,500
The Bridge to Life
147-32 Sanford Ave FlushingNew YorkNY11355NONEPCSupport for Women through pregnancy$7,000
Whidbey Island Waldorf School
6335 Old Pietila RdClintonWA98236NONEPCSupport for education$2,500
Kesher Preschool and Kindergarten
1000 Pottstown PikeWest ChesterPA19380NONEPCSupport for education$5,000
Bayside Historical Society
208 Totten AveBaysideNY11359NonePCSupport for the charities mission to discover, preserve and disseminate knowledge and history of Bayside$3,000
Atlantic Province of the Society of the Precious B
NONEPFSupport for use in constructing secondary school in Tanzania$1,000,000540 St Clair Avenue WestOntarioCAM6C1A4
Day School of the Sacred Heart
9101 Rockville PikeBethesdaMD20814NONEPCSupport for education$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,112,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140,557ExclusionAmt
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$543,118ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
PASSTHROUGH INCOME - TIGER OFFSHORE14
TAX REFUND$5,074

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$688,749ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$688,749TotalIncomeProducingActyAmt

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)
Organization501cYes (X)Organization501cInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCorbin A McNeill JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1525 NW Ridge RoadAddressLine1
CityJacksonCity
StateWYState
ZIP Code83001ZIPCode
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOYFMVEOYFMVAmtEOY Book ValueEOYBookValueAmt
REF PARTNERS$771,621
CHARLES SCHWAB 1507$759,238$403,285
CHARLES SCHWAB 8661$2,063,559$1,963,489
CHARLES SCHWAB 5874$838,648$403,479
TIGER CONSUMER OFFSHORE$595,624$522,224
RADCLIFFE ULTRA SHORT DURATION$484,469$462,250

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescACCOUNT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$28,226RevenueAndExpensesPerBooksAmt
Net Investment Income$28,226NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$5,074RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt
FOREIGN TAXES PAID
TAXES AND LICENSES

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