LISA P LOEB FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LISA P LOEB FOUNDATION (EIN 04-6860384)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201421269349100112
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)
Return2014-05-06T09:44:17-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043339202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kennedy Parker & CoBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 Derby Street Suite 42AddressLine1
CityHinghamCity
StateMAState
ZIP Code02043ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046860384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lisa P Loeb FoundationBusinessNameLine1
Business Name Line2Stephen M Richmond TrusteeBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone6173325828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 Manitoba RoadAddressLine1
CityWabanCity
StateMAState
ZIP Code02468ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStephen M RichmondPersonNm
Person TitleTrusteePersonTitleTxt
Phone6173325828PhoneNum
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAllan D Parker IIIPreparerPersonNm
PTINP01228360PTIN
Phone7817409065PhoneNum
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$581,970FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,748DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,748DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,687GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,353CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,102TotalRevAndExpnssAmt
Total Net Invst Incm$32,102TotalNetInvstIncmAmt
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$1,327AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,327AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,306OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,306OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$659TaxesRevAndExpnssAmt
Taxes Net Invst Incm$659TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,327TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,327TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$975ExcessRevenueOverExpensesAmt
Net Investment Income$25,775NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,772CashBOYAmt
Cash EOY$3,355CashEOYAmt
Cash EOYFMV$3,355CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,779SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,623SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,623SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$267,844CorporateStockBOYAmt
Corporate Stock EOY$260,509CorporateStockEOYAmt
Corporate Stock EOYFMV$393,780CorporateStockEOYFMVAmt
Corporate Bonds BOY$152,346CorporateBondsBOYAmt
Corporate Bonds EOY$153,229CorporateBondsEOYAmt
Corporate Bonds EOYFMV$152,130CorporateBondsEOYFMVAmt
Other Investments BOY$13,000OtherInvestmentsBOYAmt
Other Investments EOY$13,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,082OtherInvestmentsEOYFMVAmt
Total Assets BOY$451,741TotalAssetsBOYAmt
Total Assets EOY$452,716TotalAssetsEOYAmt
Total Assets EOYFMV$581,970TotalAssetsEOYFMVAmt
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$451,741RetainedEarningBOYAmt
Retained Earning EOY$452,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$451,741TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$452,716TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$451,741TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$452,716TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$451,741TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$975ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$452,716SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$452,716TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Columbia Fds Ser Tr I Select 278.86shP2008-08-012013-09-12$5,000$3,084$1,916$1,916
Columbia Dividend Income Cl Z 291.72shP2007-02-262013-09-12$5,000$4,250$750$750
Capital Gains DividendsP$18,687$18,687$18,687
FieldValueIRS element (for citing)
Capital Gain Net Income$21,353CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,120AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$498,459NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048389DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,850AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$496,853NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045989DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$477,355NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045459DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,051AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$422,138NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061712DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,941AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$518,878NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049994DistributionYr5Rt
Total Distribution0.251543TotalDistributionRt
Average Distribution0.050309AverageDistributionRt
Net Vl Noncharitable Assets$514,571NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,888AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$258NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,146AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$516InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$516SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$516TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$88EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$88TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$433TaxDueAmt

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 StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Stephen M Richmond TrusteeBusinessNameLine1
FieldValueIRS element (for citing)
Phone6173325828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 Manitoba RoadAddressLine1
CityWabanCity
StateMAState
ZIP Code02468ZIPCode
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12011UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonStephen M RichmondPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 Manitoba RoadAddressLine1
CityWabanCity
StateMAState
ZIP Code02468ZIPCode
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$502,048AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,359AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$522,407TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$522,407AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,836CashDeemedCharitableAmt
Net Vl Noncharitable Assets$514,571NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,729MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,729MinimumInvestmentReturnAmt
Tax Based On Investment Income$516TaxBasedOnInvestmentIncomeAmt
Total Tax$516TotalTaxAmt
Distributable Before Adj$25,213DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,213DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,213DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,213DistributableAsAdjustedAmt
Undistributed Income PY$24,611UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Total For Prior Years$610TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$24,800QualifyingDistributionsAmt
Applied To Year1$24,611AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$189AppliedToCurrentYearAmt
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$610PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$610Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$25,024UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonStephen M RichmondRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18 Manitoba RoadAddressLine1
CityWabanCity
StateMAState
ZIP Code02468ZIPCode
FieldValueIRS element (for citing)
Recipient Phone6173325828RecipientPhoneNum
Form And Info And MaterialsLetter specifying purpose of request and evidence of tax exempt status.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
BIDMC
330 Brookline AvenueBostonMA02215None501(c)(3) CharityUnrestricted purposes$5,000
Charles River YMCA
863 Great Plain AvenueNeedhamMA02492None501(c)(3) CharityUnrestricted purposes$2,500
Combined Jewish Philanthropies
126 High StreetBostonMA02110None501(c)(3) CharityUnrestricted purposes$5,000
Hebrew Senior Life
Hebrew Rehabilitation Center 1200BostonMA02131None501(c)(3) CharityUnrestricted purposes$1,800Centre Street
Linda Schulman Innovation Fund
c/o Margo Friedman 75 Grove StreetWellesleyMA02482None501(c)(3) CharityUnrestricted purposes$500
Temple Israel
375 Longwood AvenueBostonMA02215None501(c)(3) CharityUnrestricted purposes$2,500
Boston University
One Silber WayBostonMA02215None501(c)(3) CharityUnrestricted purposes$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,800TotalGrantOrContriPdDurYrAmt
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$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,748ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,353ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,102ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,102TotalIncomeProducingActyAmt

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)
CategoryAccountingCategoryTxt
Amt$1,327Amt
Net Investment Income$1,327NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFixed income mutual fundsBondNm
EOY Book Value$153,229EOYBookValueAmt
EOYFMV$152,130EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEquity mutual fundsStockNm
EOY Book Value$260,509EOYBookValueAmt
EOYFMV$393,780EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Real Estate mutual fundsAT COST$5,000$3,843
Commodities mutual fundsAT COST$8,000$6,239

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA AG filing feeDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$35NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryManagement feesCategoryTxt
Amt$4,306Amt
Net Investment Income$4,306NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
U.S. Treasury$583$583$0
Foreign taxes$76$76$0

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