DAWSON O & ALLISON B GEORGE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DAWSON O & ALLISON B GEORGE FOUNDATION (EIN 76-0508308)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201431359349100503
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)
Return2014-05-15T06:24:43-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760146530PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDOX THOMSON & ASSOCIATES PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12603 AUGUSTA DRIVE SUITE 1400AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77057ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760508308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWSON O AND ALLISON B GEORGE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDAWSBusinessNameControlTxt
Phone7139659400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BOULEVARD NO 2540AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77056ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWSON O GEORGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7139659400PhoneNum
Signature2014-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA MCELROYPreparerPersonNm
PTINP01062925PTIN
Phone7137834242PhoneNum
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$200,652FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,220DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,220DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,469CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,689TotalRevAndExpnssAmt
Total Net Invst Incm$8,689TotalNetInvstIncmAmt
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$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$162TaxesRevAndExpnssAmt
Taxes Net Invst Incm$162TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$946OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$946OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,308TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,808TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,119ExcessRevenueOverExpensesAmt
Net Investment Income$6,481NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,030SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,978SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,978SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$153,437CorporateStockBOYAmt
Corporate Stock EOY$146,370CorporateStockEOYAmt
Corporate Stock EOYFMV$195,674CorporateStockEOYFMVAmt
Total Assets BOY$158,467TotalAssetsBOYAmt
Total Assets EOY$151,348TotalAssetsEOYAmt
Total Assets EOYFMV$200,652TotalAssetsEOYFMVAmt
Accounts Payable BOY$256AccountsPayableBOYAmt
Accounts Payable EOY$256AccountsPayableEOYAmt
Total Liabilities BOY$256TotalLiabilitiesBOYAmt
Total Liabilities EOY$256TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$158,211UnrestrictedBOYAmt
Unrestricted EOY$151,092UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$158,211TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$158,467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$151,348TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$158,211TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,119ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$151,092SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$151,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
42.689 SHS AMERICAN CENTURY SMALL CAP VAL INVP2009-10-152013-12-17$400$311$89$89
8.575 SHS BARON GROWTH FUNDP2006-03-312013-12-17$600$433$167$167
47.619 SHS IVY MID CAP GROWTH FUND CL YP2011-12-022013-12-17$1,100$836$264$264
22.635 SHS MAINSTAY ICAP SELECT EQ IP2010-08-182013-08-27$1,000$694$306$306
49.14 SHS MFS INTL VALUE CL AP2009-03-262013-12-17$1,600$803$797$797
337.128 SHS PERKINS MID CAP VALUE TP2008-07-252013-08-27$8,216$7,174$1,042$1,042
93.978 SHS PRUDENTIAL JENNISON NATURAL RES AP2013-12-17$4,505$4,263$242$242
CAPITAL GAINS DIVIDENDSP$2,562$2,562$2,562
FieldValueIRS element (for citing)
Capital Gain Net Income$5,469CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,078AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$154,035NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.026475DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,545AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$167,599NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.313516DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$149,718NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036903DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$131,485NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064646DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,572AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$160,529NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.034710DistributionYr5Rt
Total Distribution0.476250TotalDistributionRt
Average Distribution0.095250AverageDistributionRt
Net Vl Noncharitable Assets$191,941NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,282AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,347AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$130InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$130SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$130TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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 BooksDAWSON O GEORGE IIIIndividualWithBooksNm
Phone7139659400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BOULEVARD SUITE 2540AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77056ZIPCode
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 (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAWSON O GEORGE III
5933 SHADY RIVERHOUSTONTX77057PRESIDENT0.00$0$0$0
ALLISON B GEORGE
5933 SHADY RIVERHOUSTONTX77057SECRETARY0.00$0$0$0
KATHRYN G MURRAY
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
DOUGLAS BARRETT ORME GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
EMILY ALLISON GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$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$190,703AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,161AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$194,864TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$194,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,923CashDeemedCharitableAmt
Net Vl Noncharitable Assets$191,941NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,597MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,597MinimumInvestmentReturnAmt
Tax Based On Investment Income$130TaxBasedOnInvestmentIncomeAmt
Total Tax$130TotalTaxAmt
Distributable Before Adj$9,467DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,467DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,467DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,467DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$42,686ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$42,686TotalExcessDistributionCyovAmt
Qualifying Distributions$13,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,467AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,133RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$46,819TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$46,819ExcessDistriCyovToNextYrAmt
Excess From Year2$42,686ExcessFromYear2Amt
Excess From Current Year$4,133ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAWSON O GEORGE IIIContributingManagerNm
Contributing ManagerALLISON B GEORGEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
AMAZING PLACE
PO BOX 27360HOUSTONTX77227NONECHARITABLEFOR CHARITABLE PURPOSES$500
CITIZEN SCHOOLS
2700 SW FREEWAY SUITE BHOUSTONTX77098NONECHARITABLEFOR CHARITABLE PURPOSES$500
LIFEHOUSE OF HOUSTON
PO BOX 27127HOUSTONTX77227NONECHARITABLEFOR CHARITABLE PURPOSES$500
LOGOS LEADERS OUTREACH
HOUSTON CLUB BUILDING 11TH FLOORHOUSTONTX77002NONECHARITABLEFOR CHARITABLE PURPOSES$1,000811 RUSK
TEXAS CHILDREN'S HOSPITAL
6621 FANNIN STHOUSTONTX77030NONECHARITABLEFOR CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt
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$3,220ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,469ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,689TotalIncomeProducingActyAmt

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$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$146,370EOYBookValueAmt
EOYFMV$195,674EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MGMT & TFR FEESDesc
Revenue And Expenses Per Books$946RevenueAndExpensesPerBooksAmt
Net Investment Income$946NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$42$42$0
FEDERAL TAXES$120$120$0

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