HILLQUIST IRRV FAM FOUNDATION TR UA 01121999: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HILLQUIST IRRV FAM FOUNDATION TR UA 01121999 (EIN 38-6750813)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-07
IRS object ID
201440979349100004
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)
Return2014-04-07T10:46:24-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202349670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGN LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 947AddressLine1
CityTRAVERSE CITYCity
StateMIState
ZIP Code496850947ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386750813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HILLQUIST IRREVOCABLE FAMILY FOUNDATION TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHILLBusinessNameControlTxt
Phone2318820233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1
CityBENZONIACity
StateMIState
ZIP Code496169607ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON HILLQUISTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2318820233PhoneNum
Signature2014-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY F KRANTZPreparerPersonNm
PTINP00037663PTIN
Phone2319461722PhoneNum
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$189,895FMVAssetsEOYAmt
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$3,160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,160InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,817DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,817DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$744NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,011GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,233TotalRevAndExpnssAmt
Total Net Invst Incm$9,977TotalNetInvstIncmAmt
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$940AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$313AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$224TaxesRevAndExpnssAmt
Taxes Net Invst Incm$112TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,164TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$425TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$425TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,856ExcessRevenueOverExpensesAmt
Net Investment Income$9,552NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,509SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,736SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,736SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$181,796OtherInvestmentsBOYAmt
Other Investments EOY$181,159OtherInvestmentsEOYAmt
Other Investments EOYFMV$181,159OtherInvestmentsEOYFMVAmt
Total Assets BOY$194,305TotalAssetsBOYAmt
Total Assets EOY$189,895TotalAssetsEOYAmt
Total Assets EOYFMV$189,895TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$194,305UnrestrictedBOYAmt
Unrestricted EOY$189,895UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$194,305TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$189,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$194,305TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$189,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$194,305TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,856ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$192,449SubtotalAmt
Other Decreases$2,554OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$189,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MI FIN LOC GOVT LN RP REVP2010-12-102013-06-21$24,495$25,755-$1,260-$1,260
CAPITAL GAINS DIVIDENDSP$516$516$516
FieldValueIRS element (for citing)
Capital Gain Net Income-$744CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,155AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$188,845NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059070DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$181,973NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029675DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$179,466NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044577DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$171,140NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046745DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$187,636NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031977DistributionYr5Rt
Total Distribution0.212044TotalDistributionRt
Average Distribution0.042409AverageDistributionRt
Net Vl Noncharitable Assets$189,218NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,025AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$96NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,121AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,925QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$96SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Overpayment$24OverpaymentAmt
Applied To ES Tax$24AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksSHARON M HILLQUISTIndividualWithBooksNm
Phone2318820233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1
CityBENZONIACity
StateMIState
ZIP Code49616ZIPCode
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

FieldValueIRS element (for citing)
PersonSHARON M HILLQUISTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1
CityBENZONIACity
StateMIState
ZIP Code49616ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
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$181,478AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,622AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$192,100TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$192,100AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,882CashDeemedCharitableAmt
Net Vl Noncharitable Assets$189,218NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Tax$96TotalTaxAmt
Distributable Before Adj$9,365DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,365DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,365DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,925QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$96PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,829AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,365DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$482ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$482TotalExcessDistributionCyovAmt
Qualifying Distributions$9,925QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,365AppliedToCurrentYearAmt
Remaining Distri From Corpus$560RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,042TotalCorpusAmt
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$1,042ExcessDistriCyovToNextYrAmt
Excess From Year1$482ExcessFromYear1Amt
Excess From Current Year$560ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHARON M HILLQUISTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENZIE AREA CHRISTIAN NEIGHBORS
PO BOX 93BENZONIAMI49616NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
SAE FOUNDATION
400 COMMONWEALTHWARRENDALEPA15096NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
ANIMAL WELFARE LEAGUE OF BENZIE COUNTY
PO BOX 172FRANKFORTMI49635NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$700
BENZIE COUNTY CENTRAL EDUCATION FOUNDATION
9222 HOMESTEAD ROADBENZONIAMI49683NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
BENZIE HOME HEALTH CARE
10540 MAIN STREETHONORMI49640NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$200
HARTLAND AREA HISTORICAL SOCIETY
3503 AVON ROADHARTLANDMI48353NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$700
FRIENDS OF THE DARCY LIBRARY OF BEULAH
PO BOX 469BEULAHMI496170469NONEPUBLIC LIBRARYUNRESTRICTED CONTRIBUTION$200
COMMUNITY SPIRIT FOOD SOURCE INC
1201 ELM BOX 333FRANKFORTMI49635NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
MUNSON HEALTHCARE REGIONAL FOUNDATION
210 BEAUMONT PLACETRAVERSE CITYMI49684NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,000
FRIENDS OF THE BETSIE VALLEY TRAIL
PO BOX 474BEULAHMI496170474NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$65
GENEVA HISTORY CENTER
113 S 3RD STREETGENEVAIL60134NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$200
HABITAT FOR HUMANITY OF BENZIE COUNTY
955 JAMES STREET PO BOX 53FRANKFORTMI49635NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTIONUNRESTRICTED CONTRIBUTION$500
FRIENDS OF POINT BETSIE LIGHTHOUSE
4000 HIGHWAY M-137INTERLOCHENMI49643NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$200
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE ROAD SUITE DTRAVERSE CITYMI49684NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$100
CMU PUBLIC TV
1200 S FRANKLINMT PLEASANTMI48859NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$60
SHRINERS HOSPITALS FOR CHILDREN
2900 ROCKY POINT DRIVETAMPAFL336071460NONEPUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,925TotalGrantOrContriPdDurYrAmt
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$3,160ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,817ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$744ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,233ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,233TotalIncomeProducingActyAmt

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$940Amt
Net Investment Income$313NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$100,229$100,229
STOCKSFMV$50,460$50,460
BONDSFMV$30,470$30,470

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED LOSS ON STOCKS AND BONDSDescription
Amount$2,554Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$112$112$0
EXCISE TAX PAID$112$0$0

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