BETA

ANDERSON FAM FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAM FOUNDATION (EIN 35-6942786)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201441359349101749
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)
Return2014-05-15T14:12:53-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043728817PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRONCONI SEGARRA & ASSOCIATES LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16390 MAIN STREET SUITE 200AddressLine1
CityWILLIAMSVILLECity
StateNYState
ZIP Code14221ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356942786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDERSON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone7166263400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 GENESSE STREET NO 121AddressLine1
CityBUFFALOCity
StateNYState
ZIP Code14225ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN GEARY CPA CIMA CFPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7166263400PhoneNum
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J CALLAHAN CPAPreparerPersonNm
PTINP00187017PTIN
Phone7166331373PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$59,716FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$19,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$892DividendsRevAndExpnssAmt
Dividends Net Invst Incm$892DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$746NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,670GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,909CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,138TotalRevAndExpnssAmt
Total Net Invst Incm$6,801TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,144OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$572OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$572OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$891OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$883OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,051TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,471TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,430ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,471TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,657ExcessRevenueOverExpensesAmt
Net Investment Income$5,330NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,852CashBOYAmt
Cash EOY$5,216CashEOYAmt
Cash EOYFMV$5,216CashEOYFMVAmt
Corporate Stock BOY$5,064CorporateStockBOYAmt
Corporate Stock EOY$37,086CorporateStockEOYAmt
Corporate Stock EOYFMV$40,936CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$7,538CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,366CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$6,267OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,198OtherInvestmentsEOYFMVAmt
Total Assets BOY$38,916TotalAssetsBOYAmt
Total Assets EOY$56,107TotalAssetsEOYAmt
Total Assets EOYFMV$59,716TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$38,916UnrestrictedBOYAmt
Unrestricted EOY$56,107UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$38,916TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,107TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,916TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,107TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,916TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,657ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$56,573SubtotalAmt
Other Decreases$466OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,107TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES BARCLAYS TREAS INFLATION - 20 SHSP2013-01-102013-06-10$2,308$2,424-$116-$116
LAZARD EMERGING MARKETS - 32.031 SHSP2012-12-242013-11-15$621$613$8$8
SCOUTN MIS CAP FUND - 8.732P2013-11-15$160$123$37$37
SCOUTN MIS CAP FUND - 390.487P2012-10-162013-11-15$7,150$5,480$1,670$1,670
LAZARD EMERGING MARKETS - 615.652 SHSP2013-11-15$11,937$8,121$3,816$3,816
CAPITAL GAINS DIVIDENDSP$494$494$494
FieldValueIRS element (for citing)
Capital Gain Net Income$5,909CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,575AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,985NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054338DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,925NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.054338TotalDistributionRt
Average Distribution0.027169AverageDistributionRt
Net Vl Noncharitable Assets$40,938NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,112AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$53NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,165AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$53InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$53SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$53TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksBRIAN GEARY CPA CIMA CFPIndividualWithBooksNm
Phone7166263400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 INTERNATIONAL DRIVEAddressLine1
CityWILLIAMSVILLECity
StateNYState
ZIP Code14221ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PRUDENCE D ANDERSON
204 TURNBERRY COURT SOUTHATLANTISFL33462TRUSTEE0.50$0$0$0
MELINDA G POIRIER
112 BRIDLE PATHORCHARD PARKNY14127TRUSTEE0.50$0$0$0
BRIAN M GEARY
4455 GENESSE STREET SUITE 121BUFFALONY14225TRUSTEE0.50$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$36,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,216AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,561TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,561AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$623CashDeemedCharitableAmt
Net Vl Noncharitable Assets$40,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,047MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,047MinimumInvestmentReturnAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Tax$53TotalTaxAmt
Distributable Before Adj$1,994DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,994DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,994DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$53PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,957AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,994DistributableAsAdjustedAmt
Undistributed Income PY$85UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,010QualifyingDistributionsAmt
Applied To Year1$85AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$1,925TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,925TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,994UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,925ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,925ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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 PurposeGrantOrContributionPurposeTxtAmtAmt
PALM BEACH HABILITATION CENTER
4522 SOUTH CONGRESS AVENUELAKE WORTHFL33461NONE501(C)(3)GENERAL WORKING CAPITAL$1,000
RED CROSS
825 FERN STREETWEST PALM BEACHFL33401NONE501(C)(3)GENERAL WORKING CAPITAL$30
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREET 8TH FLOORNEW YORKNY10022NONE501(C)(3)GENERAL WORKING CAPITAL$200
ST JUDES CATHOLIC CHURCH
204 N US HIGHWAY 1TEQUESTAFL33469NONE501(C)(3)GENERAL WORKING CAPITAL$100
DANA FARBER CANCER INSTITUTE
220 SUNRISE AVEPALM BEACHFL33480NONE501(C)(3)GENERAL WORKING CAPITAL$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,430TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$892ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$746ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,638ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,638TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
PRUDENCE D ANDERSON
1204 TURNBERRY COURT SOUTHATLANTISFL33462$12,254Yes (X)
PRUDENCE D ANDERSON
2204 TURNBERRY COURT SOUTHATLANTISFL33462$7,246Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1647.683 SHARES OF LAZARA EMERGING MARKETS STOCK.$12,2542013-11-13
2647.683 SHARES OF LAZARA EMERGING MARKETS STOCK.$7,2462013-11-13

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$7,538EOYBookValueAmt
EOYFMV$7,366EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLENDED FUNDS$7,639$6,911
CORPORATE STOCK$29,447$34,025

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,267BookValueAmt
EOYFMV$6,198EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionOTHER FUND BALANCE ADJUSTMENTDescription
Amount$466Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$875$875$0
BANK FEES$16$8$8

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,144Amt
Net Investment Income$572NetInvestmentIncomeAmt
Disbursements Charitable Prps$572DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREGIN TAXESCategoryTxt
Amt$16Amt
Net Investment Income$16NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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