STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STILLWAGON FAMILY FOUNDATION (EIN 34-1784044)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2014-12-01
- IRS object ID
- 201443359349100454
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-01T15:55:49-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STILLWAGON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIL | BusinessNameControlTxt |
| Phone | 3307471903 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8295 MAPLEVALE DRIVE | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK J STILLWAGON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307471903 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $376,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,591 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,591 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,424 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,424 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,989 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,098 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,007 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,997 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $256,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $263,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $346,464 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,495 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,170 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $294,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $294,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $376,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $294,863 | CapitalStockBOYAmt |
| Capital Stock EOY | $294,141 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $294,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $294,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $294,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $294,141 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (141 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 47 SHS ISHARES MSCI | P | 2013-08-01 | 2013-10-29 | $3,067 | $2,647 | $420 | $420 |
| 168 SHS ISHARES MSCI | P | 2013-08-01 | 2013-10-29 | $4,506 | $3,913 | $593 | $593 |
| 8 SHS MICROSOFT CORP | P | 2013-05-06 | 2013-10-14 | $274 | $269 | $5 | $5 |
| 3 SHS PFIZER INCORPORATED | P | 2012-11-09 | 2013-10-14 | $87 | $73 | $14 | $14 |
| 1000 SHS GE CAPITAL INTERNOTES | P | 2013-07-31 | 2013-10-15 | $1,007 | $1,005 | $2 | $2 |
| 6 SHS CITIGROUP INC | P | 2013-05-29 | 2013-12-04 | $313 | $314 | -$1 | -$1 |
| 3 SHS COSTCO WHSL CORP | P | 2013-01-04 | 2013-12-04 | $369 | $306 | $63 | $63 |
| 3 SHS DELPHI AUTOMOTIVE PLC | P | 2013-05-29 | 2013-12-04 | $173 | $149 | $24 | $24 |
| 8 SHS SPDR EURO STOXX50 | P | 2013-10-29 | 2013-12-04 | $320 | $329 | -$9 | -$9 |
| 4 SHS GILEAD SCIENCES INC | P | 2013-06-28 | 2013-12-04 | $291 | $205 | $86 | $86 |
| 3 SHS GNC HOLDINGS INC | P | 2013-11-11 | 2013-12-04 | $177 | $177 | $0 | $0 |
| 10 SHS ISHARES MSCI GERMANY | P | 2013-04-29 | 2013-12-04 | $298 | $252 | $46 | $46 |
| 3 SHS AMERISOURCEBERGEN CORP | P | 2013-06-28 | 2013-12-04 | $209 | $168 | $41 | $41 |
| 2 SHS KROGER COMPANY COMMON | P | 2013-05-16 | 2013-12-04 | $83 | $70 | $13 | $13 |
| 4 SHS MICROSOFT CORP | P | 2013-05-06 | 2013-12-04 | $156 | $135 | $21 | $21 |
| 5 SHS POWERSHARES SENIOR | P | 2013-06-27 | 2013-12-04 | $124 | $124 | $0 | $0 |
| 6 SHS ROBERT HALF INTL INC | P | 2013-07-18 | 2013-12-04 | $232 | $214 | $18 | $18 |
| 1 SHS CITIGROUP INC | P | 2013-05-29 | 2014-01-08 | $55 | $52 | $3 | $3 |
| 3 SHS ISHARES MSCI | P | 2013-12-19 | 2014-01-08 | $46 | $47 | -$1 | -$1 |
| 48 SHS KROGER COMPANY COMMON | P | 2013-05-16 | 2014-02-26 | $1,919 | $1,689 | $230 | $230 |
| 46 SHS AMERISOURCEBERGEN CORP | P | 2013-06-28 | 2014-03-27 | $2,952 | $2,575 | $377 | $377 |
| 1 SHS INTEL CORP | P | 2014-01-08 | 2014-03-27 | $25 | $25 | $0 | $0 |
| 8 SHS SPDR S&P 500 TRUST | P | 2013-05-29 | 2014-03-27 | $1,477 | $1,321 | $156 | $156 |
| 7 SHS SPDR S&P 500 TRUST | P | 2013-10-11 | 2014-03-27 | $1,292 | $1,188 | $104 | $104 |
| 762 SHS ISHARES MSCI JAPAN | P | 2014-02-13 | 2014-04-30 | $8,423 | $8,689 | -$266 | -$266 |
| 220 SHS POWERSHARES DB BASE | P | 2014-02-13 | 2014-05-15 | $3,553 | $3,577 | -$24 | -$24 |
| 29 SHS GNC HOLDINGS INC | P | 2013-11-11 | 2014-07-28 | $943 | $1,709 | -$766 | -$766 |
| 32 SHS GNC HOLDINGS INC | P | 2013-11-12 | 2014-07-28 | $1,041 | $1,904 | -$863 | -$863 |
| .00708 SHS VERITIV CORP | P | 2014-01-08 | 2014-07-02 | $0 | $0 | ||
| .01205 SHS VERITIV CORP | P | 2014-01-08 | 2014-07-08 | $0 | $0 | ||
| 57 SHS POWERSHARES DB ENERGY | P | 2014-05-15 | 2014-08-22 | $1,614 | $1,682 | -$68 | -$68 |
| 1 SHS POWERSHARES SENIOR | P | 2014-01-08 | 2014-08-18 | $25 | $25 | $0 | $0 |
| 57 SHS ISHARES MSCI | P | 2012-08-20 | 2013-09-13 | $3,500 | $3,291 | $209 | $209 |
| 66 SHS POWERSHARES DB | P | 2009-03-31 | 2013-09-04 | $1,750 | $1,317 | $433 | $433 |
| 79 SHS POWERSHARES DB | P | 2009-04-01 | 2013-09-04 | $2,095 | $1,567 | $528 | $528 |
| 5 SHS POWERSHARES DB | P | 2010-02-02 | 2013-09-04 | $133 | $117 | $16 | $16 |
| 47 SHS POWERSHARES DB | P | 2010-08-10 | 2013-09-04 | $1,247 | $1,085 | $162 | $162 |
| 2 SHS CISCO SYSTEMS INC | P | 2008-03-12 | 2013-10-14 | $46 | $51 | -$5 | -$5 |
| 11 SHS ISHARES MSCI | P | 2012-08-20 | 2013-10-29 | $718 | $635 | $83 | $83 |
| 8 SHS ISHARES CORE S&P | P | 2010-04-21 | 2013-10-11 | $803 | $508 | $295 | $295 |
| 19 SHS ISHARES CORE S&P | P | 2010-04-22 | 2013-10-11 | $1,906 | $1,213 | $693 | $693 |
| 10 SHS ISHARES CORE S&P | P | 2010-12-06 | 2013-10-11 | $1,003 | $667 | $336 | $336 |
| 2 SHS INTERNATIONAL PAPER CO | P | 2009-10-09 | 2013-10-14 | $91 | $52 | $39 | $39 |
| 6 SHS PVH CORP | P | 2012-05-29 | 2013-10-23 | $729 | $499 | $230 | $230 |
| 17 SHS PVH CORP | P | 2012-05-30 | 2013-10-23 | $2,066 | $1,415 | $651 | $651 |
| 4 SHS PVH CORP | P | 2012-05-30 | 2013-10-24 | $478 | $333 | $145 | $145 |
| 21 SHS PVH CORP | P | 2012-08-02 | 2013-10-24 | $2,511 | $1,603 | $908 | $908 |
| 2 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-10-14 | $89 | $44 | $45 | $45 |
| 3 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-10-14 | $125 | $68 | $57 | $57 |
| 2 SHS POWERSHARES S&P | P | 2010-04-28 | 2013-10-14 | $99 | $51 | $48 | $48 |
| 2 SHS SPDR BARCLAYS | P | 2009-08-05 | 2013-10-14 | $80 | $73 | $7 | $7 |
| 3 SHS VANGUARD INTL EQUITY | P | 2009-06-26 | 2013-10-14 | $126 | $96 | $30 | $30 |
| 46 SHS VANGUARD FTSE | P | 2010-05-11 | 2013-10-11 | $1,836 | $1,470 | $366 | $366 |
| 2 SHS VANGUARD FTSE | P | 2010-05-11 | 2013-10-14 | $80 | $64 | $16 | $16 |
| 2 SHS AT&T INC | P | 2010-08-27 | 2013-12-04 | $69 | $54 | $15 | $15 |
| 5 SHS ACCENTURE PLC IRELAND | P | 2012-05-02 | 2013-12-04 | $381 | $325 | $56 | $56 |
| 2 SHS APPLE INC | P | 2008-10-16 | 2013-12-04 | $1,132 | $193 | $939 | $939 |
| 4 SHS BRINKER INTL INC | P | 2012-08-02 | 2013-12-04 | $184 | $129 | $55 | $55 |
| 4 SHS CARDTRONICS INC | P | 2012-05-02 | 2013-12-04 | $171 | $118 | $53 | $53 |
| 2 SHS CHEVRON CORPORATION | P | 2010-07-27 | 2013-12-04 | $244 | $150 | $94 | $94 |
| 4 SHS CHURCH & DWIGHT INC | P | 2006-02-24 | 2013-12-04 | $264 | $69 | $195 | $195 |
| 11 SHS CISCO SYSTEMS INC | P | 2008-03-12 | 2013-12-04 | $234 | $279 | -$45 | -$45 |
| 1 SHS CULLEN FROST BANKERS INC | P | 2010-12-27 | 2013-12-04 | $72 | $62 | $10 | $10 |
| 1 SHS CULLEN FROST BANKERS INC | P | 2010-12-28 | 2013-12-04 | $72 | $62 | $10 | $10 |
| 8 SHS DICKS SPORTING GOODS INC | P | 2010-06-14 | 2013-12-04 | $436 | $231 | $205 | $205 |
| 2 SHS EASTMAN CHEMICAL CO | P | 2012-08-02 | 2013-12-04 | $150 | $105 | $45 | $45 |
| 2 SHS ENSCO PLC | P | 2011-05-24 | 2013-12-04 | $120 | $109 | $11 | $11 |
| 2 SHS EXXON MOBIL CORP | P | 2007-11-28 | 2013-12-04 | $190 | $174 | $16 | $16 |
| 2 SHS GRACO INCORPORATED COM | P | 2009-05-14 | 2013-12-04 | $152 | $45 | $107 | $107 |
| 2 SHS HUBBELL INC CL B | P | 2011-03-18 | 2013-12-04 | $212 | $137 | $75 | $75 |
| 9 SHS ISHARES CORE S&P MIDCAP | P | 2011-01-12 | 2013-12-04 | $1,169 | $831 | $338 | $338 |
| 9 SHS ISHARES CORE S&P | P | 2010-12-06 | 2013-12-04 | $955 | $600 | $355 | $355 |
| 12 SHS ISHARES MSCI | P | 2012-06-26 | 2013-12-04 | $241 | $190 | $51 | $51 |
| I SHS SHARES IBOXX | P | 2010-04-07 | 2013-12-04 | $114 | $105 | $9 | $9 |
| 4 SHS INTEL CORP | P | 2010-01-05 | 2013-12-04 | $95 | $83 | $12 | $12 |
| 4 SHS INTERNATIONAL PAPER CO | P | 2009-12-09 | 2013-12-04 | $184 | $104 | $80 | $80 |
| 5 SHS KBR INC | P | 2011-01-14 | 2013-12-04 | $165 | $158 | $7 | $7 |
| 23 SHS KBR INC | P | 2011-01-14 | 2013-12-17 | $688 | $728 | -$40 | -$40 |
| 16 SHS KBR INC | P | 2011-01-18 | 2013-12-17 | $478 | $518 | -$40 | -$40 |
| 4 SHS KBR INC | P | 2011-01-18 | 2013-12-18 | $118 | $129 | -$11 | -$11 |
| 25 SHS KBR INC | P | 2011-01-19 | 2013-12-18 | $740 | $810 | -$70 | -$70 |
| 9 SHS METLIFE INC | P | 2010-12-17 | 2013-12-04 | $463 | $394 | $69 | $69 |
| 6 SHS JPMORGAN | P | 2009-09-24 | 2013-12-04 | $345 | $271 | $74 | $74 |
| 1 SHS OMINICOM GROUP | P | 2012-01-20 | 2013-12-04 | $70 | $47 | $23 | $23 |
| 8 SHS ORACLE CORPORATION | P | 2011-11-11 | 2013-12-04 | $281 | $260 | $21 | $21 |
| 7 SHS PFIZER INCORPORATED | P | 2012-11-09 | 2013-12-04 | $219 | $170 | $49 | $49 |
| 1 SHS PHILIP MORRIS INTERNATIONAL | P | 2012-05-03 | 2013-12-04 | $86 | $90 | -$4 | -$4 |
| 3 SHS PHILLIPS 66 | P | 2012-11-01 | 2013-12-04 | $210 | $142 | $68 | $68 |
| 14 SHS POWERSHARES DB | P | 2010-08-10 | 2013-12-04 | $360 | $323 | $37 | $37 |
| 9 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-12-04 | $425 | $200 | $225 | $225 |
| 4 SHS POWERSHARES S&P | P | 2010-08-12 | 2013-12-04 | $134 | $101 | $33 | $33 |
| 16 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-12-04 | $625 | $375 | $250 | $250 |
| 8 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-12-04 | $340 | $181 | $159 | $159 |
| 4 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-12-04 | $174 | $93 | $81 | $81 |
| 10 SHS POWERSHARES S&P | P | 2010-04-28 | 2013-12-04 | $546 | $253 | $293 | $293 |
| 1 SHS POWERSHARES S&P | P | 2010-04-28 | 2013-12-19 | $54 | $25 | $29 | $29 |
| 53 SHS POWERSHARES S&P | P | 2010-04-29 | 2013-12-19 | $2,843 | $1,364 | $1,479 | $1,479 |
| 2 SHS POWERSHARES S&P | P | 2010-08-11 | 2013-12-19 | $107 | $46 | $61 | $61 |
| 5 SHS SPDR S&P 500 TRUST | P | 2011-09-27 | 2013-12-04 | $900 | $593 | $307 | $307 |
| 8 SHS SPDR BARCLAYS | P | 2009-08-05 | 2013-12-04 | $323 | $291 | $32 | $32 |
| 2 SHS 3M CO | P | 2007-04-27 | 2013-12-04 | $253 | $164 | $89 | $89 |
| 2 SHS UNION PACIFIC CORP | P | 2012-11-27 | 2013-12-04 | $323 | $245 | $78 | $78 |
| 3 SHS UNITED TECHNOLOGIES CORP | P | 2006-02-24 | 2013-12-04 | $327 | $175 | $152 | $152 |
| 3 SHS VANGUARD TOTAL BOND | P | 2011-10-13 | 2013-12-04 | $241 | $249 | -$8 | -$8 |
| 51 SHS VANGUARD INTL EQUITY | P | 2009-06-26 | 2013-12-04 | $2,072 | $1,631 | $441 | $441 |
| 7 SHS VANGUARD REIT | P | 2009-08-24 | 2013-12-04 | $458 | $263 | $195 | $195 |
| 2 SHS VERIZON COMMUNICATIONS | P | 2010-08-27 | 2013-12-04 | $99 | $60 | $39 | $39 |
| 44 SHS VANGUARD FTSE | P | 2010-05-11 | 2013-12-04 | $1,773 | $1,406 | $367 | $367 |
| 3 SHS WHITING PETROLEUM CORP | P | 2009-05-13 | 2013-12-04 | $184 | $59 | $125 | $125 |
| 1000 SHS CITIGROUP INC | P | 2010-11-10 | 2013-12-05 | $1,130 | $1,066 | $64 | $64 |
| 1000 SHS KRAFT FOODS INC | P | 2010-04-28 | 2013-12-05 | $1,066 | $1,022 | $44 | $44 |
| 1 SHS METLIFE INC | P | 2010-12-17 | 2014-01-08 | $54 | $44 | $10 | $10 |
| 15 SHS POWERSHARES DB | P | 2010-08-10 | 2014-02-13 | $384 | $346 | $38 | $38 |
| 6 SHS POWERSHARES DB | P | 2011-01-10 | 2014-02-13 | $154 | $164 | -$10 | -$10 |
| 66 SHS POWERSHARES DB | P | 2011-09-28 | 2014-02-13 | $1,691 | $1,766 | -$75 | -$75 |
| 23 SHS POWERSHARES DB | P | 2012-05-15 | 2014-02-13 | $589 | $610 | -$21 | -$21 |
| 28 SHS VANGUARD INTL EQUITY | P | 2009-06-26 | 2014-02-13 | $1,075 | $895 | $180 | $180 |
| 27 SHS VANGUARD INTL EQUITY | P | 2009-09-16 | 2014-02-13 | $1,037 | $1,045 | -$8 | -$8 |
| 5 SHS VANGUARD INTL EQUITY | P | 2010-02-02 | 2014-02-13 | $192 | $196 | -$4 | -$4 |
| 50 SHS VANGUARD INTL EQUITY | P | 2010-06-08 | 2014-02-13 | $1,920 | $1,864 | $56 | $56 |
| 45 SHS VANGUARD FTSE | P | 2010-05-11 | 2014-02-13 | $1,838 | $1,438 | $400 | $400 |
| 10 SHS VANGUARD FTSE | P | 2011-01-10 | 2014-02-13 | $409 | $354 | $55 | $55 |
| 72 SHS VANGUARD FTSE | P | 2011-02-25 | 2014-02-13 | $2,941 | $2,726 | $215 | $215 |
| 115 SHS VANGUARD FTSE | P | 2011-06-03 | 2014-02-13 | $4,698 | $4,356 | $342 | $342 |
| 2000 SHS KRAFT FOODS INC | P | 2010-04-28 | 2014-02-19 | $2,128 | $2,044 | $84 | $84 |
| 5 SHS INTEL CORP | P | 2010-01-05 | 2014-03-27 | $127 | $104 | $23 | $23 |
| 3 SHS INTEL CORP | P | 2010-02-02 | 2014-03-27 | $76 | $59 | $17 | $17 |
| 37 SHS INTEL CORP | P | 2010-02-18 | 2014-03-27 | $942 | $766 | $176 | $176 |
| 3 SHS INTEL CORP | P | 2011-01-10 | 2014-03-27 | $76 | $62 | $14 | $14 |
| 15 SHS SPDR S&P 500 TRUST | P | 2011-09-27 | 2014-03-27 | $2,769 | $1,778 | $991 | $991 |
| 2000 SHS CITIGROUP INC | P | 2010-11-10 | 2014-06-09 | $2,275 | $2,133 | $142 | $142 |
| 2000 SHS US TREASURY NOTES | P | 2010-04-06 | 2014-06-09 | $2,212 | $2,098 | $114 | $114 |
| .02121 SHS VERITIV CORP | P | 2011-01-10 | 2014-07-02 | $1 | $1 | $1 | |
| .36061 SHS VERITIV CORP | P | 2010-05-27 | 2014-07-02 | $13 | $6 | $7 | $7 |
| .19798 SHS VERITIV CORP | P | 2009-12-09 | 2014-07-02 | $7 | $4 | $3 | $3 |
| .33735 SHS VERITIV CORP | P | 2009-12-09 | 2014-07-08 | $12 | $6 | $6 | $6 |
| .61446 SHS VERITIV CORP | P | 2010-05-27 | 2014-07-08 | $21 | $11 | $10 | $10 |
| .03614 SHS VERITIV CORP | P | 2011-01-10 | 2014-07-08 | $1 | $1 | $0 | $0 |
| 64 SHS POWERSHARES DB | P | 2012-05-15 | 2014-08-22 | $1,590 | $1,698 | -$108 | -$108 |
| 64 SHS POWERSHARES SENIOR | P | 2013-06-27 | 2014-08-18 | $1,570 | $1,582 | -$12 | -$12 |
| 3000 SHS GE CAPITAL | P | 2013-07-31 | 2014-08-19 | $3,045 | $3,014 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,591 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $336,507 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $322,101 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052431 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $344,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044817 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,954 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $310,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,481 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $286,259 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078534 | DistributionYr5Rt |
| Total Distribution | 0.268201 | TotalDistributionRt |
| Average Distribution | 0.053640 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $361,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $176 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,557 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,424 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8 | OverpaymentAmt |
| Applied To ES Tax | $8 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FREDERICK J STILLWAGON | IndividualWithBooksNm |
| Phone | 3305330559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8295 MAPLEVALE DRIVE | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDERICK J STILLWAGON | ||||||||
| 8295 MAPLEVALE | CANFIELD | OH | 44406 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY CARSTENSEN | ||||||||
| 1465 LAKE ROGER DR | KENT | OH | 44240 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL K STILLWAGON | ||||||||
| 119 HAWTHORNE DR | WINCHESTER | VA | 22601 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NONE | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | NONE | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $345,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $366,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $366,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $361,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $17,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,714 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,424 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,424 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,424 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,714 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRADDOCK ST UMC | |||||||
| 115 WOLFE STREET | WINCHESTER | VA | 22601 | N/A | EXEMPT | GENERAL | $1,514 |
| CANFIELD PRESBYTERIAN CHURCH | |||||||
| 140 WEST MAIN STREET | CANFIELD | OH | 44406 | N/A | EXEMPT | GENERAL | $3,474 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | EXEMPT | GENERAL | $2,975 |
| SALVATION ARMY YOUNGSTOWN OHIO | |||||||
| 10 SOUTH FRUIT STREET | YOUNGSTOWN | OH | 44511 | N/A | EXEMPT | GENERAL | $2,000 |
| WINCHESTER MEDICAL CENTER | |||||||
| 1840 AMHERST ST | WINCHESTER | VA | 22601 | N/A | EXEMPT | GENERAL | $1,000 |
| YORK SYMPHONY ORCHESTRA | |||||||
| 50 N GEORGE STREET | YORK | PA | 17401 | N/A | EXEMPT | GENERAL | $5,110 |
| MEDICAL CLINIC | |||||||
| 301 NORTH CAMERON | WINCHESTER | VA | 22601 | N/A | EXEMPT | GENERAL | $351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,424 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,517 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,591 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,108 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,108 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE INCOME PRODUCED FROM THE ACTIVITIES LISTED ENABLED THE ORGANIZATION TO CONTINUE TO PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY ORGANIZATIONS AS NEEDED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $9,211 | EOYBookValueAmt |
| EOYFMV | $9,170 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $263,934 | EOYBookValueAmt |
| EOYFMV | $346,464 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,007 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,997 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $5,505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $586 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments