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GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
GALE FAMILY FOUNDATION INC (EIN 95-4774225)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-28
IRS object ID
201311799349100006
Schema version
2012v2.1
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)
Timestamp2013-06-28T13:39:56-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN910189318EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD SUITE 1100AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954774225EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GALE FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGALENameControl
Phone3104770450Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTINA GALEName
TitlePRESIDENTTitle
Phone3104770450Phone
Date Signed2013-06-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCURTIS ABRAMSONName
PTINP00243720PTIN
Phone3104770450Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY825776FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss30600DividendsRevAndExpnss
Dividends Net Invst Incm30600DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss11488NetGainSaleAssetsRevAndExpnss
Gross Sales Price81288GrossSalesPrice
Capital Gain Net Incm Net Invst Incm11488CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses42091TotalRevenueAndExpenses
Total Net Investment Income42091TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss170LegalFeesRevAndExpnss
Legal Fees Net Invst Incm85LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps85LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss5107OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm5107OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss199TaxesRevAndExpnss
Taxes Net Invst Incm144TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps55TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss750OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps750OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6226TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5336TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps890TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss39390ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps39390ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss45616TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5336TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps40280TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-3525ExcessOfRevenueOverExpenses
Net Investment Income36755NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY411CashBOY
Cash EOY136CashEOY
Cash EOYFMV136CashEOYFMV
Savings And Temp Cash Invst BOY29898SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY30704SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV30704SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY751339InvestmentsCorpStockBOY
Investments Corp Stock EOY794936InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV794936InvestmentsCorpStockEOYFMV
Total Assets BOY781648TotalAssetsBOY
Total Assets EOY825776TotalAssetsEOY
Total Assets EOYFMV825776TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY781648RetainedEarningsBOY
Retained Earnings EOY825776RetainedEarningsEOY
Total Net Assets BOY781648TotalNetAssetsBOY
Total Net Assets EOY825776TotalNetAssetsEOY
Total Liabilities Net Assets BOY781648TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY825776TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY781648TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-3525ExcessOfRevenueOverExpenses
Other Increases47653OtherIncreases
Subtotal825776Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY825776TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
4,505 SH. CRM SMALL/MID CAP VALUE FDP2010-02-032012-01-24625565450080568056
1,212 SH. HUSSMAN STRATEGIC GROWTHP2012-12-041334715300-1953-1953
CAPITAL GAINS DIVIDENDSP538553855385
FieldValueIRS element (for citing)
Capital Gain Net Income11488CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year137254QualifyingDistributionsYear1
Noncharitable Assets Year1808815NoncharitableAssetsYear1
Distribution Ratio Year10.046060DistributionRatioYear1
Qualifying Distributions Year236282QualifyingDistributionsYear2
Noncharitable Assets Year2789233NoncharitableAssetsYear2
Distribution Ratio Year20.045971DistributionRatioYear2
Qualifying Distributions Year348013QualifyingDistributionsYear3
Noncharitable Assets Year3727586NoncharitableAssetsYear3
Distribution Ratio Year30.065989DistributionRatioYear3
Qualifying Distributions Year448271QualifyingDistributionsYear4
Noncharitable Assets Year4884837NoncharitableAssetsYear4
Distribution Ratio Year40.054554DistributionRatioYear4
Qualifying Distributions Year541892QualifyingDistributionsYear5
Noncharitable Assets Year51011520NoncharitableAssetsYear5
Distribution Ratio Year50.041415DistributionRatioYear5
Total Distribution Ratio0.253989TotalDistributionRatio
Average Distribution Ratio0.050798AverageDistributionRatio
Net Noncharitable Assets807953NetNoncharitableAssets
Adjusted Noncharitable Assets41042AdjustedNoncharitableAssets
One Percent Net Investment Income368OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One41410AdjNonchrtblAssetsAndOnePct
Qualifying Distributions40280QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax735InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal735Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income735TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1300EstTaxPaymentsAndOverpayment
Total Credits And Payments1300TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment565Overpayment
Amount Credited To Next Year565AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMOSS ADAMS LLPBooksInCareOfPersonName
Books In Care Of Phone Number3104770450BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
TINA GALE
PO BOX 24950LOS ANGELESCA90024PRESIDENT/DIRECTOR1.00000
M ROBERT GALE
PO BOX 24950LOS ANGELESCA90024SECRETARY/DIRECTOR/CFO1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities782569AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances37688AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets820257TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets820257AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable12304CashDeemedCharitable
Net Noncharitable Assets807953NetNoncharitableAssets
Minimum Investment Return40398MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return40398MinimumInvestmentReturn
Tax Based On Investment Income735TaxBasedOnInvestmentIncome
Total Tax735TotalTax
Distributable Amount Before Adj39663DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded39663DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted39663DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions40280ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions40280QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions40280AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted39663DistributableAmountAsAdjusted
Undistributed Income Prior Year39638UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions40280QualifyingDistributions
Applied To Year139638AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year642AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY39021UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerTINA GALEContributingManager
Contributing ManagerM ROBERT GALEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
GUIDE DOG FOUNDATION FOR THE BLIND INC
371 E JERICHO TURNPIKESMITHTOWNNY11787NONE170(B)(1)(A)(VI)TO PROVIDE GUIDE DOGS FREE OF CHARGE TO THE BLIND$4,200
GIRLS INCORPORATED OF CARPINTERIA
5315 FOOTHILL ROADCARPINTERIACA93013NONE509(A)(2)TO INSPIRE AND EMPOWER GIRLS AND WOMEN TO ACHIEVE PERSONAL, SOCIAL, POLITICAL, AND ECONOMIC SUCCESS$750
AUTISM SPEAKS INC
1 EAST 33RD STREET 4TH FLOORNEW YORKNY10016NONE170(B)(1)(A)(VI)TO FUND RESEARCH INTO THE CAUSES, PREVENTION, TREATMENT AND CURE FOR AUTISM$100
FRIENDS OF THE MONTECITO LIBRARY
PO BOX 5788SANTA BARBARACA93108NONE170(B)(1)(A)(VI)TO PROVIDE SERVICES TO LOCAL LIBRARY$200
THE AMANDA FOUNDATION
351 N FOOTHILL RDBEVERLY HILLSCA90210NONE509(A)(2)RESCUE ABUSED, ABANDONED, AND UNWANTED ANIMALS AND ADOPT THEM TO LIVING FAMILIES GIVING THEM PERMANENT HOMES$7,500
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONE170(B)(1)(A)(VI)TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON FREE ENTERPRISE$1,000
THE OJAI FOUNDATION
9739 OJAI SANTA PAULA ROADOJAICA93023NONE170(B)(1)(A)(VI)TO SPONSOR VARIOUS RETREATS AND WORKSHOPS PROVIDING EDUCATIONAL ENVIRONMENT AND COMMUNITY FOR ITS PARTICIPANTS$600
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
ONE EMBARCADERO CENTERSAN FRANCISCOCA94111NONE170(B)(1)(A)(VI)CHAMPION FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS$1,000
HEARST CASTLE PRESERVATION FOUNDATION
PO BOX 192955SAN FRANCISCOCA94119NONE509(A)(2)CONSERVATION AND PROMOTION OF HEARST CASTLE$500
JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
26 BROADWAY 14TH FLOORNEW YORKNY100041838NONE170(B)(1)(A)(VI)TO FIND A CURE FOR JUVENILE DIABETES$1,000
STRAY FROM THE HEART
C/O Z ANTONIA BODON 112-20 72ND DRFOREST HILLSNY11375NONE170(B)(1)(A)(VI)TO CARE FOR THE WELFARE OF ABANDONED AND PHYSICALLY CHALLENGED DOGS$6,000B26
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVENUE NO 200MANHATTAN BEACHCA90266NONE170(B)(1)(A)(VI)TO ADVANCE RESEARCH, SUPPORT PATIENTS, AND CREATE HOPE FOR PEOPLE WHO HAVE PANCREATIC CANCER$250
JUNIOR BLIND OF AMERICA
5300 ANGELES VISTA BOULEVARDLOS ANGELESCA90043NONE170(B)(1)(A)(VI)TO HELP CHILDREN AND ADULTS WHO ARE BLIND, VISUALLY IMPAIRED, OR MULTI-DISABLED TO ACHIEVE INDEPENDENCE$2,000
THE SALVATION ARMY WORLD SERVICE OFFICE
615 SLATERS LANEALEXANDRIAVA223141112NONE509(A)(1)TO PROMOTE COMMUNITY-BASED SUSTAINABLE DEVELOPMENT EFFORTS THROUGH THE INTL. SALVATION ARMY$1,000
THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
424 EAST 92ND STREETNEW YORKNY101286804NONE170(B)(1)(A)(VI)TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES$3,790
CALIFORNIA WESTERN SCHOOL OF LAW
225 CEDAR STSAN DIEGOCA92101NONE170(B)(1)(A)(II)TO TRAIN ETHICAL, COMPETENT AND COMPASSIONATE LAWYERS, REPRESENTATIVE OF OUR DIVERSE SOCIETY, WHO CAN USE THE LAW EFFECTIVELY AND CREATIVELY$500
WOUNDED WARRIOR PROJECT INC
4899 BELFORT ROAD NO 300JACKSONVILLEFL32256NONE170(B)(1)(A)(VI)TO HONOR AND EMPOWER WOUNDED WARRIORS$9,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year39390TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$30,600ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$11,488ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$42,091ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA42091TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockFIDELITY - 1692NameOfStock
EOY Book Value794936EOYBookValue
EOYFMV794936EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$170Amount
Net Investment Income85NetInvestmentIncome
Disbursements Charitable Prps85DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMEMBERSHIPS AND DUESDescription
Revenue And Expenses Per Books750RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps750DisbursementsCharitablePrps

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$47,653Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategory
Amount$5,107Amount
Net Investment Income5107NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FRANCHISE TAX$10010
FOREIGN TAXES$1441440
REGISTRATION FILING FEE$45045

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