ELIZABETH HOOK ARMSTRONG FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH HOOK ARMSTRONG FOUNDATION (EIN 77-0547321)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-16
- IRS object ID
- 201341369349100819
- Schema version
- 2012v2.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-16T14:18:02-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bianchi Kasavan & Pope LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Munras Ave Ste 200 | AddressLine1 |
| City | Monterey | City |
| State | CA | State |
| ZIP Code | 93940 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770547321 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Hook Armstrong Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELIZ | NameControl |
| Phone | 8313752327 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5692 | AddressLine1 |
| City | Carmel | City |
| State | CA | State |
| ZIP Code | 93921 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey W Gorman | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David G Huey | Name |
| PTIN | P00079054 | PTIN |
| Phone | 8313731697 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 823774 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 353 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 353 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17960 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17960 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 73192 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 511911 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73192 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 91505 | TotalRevenueAndExpenses |
| Total Net Investment Income | 91505 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1628 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 326 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1302 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1014 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1014 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 531 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 1279 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 256 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1023 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2634 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 390 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2189 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7086 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1986 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4514 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29142 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29142 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 36228 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1986 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33656 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 55277 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 89519 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 192997 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 61047 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 61047 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 535071 | InvestmentsCorpStockBOY |
| Investments Other EOY | 722298 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 762727 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 728068 | TotalAssetsBOY |
| Total Assets EOY | 783345 | TotalAssetsEOY |
| Total Assets EOYFMV | 823774 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 728068 | UnrestrictedBOY |
| Unrestricted EOY | 783345 | UnrestrictedEOY |
| Total Net Assets BOY | 728068 | TotalNetAssetsBOY |
| Total Net Assets EOY | 783345 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 728068 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 783345 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 728068 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 55277 | ExcessOfRevenueOverExpenses |
| Subtotal | 783345 | Subtotal |
| Total Net Assets Fund Balances EOY | 783345 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| Capital gains distributions | P | 2010-01-01 | 2012-12-31 | 76 | 76 | 76 | |
| 40000 GE Cap Corp | P | 2010-01-01 | 2012-07-23 | 40000 | 40000 | ||
| Publicly traded securities | P | 2010-01-01 | 2012-12-31 | 454734 | 76015 | 76015 | 378719 |
| 566.25 Oppenheimer Developing Mkts | P | 2011-01-19 | 2012-01-17 | 17101 | -2899 | -2899 | 20000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73192 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33428 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 791990 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04221 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 17639 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 753593 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02341 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19944 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 669295 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.02980 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 12817 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 877051 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.01461 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 124197 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1097906 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.11312 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.22315 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04463 | AverageDistributionRatio |
| Net Noncharitable Assets | 788143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35175 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 895 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36070 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 33656 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1790 | InvestmentIncomeExciseTax |
| Subtotal | 1790 | Subtotal |
| Tax Based On Investment Income | 1790 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 440 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1700 | TaxPaidWithExtension |
| Total Credits And Payments | 2140 | TotalCreditsAndPayments |
| Overpayment | 350 | Overpayment |
| Amount Credited To Next Year | 350 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey W Gorman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8313752327 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5692 | AddressLine1 |
| City | Carmel | City |
| State | CA | State |
| ZIP Code | 939215692 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jeffrey W Gorman | ||||||
| 205 Mar Vista Drive | Monterey | CA | 93940 | Treasurer | 1.00 | 0 |
| Mike Kelly | ||||||
| P O Box 222634 | Carmel | CA | 93922 | Trustee | 0.20 | 0 |
| Brian Steckler | ||||||
| 25777 Tierra Grande Drive | Carmel | CA | 93923 | Secretary | 0.30 | 0 |
| Walter McCullough | ||||||
| 1637 Emerson Street | Palo Alto | CA | 94301 | President | 0.20 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 748951 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51194 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 800145 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 800145 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12002 | CashDeemedCharitable |
| Net Noncharitable Assets | 788143 | NetNoncharitableAssets |
| Minimum Investment Return | 39407 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39407 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1790 | TaxBasedOnInvestmentIncome |
| Total Tax | 1790 | TotalTax |
| Distributable Amount Before Adj | 37617 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 37617 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 37617 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33656 | ExpensesAndContributions |
| Qualifying Distributions | 33656 | QualifyingDistributions |
| Adj Qualifying Distributions | 33656 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37617 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 22347 | UndistributedIncomePriorYear |
| Qualifying Distributions | 33656 | QualifyingDistributions |
| Applied To Year1 | 22347 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11309 | AppliedToCurrentYear |
| Undistributed Income CY | 26308 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5692 | AddressLine1 |
| City | Carmel | City |
| State | CA | State |
| ZIP Code | 93921 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Elizabeth Hook Armstrong Foundation application form | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | Restrictions are stated in the Articles of Incorporation. Benefits are for students and former students of A B Ingham School. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AB Ingham School | ||||||
| 47 San Benancio Road | Salinas | CA | 93908 | Exempt | General purpose grant | $14,142 |
| STAR Riders | ||||||
| P O Box 1568 | Marina | CA | 93933 | Exempt | For the benefit of A B Ingham School students | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29142 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $353 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,960 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $73,192 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,505 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 91505 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees-CPA | Category |
| Amount | $1,628 | Amount |
| Net Investment Income | 326 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1302 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 1900 I Shares Core Total US Bond Mkt | AT COST | 203232 | 211052 |
| 3430 I Shares S&P 500 ETF | AT COST | 459716 | 490970 |
| 500 Barclays Treas Inflation Protect Sec | AT COST | 59350 | 60705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| State filing fees | 55 | ||
| Postage | 20 | 4 | 16 |
| P.O. Box rental | 52 | 10 | 42 |
| Miscellaneous | 562 | 112 | 450 |
| Insurance | 1250 | 125 | 1125 |
| Dues and subscriptions | 695 | 139 | 556 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment management fees | Category |
| Amount | $1,014 | Amount |
| Net Investment Income | 1014 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | Category |
| Amount | $531 | Amount |