BLR FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BLR FOUNDATION INC (EIN 20-3936633)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-12
- IRS object ID
- 201100719349100005
- Schema version
- 2010v3.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-12T11:35:31-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT AND CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 EAST FOURTH ST SUITE 1500 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452024093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203936633 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLR FOUNDATION INC ATTN DOUG EVANS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLRF | NameControl |
| Phone | 5133610444 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4229 ROUNDBOTTOM ROAD | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45244 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS EVANS | Name |
| Title | OFFICER | Title |
| Phone | 5133610444 | Phone |
| Date Signed | 2011-03-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | A E SCHWEIER CPA | Name |
| Phone | 5132413111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 618413 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2542 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1320 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1320 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11971 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11971 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3220 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 14115 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3220 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 19053 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16511 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 5676 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5676 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1613 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1613 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 446 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 173 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7743 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7462 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8243 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7462 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10810 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9049 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 12961 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30516 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30516 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 580938 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 574229 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 587897 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 593899 | TotalAssetsBOY |
| Total Assets EOY | 604745 | TotalAssetsEOY |
| Total Assets EOYFMV | 618413 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 116 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 152 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 116 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 152 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 593783 | RetainedEarningsBOY |
| Retained Earnings EOY | 604593 | RetainedEarningsEOY |
| Total Net Assets BOY | 593783 | TotalNetAssetsBOY |
| Total Net Assets EOY | 604593 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 593899 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 604745 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 593783 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10810 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 604593 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 604593 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | 12243 | 10895 | 1348 | 1348 |
| MARKETABLE SECURITIES- CAPITAL GAIN DIVIDENDS | P | 1872 | 1872 | 1872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3220 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 99058 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 525150 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.188628 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41909 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 740172 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056621 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 36098 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 832550 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043358 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2804 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 751971 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.003729 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 738750 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.292336 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058467 | AverageDistributionRatio |
| Net Noncharitable Assets | 565946 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 33089 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 90 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33179 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 181 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 181 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 181 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 181 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT EDMISTON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5133610444 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 E PETE ROSE WAY | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS L EVANS | ||||||||
| 3700 ROUND BOTTOM ROAD | CINCINNATI | OH | 45244 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ANTHONY E SCHWEIER | ||||||||
| 105 EAST FOURTH STREET SUITE 1500 | CINCINNATI | OH | 45202 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| RICHARD E EVANS | ||||||||
| 171 MACARTHUR ST | ASHEBORO | NC | 27203 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 558513 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16051 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 574564 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 574564 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8618 | CashDeemedCharitable |
| Net Noncharitable Assets | 565946 | NetNoncharitableAssets |
| Minimum Investment Return | 28297 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28297 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 181 | TaxBasedOnInvestmentIncome |
| Total Tax | 181 | TotalTax |
| Distributable Amount Before Adj | 28116 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 28116 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 28116 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28116 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 36736 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36736 | TotalExcessDistriCarryover |
| Qualifying Distributions | 500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 27616 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 27616 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9120 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9120 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 9120 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT EDMISTON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 EAST PETE ROSE WAY | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5133610444 | RecipientPhoneNumber |
| Form And Info And Materials | ONE PAGE LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIAMI VALLEY CHRISTIAN ACADEMY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6830 SCHOOL STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | UNRESTRICTED CONTRIBUTION | PurposeOfGrantOrContribution |
| Amount | $500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,320 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,971 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,220 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $16,511 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16511 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY & ACCOUNTANT FEES | Category |
| Amount | $1,613 | Amount |
| Net Investment Income | 1613 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 574229 | EOYBookValue |
| EOYFMV | 587897 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | Category |
| Amount | $5,676 | Amount |
| Net Investment Income | 5676 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 8 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FOREIGN TAXES WITHHELD | Description |
| BOY Book Value | 116 | BOYBookValue |
| EOY Book Value | 152 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $173 | 173 | 0 |
| STATE FILING FEE | $200 | 0 | 0 |
| FED EXCISE TAX | $73 | 0 | 0 |