Wurtele Foundation Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Wurtele Foundation Inc (EIN 13-3098760)
- Tax period
- 2010-05-01 to 2011-04-30
- Filed
- 2011-08-23
- IRS object ID
- 201132359349100603
- Schema version
- 2010v3.4
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-23T10:53:20-05:00 | Timestamp |
| Tax Period End Date | 2011-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAYLES & EVANS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W CHURCH ST | AddressLine1 |
| City | ELMIRA | City |
| State | NY | State |
| ZIP Code | 14901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133098760 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WURTELE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WURT | NameControl |
| Phone | 6077342271 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST CHURCH STREET | AddressLine1 |
| City | ELMIRA | City |
| State | NY | State |
| ZIP Code | 149012773 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANNA WURTELE | Name |
| Title | PRESIDENT/TRUSTEE | Title |
| Phone | 6077342271 | Phone |
| Date Signed | 2011-08-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLOVER M DRINKWATER | Name |
| Phone | 6077342271 | Phone |
| Date Prepared | 2011-08-23 | DatePrepared |
| 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 | 4527369 | 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 | 47 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 47 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 92298 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 92298 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1463 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 133335 | GrossSalesPrice |
| Total Revenue And Expenses | 90882 | TotalRevenueAndExpenses |
| Total Net Investment Income | 92345 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 24317 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 24317 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 450000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 450000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 474317 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 450000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -383435 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 92345 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 769480 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 369995 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 369995 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3658324 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3674374 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4157374 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4427804 | TotalAssetsBOY |
| Total Assets EOY | 4044369 | TotalAssetsEOY |
| Total Assets EOYFMV | 4527369 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4427804 | RetainedEarningsBOY |
| Retained Earnings EOY | 4044369 | RetainedEarningsEOY |
| Total Net Assets BOY | 4427804 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4044369 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4427804 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4044369 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4427804 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -383435 | ExcessOfRevenueOverExpenses |
| Subtotal | 4044369 | Subtotal |
| Total Net Assets Fund Balances EOY | 4044369 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 5,453.397S WESTPORT SELECT | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2006-01-04 | DateAcquired |
| Date Sold | 2010-05-03 | DateSold |
| Gross Sales Price | 133335 | GrossSalesPrice |
| Cost Or Other Basis | 134798 | CostOrOtherBasis |
| Gain Or Loss | -1463 | GainOrLoss |
| Gains Minus Excess Or Losses | -1463 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1463 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 577381 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4262433 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135458 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 260266 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3981673 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065366 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 443250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4810701 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.092138 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 377000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3618316 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104192 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 151998 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2272936 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.066873 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.464027 | TotalDistributionRatio |
| Average Distribution Ratio | 0.092805 | AverageDistributionRatio |
| Net Noncharitable Assets | 4108373 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 381278 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 923 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 382201 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 450000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 923 | InvestmentIncomeExciseTax |
| Subtotal | 923 | Subtotal |
| Tax Based On Investment Income | 923 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4998 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4998 | TotalCreditsAndPayments |
| Overpayment | 4075 | Overpayment |
| Amount Credited To Next Year | 4075 | 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 Person Name | SAYLES EVANS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6077342271 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST CHURCH STREET | AddressLine1 |
| City | ELMIRA | City |
| State | NY | State |
| ZIP Code | 14901 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
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 |
|---|---|---|---|---|---|---|---|---|
| JOANNA WURTELE | ||||||||
| PO BOX 746 | NEWROADS | LA | 70760 | PRES./TRUSTE | 1.00 | 0 | 0 | 0 |
| CLOVER M DRINKWATER | ||||||||
| ONE WEST CHURCH STREET | ELMIRA | NY | 14901 | SEC./TREASUR | 1.00 | 0 | 0 | 0 |
| ELIZABETH LOWMAN MCCULLOUGH | ||||||||
| 193 SOUTH PLEASANT STREET | HINGHAM | MA | 02043 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3787662 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 383275 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4170937 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4170937 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 62564 | CashDeemedCharitable |
| Net Noncharitable Assets | 4108373 | NetNoncharitableAssets |
| Minimum Investment Return | 205419 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 205419 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 923 | TaxBasedOnInvestmentIncome |
| Total Tax | 923 | TotalTax |
| Distributable Amount Before Adj | 204496 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 204496 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 204496 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 450000 | ExpensesAndContributions |
| Qualifying Distributions | 450000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 923 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 449077 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 204496 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 47716 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 198805 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 210040 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 63046 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 365497 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 885104 | TotalExcessDistriCarryover |
| Qualifying Distributions | 450000 | QualifyingDistributions |
| Applied To Current Year | 204496 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 245504 | RemainingDistriFromCorpus |
| Total Corpus | 1130608 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 47716 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1082892 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 198805 | ExcessFromYear4 |
| Excess From Year3 | 210040 | ExcessFromYear3 |
| Excess From Year2 | 63046 | ExcessFromYear2 |
| Excess From Year1 | 365497 | ExcessFromYear1 |
| Excess From Current Year | 245504 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANNA WURTELE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| LANO | ||||||||
| LOUISIANA ASSOCIATION OF NON-PROFIT ORGANIZATIONS | PO BOX 66558 | BATON ROUGE | LA | 70896 | NONE | PUBLIC | GENERAL SUPPORT | $250,000 |
| TEACH FOR AMERICA | ||||||||
| TEACH FOR AMERICA OF SOUTH LOUISIANA | 501 GOVERNMENT ST STE 100 | BATON ROUGE | LA | 70802 | NONE | PUBLIC | GENERAL SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 450000 | 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 | $47 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $92,298 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,463 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,882 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 90882 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | THE FOUNDATION'S SOLE ACTIVITY IS TO INVEST |
| 4 | ITS FUNDS IN ORDER TO MAKE GRANTS |
| 8 | TO CHARITABLE ORGANIZATIONS. |
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 |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| JOANNA WURTELE |
| CLOVER M DRINKWATER |
| ELIZABETH LOWMAN MCCULLOUGH |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD HIGH-YIELD ADM | 125000 | 118719 |
| VANGUARD TOTAL INTL | 812740 | 882836 |
| VANGUARD ENERGY FD-ADM | 119902 | 151428 |
| VANGUARD COVERTIBLE SEC | 60568 | 61174 |
| VANGUARD REIT-SIGNAL | 89188 | 119058 |
| VANGUARD EMERGING | 50000 | 58905 |
| VANGUARD TTL BD MKT-SIGN | 569605 | 594559 |
| VANGUARD SEL VALUE | 171148 | 185028 |
| VANGUARD MID CAP GROWTH | 131551 | 157753 |
| VANGUARD TOTAL STOCK | 786940 | 888889 |
| WESTPORT SELECT CAP | ||
| CELENE CORP | 31844 | 100685 |
| SCHLUMBERGER | 42544 | 109495 |
| VANGUARD 500 IDX SIGNAL | 293000 | 263256 |
| VANGUARD INFLATION | 250344 | 285003 |
| VANGUARD EXPLORER FUND | 140000 | 180586 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKET STREET TRUST CO., ADMIN. | Category |
| Amount | $24,317 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOANNA WURTELE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 746 | AddressLine1 |
| City | NEW ROADS | City |
| State | LA | State |
| ZIP Code | 70760 | ZIPCode |
Comments