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HALL WENDEL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HALL WENDEL FOUNDATION (EIN 41-1584487)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-13
IRS object ID
202640729349100709
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-13T08:37:52-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST FIRST STREET SUITE 700AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55802ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411584487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALL WENDEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALLBusinessNameControlTxt
Phone7634797137PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 300AddressLine1Txt
CityROGERSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55374ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH A FARLEY CORTEZPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone7634797137PhoneNum
Signature2026-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE BOYERPreparerPersonNm
PTINP01278549PTIN
Phone2187275025PhoneNum
Preparation2026-03-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,223,190FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,798DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,798DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$69,453NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$191,713GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$69,453CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,252TotalRevAndExpnssAmt
Total Net Invst Incm$84,252TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$26,250CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$13,125CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,125CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,078PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,039PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,039PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$18,435LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$18,435LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,313AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,937AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,470OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,470OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,815OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,408OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,408OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,885TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45,414TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$147,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$209,798TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,885TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$192,914TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$125,546ExcessRevenueOverExpensesAmt
Net Investment Income$67,367NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,874CashBOYAmt
Cash EOY$9,077CashEOYAmt
Cash EOYFMV$9,077CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,113SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,624SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,624SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$784,576CorporateStockBOYAmt
Corporate Stock EOY$662,316CorporateStockEOYAmt
Corporate Stock EOYFMV$1,210,489CorporateStockEOYFMVAmt
Total Assets BOY$800,563TotalAssetsBOYAmt
Total Assets EOY$675,017TotalAssetsEOYAmt
Total Assets EOYFMV$1,223,190TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,981,866CapitalStockBOYAmt
Capital Stock EOY$4,981,866CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$4,181,303RetainedEarningBOYAmt
Retained Earning EOY-$4,306,849RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$800,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$675,017TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$800,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$675,017TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$800,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$125,546ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$675,017SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$675,017TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$191,713GrossSalesPriceAmt
Cost Or Other Basis$122,260CostOrOtherBasisAmt
Gain Or Loss$69,453GainOrLossAmt
Gains Minus Excess Or Losses$69,453GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$69,453CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$936InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$936SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,175EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,175TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,239OverpaymentAmt
Applied To ES Tax$3,239AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH A FARLEY CORTEZIndividualWithBooksNm
Phone7634797137PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 300AddressLine1Txt
CityROGERSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55374ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DEBORAH A FARLEY CORTEZ
PO BOX 300ROGERSMN55374PRESIDENT/TREASURER2.00$25,000$1,250$0
W HALL WENDEL JR
PO BOX 300ROGERSMN55374CHAIR OF THE BOARD1.00$0$0$0
CHELSEA CORTEZ
PO BOX 300ROGERSMN55374SECRETARY0.50$0$0$0
WILLIAM J BERENS
PO BOX 300ROGERSMN55374TRUSTEE0.10$0$0$0
DANIEL MEISEL
PO BOX 300ROGERSMN55374TRUSTEE0.10$0$0$0
JAMES MELVILLE
PO BOX 300ROGERSMN55374TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,197,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,920AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,219,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,219,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,288CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,200,898NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,045MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,045MinimumInvestmentReturnAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Total Tax$936TotalTaxAmt
Distributable Before Adj$59,109DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,109DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,109DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,914ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$192,914QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,109DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$974,439ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$126,323ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,232ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$88,159ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$136,071ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,369,224TotalExcessDistributionCyovAmt
Qualifying Distributions$192,914QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,109AppliedToCurrentYearAmt
Remaining Distri From Corpus$133,805RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,503,029TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$974,439ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$528,590ExcessDistriCyovToNextYrAmt
Excess From Year4$126,323ExcessFromYear4Amt
Excess From Year3$44,232ExcessFromYear3Amt
Excess From Year2$88,159ExcessFromYear2Amt
Excess From Year1$136,071ExcessFromYear1Amt
Excess From Current Year$133,805ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MAYO CLINIC
200 FIRST ST SWROCHESTERNY55902PCSUPPORT FOR THE PRISCILLA L. FIOLA AND JEFFERY P. WENDEL LIVER CANCER RESEARCH FUND$50,000
SCHOLARSHIP AMERICA INC
PO BOX 772514DETROITMI482772514PCTHE WENDEL FOUNDATION SCHOLARSHIP PROGRAM - 2025 SCHOLARSHIPS$37,500
SPINECARE RESEARCH FOUNDATION INC
377 OAK STREET SUITE 407GARDEN CITYNY11530PCSUPPORT FOR THE FRANK P. CAMMISA, JR., MD ENDOWED CHAIR AT HOSPITAL FOR SPECIAL SURGERY$10,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCGENERAL OPERATING SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,798ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$69,453ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$84,252ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$84,252TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$5,250Amt
Net Investment Income$1,313NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,937DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD TOTAL STOCK MARKET ETFStockNm
EOY Book Value$662,316EOYBookValueAmt
EOYFMV$1,210,489EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$18,435LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,435DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPAYROLL EXPENSESDesc
Revenue And Expenses Per Books$2,815RevenueAndExpensesPerBooksAmt
Net Investment Income$1,408NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,408DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHOLARSHIP AMERICA, INC. MANAGEMENT FEESCategoryTxt
Amt$7,470Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,470DisbursementsCharitablePrpsAmt

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