HAROLD HAMM FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HAROLD HAMM FOUNDATION (EIN 46-1256191)
Tax period
2023-04-01 to 2024-03-31
Filed
2026-04-03
IRS object ID
202640939349100314
Schema version
2023v6.0
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)
Return2026-04-03T09:12:16-05:00ReturnTs
Tax Period End2024-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461256191EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAROLD HAMM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone4056057788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1295AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHAROLD G HAMMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4058314003PhoneNum
Signature2026-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonASHLEY M FOGLEPreparerPersonNm
PTINP01258800PTIN
Phone4058482020PhoneNum
Preparation2026-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,001,481FMVAssetsEOYAmt
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$848InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$848InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$162,043DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162,043DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$162,896TotalRevAndExpnssAmt
Total Net Invst Incm$162,896TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,334TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,411OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,206OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,205OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,745TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,206TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,205TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,630,893ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,630,893ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,635,638TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,206TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,632,098TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,472,742ExcessRevenueOverExpensesAmt
Net Investment Income$161,690NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,955CashBOYAmt
Cash EOY$12,960CashEOYAmt
Cash EOYFMV$12,960CashEOYFMVAmt
Sav And Temp Cash Invst BOY$410,227SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$391,496SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$391,496SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Inventories BOY$0InventoriesBOYAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Corporate Stock BOY$12,581,233CorporateStockBOYAmt
Corporate Stock EOY$10,679,563CorporateStockEOYAmt
Corporate Stock EOYFMV$17,597,025CorporateStockEOYFMVAmt
Total Assets BOY$13,004,415TotalAssetsBOYAmt
Total Assets EOY$11,084,019TotalAssetsEOYAmt
Total Assets EOYFMV$18,001,481TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,004,415CapitalStockBOYAmt
Capital Stock EOY$11,084,019CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,004,415TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,084,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,004,415TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,084,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,004,415TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,472,742ExcessRevenueOverExpensesAmt
Other Increases$552,346OtherIncreasesAmt
Subtotal$11,084,019SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,084,019TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,247InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,247SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,035TotalPaymentsAndCreditsAmt
Es Penalty$126EsPenaltyAmt
Overpayment$7,662OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$7,662RefundAmt

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 Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
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 BooksDEBRA RICHARDSIndividualWithBooksNm
Phone4056057788PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1295AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731011295ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HAROLD G HAMM
20 N BROADWAY 1410OKLAHOMA CITYOK73102PRESIDENT2.00$0$0$0
SHELLY LAMBERTZ
20 N BROADWAY 1410OKLAHOMA CITYOK73102SECRETARY2.00$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$16,790,509AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$413,819AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,204,328TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,204,328AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$258,065CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,946,263NetVlNoncharitableAssetsAmt
Minimum Investment Return$847,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$847,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,247TaxBasedOnInvestmentIncomeAmt
Total Tax$2,247TotalTaxAmt
Distributable Before Adj$845,066DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$845,066DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$845,066DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,632,098ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,632,098QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$845,066DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$795,044ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,499,269ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$924,063ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,514,767ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,315,644ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,048,787TotalExcessDistributionCyovAmt
Qualifying Distributions$2,632,098QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$845,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,787,032RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$45,835,819TotalCorpusAmt
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$795,044ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,040,775ExcessDistriCyovToNextYrAmt
Excess From Year4$4,499,269ExcessFromYear4Amt
Excess From Year3$924,063ExcessFromYear3Amt
Excess From Year2$36,514,767ExcessFromYear2Amt
Excess From Year1$1,315,644ExcessFromYear1Amt
Excess From Current Year$1,787,032ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHAROLD G HAMMContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEBRA RICHARDSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1295AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731011295ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4056057788RecipientPhoneNum
Recipient Email AddressDEB@HAMM-CAPITAL.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER STATING WHAT THE FUNDS WILL BE USED FOR AND THE DOLLAR AMOUNT REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsEDUCATION OR HEALTHCARERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DENNY PRICE FAMILY YWCA
415 W CHEROKEEENIDOK73701NONEPCBACK A YOUTH$1,500
RONALD MCDONALD HOUSE
PO BOX 7979EDMONDOK73083NONEPCHELPING CRITICALLY ILL CHILDREN$5,000
JESUS HOUSE
1335 W SHERIDANOKLAHOMA CITYOK73106NONEPCFEEDING AND SHELTER HOMELESS$25,000
OKLAHOMA HALL OF FAME
1400 CLASSEN DROKLAHOMA CITYOK73106NONEPCFREE EDUCATIONAL PROGRAMS$1,000
SCOTT AND KIM VERPLANK FD
2401 TEE CIRCLENORMANOK73069NONEPCHELPING PEOPLE INT. CHILDREN$5,000
ENID PUBLIC SCHOOLS
PO BOX 3325ENIDOK73702NONEPCHELPING STUDENTS AND CHILDREN AND TEACHERS$250
OSU FOUNDATION
705 W UNIVERSITY AVESTILLWATEROK74074NONEPCTUITION FOR STUDENTS$5,000
SOONERS HELPING SOONERS
2600 VAN BUREN STNORMANOK73072NONEPCHELPING STUDENTS$1,000
LEXINGTON PUBLIC SCHOOLS
420 NE 4TH STLEXINGTONOK73051NONEPCHELPING CHILDREN, SCHOLARSHIPS, ETC.$3,605
STROPES FOUNDATION
1132 LAKE AVERACINEWI53403NONEPCSUPPORTS SCHOLARSHIPS EDUCATION ETC. STUDENTS ED$10,000
CLR COMMUNITY FD
20 N BROADWAYOKLAHOMA CITYOK73101NONEPCCREATING HEALTHIER COMMUNITIES$25,000
NICHOLS HILLS PARK
6407 AVONDALE DRNICHOLS HILLSOK73116NONEPCIMPROVING PARKS$100
FRIENDS OF THE MASON
820 NE 23RDOKLAHOMA CITYOK73105NONEPCSUPPORT 1ST FAMILY RESIDENCE CAMPAIGN$83,333
PENFED FOUNDATION
2930 EISENHOWE AVEALEXANDRIAVA22314NONEPCHELPING PEOPLE$10,000
INFANT CRISIS SERVICES
4224 LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCCHILDHOOD HUNGER$5,000
UNIVERSITY OF OKLAHOMA FD
100 TIMBERDELL RDNORMANOK73019NONEPCFUNDING OF VARIOUS DIABETES RESEARCH$1,424,600
NATIONAL COWBOY HALL OF FAME
1700 NE 63RD STOKLAHOMA CITYOK73111NONEPCEDUCATIONAL PROGRAMING$1,025,505
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,630,893TotalGrantOrContriPdDurYrAmt
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$848ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,043ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$162,896ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,896TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNONERelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$5,727,105$11,918,996
EXCHANGE TRADED FUNDS$4,952,458$5,678,029

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$2,411RevenueAndExpensesPerBooksAmt
Net Investment Income$1,206NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,205DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREFUND BANK FEEDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$5AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK VS. FMV VALUE OF GRANTED STOCKDesc
Amt$552,346Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,334Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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