BETA

ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202601349349103405
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)
Return2026-05-14T13:55:55-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232749044PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEE BERGVALL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 754AddressLine1Txt
CityWARRINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP189760754ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236260105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADAM AND MARIA SARAH SEYBERTBusinessNameLine1Txt
Business Name Line2INSTITUTION FOR POOR BOYS AND GIRLSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlADAMBusinessNameControlTxt
Phone2158218144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52758AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MASSAQUOIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2158218144PhoneNum
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA BERGVALL CPAPreparerPersonNm
PTINP00133440PTIN
Phone2153432727PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,051,028FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$338,318DividendsRevAndExpnssAmt
Dividends Net Invst Incm$338,318DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$246,835NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$659,070GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$246,835CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$585,159TotalRevAndExpnssAmt
Total Net Invst Incm$585,159TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$4,570LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$4,570LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,105AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,276AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,829AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$152,870OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,575OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$110,295OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,805TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,289OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$564OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,725OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$188,639TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,415TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$128,419TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$415,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$415,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$604,139TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,415TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$543,919TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,980ExcessRevenueOverExpensesAmt
Net Investment Income$540,744NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,450SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,450SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,837,462CorporateStockBOYAmt
Corporate Stock EOY$4,688,747CorporateStockEOYAmt
Corporate Stock EOYFMV$9,351,789CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,839,364CorporateBondsBOYAmt
Corporate Bonds EOY$3,971,914CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,647,789CorporateBondsEOYFMVAmt
Other Assets BOY$25,000OtherAssetsBOYAmt
Other Assets EOY$25,000OtherAssetsEOYAmt
Other Assets EOYFMV$25,000OtherAssetsEOYFMVAmt
Total Assets BOY$8,723,553TotalAssetsBOYAmt
Total Assets EOY$8,712,111TotalAssetsEOYAmt
Total Assets EOYFMV$13,051,028TotalAssetsEOYFMVAmt
Accounts Payable EOY$7,538AccountsPayableEOYAmt
Total Liabilities EOY$7,538TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,723,553NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,704,573NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,723,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,704,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,723,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,712,111TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,723,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,980ExcessRevenueOverExpensesAmt
Subtotal$8,704,573SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,704,573TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPRIVATELY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$659,070GrossSalesPriceAmt
Cost Or Other Basis$412,235CostOrOtherBasisAmt
Gain Or Loss$246,835GainOrLossAmt
Gains Minus Excess Or Losses$246,835GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$246,835CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$246,835NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,516InvestmentIncomeExciseTaxAmt
Subtotal$7,516SubtotalAmt
Tax Based On Investment Income$7,516TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,664EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,664TotalPaymentsAndCreditsAmt
Overpayment$3,148OverpaymentAmt
Applied To ES Tax$3,148AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SEYBERTFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHERESA JACKSONIndividualWithBooksNm
Phone2158218144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14032 W MORELAND AVENUEAddressLine1Txt
CityHATBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19040ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARDSON SEDMAK
PO BOX 52758PHILADELPHIAPA19115PRESIDENT1.50$0$0$0
EVAN WILSON
PO BOX 52758PHILADELPHIAPA19115VICE PRESIDE1.50$0$0$0
JAMES MASSAQUOI
PO BOX 52758PHILADELPHIAPA19115TREASURER1.00$0$0$0
LAMIA MAKKAR
PO BOX 52758PHILADELPHIAPA19115SECRETARY1.00$0$0$0
JILL FINK
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
CATHERINE LAVIGNE
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
MARISSA MEYERS
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
MIGUEL MOREL
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonTHERESA JACKSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14032 W MORELAND AVENUEAddressLine1Txt
CityHATBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19040ZIPCd
FieldValueIRS element (for citing)
Service TypeMGMT SERVICESServiceTypeTxt
Compensation$84,750CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,340,184AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,837AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,428,021TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,428,021AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$186,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,241,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$612,080MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$612,080MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,516TaxBasedOnInvestmentIncomeAmt
Total Tax$7,516TotalTaxAmt
Distributable Before Adj$604,564DistributableBeforeAdjAmt
Distributable Before Ded$604,564DistributableBeforeDedAmt
Distributable As Adjusted$604,564DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$543,919ExpensesAndContributionsAmt
Qualifying Distributions$543,919QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$604,564DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$23,139ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$23,139TotalExcessDistributionCyovAmt
Qualifying Distributions$543,919QualifyingDistributionsAmt
Applied To Current Year$543,919AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$23,139ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,139ExcessDistributionCyovAppCYAmt
Undistributed Income CY$37,506UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHERESA JACKSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52758AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19115ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2158218144RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE FOR GRANT FORMS.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE FOR GRANT DUE DATES.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER SCHOOL ACTIVITIES PARTNERSHIP
1617 JOHN F KENNEDY BLVDSTE 1855PHILADELPHIAPA19103PCGENERAL OPERATING$10,000
AUTISM REC
1140 S 2TH STPHILADELPHIAPA19146PCGENERAL OPERATING$10,000
AZZIM DUKES INITIATIVE
926 N 2ND STREETPHILADELPHIAPA19123PCGENERAL OPERATING$10,000
BEYOND THE BARS
3500 LANCASTER AVEPHILADELPHIAPA19104PCGENERAL OPERATING$10,000
BREAKTHROUGH OF GREATER PHILA
34 W COULTER STPHILADELPHIAPA19144PCGENERAL OPERATING$10,000
BUILDING OUR LIVES TOGETHER INC
14 GLEASON STBOSTONMA02121PCGENERAL OPERATING$10,000
COLLEGE TOGETHER
1315 WALNUT STPHILADELPHIAPA19107PCGENERAL OPERATING$10,000
THE COMMON PLACE
5736 CHESTER AVEPHILADELPHIAPA19143PCGENERAL OPERATING$10,000
COMMUNITY COUNCIL HEALTH SYSTEMS
4900 WYALUSING AVEPHILADELPHIAPA19131PCGENERAL OPERATING$44,500
COURT APPOINTED SPECIAL ADVOCATES
1940 BRANDYWINE STPHILADELPHIAPA19130PCGENERAL OPERATING$10,000
DEZ KIDS CONSTRUCTION EDUCATION PRO
405 PEMBROKE AVELANSDOWNEPA19050PCGENERAL OPERATING$10,000
EDUCATIONAL ADVOCATES REACHING TODA
3414 N 19TH STPHILADELPHIAPA19140PCGENERAL OPERATING$10,000
FRIENDS OF THE CHILDREN - PHILADELP
555 N LAWRENCE STPHILADELPHIAPA19123PCGENERAL OPERATING$10,000
GEMMA SERVICES
512 TOWNSHIP LINE RDPLYMOUTH MEETINGPA19462PCGENERAL OPERATING$30,000
HARLEM LACROSSE AND LEADERSHIP CORP
PO BOX 708NEW YORKNY10030PCGENERAL OPERATING$10,000
HISTORIC FAIR HILL
5501 MARKET SQPHILADELPHIAPA19144PCGENERAL OPERATING$10,000
LIFT EVERY VOICE PHILLY
3675 MARKET STREETSUITE 200PHILADELPHIAPA19104PCGENERAL OPERATING$10,000
NEIGHBORHOOD BIKE WORKS
3943 LANCASTER AVEPHILADELPHIAPA19104PCGENERAL OPERATING$10,000
NORRIS SQUARE NEIGHBORHOOD PROJECT
2141 N HOWARD STPHILADELPHIAPA19122PCGENERAL OPERATING$10,000
ONE HOUSE AT A TIME
411 SUSQUEHANNA RDAMBLERPA19002PCGENERAL OPERATING$10,000
THE PHILADELPHIA ACADEMIES
2 PENN CTR 1500 JFK BLVDPHILADELPHIAPA19102PCGENERAL OPERATING$10,000
PHILADELPHIA ARTS IN EDUCATION PART
440 N BROAD ST FL3PHILADELPHIAPA19130PCGENERAL OPERATING$10,000
PHILADELPHIA ROBOTICS COALITION
1700 W OLNEY AVEPHILADELPHIAPA19141PCGENERAL OPERATING$10,000
PHILADELPHIA YOUNG PLAYWRIGHTS
1219 VINE ST FL 2PHILADELPHIAPA19107PCGENERAL OPERATING$10,000
PHILADELPHIA YOUTH ORGANIZATION
614 S 4TH ST 375PHILADELPHIAPA19147PCGENERAL OPERATING$1,000
POSIBILIDADES INFINITAS
PO BOX 6632PHILADELPHIAPA19149PCGENERAL OPERATING$10,000
TREE HOUSE BOOKS
1430 W SUSQUEHANNA AVEPHILADELPHIAPA19121PCGENERAL OPERATING$10,000
TURNING POINTS FOR CHILDREN
415 S 15TH STPHILADELPHIAPA19146PCGENERAL OPERATING$10,000
URBAIN AFFAIRS COALITION
1650 ARCH ST STE 2701PHILADELPHIAPA19103PCGENERAL OPERATING$10,000
WORKSHOP LEARNING
822 MONTGOMERY AVE STE 31NARBERTHPA19072PCGENERAL OPERATING$70,000
YOGA 4 THE WORLD
500 W CHELTEN AVE APT 305PHILADELPHIAPA19144PCGENERAL OPERATING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$415,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$338,318ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$246,835ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$585,159ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$585,159TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION 990PFCategoryTxt
Amt$5,105Amt
Net Investment Income$1,276NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,829DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTER-TERM INVEST-GR ADM$477,160$449,363
TOTAL BOND MKT INDEX ADM$1,579,781$1,462,175
LONG-TERM INVEST-GR ADM$460,518$359,576
SHORT-TERM INVES-GR ADM$651,730$649,724
TOT INTL BOND IX ADMIRAL$802,725$726,951

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TOTAL STOCK MKT IDX INST$2,039,050$5,541,162
TOTAL INTL STOCK IX ADMIRAL$2,649,697$3,810,627

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Legal Fees$4,570LegalFeesAmt
Disbursements Charitable Prps$4,570DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT LOANDesc
BOY Book Value$25,000BOYBookValueAmt
EOY Book Value$25,000EOYBookValueAmt
EOYFMV$25,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$1,971$1,971
DUES & SUBSCRIPTIONS$2,216$2,216
ADMINISTRATIVE EXPENSES$5,636$5,072$564
MISCELLANEOUS$466$466

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANT FEES$122,550$12,255$110,295
INVESTMENT FEES$30,320$30,320

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$15,805Amt

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