CORNELIA CHASON MILLER FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CORNELIA CHASON MILLER FAMILY FOUNDATION INC (EIN 58-2469664)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349101775
Schema version
2025v4.1
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)
Return2026-05-15T09:50:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN620647474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKBURN CHILDERS & STEAGALL PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1541 SID MARTIN ROAD SUITE CAddressLine1Txt
CityJOHNSON CITYCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37615ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582469664EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEGGEROW MILLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEGGBusinessNameControlTxt
Phone4235346479PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11418 WHISPERWOOD DRAddressLine1Txt
CityKINGSPORTCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY M BEGGEROWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4232466786PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES R HUFFMANPreparerPersonNm
PTINP00143635PTIN
Phone4232461725PhoneNum
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$340,210FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,556DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,556DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,740NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,510GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,740CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,296TotalRevAndExpnssAmt
Total Net Invst Incm$14,296TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$272TaxesRevAndExpnssAmt
Taxes Net Invst Incm$272TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,672TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,413ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,413ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,085TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,672TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,413TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,789ExcessRevenueOverExpensesAmt
Net Investment Income$12,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,900CashBOYAmt
Cash EOY$1,477CashEOYAmt
Cash EOYFMV$1,477CashEOYFMVAmt
Corporate Stock BOY$104,895CorporateStockBOYAmt
Corporate Stock EOY$111,529CorporateStockEOYAmt
Corporate Stock EOYFMV$338,733CorporateStockEOYFMVAmt
Total Assets BOY$114,795TotalAssetsBOYAmt
Total Assets EOY$113,006TotalAssetsEOYAmt
Total Assets EOYFMV$340,210TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$114,795RetainedEarningBOYAmt
Retained Earning EOY$113,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$114,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$113,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$114,795TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$113,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$114,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,789ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$113,006SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$113,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
ISHARES RUSSELL 1000 GROWTH2006-09-012025-10-14$5,041$564$4,477$4,477
TECHNOLOGY SELECT SECTOR SPDR2007-08-282025-10-14$2,186$206$1,980$1,980
CAPITAL GAINS DIVIDENDS$2,283$2,283$2,283P
FieldValueIRS element (for citing)
Capital Gain Net Income$8,740CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$175InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$175SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$175TaxBasedOnInvestmentIncomeAmt
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$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$175TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
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 BooksMARY M BEGGEROWIndividualWithBooksNm
Phone4235346479PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11418 WHISPERWOOD DRIVEAddressLine1Txt
CityKINGSPORTCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37660ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12023UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY M BEGGEROW
1418 WHISPERWOOD DRIVEKINGSPORTTN37660PRESIDENT0.00$0$0$0
CHARLES W BEGGEROW
1418 WHISPERWOOD DRIVEKINGSPORTTN37660SECRETARY/TREASURER0.00$0$0$0
W CHASON BEGGEROW
5900 THREE CHOPT RDRICHMONDVA23226VICE-PRESIDENT0.00$0$0$0
SUSAN V BEGGEROW
420 ELMINGTON AVE APT 607NASHVILLETN37205VICE-PRESIDENT0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PRIVATE GRANTMAKING FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

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$309,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,275AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$318,041TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$318,041AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,771CashDeemedCharitableAmt
Net Vl Noncharitable Assets$313,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,664MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,664MinimumInvestmentReturnAmt
Tax Based On Investment Income$175TaxBasedOnInvestmentIncomeAmt
Total Tax$175TotalTaxAmt
Distributable Before Adj$15,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,413ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,413QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,489DistributableAsAdjustedAmt
Undistributed Income PY$14,266UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$651TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$14,413QualifyingDistributionsAmt
Applied To Year1$14,266AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$147AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$651PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$651Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$15,342UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY M BEGGEROWContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006PCGENERAL FUND$750
FIRST PRESBYTERIAN CHURCH
100 WEST CHURCH CIRCLEKINGSPORTTN37660PCMEMORIAL FUND, FELLOWSHIP, MUSIC, FLOWERS$2,388N/A
FRIENDS OF ALLENDALE MANSION
4444 W STONE DRIVEKINGSPORTTN37660PCGENERAL FUND$500
GEORGIA FORESTRY FOUNDATION
PO BOX 1217FORSYTHGA31029PCGENERAL FUND$500
GEORGIA TECH FOUNDATION INC
190 NORTH AVENUE NWATLANTAGA30313PCANNUAL ROLL CALL$250
RAMPS
1114 WESTBRIAR DRIVE SUITE DRICHMONDVA23238PCCONSTRUCT RAMPS$1,600
VANDERBILT UNIVERSITY MEDICAL CENTER
PO BOX 290369NASHVILLETN37229PCGREATEST NEEDS$750
WAKE FOREST UNIVERSITY
1834 WAKE FOREST ROADWINSTONSALEMNC27109PCWAKE FOREST FUND$500
COLLEGIATE SCHOOL
5900 THREE CHOPT ROADRICHMONDVA23226PCCOLLEGIATE FUND$1,550
THISTLE FARMS
5122 CHARLOTTE AVENASHVILLETN37209PCGENERAL FUND$500
UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE
111 BREEDEN WAYCHARLOTTESVILLEVA22904PCMCINTIRE ANNUAL FUND$2,500
UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION
100 DARDEN BLVDCHARLOTTESVILLEVA22903PCDARDEN ANNUAL FUND$250
FIRST BROAD STREET UNITED METHODIST CHURCH
100 E CHURCH CIRCLEKINGSPORTTN37660PCMEMORIAL FUND$100
FOREST LANDOWNERS FOUNDATION
406 BRADLEY STCARROLLTONGA30117PCGENERAL FUND$500
GIRLS ON THE RUN INTERNATIONAL
5540 CENTERVIEW DR SUITE 204RALEIGHNC27606PCGENERAL FUND$250
HOLSTON HABITAT FOR HUMANITY
100 GREENWOOD LNKINGSPORTTN37663PCGENERAL FUND$25
FRIENDS OF BAYS MOUNTAIN PARK & PLANETARIUM
PO BOX 3388KINGSPORTTN37664PCENDOWMENT FUND$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256PCGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,413TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,556ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,740ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,296ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,296TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH-ISHARES RUSSELL 1000-GROWTH INDEX FUND$11,477$73,793
MERRILL LYNCH-ISHARES MSCI EAFE INDEX FUND$12,164$17,273
MERRILL LYNCH-ISHARES MSCI PACIFIC EX-JAPAN INDEX FUND$3,331$3,886
MERRILL LYNCH-ISHARES SELECT$22,307$41,997
MERRILL LYNCH-ISHARES RS 2000 VALUE INDEX FUND$5,871$12,513
MERRILL LYNCH-ISHARES S & P MIDCAP 400 GROWTH$5,086$20,687
MERRILL LYNCH-HEALTH CARE SELECT SPDR$16,121$53,333
MERRILL LYNCH-SELECT SECTOR SPDR TR$5,848$71,985
MERRILL LYNCH-FIRST GLOBAL CLASS C$29,324$43,266

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEES-MERRILL LYNCHDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME EXCISE TAX-2019$240$240$0
FOREIGN INCOME TAX$32$32$0

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