BETA

SEARING BROWN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SEARING BROWN FOUNDATION (EIN 72-1522030)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202621279349102992
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)
Return2026-05-07T17:26:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760473687PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAVETT TURNER & WYBLE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2032AddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721522030EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEARING BROWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEARBusinessNameControlTxt
Phone7134641862PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114507 TIVOLI DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT BROWNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7134641862PhoneNum
Signature2026-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY A TURNER CPAPreparerPersonNm
PTINP00704549PTIN
Phone4098980070PhoneNum
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$1,113,300FMVAssetsEOYAmt
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$27,462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,462DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,248NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$151,655GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,248CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,710TotalRevAndExpnssAmt
Total Net Invst Incm$49,710TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,299OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,299OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$991TaxesRevAndExpnssAmt
Taxes Net Invst Incm$991TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,590TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,590TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,840TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,590TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,130ExcessRevenueOverExpensesAmt
Net Investment Income$41,120NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,339CashBOYAmt
Cash EOY$81,291CashEOYAmt
Cash EOYFMV$81,291CashEOYFMVAmt
Corporate Stock BOY$780,287CorporateStockBOYAmt
Corporate Stock EOY$716,847CorporateStockEOYAmt
Corporate Stock EOYFMV$1,032,009CorporateStockEOYFMVAmt
Total Assets BOY$811,626TotalAssetsBOYAmt
Total Assets EOY$798,138TotalAssetsEOYAmt
Total Assets EOYFMV$1,113,300TotalAssetsEOYFMVAmt
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$811,626RetainedEarningBOYAmt
Retained Earning EOY$798,138RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$811,626TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$798,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$811,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$798,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$811,626TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,130ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$798,496SubtotalAmt
Other Decreases$358OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$798,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES TR CORE S&P MCP ETFP2025-04-142025-11-06$3,857$3,301$556$556
ISHARES TR CORE S&P SCP ETFP2025-04-142025-09-18$4,578$3,664$914$914
ISHARES TR CORE MSCI EAFEP2024-11-222025-04-14$5,847$5,696$151$151
VANGUARD INDEX FUNDS S & P 500 ETFP2025-04-142025-09-18$20,714$16,943$3,771$3,771
VANGUARD INDEX FUNDS S & P 500 ETFP2025-05-062025-09-18$4,874$4,120$754$754
VANGUARD MID-CAP ETFP2025-04-142025-09-18$4,088$3,456$632$632
ISHARES TR CORE US AFFBD ETP2021-01-112025-04-14$15,005$18,009-$3,004-$3,004
ISHARES TR CORE US AFFBD ETP2017-10-232025-05-06$1,660$1,861-$201-$201
ISHARES TR CORE US AFFBD ETP2021-01-112025-05-06$98$117-$19-$19
ISHARES TR CORE US AFFBD ETP2021-07-142025-05-06$5,957$7,057-$1,100-$1,100
ISHARES TR CORE S&P MCP ETFP2024-08-062025-09-18$7,468$6,555$913$913
ISHARES TR CORE S&P MCP ETFP2024-08-062025-11-06$17,099$15,431$1,668$1,668
ISHARES TR CORE MSCI EAFEP2017-10-232025-04-14$222$195$27$27
ISHARES TR CORE MSCI EAFEP2017-10-232025-09-18$6,549$4,871$1,678$1,678
ISHARES INCORPORATED CORE MSCI EMKTP2017-10-232025-09-18$7,044$5,941$1,103$1,103
VANGUARD INDEX FUNDS S & P 500 ETFP2017-10-232025-09-18$6,092$2,362$3,730$3,730
DODGE & COX INCOME FUNDP2025-06-252025-08-20$706$701$5$5
DODGE & COX INCOME FUNDP2024-06-252025-08-20$9,756$10,391-$635-$635
WISDOMTREE TR U S MI DCAP FDP2019-07-232025-08-20$23,387$11,787$11,600$11,600
DIDP2011-12-212025-08-20$6,654$6,949-$295-$295
FieldValueIRS element (for citing)
Capital Gain Net Income$22,248CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$572InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$572SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$572TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$380EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$380TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$198TaxDueAmt

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
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 BooksSCOTT S BROWNIndividualWithBooksNm
Phone7134641862PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114507 TIVOLI DRAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77077ZIPCd
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 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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT S BROWN
14507 TIVOLI DRIVEHOUSTONTX77077PRESIDENT0.00$0$0$0
MARKELL B ROWE
149 ROSSITER STREETCORPUS CHRISTITX78411TREASURER0.00$0$0$0
MELANIE C DAUPHIN
14507 TIVOLI DRIVEHOUSTONTX77077SECRETARY0.00$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$1,029,924AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,303AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,084,227TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,084,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,067,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,398MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,398MinimumInvestmentReturnAmt
Tax Based On Investment Income$572TaxBasedOnInvestmentIncomeAmt
Total Tax$572TotalTaxAmt
Distributable Before Adj$52,826DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,826DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,826DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,826DistributableAsAdjustedAmt
Undistributed Income PY$139UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$54,250QualifyingDistributionsAmt
Applied To Year1$139AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,826AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,285RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,285TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,285ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,285ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
21 WILBERFORCEORG
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,500
AFRICAN MISSION HEALTHCARE FOUNDATION
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$11,000
ALLIANCE DEFENDING FREEDOM
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,000
BAKER RIPLEY
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,000
CITY BALLET OF HOUSTON
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$750
DAUGHTERS OF THE AMERICAN REVOLUTION
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
DIRECT RELIEF
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,000
FAMILY RESEARCH COUNCIL
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$4,000
FIRST BAPTIST CHURCH OF MARBLE FALLS
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$4,000
FRIENDS FOR LIFE
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
HOPE STORE INC
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
HOUSTON FOOD BANK
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,500
HOUSTON HUMANE SOCIETY
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
JOSHUA FUND
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,000
MERCY SHIPS
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
MUSI CARES
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$750
OCEANA
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,000
SAMARITAN'S PURSE HAITI RELIEF
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$8,500
SHRINERS HOSPITAL GALVESTON
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,000
SIERRA CLUB FOUNDATION
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,000
SODZO INTERNATIONAL
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$1,000
SOUTH TEXAS CHILDREN'S HOME
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,000
STRAKE JESUIT
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$750
TUNNELS AND TOWERS
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,000
TURNING POINT USA
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$500
WORLD CENTRAL KITCHEN
AVAILABLE AT THE OFFICEHOUSTONTX77077NONENCGENERAL DONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,462RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,248RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$49,710RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,710TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INCOME PRODUCED FROM INVESTMENTS
8INCOME FROM SALE OF ASSETS CONTRIBUTED AND REINVESTED

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$716,732$1,031,894
EQUITIES - RECEIVABLE$115$115

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONDEDUCTIBLE EXPENSESDesc
Amt$358Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLEGAL AND PROFESSIONALDesc
Revenue And Expenses Per Books$2,300RevenueAndExpensesPerBooksAmt
Net Investment Income$2,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$5,299Amt
Net Investment Income$5,299NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - OTHERCategoryTxt
Amt$991Amt
Net Investment Income$991NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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