THE JIM PARKE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE JIM PARKE FOUNDATION (EIN 06-1603828)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202631289349102813
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)
Return2026-05-08T14:33:57-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN392519050PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT DAVIS ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 EAST MOREHEAD STREET SUITE 700AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061603828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JIM PARKE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARILYN J PARKEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJIMPBusinessNameControlTxt
Phone2564533991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 WATERSIDE DRIVEAddressLine1Txt
CitySENECACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARILYN J PARKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2564533991PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANICE A RATICAPreparerPersonNm
PTINP00358837PTIN
Phone7043338881PhoneNum
Preparation2026-05-07PreparationDt
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$6,813,203FMVAssetsEOYAmt
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$27,407InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,407InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$106,724DividendsRevAndExpnssAmt
Dividends Net Invst Incm$106,724DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$544,662NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,641,762GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$544,662CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$679,751TotalRevAndExpnssAmt
Total Net Invst Incm$678,793TotalNetInvstIncmAmt
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$7,852AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,926AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,926AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$49,584OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$49,584OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,234TaxesRevAndExpnssAmt
Taxes Net Invst Incm$503TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$59,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,013TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,926TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$715,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$715,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$775,170TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,013TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$719,426TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$95,419ExcessRevenueOverExpensesAmt
Net Investment Income$624,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$184,810SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$455,338SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$455,338SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$322,778USGovernmentObligationsBOYAmt
US Government Obligations EOY$473,762USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$481,524USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,268,084CorporateStockBOYAmt
Corporate Stock EOY$3,939,419CorporateStockEOYAmt
Corporate Stock EOYFMV$4,471,925CorporateStockEOYFMVAmt
Corporate Bonds BOY$137,319CorporateBondsBOYAmt
Corporate Bonds EOY$1,308,772CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,341,376CorporateBondsEOYFMVAmt
Other Investments BOY$1,412,143OtherInvestmentsBOYAmt
Other Investments EOY$62,765OtherInvestmentsEOYAmt
Other Investments EOYFMV$63,040OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,325,134TotalAssetsBOYAmt
Total Assets EOY$6,240,056TotalAssetsEOYAmt
Total Assets EOYFMV$6,813,203TotalAssetsEOYFMVAmt
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$6,325,134RetainedEarningBOYAmt
Retained Earning EOY$6,240,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,325,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,240,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,325,134TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,240,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,325,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$95,419ExcessRevenueOverExpensesAmt
Other Increases$10,341OtherIncreasesAmt
Subtotal$6,240,056SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,240,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST ML 2992P$737,483$735,155$2,328$2,328
ST ROCKEFELLER 5051P$3,365,884$3,183,005$182,879$182,879
ST ROCKEFELLER 5053P$106,732$110,043-$3,311-$3,311
LT ML 2992P$506,494$402,925$103,569$103,569
LT ML 2993P$162,866$173,313-$10,447-$10,447
LT ROCKEFELLER 5051P$1,427,787$1,146,449$281,338$281,338
LT ROCKEFELLER 5053P$333,824$346,210-$12,386-$12,386
CAPITAL GAINS DIVIDENDSP$692$692$692
FieldValueIRS element (for citing)
Capital Gain Net Income$544,662CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,684InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,684SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,684TaxBasedOnInvestmentIncomeAmt
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$445EsPenaltyAmt
Tax Due$9,129TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2564533991PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1425 WATERSIDE DRIVEAddressLine1Txt
CitySENECACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29672ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARILYN JO PARKE
425 WATERSIDE DRIVESENECASC29672TRUSTEE1.00$0$0$0
DACIA FUHRMAN GONZALES
425 WATERSIDE DRIVESENECASC29672TRUSTEE1.00$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$6,213,741AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$448,950AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,662,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,662,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,940CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,562,751NetVlNoncharitableAssetsAmt
Minimum Investment Return$328,138MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$328,138MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,684TaxBasedOnInvestmentIncomeAmt
Total Tax$8,684TotalTaxAmt
Distributable Before Adj$319,454DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$319,454DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$319,454DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$719,426ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$719,426QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$319,454DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$77,449ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$184,113ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$392,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,249ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$552,735ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,255,046TotalExcessDistributionCyovAmt
Qualifying Distributions$719,426QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$319,454AppliedToCurrentYearAmt
Remaining Distri From Corpus$399,972RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,655,018TotalCorpusAmt
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$77,449ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,577,569ExcessDistriCyovToNextYrAmt
Excess From Year4$184,113ExcessFromYear4Amt
Excess From Year3$392,500ExcessFromYear3Amt
Excess From Year2$48,249ExcessFromYear2Amt
Excess From Year1$552,735ExcessFromYear1Amt
Excess From Current Year$399,972ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARILYN JO PARKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA BLUE RIDGE COUNCIL
1 PARK PLAZAGREENVILLESC29607NONEPCSUPPORT SCOUTING PROGRAMS$10,000
BUILDON
1111 SUMMER STREET SUITE 602ASTAMFORDCT06905NONEPCSUPPORT STUDENT SERVICE LEARNING PROGRAMS$100,000
EPISCOPAL HIGH SCHOOL
4650 BISSONNETBELLAIRETX77401NONEPCEDUCATIONAL SUPPORT$4,500
FORT PECK FINE ARTS COUNCIL
PO BOX 973GLASGOWMT59230NONEPCSUPPORT OPERATION OF THE FORT PECK THEATRE$25,000
GRACE'S CLOSET
PO BOX 126WALHALLASC29691NONEPCGENERAL SUPPORT$10,000
OCONEE MEMORIAL HOSPITAL FOUNDATION
298 MEMORIAL DRSENECASC29672NONEPCSUPPORT OF THE HOSPICE CRIPPEN ENDOWMENT$200,000
SUSAN G KOMEN
3770 NOEL ROAD SUITE 801889DALLASTX75380NONEPCSUPPORT BREAST CANCER RESEARCH$25,000
YMCA
370 MEMORIAL DRIVESENECASC29672NONEPCGENERAL SUPPORT$250,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPCGENERAL SUPPORT$1,000
TEACH HAIT
PO BOX 4343WHEATONIL60189NONEPCGENERAL SUPPORT$5,000
UT FOUNDATION
1525 UNIVERSITY AVEKNOXVILLETN37921NONEPCGENERAL SUPPORT$5,000
TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL RDCLINTONNY13323NONEPCGENERAL SUPPORT$10,000
AIKEN SENIOR LIFE SERVICES
159 MORGAN ST NWAIKENSC29801NONEPCGENERAL SUPPORT$50,000
HEALING PINES RESPITE INC
123 SHADOW RIDGE PLCHAPEL HILLNC27516NONEPCGENERAL SUPPORT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$715,500TotalGrantOrContriPdDurYrAmt
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$27,407ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$106,724ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$544,662ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Related Or Exempt Function Incm$958RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$678,793ExclusionAmt
Related Or Exempt Function Incm$958RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$679,751TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ELineNumberTxt
Relationship StatementIRS REFUND AND OTHER MISC. INCOMERelationshipStatementTxt

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)
CategoryACCOUNTINGCategoryTxt
Amt$7,852Amt
Net Investment Income$3,926NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,926DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm
EOY Book Value$1,308,772EOYBookValueAmt
EOYFMV$1,341,376EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITYStockNm
EOY Book Value$3,939,419EOYBookValueAmt
EOYFMV$4,471,925EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$473,762USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$481,524USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$62,765BookValueAmt
EOYFMV$63,040EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$958RevenueAndExpensesPerBooksAmt
Adjusted Net Income$958AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$10,341Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$49,584Amt
Net Investment Income$49,584NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$503$503$0
EXCISE TAX$1,731$0$0

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