ROBERT F AND JOAN M VIZZA FAM FOUNDATION TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ROBERT F AND JOAN M VIZZA FAM FOUNDATION TR (EIN 20-6365371)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-12
IRS object ID: 202641329349104014
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-12T14:34:04-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	113576325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHAEFFER & SAM CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1232 RXR PLAZA	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	115561232	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	206365371	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ROBERT F AND JOAN M VIZZA FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	5163841290	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 MARIA LANE	AddressLine1Txt
City	GLEN HEAD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11545	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT F VIZZA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5166296000	PhoneNum
Signature	2026-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SAMIA B SAM	PreparerPersonNm
PTIN	P00236947	PTIN
Phone	5168329100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$546,364	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,632	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$10,256	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$10,256	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,603	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4,603	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,603	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$16,491	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,859	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,530	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,265	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,265	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$465	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$159	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$100	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$185	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$185	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,180	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,424	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,550	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$23,532	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$23,532	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$26,712	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,424	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$25,082	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$10,221	ExcessRevenueOverExpensesAmt
Net Investment Income	$13,435	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$47,613	CashBOYAmt
Cash EOY	$37,392	CashEOYAmt
Cash EOYFMV	$37,392	CashEOYFMVAmt
Corporate Stock BOY	$55,711	CorporateStockBOYAmt
Corporate Stock EOY	$55,711	CorporateStockEOYAmt
Corporate Stock EOYFMV	$113,651	CorporateStockEOYFMVAmt
Other Investments BOY	$217,092	OtherInvestmentsBOYAmt
Other Investments EOY	$217,092	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$395,321	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$320,416	TotalAssetsBOYAmt
Total Assets EOY	$310,195	TotalAssetsEOYAmt
Total Assets EOYFMV	$546,364	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$320,416	RetainedEarningBOYAmt
Retained Earning EOY	$310,195	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$320,416	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$310,195	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$320,416	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$310,195	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$320,416	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$10,221	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$310,195	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$310,195	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAINS DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$4,603	GrossSalesPriceAmt
Gain Or Loss	$4,603	GainOrLossAmt
Gains Minus Excess Or Losses	$4,603	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,603	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$187	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$187	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$187	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$187	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DR ROBERT F VIZZA	IndividualWithBooksNm
Phone	6316296000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 MARIA LANE	AddressLine1Txt
City	GLEN HEAD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11545	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT F VIZZA
3 MARIA LANE	GLEN HEAD	NY	11545	DIRECTING TRUSTEE	10.00	$0	$0	$0
LORRAINE E OTT
41 BURNING BUSH ROAD	BOXFORD	NY	19212	ADVISORY TRUSTEE	1.00	$0	$0	$0
MARY T CULLMAN
20 LODER STREET	RYE	NY	10580	ADVISORY TRUSTEE	1.00	$0	$0	$0
CATHY A CHAMBERS
20 WOODHILL ROAD	PITTSFORD	NY	14534	ADVISORY TRUSTEE	1.00	$0	$0	$0
ROBERT G VIZZA
28 SYLVIA LANE	GLEN HEAD	NY	11545	ADVISORY TRUSTEE	1.00	$0	$0	$0
JOAN M VIZZA
3 MARIA LANE	GLEN HEAD	NY	11545	DIRECTING TRUSTEE	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$474,957	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$42,504	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$517,461	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$517,461	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,762	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$509,699	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$25,485	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$25,485	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$187	TaxBasedOnInvestmentIncomeAmt
Total Tax	$187	TotalTaxAmt
Distributable Before Adj	$25,298	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$25,298	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$25,298	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$25,082	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$25,082	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$25,298	DistributableAsAdjustedAmt
Undistributed Income PY	$3,011	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$25,082	QualifyingDistributionsAmt
Applied To Year1	$3,011	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$22,071	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$3,227	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ROBERT F VIZZA	ContributingManagerNm
Contributing Manager	JOAN M VIZZA	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ROBERT F VIZZA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 MARIA LANE	AddressLine1Txt
City	GLEN HEAD	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11545	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5163841290	RecipientPhoneNum
Recipient Email Address	RFVIZZA@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	REQUEST LETTERS	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE.	SubmissionDeadlinesTxt
Restrictions On Awards	NOT APPLICABLE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CALVARY HOSPITAL
1740 EASTCHESTER ROAD	BRONX	NY	10461	NONE	PF	GENERAL GRANT	$2,500
CATHOLIC HEALTH HOME CARE
110 BI-COUNTY BLVD SUITE 114	FARMINGDALE	NY	11735	NONE	PF	GENERAL GRANT	$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE	NEW YORK	NY	10065	NONE	PF	GENERAL GRANT	$2,500
OLD BROOKVILLE PBA
PO BOX 344	GLEN HEAD	NY	11545	NONE	PF	GENERAL GRANT	$200
ST FRANCIS GUILD JOURNAL AD
100 PORT WASHINGTON BLVD	ROSLYN	NY	11575	NONE	PF	GENERAL GRANT	$400
ST FRANCIS HOSPITAL GOLF
100 PORT WASHINGTON BLVD	ROSLYN	NY	11576	NONE	PF	GENERAL GRANT	$2,800
ST MARY ROMAN CATHOLIC CHURCH
110 BRYANT AVE	ROSLYN	NY	11576	NONE	PF	GENERAL GRANT	$2,632
THE VISCARDI CENTER
201 IU WILLETS ROAD	ALBERTSON	NY	11507	NONE	PF	GENERAL GRANT	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$23,532	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,256	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,603	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$14,859	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$14,859	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,530	Amt
Net Investment Income	$1,265	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,265	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MICROSOFT CORP	StockNm
EOY Book Value	$55,711	EOYBookValueAmt
EOYFMV	$113,651	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY TOTAL MARKET INDEX FUND	AT COST	$33,788	$47,122
EQUITY ETPS - ISHARES S&P 500	AT COST	$32,458	$47,261
FIDELITY MULTI ASSETS INDEX FUND	AT COST	$150,846	$300,938

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	LOCAL TRANSPORTATION	Desc
Revenue And Expenses Per Books	$185	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$185	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$206	$0	$0
STATE FILING FEES	$100	$0	$100
FOREIGN TAX PAID	$159	$159	$0