HARBOR CHRISTIAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARBOR CHRISTIAN FOUNDATION INC (EIN 80-0079569)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349102445
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:55:05-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521605815 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert A Tuttle Jr CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Reservoir Circle Suite 200 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800079569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harbor Christian Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARB | BusinessNameControlTxt |
| Phone | 4105153932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3220 Peverly Run Road | AddressLine1Txt |
| City | Abingdon | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Gaines | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Robert | PersonFirstNm |
| Person Last | Gaines | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert A Tuttle Jr CPA | PreparerPersonNm |
| PTIN | P00440061 | PTIN |
| Phone | 4439195075 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,449 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,551 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,022 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $40,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,709 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,718 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,718 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $57,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $57,502 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,449 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,005 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,989 | OtherIncreasesAmt |
| Subtotal | $47,486 | SubtotalAmt |
| Other Decreases | $37 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Merrill Lynch A/C#9569 LongTerm Reported | P | 2014-06-12 | 2023-08-09 | $5,320 | $3,793 | $1,527 | $1,527 |
| 26.035 Shs American Euro Pacific Growth Fd Cl C | P | 2008-07-29 | 2023-07-27 | $1,440 | $1,141 | $299 | $299 |
| 22.454 Shs American SmallCap World Fd Cl A | P | 2008-07-29 | 2023-07-27 | $1,440 | $819 | $621 | $621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51 | SubtotalAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $51 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Gaines | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4105153932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3220 Peverly Run Road | AddressLine1Txt |
| City | Abingdon | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210092752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert N Gaines Sr | ||||||
| c/o Harbor Christian Foundatn | Abingdon | MD | 21009 | President | 1.00 | $0 |
| Erik J Moran | ||||||
| c/o Harbor Christian Foundatn | Abingdon | MD | 21009 | Director | 0.00 | $0 |
| William Abbey | ||||||
| c/o Harbor Christian Foundatn | Abingdon | MD | 21009 | Secretary | 0.00 | $0 |
| Thomas Schetelich | ||||||
| c/o Harbor Christian Foundatn | Abingdon | MD | 21009 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Financial support given to Serving in Mission, a public charity. | Description1Txt |
| Expenses1 | $4,200 | Expenses1Amt |
| Description2 | Financial support given to Evangelical Alliance Mission, a public charity. | Description2Txt |
| Expenses2 | $4,700 | Expenses2Amt |
| Description3 | Financial support given to Wycliffe Bible Translators, a public charity. | Description3Txt |
| Expenses3 | $3,900 | Expenses3Amt |
| Description4 | Financial support given to Commission to Every Nation, a public charity. | Description4Txt |
| Expenses4 | $3,900 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,231 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $54,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51 | TotalTaxAmt |
| Distributable Before Adj | $2,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,611 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,016 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,824 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,780 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,700 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,089 | RemainingDistriFromCorpusAmt |
| Total Corpus | $94,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,016 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,366 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,824 | ExcessFromYear4Amt |
| Excess From Year3 | $17,542 | ExcessFromYear3Amt |
| Excess From Year2 | $16,131 | ExcessFromYear2Amt |
| Excess From Year1 | $13,780 | ExcessFromYear1Amt |
| Excess From Current Year | $14,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Robert Gaines | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3220 Peverly Run Rd | AddressLine1Txt |
| City | Abingdon | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4105153932 | RecipientPhoneNum |
| Form And Info And Materials | See Attached Preprinted Request Form | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | Award limit is based on the Foundation's internal annual budget. The Award applicant must use the funds received for a purpose in line with the Foundation's stated mission. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Evangelical Alliance Mission | |||||||
| POB 969 | Wheaton | IL | 60189 | None | Exempt | To support the spreading of the Gospel of Jesus Christ by supporting this public charity. | $4,700 |
| Wycliffe Bible Translators | |||||||
| POB 628200 | Orlando | FL | 32862 | None | Exempt | To support the spreading of the Gospel of Jesus Christ by supporting this public charity. | $3,900 |
| Commission to Every Nation | |||||||
| PO Box 291307 | Kerrville | TX | 78029 | None | Exempt | To support the spreading of the Gospel of Jesus Christ by supporting this public charity. | $3,900 |
| Serving in Mission SIM | |||||||
| 14830 Choate Circle | Charlotte | NC | 28273 | None | Exempt | To support the spreading of the Gospel of Jesus Christ by supporting this public charity. | $4,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,447 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,104 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,447 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,551 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Return Preparation | CategoryTxt |
| Amt | $775 | Amt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Incorporated in Maryland. No State reporting required since foundation does not solicit contributions. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | American Intermediate Bd Fd of AmerCl F1 | BondNm |
| EOY Book Value | $6,718 | EOYBookValueAmt |
| EOYFMV | $6,718 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Washington Mutual Invest Cl F1 | $9,877 | $9,877 |
| American Growth Fund of America Cl F1 | $8,682 | $8,682 |
| American Smallcap World Fund Cl F1 | $4,689 | $4,689 |
| American Europacific Growth Fd Cl F1 | $6,601 | $6,601 |
| American Mutual Fund Cl F1 | $9,860 | $9,860 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Tax Paid | $12 |
| Foreign Tax | $25 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Merrill Lynch Fee | Desc |
| Revenue And Expenses Per Books | $81 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $81 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized Appreciation of Investments | Desc |
| Amt | $2,989 | Amt |