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HAROLD V N HAGAMAN CHARITABLE TR UW: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HAROLD V N HAGAMAN CHARITABLE TR UW (EIN 22-6505256)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349102207
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T11:45:43-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382808585PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATTINA KENT & GIBBONS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11214 N MAIN STAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226505256EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD HAGAMAN CHARITABLE FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone9084512141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11361 ROCK VALLEY DRIVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN T HAGAMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9084512141PhoneNum
Signature2024-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastHAGAMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT MCGOVERN CPAPreparerPersonNm
PTINP00000305PTIN
Phone2486019500PhoneNum
Preparation2024-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$955,513FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,020ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,144DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,144DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,933NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,933GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,933CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,097TotalRevAndExpnssAmt
Total Net Invst Incm$23,077TotalNetInvstIncmAmt
Total Adj Net Incm$14,144TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,820TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,723ExcessRevenueOverExpensesAmt
Net Investment Income$23,077NetInvestmentIncomeAmt
Adjusted Net Income$14,144AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,807CashBOYAmt
Cash EOY$31,970CashEOYAmt
Cash EOYFMV$31,970CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,965SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,965SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$256,832CorporateStockBOYAmt
Corporate Stock EOY$256,832CorporateStockEOYAmt
Corporate Stock EOYFMV$429,690CorporateStockEOYFMVAmt
Other Investments BOY$369,546OtherInvestmentsBOYAmt
Other Investments EOY$443,888OtherInvestmentsEOYAmt
Other Investments EOYFMV$443,888OtherInvestmentsEOYFMVAmt
Total Assets BOY$714,037TotalAssetsBOYAmt
Total Assets EOY$782,655TotalAssetsEOYAmt
Total Assets EOYFMV$955,513TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$714,037RetainedEarningBOYAmt
Retained Earning EOY$782,655RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$714,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$782,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$714,037TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$782,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$714,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,723ExcessRevenueOverExpensesAmt
Other Increases$74,341OtherIncreasesAmt
Subtotal$782,655SubtotalAmt
Tot Net Ast Or Fund Balances EOY$782,655TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8,933CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$321InvestmentIncomeExciseTaxAmt
Subtotal$321SubtotalAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$436EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$436TotalPaymentsAndCreditsAmt
Overpayment$115OverpaymentAmt
Applied To ES Tax$115AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN T HAGAMANIndividualWithBooksNm
Phone9084512141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11361 ROCK VALLEY DRIVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSAN T HAGAMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11361 ROCK VALLEY DRIVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$406,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,823AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$413,793FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$908,409TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$908,409AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,626CashDeemedCharitableAmt
Net Vl Noncharitable Assets$894,783NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,739MinimumInvestmentReturnAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Total Tax$321TotalTaxAmt
Distributable Before Adj$44,418DistributableBeforeAdjAmt
Distributable Before Ded$44,418DistributableBeforeDedAmt
Distributable As Adjusted$44,418DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,820ExpensesAndContributionsAmt
Qualifying Distributions$58,820QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,418DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$8,428ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,202ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,000TotalExcessDistributionCyovAmt
Qualifying Distributions$58,820QualifyingDistributionsAmt
Applied To Current Year$44,418AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,402RemainingDistriFromCorpusAmt
Total Corpus$45,402TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$45,402ExcessDistriCyovToNextYrAmt
Excess From Year3$8,428ExcessFromYear3Amt
Excess From Year2$7,370ExcessFromYear2Amt
Excess From Year1$15,202ExcessFromYear1Amt
Excess From Current Year$14,402ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MISSOURI BOTANICAL GARDEN
PO BOX 299ST LOUISMO63166COMMUNITY WELFARE$250
ST LOUIS ZOO
1 GOVERNMENT DRIVEST LOUISMO63110COMMUNITY WELFARE$250
MAINE MEDICAL CENTER
22 BRAMHALL STREETPORTLANDME04102COMMUNITY WELFARE$500
ROCHESTER SYMPHONY GUILD
PO BOX 80111ROCHESTERMI48308COMMUNITY WELFARE$500
VENICE PRESBYTERIAN CHURCH
825 THE RIALTOVENICEFL34285COMMUNITY WELFARE$500
OAKLAND UNIVERSITY
201 MEADOWBROOK RDROCHESTERMI48309COMMUNITY WELFARE$500
THE ANGEL BAND PROJECT
6267 DELMAR BLVDST LOUISMO63130COMMUNITY WELFARE$500
NEWARK BOYS CHORUS SCHOOL
230 BROADWAYNEWARKNJ07104COMMUNITY WELFARE$500
ALZHEIMERS ASSOCIATION
PO BOX 96011WASHINGTONDC20090COMMUNITY WELFARE$500
AMERICAN RED CROSS
PO BOX 321070DETROITMI48232COMMUNITY WELFARE$1,000
CAPE CORAL FRIENDS OF WILDLIFE
3705 SE 3RD PLACECAPE CORALFL33904COMMUNITY WELFARE$1,000
CATHOLIC COMM RESPONSE TEAM
132 FRANKLIN BLVDPONTIACMI48341COMMUNITY WELFARE$1,000SUITE 203
FRIENDS OF THE WINDHAM PUB LIBRARY
217 WINDHAM CENTER RDWINDHAMME04062COMMUNITY WELFARE$1,000
HARVARD UNIVERSITY
PO BOX 55997BOSTONMA02205COMMUNITY WELFARE$1,000
HILLSDALE COLLEGE
33 E COLLEGE STREETHILLSDALEMI49242COMMUNITY WELFARE$1,000
MICHIGAN HUMANE SOCIETY
30300 TELEGRAPH RDBINGHAM FARMSMI48025COMMUNITY WELFARE$1,000SUITE 220
MY PLACE TEEN CENTER
775 MAIN STREETWESTBROOKME04092COMMUNITY WELFARE$1,000
NATURE CONSERVATORY
PO BOX 1556MERRIFIELDVA22116COMMUNITY WELFARE$1,000
PYO MUSIC INSTITUTE
PO BOX 41810PHILADELPHIAPA19101COMMUNITY WELFARE$1,000
ROCHESTER SYMPHONY ORCHESTRA
PO BOX 80262ROCHESTERMI48308COMMUNITY WELFARE$1,000
SAMARITAN HOUSE
62324 VAN DYKEWASHINGTONMI48094COMMUNITY WELFARE$1,000
ST LOUIS CHAMBER CHORUS
PO BOX 11558CLAYTONMO63105COMMUNITY WELFARE$1,000
ST PHILLIP'S EPISCOPAL CHURCH
100 ROMEO ROADROCHESTERMI48308COMMUNITY WELFARE$1,000
WASHINGTON UNIVERSITY
7425 FORSYTH BLVDST LOUISMO63130COMMUNITY WELFARE$1,000
WINDHAM FOOD PANTRY
8 SCHOOL ROADWINDHAMME04062COMMUNITY WELFARE$1,000
SEEDLINGS BRAILLE BOOKS FOR CHILD
14151 FARMINGTON RDLIVONIAMI48154COMMUNITY WELFARE$1,000
CAPUCHIN SOUP KITCHEN
1820 MT ELLIOT STREETDETROITMI48207COMMUNITY WELFARE$1,500
GLEANERS COMMUNITY FOOD BANK
PO BOX 44050DETROITMI48244COMMUNITY WELFARE$1,500
GOOD SHEPHERD FOOD BANK OF MAINE
3121 HOTEL RDAUBURNME04211COMMUNITY WELFARE$1,500
THE SEAMEN'S CHURCH INSTITUTE
50 BROADWAY 26TH FLOORNEW YORKNY10004COMMUNITY WELFARE$1,500
WOUNDED WARRIOR PROJECT
PO BOX 758540TOPEKAKS66675COMMUNITY WELFARE$1,500
MACHO CORPS
890 HARDING AVEROCHESTERMI48307COMMUNITY WELFARE$1,500
WINDHAM HILL UCC
140 WINDHAM CENTER RDWINDHAMME04062COMMUNITY WELFARE$2,000
CAMP SUNSHINE
3 ACADIA RDCASCOME04105COMMUNITY WELFARE$2,500
FOREST PARK FOREVER
5595 GRAND DRIVEST LOUISMO63122COMMUNITY WELFARE$2,500
ST LOUIS UNIVERSITY HIGH
4970 OAKLAND AVEST LOUISMO63110COMMUNITY WELFARE$2,500
THE SALVATION ARMY
1627 W FORT STREETDETROITMI48216COMMUNITY WELFARE$2,500
KEWEENAW LAND TRUST
101 QUINCY SUITE 303HANCOCKMI49930COMMUNITY WELFARE$3,000
KEWEENAW SPAY NEUTER ASSIST GRP
28928 MUD LAKE ROADLINDENMI49945COMMUNITY WELFARE$3,000
SOARING SPIRITS INTERNATIONAL
2828 COCHRAN STREET 194SIMI VALLEYCA93065COMMUNITY WELFARE$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,144RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$8,933RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,077RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,077TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSUSAN T HAGAMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11361 ROCK VALLEY DRIVEAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48307ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,020TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,800Amt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEAPORT SECURITIES$73,610$118,254
COLUMBIA THREADNEEDLE$149,091$186,224
FRANKLIN TEMPLETON$34,131$125,212

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCSV LIFE INSURANCECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$443,888BookValueAmt
EOYFMV$443,888EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$20$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN THE CSV OF LIFE INSURANCEDesc
Amt$74,341Amt