TAYLOR-ZEMO FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: TAYLOR-ZEMO FOUNDATION INC (EIN 56-2491024)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-04
IRS object ID: 202221249349101707
Schema version: 2021v4.2
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 Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-04T10:49:24-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	030492798	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHRISTOPHER J TALLET CPA LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	109 DANBURY ROAD	AddressLine1Txt
City	RIDGEFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06877	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	562491024	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TAYLOR-ZEMO FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TAYL	BusinessNameControlTxt
Phone	2034310143	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 DANBURY ROAD 104	AddressLine1Txt
City	RIDGEFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06877	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL TAYLOR	PersonNm
Person Title	VICE-PRESIDENT	PersonTitleTxt
Phone	2034311601	PhoneNum
Signature	2022-05-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	TAYLOR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRIS J TALLET CPA	PreparerPersonNm
PTIN	P00245054	PTIN
Phone	2034311601	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$389,211	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	$5,308	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,308	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,512	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$13,988	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,512	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$9,821	TotalRevAndExpnssAmt
Total Net Invst Incm	$9,821	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	$795	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$750	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$331	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$291	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,126	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,041	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,664	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,664	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,790	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,041	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$8,664	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$31	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,780	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$231,239	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$5,449	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$5,449	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$100,823	OtherInvestmentsBOYAmt
Other Investments EOY	$326,644	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$383,762	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$332,062	TotalAssetsBOYAmt
Total Assets EOY	$332,093	TotalAssetsEOYAmt
Total Assets EOYFMV	$389,211	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	$332,062	RetainedEarningBOYAmt
Retained Earning EOY	$332,093	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$332,062	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$332,093	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$332,062	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$332,093	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$332,062	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$31	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$332,093	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$332,093	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
12.781 SH VANGUARD 500 INDEX ADML FUNND	P	2020-12-16	2021-06-08	$5,000	$4,455	$545	$545
8.635 SH VANGUARD 500 INDEX ADML FUNND	P	2020-12-16	2021-08-02	$3,500	$3,011	$489	$489
5.762 SH VANGUARD 500 INDEX ADML FUNND	P	2020-12-16	2021-11-23	$2,500	$2,010	$490	$490
CAPITAL GAINS DIVIDENDS	P			$2,988		$2,988	$2,988

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,512	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$122	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$122	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$122	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	$122	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	CT	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	TAYLORZEMOFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	MIKE TAYLOR	IndividualWithBooksNm
Phone	2034310143	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O STEPHEN J ZEMO LLC 100 DANBURY	AddressLine1Txt
Address Line2	ROAD 104	AddressLine2Txt
City	RIDGEFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06877	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 (3 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
STEPHEN J ZEMO
100 DANBURY ROAD 104	RIDGEFIELD	CT	06877	PRESIDENT / DIRECTOR	5.00	$0	$0	$0
MICHAEL J TAYLOR
100 DANBURY ROAD 104	RIDGEFIELD	CT	06877	VICE PRESIDENT / DIRECTOR	5.00	$0	$0	$0
SARA RUTH LEIBOWITZ
87 SCOTT RIDGE ROAD	RIDGEFIELD	CT	06877	DIRECTOR	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	$345,709	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,451	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$351,160	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$351,160	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,267	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$345,893	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$17,295	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$17,295	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$122	TaxBasedOnInvestmentIncomeAmt
Total Tax	$122	TotalTaxAmt
Distributable Before Adj	$17,173	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$17,173	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$17,173	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,664	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$8,664	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$17,173	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$4,861	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,861	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,664	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$8,664	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$4,861	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$4,861	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	$3,648	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	STEPHEN J ZEMO	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FULL COURT PEACE
83 WASHINGTON STREET UNIT 2K	NORWALK	CT	06854	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$2,664
RIDGEFIELD MEAL ON WHEELS
25 GILBERT STREET	RIDGEFIELD	CT	06877	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$250
RIDGEFIELD LIBRARY ASSOCIATION
472 MAIN STREET	RIDGEFIELD	CT	06877	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$1,000
FOUNDERS HALL
193 DANBURY ROAD	RIDGEFIELD	NY	06877	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$250
KIDS IN DISTRESS
819 NE 26TH STREET	WILTON MANORS	FL	33305	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$2,500
KEELER TAVERN MUSEUM
132 MAIN STREET	DANBURY	CT	06810	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$1,000
ARCHBISHOP OF STEPINAC HIGH SCHOOL
950 MAMARONECK AVENUE	WHITE PLAINS	NY	10605	NONE	PUBLIC CHARITY - 501	ONGOING OPERATIONS	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,664	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

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	$5,308	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,512	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$9,821	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$9,821	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
1	INVESTMENTS ARE MADE PRUDENTLY TO GENERATE INCOME
2	TO MAKE YEARLY CONTRIBUTIONS TO YOUTH ACTIVITIES
3	AND ACCOMPLISH THE FOUNDATIONS EXEMPT PUURPOSE.

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 & TAX	CategoryTxt
Amt	$795	Amt
Net Investment Income	$750	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD MF - BALANCE INDEX ADML CL	AT COST	$169,936	$186,342
VANGUARD MF - 500 INDEX ADML CL	AT COST	$156,708	$197,420

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES	$53	$53	$0
FILING FEES	$105	$105	$0
POSTAGE	$33	$33	$0
WEBSITE	$140	$100	$0