RILEY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: RILEY FAMILY FOUNDATION (EIN 45-2774866)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-12
IRS object ID: 202231329349102333
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 Corp Stock Schedule
Other Assets Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T11:43:07-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	854218816	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARTIN DECRUZE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2777 SUMMER STREET SUITE 401	AddressLine1Txt
City	STAMFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06905	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	452774866	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RILEY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RILE	BusinessNameControlTxt
Phone	9178850548	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 2113	AddressLine1Txt
City	DARIEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06820	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY RILEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9178850548	PhoneNum
Signature	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TIMOTHY	PersonFirstNm
Person Last	RILEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KATHLEEN M DECRUZE	PreparerPersonNm
PTIN	P00468653	PTIN
Phone	2033277151	PhoneNum
Preparation	2022-05-12	PreparationDt

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	$1,207,600	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	$52	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$52	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$52	InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$80,674	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$562,980	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$80,674	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$80,726	TotalRevAndExpnssAmt
Total Net Invst Incm	$80,726	TotalNetInvstIncmAmt
Total Adj Net Incm	$52	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$6,633	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$6,633	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$8,933	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$8,933	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$54,433	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$8,933	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$45,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$26,293	ExcessRevenueOverExpensesAmt
Net Investment Income	$71,793	NetInvestmentIncomeAmt
Adjusted Net Income	$52	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$2	CashEOYAmt
Cash EOYFMV	$2	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$45,693	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$23,624	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$23,624	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$693,998	CorporateStockBOYAmt
Corporate Stock EOY	$742,478	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,183,974	CorporateStockEOYFMVAmt
Other Assets BOY	$120	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$739,811	TotalAssetsBOYAmt
Total Assets EOY	$766,104	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,207,600	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$136,037	CapitalStockBOYAmt
Capital Stock EOY	$136,037	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$603,774	RetainedEarningBOYAmt
Retained Earning EOY	$630,067	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$739,811	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$766,104	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$739,811	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$766,104	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$739,811	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$26,293	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$766,104	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$766,104	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	RAYMOND JAMES STOCK SALES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$562,980	GrossSalesPriceAmt
Cost Or Other Basis	$482,306	CostOrOtherBasisAmt
Gain Or Loss	$80,674	GainOrLossAmt
Gains Minus Excess Or Losses	$80,674	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$80,674	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$80,674	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$998	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$998	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$998	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	$25	EsPenaltyAmt
Tax Due	$1,023	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	N/A	WebsiteAddressTxt
Individual With Books	MARTIN DECRUZE CO	IndividualWithBooksNm
Phone	2033277151	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2777 SUMMER STREET SUITE 401	AddressLine1Txt
City	STAMFORD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06905	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 (2 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
TIMOTHY M RILEY
PO BOX 2113	DARIEN	CT	06820	TRUSTEE	0.50	$0	$0	$0
ANGELA A RILEY
PO BOX 2113	DARIEN	CT	06820	TRUSTEE	0.50	$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	$1,362,443	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$35,282	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,397,725	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,397,725	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$20,966	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,376,759	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$68,838	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$68,838	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$998	TaxBasedOnInvestmentIncomeAmt
Total Tax	$998	TotalTaxAmt
Distributable Before Adj	$67,840	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$67,840	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$67,840	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$45,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$45,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$67,840	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$16,800	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,605	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$7,455	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$17,547	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$43,407	TotalExcessDistributionCyovAmt
Qualifying Distributions	$45,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$45,500	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$22,340	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$22,340	ExcessDistributionCyovAppCYAmt
Total Corpus	$21,067	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$21,067	ExcessDistriCyovToNextYrAmt
Excess From Year3	$3,520	ExcessFromYear3Amt
Excess From Year1	$17,547	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	TIMOTHY M RILEY	ContributingManagerNm
Contributing Manager	ANGELA A RILEY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CARVER FOUNDATION OF NORWALK
7 ACADEMY STREET	NORWALK	CT	06850	NONE	501(C)(3)	EDUCATION ASSISTANCE	$10,000
KEYS
PO BOX 532	NEW CANAAN	CT	06902	NONE	501(C)(3)	FUNDING PROGRAMS AND COMMUNITY INITIATIVES	$10,000
NOURISH BRIDEPORT
2200 NORTH AVE	BRIDGEPORT	CT	06601	NONE	501(C)(3)	FUNDING FOR FOOD DONATIONS	$20,000
MIDDLESEX PARENT ASSOCIATE
204 HOLLOW TREE RIDGE ROAD	DARIEN	CT	06820	NONE	501(C)(3)	EDUCATION ASSISTANCE	$500
FUTURE 5
135 ATLANTIC STREET	STAMFORD	CT	06901	NONE	501(C)(3)	FUNDING STUDENTS EDUCATION	$2,500
STREET SQUASH
40 WEST 116TH STREET	NEW YORK	NY	10026	NONE	501(C)(3)	FUNDING PROGRAMS AND COMMUNITY INITIATIVES	$1,000
ALZHEIMERS ASSOC ALZHEIMERS
225 N MICHIGAN AVE FLOOR 17	CHICAGO	IL	60601	NONE	501(C)(3)	FUNDING FOR EMERGENCY MEDICAL SERVICES	$500
SOCCER CHARITIES OF CA
21 GROVE PT	WESTPORT	CT	06880	NONE	501(C)(3)	FUNDING PROGRAMS AND COMMUNITY INITIATIVES	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,500	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	$52	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$80,674	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$80,726	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$80,726	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	$2,300	Amt
Net Investment Income	$2,300	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS	StockNm
EOY Book Value	$742,478	EOYBookValueAmt
EOYFMV	$1,183,974	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PREPAID FEDERAL TAX	Desc
BOY Book Value	$120	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL	CategoryTxt
Amt	$6,633	Amt
Net Investment Income	$6,633	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt