CHARLES WENTZ CARTER MEMORIAL: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES WENTZ CARTER MEMORIAL (EIN 23-6395203)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-14
- IRS object ID
- 202131659349100423
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T12:51:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860744625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSBY SANFORD BRADY CPAS PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 N KOLB RD STE 101 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236395203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES WENTZ CARTER MEMORIAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5205315544 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13500 N RANCHO VISTOSO BLVD 465 | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MRS KENNARD WOODWORTH | PersonNm |
| Person Title | TRUSTEE & TREASURER | PersonTitleTxt |
| Signature | 2021-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNARD | PersonFirstNm |
| Person Last | WOODWORTH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A JAY BUSBY JR CPA | PreparerPersonNm |
| PTIN | P00450178 | PTIN |
| Phone | 5207332530 | PhoneNum |
| Preparation | 2021-06-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,331,041 | 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 |
| Dividends Rev And Expnss | $30,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,459 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,215 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,961 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $74 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,008 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $83,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $522,218 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $346,973 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $326,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $778,815 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $439,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $440,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,331,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $626,563 | CapitalStockBOYAmt |
| Capital Stock EOY | $626,563 | CapitalStockEOYAmt |
| Retained Earning BOY | -$186,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$186,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $439,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $440,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $439,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $440,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $439,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $812 | ExcessRevenueOverExpensesAmt |
| Subtotal | $440,450 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $440,450 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VIATRIS, INC | P | 2009-10-16 | 2020-11-16 | $12 | $5 | $7 | $7 |
| VANGUARD 500 IDX ADML | P | 2020-11-09 | $50,000 | $20,239 | $29,761 | $29,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,215 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $861 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $861 | SubtotalAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $869 | TaxDueAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
| Individual With Books | BESS WOODWORTH | IndividualWithBooksNm |
| Phone | 7813072990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13500 N RANCHO VISTOSO BLVD 465 | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MS HARRIET B WENTZ | ||||||||
| 2136 N BLANDENA ST | PORTLAND | OR | 97217 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MR CHARLES R WENTZ | ||||||||
| PO BOX 364 2530 NAUSET RD | NORTH EASTHAM | MA | 02651 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| MRS HELEN PANITT | ||||||||
| 199 OAKPOINT LANDING DR | MOUNT PLEASANT | SC | 29464 | SECRETARY | 000.00 | $0 | $0 | $0 |
| MRS KENNARD WOODWORTH | ||||||||
| 13500 N RANCHO VISTOSO BLVD 465 | ORO VALLEY | AZ | 85755 | TRUSTEE & TR | 000.00 | $0 | $0 | $0 |
| JEANNE MARIR PEIRRELOUIS | ||||||||
| 67 TANGLEWOOD DRIVE | LAKE OSWEGO | OR | 97035 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,273,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,290,782 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,290,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,271,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $861 | TotalTaxAmt |
| Distributable Before Adj | $62,710 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,710 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,710 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $59,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,710 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,587 | UndistributedIncomePYAmt |
| Qualifying Distributions | $59,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,587 | AppliedToYear1Amt |
| Applied To Current Year | $13 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $62,697 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRIET WENTZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2136 N BLANDENA ST | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6016596737 | RecipientPhoneNum |
| Form And Info And Materials | A. LETTER OF REQUEST FOR FUNDING, TO INCLUDE: 1. ONE-SENTENCE SUMMARY OF THE REQUEST 2. AMOUNT OF FUNDING REQUESTED 3. DESCRIPTION OF WHAT THE FUNDS WOULD BE USED FOR, TO INCLUDE HOW THE REQUESTED AMOUNT WAS DETERMINED AND HOW THE MONIES WHOULD AFFECT A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EDUCATION FOR ALL CHILDRE | ||||||
| 11 HEATHER DR | RYE | NH | 03870 | STUDENT SCHOLARSHIPS | $8,000 | |
| GEORGE STEVENS ACADEMY | ||||||
| 23 UNION STREET | BLUE HILL | ME | 04614 | INSTRUCTOR SALARIES | $13,000 | |
| JUVENILE DIABETES RESEARCH FUND | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | RESEARCH | $1,000 | |
| KIMBERTON WALDORF SCHOOL | ||||||
| 410 W SEVEN STARS RD | KIMBERTON | PA | 19442 | SCHOLARSHIP | $2,100 | |
| NORTHWEST SCHOOLHOUSE INC | ||||||
| 26 HARWICH RD | ORLEANS | MA | 02653 | COLLEGE SCHOLARSHIP | $1,000 | |
| SPIRIT IN ACTION | ||||||
| PO BOX 3384 | SANTA CRUZ | CA | 95063 | STUDENT SCHOLARSHIP | $4,500 | |
| SPIRIT WP | ||||||
| 1732 1ST AVENUE 27457 | NEW YORK | NY | 10128 | STUDENT SCHOLARSHIP | $5,000 | |
| ACADEMY OF NATURAL SCIENCES-DREXELU | ||||||
| 1900 BENJAMIN FRANKLIN | PHILADELPHIA | PA | 19103 | AFTER SCHOOL PROGRAM | $8,000 | PKWY |
| BANNER HEALTH | ||||||
| 525 W BROWN RD | MESA | AZ | 85201 | TEACHER SUPPORT | $10,000 | |
| CLARKE SCHOOL FOR THE DEAF | ||||||
| 45 ROUND HILL RD | NORTHAMPTON | MA | 01060 | SCHOLARSHIPS | $1,000 | |
| HAITIAN EDUCATION AND LDRSHP PROGRM | ||||||
| 64 FULTON ST 1102 | NEW YORK | NY | 10038 | SCHOLARSHIPS | $5,000 | |
| LAUREL SCHOOL | ||||||
| 1436 LONG POND RD | BREWSTER | MA | 02631 | SCHOLARSHIPS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,961 | 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 | BUSBY SANFORD BRADY CPAS | CategoryTxt |
| Amt | $1,475 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 SHS BRISTOL-MYERS SQUIBB | $25,196 | $124,060 |
| 12 SHS FAIRPOINT COMMUNICATIONS | $32 | $1 |
| 1674 SHS PFIZER | $28,039 | $61,620 |
| 800 SHS VERIZON COMMUNICATIONS | $8,875 | $47,000 |
| 1150 SHS 3M CO | $11,849 | $201,009 |
| 512 CORTEVA INC | $2,733 | $19,825 |
| 512 DOW INC | $2,733 | $28,416 |
| 512 DUPONT DE NEMOURS INC | $2,732 | $36,408 |
| 207 VIATRIS | $1,519 | $3,879 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX FUND | AT COST | $246,630 | $643,619 |
| VANGUARD LIFESTRATEGY CONSERVATIVE G | AT COST | $80,104 | $135,196 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $49 | $49 |
| 2019 INCOME TAX | $25 |