STRATEGY STUDIO / PUBLIC DATA EXPLORER

JONES FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JONES FAMILY FOUNDATION INC (EIN 20-8337136)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-12
IRS object ID
202132249349100723
Schema version
2020v4.1
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)
Return2021-08-12T15:35:19-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205804172PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BGBC PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N MERIDIAN ST STE 1100AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208337136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JONES FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJONEBusinessNameControlTxt
Phone3173467300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 E JEFFERSON STREETAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationINStateAbbreviationCd
ZIP46131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER AUGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3173467300PhoneNum
Signature2021-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastAUGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA M MCCULLOUGH CPAPreparerPersonNm
PTINP01261354PTIN
Phone3176334700PhoneNum
Preparation2021-07-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$482,848FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,943DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,621NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,621CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,564TotalRevAndExpnssAmt
Total Net Invst Incm$8,564TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,270AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,635AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,635AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,336TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,658TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,380ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,380ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,678TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,038TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,152ExcessRevenueOverExpensesAmt
Net Investment Income$6,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$302SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,877SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,877SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$420,652OtherAssetsBOYAmt
Other Assets EOY$399,925OtherAssetsEOYAmt
Other Assets EOYFMV$474,971OtherAssetsEOYFMVAmt
Total Assets BOY$420,954TotalAssetsBOYAmt
Total Assets EOY$407,802TotalAssetsEOYAmt
Total Assets EOYFMV$482,848TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$420,954RetainedEarningBOYAmt
Retained Earning EOY$407,802RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$420,954TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$407,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$420,954TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$407,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$420,954TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,152ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$407,802SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$407,802TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESTMENT CO AMERICA CL CP2017-06-27$29,271$29,374-$103-$103
CAPITAL GAINS DIVIDENDSP$4,724$4,724$4,724
FieldValueIRS element (for citing)
Capital Gain Net Income$4,621CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$96SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$96TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER AUGERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3173467300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line142 E JEFFERSON STREETAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationINStateAbbreviationCd
ZIP46131ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JENNIFER AUGER
1120 E ADAMS DRFRANKLININ46131PRESIDENT1.50$0$0$0
MARY JONES
150 N FORSYTHE STREETFRANKLININ46131TREASURER1.00$0$0$0
SUSAN JONES
7879 CLEARWATER COVE DRIVEINDIANAPOLISIN46240MEMBER1.00$0$0$0
ISABEL AUGER
2015 N BROADWAY STREETINDIANAPOLISIN46202SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$420,338AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,354AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$421,692TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$421,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$415,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,768MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,768MinimumInvestmentReturnAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Tax$96TotalTaxAmt
Distributable Before Adj$20,672DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,672DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,672DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,038ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,038QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,038AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,672DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$85,675ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,181ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,665ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,521TotalExcessDistributionCyovAmt
Qualifying Distributions$20,038QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,038AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$634ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$634ExcessDistributionCyovAppCYAmt
Total Corpus$92,887TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$85,041ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,846ExcessDistriCyovToNextYrAmt
Excess From Year4$6,181ExcessFromYear4Amt
Excess From Year1$1,665ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJENNIFER AUGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line142 E JEFFERSON STREETAddressLine1Txt
CityFRANKLINCityNm
State AbbreviationINStateAbbreviationCd
ZIP46131ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3173467300RecipientPhoneNum
Form And Info And MaterialsNAME OF ORGANIZATION, CONTACT PERSON, ADDRESS, AMOUNT REQUESTED, AND REASON FOR REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF FRANKLIN
101 NORTH HURRICANE STREETFRANKLININ46131N/APUBLIC CHARITYTO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS BY PROVIDING QUALITY PROGRAMMING TO THE YOUTH OF JOHNSON COUNTY THAT FOCUSES ON EDUCATION, THE ARTS, TECHNOLOGY, HEALTH AND PHYSICAL FITNESS.$500
FOOD FOR THE POOR INC
6401 LYONS ROADCOCONUT CREEKFL33073N/APUBLIC CHARITYPROVIDE HOUSING, HEALTHCARE, EDUCATION, AND FRESH WATER IN LATIN AMERICA AND THE CARIBBEAN$3,800
RESTAVEK FREEDOM FOUNDATION
11160 KENWOOD RDCINCINNATIOH45242N/APUBLIC CHARITYCHARITABLE$1,440
UNITED WAY OF JOHNSON COUNTY
594 IRONWOOD DRIVEFRANKLININ46131N/APUBLIC CHARITYHAVE A POSITIVE IMPACT ON FAMILIES OF JOHNSON COUNTY WHO HAVE NO PLACE TO CALL HOME$500
WALNUT CULINARY FOUNDATION
229 S MAIN STFRANKLININ46131N/APUBLIC CHARITYHELP FEED PEOPLE AFFECTED FINANCIALLY BY COVID-19.$5,000
TABERNACLE CHRISTIAN CHURCH
198 N WATER STFRANKLININ46131N/ACHURCHCHARITABLE.$3,000
UNITED WAY OF CENTRAL INDIANA
2955 N MERIDIAN SST STE 300INDIANAPOLISIN46208N/APUBLIC CHARITYMAKE CENTRAL INDIANA A PLACE WHERE EVERY CHILD, PERSON AND FAMILY HAS THE OPPORTUNITY TO THRIVE AND REACH THEIR FULL POTENTIAL.$1,500
OXFORD HOUSE
1010 WAYNE AVESILVER SPRINGMD20910N/APUBLIC CHARITYDEMOCRATICALLY RUN, SELF-SUPPORTING AND DRUG FREE HOME.$2,500
AMY WELSH
5910 SOUTHPORT RDINDIANAPOLISIN46237N/AINDIVIDUALCHURCH VAN REPAIR.$140
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,380TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,621ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,564ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,564TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,270Amt
Net Investment Income$1,635NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,635DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
BOY Book Value$420,652BOYBookValueAmt
EOY Book Value$399,925EOYBookValueAmt
EOYFMV$474,971EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$45Amt
Net Investment Income$22NetInvestmentIncomeAmt
Disbursements Charitable Prps$23DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$21Amt
Net Investment Income$21NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt