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RISDAL FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RISDAL FAMILY FOUNDATION (EIN 46-1534883)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202001369349101850
Schema version
2019v5.0
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)
Return2020-05-15T17:25:53-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431189134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELLIOTT ROBINSON AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12305 S BLACKMAN RD STE DAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP658092809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461534883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RISDAL FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRISDBusinessNameControlTxt
Phone4178838739PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13331 E MONTCLAIR RM/STE STE LAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJON M RISDALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4178838739PhoneNum
Signature2020-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J HELMPreparerPersonNm
PTINP01401872PTIN
Phone4178870585PhoneNum
Preparation2020-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,420,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$17,834DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,834DividendsNetInvstIncmAmt
Dividends Adj Net Incm$17,834DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$260,890GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,524CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$234,283TotalRevAndExpnssAmt
Total Net Invst Incm$41,368TotalNetInvstIncmAmt
Total Adj Net Incm$17,844TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$5,821OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,821OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,821TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,821TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$165,462ExcessRevenueOverExpensesAmt
Net Investment Income$35,547NetInvestmentIncomeAmt
Adjusted Net Income$17,844AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3CashBOYAmt
Cash EOY$6,708CashEOYAmt
Cash EOYFMV$6,708CashEOYFMVAmt
Corporate Stock BOY$349,394CorporateStockBOYAmt
Corporate Stock EOY$650,435CorporateStockEOYAmt
Corporate Stock EOYFMV$650,435CorporateStockEOYFMVAmt
Other Investments BOY$499,548OtherInvestmentsBOYAmt
Other Investments EOY$763,725OtherInvestmentsEOYAmt
Other Investments EOYFMV$763,725OtherInvestmentsEOYFMVAmt
Total Assets BOY$848,945TotalAssetsBOYAmt
Total Assets EOY$1,420,868TotalAssetsEOYAmt
Total Assets EOYFMV$1,420,868TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$848,945NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,420,868NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$848,945TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,420,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$848,945TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,420,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$848,945TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$165,462ExcessRevenueOverExpensesAmt
Other Increases$406,461OtherIncreasesAmt
Subtotal$1,420,868SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,420,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$23,524CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,598AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$888,486NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051321DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,717AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$689,442NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057607DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,463AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$436,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053810DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,868AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$122,960NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039590DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$8,208NetVlNoncharitableAssetsYr5Amt
Total Distribution0.202328TotalDistributionRt
Average Distribution0.050582AverageDistributionRt
Net Vl Noncharitable Assets$1,062,772NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,757AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$355NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$54,112AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$355InvestmentIncomeExciseTaxAmt
Subtotal$355SubtotalAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Tax Due$355TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT J HELMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4178870585PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12305 S BLACKMAN RDAddressLine1Txt
Address Line2STE DAddressLine2Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65809ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JON M RISDAL
4169 E CANYON DRIVESPRINGFIELDMO65809PRESIDENT000.00$0$0$0
DAVID J RISDAL
10423 HARNWELL CROSSINGSPRINGTX77379VICE PRESIDE000.00$0$0$0
KATHY A RISDAL
4169 E CANYONSPRINGFIELDMO65809SECRETARY000.00$0$0$0
ROBERT J HELM
2305 S BLACKMAN ROADSPRINGFIELDMO65809TREASURER000.00$0$0$0STE D
MICHELLE RISDAL BARNES
2851 S NATURAL BRIDGE DRIVESPRINGFIELDMO65809VICE PRESIDE000.00$0$0$0
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$1,075,591AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,365AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,078,956TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,078,956AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,184CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,062,772NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,139MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,139MinimumInvestmentReturnAmt
Tax Based On Investment Income$355TaxBasedOnInvestmentIncomeAmt
Total Tax$355TotalTaxAmt
Distributable Before Adj$52,784DistributableBeforeAdjAmt
Distributable Before Ded$52,784DistributableBeforeDedAmt
Distributable As Adjusted$52,784DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,000ExpensesAndContributionsAmt
Qualifying Distributions$63,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$355PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$62,645AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,784DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$309ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,978ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,098TotalExcessDistributionCyovAmt
Qualifying Distributions$63,000QualifyingDistributionsAmt
Applied To Current Year$52,784AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,216RemainingDistriFromCorpusAmt
Total Corpus$18,314TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,314ExcessDistriCyovToNextYrAmt
Excess From Year3$309ExcessFromYear3Amt
Excess From Year2$5,811ExcessFromYear2Amt
Excess From Year1$1,978ExcessFromYear1Amt
Excess From Current Year$10,216ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT J HELMRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12305 S BLACKMAN ROADAddressLine1Txt
Address Line2STE DAddressLine2Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65809ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4178870585RecipientPhoneNum
Form And Info And MaterialsNOT APPLICABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesNOT APPLICABLESubmissionDeadlinesTxt
Restrictions On AwardsNOT APPLICABLERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATURE CONSERVANCY OF MO
2816 SUTTON BLVDST LOUISMO63143PLEDGE FOR BEAL'S MATCHING PROGRAM$17,500
SALVATION ARMY
1707 WEST CHESTNUT EXPWYSPRINGFIELDMO65802HARBOR HOUSE$2,500
COUNCIL OF CHURCHES
627 N GLENSTONE AVESPRINGFIELDMO65802AMBASADORS FOR CHILDREN, CROSSLINES$7,500
PTSD FOUNDATION OF AMERICA
9724 DERRINGTON RDHOUSTONTX77064CAMP HOPE$5,000
NW ASSISTANCE MINISTRIES
15555 KUYKENDAHL RDHOUSTONTX77090EMERGENCY NEEDS$5,000
CASA OF SW MISSOURI
1111 S GLENSTONE AVESPRINGFIELDMO65804CHARITY$3,000
HARMONY HOUSE
3404 E RIDGEVIEW DRSPRINGFIELDMO65809CHARITY$2,500
MO PRAIRIE FOUNDATION
PO BOX 200COLUMBIAMO65205CHARITY$2,000
LOST AND FOUND
1555 S GLENSTONE AVESPRINGFIELDMO65804CHARITY$2,000
THE KITCHEN
1630 N JEFFERSON AVESPRINGFIELDMO65803HOLIDAY CHALLENGE FOR WAREHOUSE FIRE$2,000
KSMU
901 S NATIONAL AVESPRINGFIELDMO65897CHARITY$1,500
OZARKS PUBLIC TELEVISION
901 S NATIONAL AVESPRINGFIELDMO65897CHARITY$1,500
HONOR FLIGHT OF THE OZARKS
PO BOX 3964SPRINGFIELDMO65808CHARITY$2,000
ISABEL'S HOUSE CRISIS CENTER OF THE
2750 W BENNETTSPRINGFIELDMO65802CHARITY$1,000
CARE ANIMAL RESCUE
1328 W SUNSHINE STSPRINGFIELDMO65807CHARITY$1,000
NATIONAL PARKS FOUNDATION
1110 VERMONT AVE NW STEWASHINGTONDC20005CHARITY$2,000
NATIONAL WILDLIFE FEDERATION
PO BOX 1583MERRIFIELDVA22116CHARITY$1,000
CAMP BARNABAS
PO BOX 3200SPRINGFIELDMO65808CHARITY$1,000
ARC OF THE OZARKS
1501 E PYTHIAN STSPRINGFIELDMO65802CHARITY$1,000
OZARK GREENWAYS
PO BOX 50733SPRINGFIELDMO65805CHARITY$1,000
CARE TO LEARN
1740 S GLENSTONE AVESPRINGFIELDMO65804CHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,834RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,439RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34,283RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,283TotalIncomeProducingActyAmt

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 PersonJON M RISDALContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13331 E MONTCLAIRAddressLine1Txt
Address Line2STE LAddressLine2Txt
CitySPRINGFIELDCityNm
State AbbreviationMOStateAbbreviationCd
ZIP65804ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
WELLS FARGO - ST2019-05PURCHASE2019-12$58,363$61,044-$2,681
WELLS FARGO - ST2019-05PURCHASE2019-12$5,795$5,795
WELLS FARGO - LT2017-05PURCHASE2019-12$173,208$177,612-$4,404

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$650,435EOYBookValueAmt
EOYFMV$650,435EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$763,725BookValueAmt
EOYFMV$763,725EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MANAGEMENT FEES ON INVESTMENT$5,821$5,821

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$406,461Amt