STRATEGY STUDIO / PUBLIC DATA EXPLORER

MINCH FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MINCH FOUNDATION (EIN 26-6156366)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202021979349101587
Schema version
2019v5.1
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)
Return2020-07-15T13:59:13-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 ARMORY DRIVE SUITE 190AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266156366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MINCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMINCBusinessNameControlTxt
Phone6159428781PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1224 DEER PARK DRIVEAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARR RIGGS INGRAM LLCPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6159428781PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W BETTSPreparerPersonNm
PTINP00237318PTIN
Phone6156651811PhoneNum
Preparation2020-07-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address159.100.161.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-15IPDt
IP Tm09:08:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id2507241EAEDDA0E2A5C262FECDCE1E4FED8DA07FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$519,400FMVAssetsEOYAmt
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$12,221DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,221DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,802NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$354,633GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,419TotalRevAndExpnssAmt
Total Net Invst Incm$12,221TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$220AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$289TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,389TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$220TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,615ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,615ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$220TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$19,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,585ExcessRevenueOverExpensesAmt
Net Investment Income$12,001NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$261,070CashBOYAmt
Cash EOY$32,232CashEOYAmt
Cash EOYFMV$32,232CashEOYFMVAmt
Corporate Stock BOY$193,155CorporateStockBOYAmt
Corporate Stock EOY$402,408CorporateStockEOYAmt
Corporate Stock EOYFMV$487,168CorporateStockEOYFMVAmt
Total Assets BOY$454,225TotalAssetsBOYAmt
Total Assets EOY$434,640TotalAssetsEOYAmt
Total Assets EOYFMV$519,400TotalAssetsEOYFMVAmt
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$454,225RetainedEarningBOYAmt
Retained Earning EOY$434,640RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$454,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$434,640TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$454,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$434,640TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$454,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,585ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$434,640SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$434,640TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2019-01-01AcquiredDt
Sold2019-12-31SoldDt
Gross Sales Price$354,633GrossSalesPriceAmt
Cost Or Other Basis$365,435CostOrOtherBasisAmt
Gain Or Loss-$10,802GainOrLossAmt
Gains Minus Excess Or Losses-$10,802GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,802CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$10,802NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,330AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$511,864NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035810DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,740AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$497,872NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045674DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,025AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$509,837NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058891DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,308AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$538,181NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048883DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,638AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$583,733NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055913DistributionYr5Rt
Total Distribution0.245171TotalDistributionRt
Average Distribution0.049034AverageDistributionRt
Net Vl Noncharitable Assets$486,129NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$23,837AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$120NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,957AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,615QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$240InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$240SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$240TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$240TaxDueAmt

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 StateTNOrgReportOrRegisterStateCd
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
Individual With BooksRICHARD BETTS CPAIndividualWithBooksNm
Phone6156651811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13011 ARMORY DRIVE SUITE 190AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37204ZIPCd
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

FieldValueIRS element (for citing)
PersonF MICHAEL MINCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1224 DEER PARK DRAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37205ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S PURPOSE IS TO SUPPORT CHARITABLE ORGANIZATIONS AND TO PROMOTE SUCH CHARITABLE PURPOSES THAT ARE INTENDED TO BENEFIT STUDENTS, FACULTY, RESIDENT AND OTHERS ASSOCIATED WITH EDUCATIONAL INSTITUTIONS.Description1Txt
Expenses1$0Expenses1Amt

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$423,919AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,613AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$493,532TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$493,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$486,129NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$240TaxBasedOnInvestmentIncomeAmt
Total Tax$240TotalTaxAmt
Distributable Before Adj$24,066DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,066DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,615QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,615AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,066DistributableAsAdjustedAmt
Undistributed Income PY$1,855UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$19,615QualifyingDistributionsAmt
Applied To Year1$1,855AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,760AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,306UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerF MICHAEL MINCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALIVE HOSPICE
1718 PATTERSON STNASHVILLETN37203PCGENERAL$375
CERES
99 CHAUNCY STREET 6TH FLOORBOSTONMA02111PCGENERAL$250
CHAMINADE JULIENNE CATHOLIC HIGH SCHOOL
505 S LUDLOW STREETDAYTONOH45402PCGENERAL$250
CROSS POINT CHURCH
299 COWAN STNASHVILLETN37213PCGENERAL$300
FAITH FAMILY MEDICAL CENTER
326 21ST AVE NNASHVILLETN37203PCGENERAL$2,000
MONROE CARELL JR CHILDREN'S HOSPITAL AT VANDERBILT
2200 CHILDRENS WAYNASHVILLETN37232PCGENERAL$4,500
OHIO STATE UNIVERSITY
281 W LANE AVECOLUMBUSOH43210PCGENERAL$5,250
PRESTON TAYLOR MINISTRIES
4014 INDIANA AVENASHVILLETN37209PCGENERAL$150
SAFE HAVEN FAMILY SHELTER
1234 3RD AVE SNASHVILLETN37210PCGENERAL$2,450
SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE
331 GREAT CIRCLE RDNASHVILLETN37228PCGENERAL$375
SWAN BALL
1200 FORREST PARK DRNASHVILLETN37205PCGENERAL$50
SYMPHONY BALL
1 SYMPHONY PLNASHVILLETN37201PCGENERAL$100
BABY BASICS
PO BOX 413005 OMB 132NAPLESFL341013005PCGENERAL$90
COMMUNITY FOUNDATION
3833 CLEGHORN AVE 400NASHVILLETN37215PCGENERAL$2,500
IMOKALEE FOUNDATION
2375 TAMIAMI TRAIL N 308NAPLESFL34103PCGENERAL$700
NAPLES BOTANICAL GARDEN
4820 BAYSHORE DRNAPLESFL34112PCGENERAL$250
FRIENDS OF WARNER PARKS
50 VAUGHN RDNASHVILLETN37221PCGENERAL$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,615TotalGrantOrContriPdDurYrAmt
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$12,221ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,802ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,419ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,419TotalIncomeProducingActyAmt

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$1,100Amt
Net Investment Income$220NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY #8442StockNm
EOY Book Value$402,408EOYBookValueAmt
EOYFMV$487,168EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$289Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt