ACCEL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ACCEL FOUNDATION (EIN 56-1900007)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-02-14
- IRS object ID
- 201910459349100501
- Schema version
- 2017v2.3
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-14T08:31:33-06:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561706019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY LONGOBARDO & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 SITUS CT STE 260 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561900007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACCE | BusinessNameControlTxt |
| Phone | 9196563079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S US HWY 1 UNIT 402 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M STRATHMEYER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9196563079 | PhoneNum |
| Signature | 2019-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HART B PITTARD | PreparerPersonNm |
| PTIN | P00535196 | PTIN |
| Phone | 9198511116 | PhoneNum |
| Preparation | 2019-02-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.58.165.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-14 | IPDt |
| IP Tm | 08:31:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE4C03D64310114BB47DE05C6204C2B4F37CA2AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A479A6ED4539AF1F261BEC5F094E1CE6CFC3A44F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,136,925 | 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 | $3,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,351 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,752 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,379 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,482 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $362 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,448 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $1,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,802 | CashBOYAmt |
| Cash EOY | $112,908 | CashEOYAmt |
| Cash EOYFMV | $112,908 | CashEOYFMVAmt |
| Other Investments BOY | $348,849 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $347,415 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,024,017 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $417,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,136,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $417,651 | UnrestrictedBOYAmt |
| Unrestricted EOY | $460,323 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $417,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $417,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $460,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $417,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,672 | ExcessRevenueOverExpensesAmt |
| Subtotal | $460,323 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $460,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 97.473 SHS 500 INDEX FUND ADM | P | 2010-12-01 | 2018-01-16 | $25,000 | $7,474 | $17,526 | $17,526 |
| 60.899 SHS 500 INDEX FUND ADM | P | 2010-12-01 | 2018-02-13 | $15,000 | $4,670 | $10,330 | $10,330 |
| 500 SHS BANK AMERICA CORP | P | 2018-08-28 | $12,500 | $11,975 | $525 | $525 | |
| 1000 SHS TRIANGLE CAP CORP | P | 2018-08-30 | $25,000 | $25,028 | -$28 | -$28 | |
| 143.120 SHS 500 INDEX FUND ADM | P | 2010-12-01 | 2017-12-04 | $35,000 | $10,974 | $24,026 | $24,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,379 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $924,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042883 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,666 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $813,982 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $903,521 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,968 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $918,775 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.140370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,310 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $840,991 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061011 | DistributionYr5Rt |
| Total Distribution | 0.436832 | TotalDistributionRt |
| Average Distribution | 0.087366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,051,633 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,448 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,522 | SubtotalAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $1,562 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | NC | 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 | JAMES M STRATHMEYER | IndividualWithBooksNm |
| Phone | 9196563079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S US HWY 1 | AddressLine1Txt |
| Address Line2 | UNIT 402 | AddressLine2Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33447 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES M STRATHMEYER | |||||||||
| 500 S US HWY 1 | UNIT 402 | JUPITER | FL | 33477 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BONNIE PITTS | |||||||||
| PO BOX 1022 | NASHVILLE | NC | 27856 | DIRECTOR | 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 | $1,001,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,067,648 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,067,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,051,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,522 | TotalTaxAmt |
| Distributable Before Adj | $51,060 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,060 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,448 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,448 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,060 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,347 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $169,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,448 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,448 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $17,612 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,612 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,598 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $151,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,734 | ExcessFromYear4Amt |
| Excess From Year3 | $26,517 | ExcessFromYear3Amt |
| Excess From Year2 | $52,347 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $32,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,351 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,752 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,379 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,379 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,482 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,810 | Amt |
| Net Investment Income | $362 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,448 | DisbursementsCharitablePrpsAmt |
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 | $269,909 | $946,096 |
| VANGUARD BROKERAGE ASSETS | AT COST | $77,506 | $77,921 |