STRATEGY STUDIO / PUBLIC DATA EXPLORER

CALVANESE FAMILY FOUNDATION TRUST D TD: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CALVANESE FAMILY FOUNDATION TRUST D TD (EIN 65-6230833)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-17
IRS object ID
201831989349100618
Schema version
2017v2.2
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)
Return2018-07-17T07:15:49-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14099 TAMIAMI TRAIL N STE 300AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656230833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALVANESE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CLIFTONLARSONALLEN LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALVBusinessNameControlTxt
Phone2392628686PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14099 TAMIAMI TRAIL NORTH NO 300AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNIS A CALVANESEPersonNm
Person TitleMANAGING TRUSTEEPersonTitleTxt
Phone2392628686PhoneNum
Signature2018-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT P DIBENEDETTO CPAPreparerPersonNm
PTINP01310270PTIN
Phone2392628686PhoneNum
Preparation2018-06-12PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$422,902FMVAssetsEOYAmt
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$9,564DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,564DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,564TotalRevAndExpnssAmt
Total Net Invst Incm$9,564TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,200CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$19,800CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,088AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,088AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$24,175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,288TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,888TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,175TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,288TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,888TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,611ExcessRevenueOverExpensesAmt
Net Investment Income$6,276NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,836CashBOYAmt
Cash EOY$14,030CashEOYAmt
Cash EOYFMV$14,030CashEOYFMVAmt
Corporate Stock BOY$53,977CorporateStockBOYAmt
Corporate Stock EOY$59,172CorporateStockEOYAmt
Corporate Stock EOYFMV$408,872CorporateStockEOYFMVAmt
Total Assets BOY$118,813TotalAssetsBOYAmt
Total Assets EOY$73,202TotalAssetsEOYAmt
Total Assets EOYFMV$422,902TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$118,813RetainedEarningBOYAmt
Retained Earning EOY$73,202RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$118,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$73,202TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,813TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$73,202TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$118,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,611ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$73,202SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$73,202TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,375AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$357,428NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.115758DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,394AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$333,294NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.145199DistributionYr2Rt
Adjusted Qlfy Distri Yr3$32,775AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$283,517NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.115602DistributionYr3Rt
Adjusted Qlfy Distri Yr4$88,420AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$314,264NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.281356DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$263,651NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.075858DistributionYr5Rt
Total Distribution0.733773TotalDistributionRt
Average Distribution0.146755AverageDistributionRt
Net Vl Noncharitable Assets$396,997NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,261AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,324AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,888QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$126InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$126SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$126TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$578EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$578TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$452OverpaymentAmt
Applied To ES Tax$452AppliedToESTaxAmt
Refund$0RefundAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksMICHELLE CALVANESEIndividualWithBooksNm
Phone2392628686PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CLIFTONLARSONALLEN 4099 TAMIAMIAddressLine1Txt
Address Line2TRAILAddressLine2Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENNIS A CALVANESE
5555 HERON POINTNAPLESFL34102MGR. TRUSTEE5.00$0$0$0
AMY CALVANESE
700 NORTH LARRABE APT 1808CHICAGOIL61654DIRECTOR1.00$4,000$0$0
BART CALVANESE
14 OXFORD AVENUECLARENDONIL60514DIRECTOR1.00$4,000$0$0
MICHELLE CALVANESE
550 W FULTON STREET APT 603CHICAGOIL60661DIRECTOR1.00$10,000$0$0
PAXTON CALVANESE
8549 MAIN STREETDOWNERS GROVEIL60516DIRECTOR1.00$4,000$0$0
SANDRA J CALVANESE
5555 HERON POINTNAPLESFL34102DIRECTOR1.00$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$363,039AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$403,043TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$403,043AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,046CashDeemedCharitableAmt
Net Vl Noncharitable Assets$396,997NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,850MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,850MinimumInvestmentReturnAmt
Tax Based On Investment Income$126TaxBasedOnInvestmentIncomeAmt
Total Tax$126TotalTaxAmt
Distributable Before Adj$19,724DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,724DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,724DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,888ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,888QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,888AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,724DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,817ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$74,867ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,332ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,817ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,642ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$156,475TotalExcessDistributionCyovAmt
Qualifying Distributions$51,888QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,724AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,164RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$188,639TotalCorpusAmt
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$6,817ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$181,822ExcessDistriCyovToNextYrAmt
Excess From Year4$74,867ExcessFromYear4Amt
Excess From Year3$19,332ExcessFromYear3Amt
Excess From Year2$31,817ExcessFromYear2Amt
Excess From Year1$23,642ExcessFromYear1Amt
Excess From Current Year$32,164ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024PCGENERAL FUND$7,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUEWASHIGNTONDC20002PCGENERAL FUND$2,000
NATIONAL RIFLE ASSOCIATION FOUNDATION
11250 WAPLES MILL RDFAIRFAXVA22030PCGENERAL FUND$100
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201PCGENERAL FUND$100
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 8TH STREET NORTHWESTWASHINGTONDC20001PCGENERAL FUND$1,000
RAVINIA FESTIVAL ASSOCIATION
418 SHERIDAN ROADHIGHLAND PARKIL60035PCGENERAL FUND$5,000
TOYS FOR TOTS
18241 QUANTICO GATEWAY DRTRIANGLEVA22172PCGENERAL FUND$100
UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20077PCGENERAL FUND$1,000
VETERANS OF FOREIGN WARS FOUNDATION
406 W 34TH STKANSAS CITYMO64111PCGENERAL FUND$1,000
CHICAGO SYMPHONY ORCHESTRA
220 SOUTH MICHIGAN AVECHICAGOIL60604PCGENERAL FUND$1,000
ARTIS-NAPLES
5833 PELICAN BAY BOULEVARDNAPLESFL34108PCGENERAL FUND$5,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256PCGENERAL FUND$1,000
IN-VEST USA
PO BOX 1221MERRIFIELDVA22116PCGENERAL FUND$700
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGENERAL FUND$1,000
MUSIC OF THE BAROQUE CONCERT SERIES INC
25 EAST WASHINGTON STREET SUITE 823CHICAGOIL60602PCGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,000TotalGrantOrContriPdDurYrAmt
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$9,564ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,564ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,564TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,175Amt
Net Investment Income$1,088NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,088DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUN & BRADSTREET CORP$401$118,410
MOODYS CORP$323$222,448
T ROWE PRICE NEW HORIZONS$58,448$68,014