LAWRENCE G AND LINDA E MEYER CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: LAWRENCE G AND LINDA E MEYER CHARITABLE FOUNDATION (EIN 52-2028186)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-09
IRS object ID: 201601309349101425
Schema version: 2015v2.1
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-09T12:59:12-05:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521756896	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STOY MALONE & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	705 YORK ROAD	AddressLine1Txt
City	BALTIMORE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522028186	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LAWRENCE G AND LINDA E MEYER	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LAWR	BusinessNameControlTxt
Phone	2022621964	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2321 RESIDENCE CIRCLE NO 201	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LAWRENCE MEYER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2022621964	PhoneNum
Signature	2016-05-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT GALISZEWSKI	PreparerPersonNm
PTIN	P00239136	PTIN
Phone	4108281961	PhoneNum
Preparation	2016-05-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$36,784	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,600	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,055	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,055	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,655	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,055	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$51	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$51	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,151	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$51	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$5,201	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$51	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$3,050	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,546	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,004	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,178	CashBOYAmt
Cash EOY	$632	CashEOYAmt
Cash EOYFMV	$632	CashEOYFMVAmt
Corporate Stock BOY	$21,140	CorporateStockBOYAmt
Corporate Stock EOY	$21,140	CorporateStockEOYAmt
Corporate Stock EOYFMV	$36,152	CorporateStockEOYFMVAmt
Total Assets BOY	$24,318	TotalAssetsBOYAmt
Total Assets EOY	$21,772	TotalAssetsEOYAmt
Total Assets EOYFMV	$36,784	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$24,318	RetainedEarningBOYAmt
Retained Earning EOY	$21,772	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$24,318	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,772	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$24,318	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$21,772	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$24,318	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,546	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$21,772	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$21,772	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$100	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$39,286	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.002545	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,300	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$33,589	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.038703	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,500	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$27,826	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.053906	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$10,267	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$34,535	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.297293	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$4,993	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$36,696	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.136064	DistributionYr5Rt
Total Distribution	0.528511	TotalDistributionRt
Average Distribution	0.105702	AverageDistributionRt
Net Vl Noncharitable Assets	$38,475	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$4,067	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$10	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$4,077	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,050	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$20	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$20	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$20	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$13	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$13	TotalPaymentsAndCreditsAmt
Tax Due	$7	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LINDA E BUCK	IndividualWithBooksNm
Phone	2393048834	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2321 RESIDENCE CIRCLE UNIT 201	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34105	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA E BUCK
2321 RESIDENCE CIRCLE UNIT 201	NAPLES	FL	34105	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
LAWRENCE G MEYER
2321 RESIDENCE CIRCLE UNIT 201	NAPLES	FL	34105	SECRETARY/TREASURER/DIR.	1.00	$0	$0	$0
DAVID LAWRENCE MEYER
3100 KENT ST	KENSINGTON	MD	20895	DIRECTOR	1.00	$0	$0	$0
JENNIFER MEYER MAGLIATO
6106 TEMPLE ST	BETHESDA	MD	20817	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$37,156	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,905	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$39,061	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$39,061	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$586	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$38,475	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,924	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,924	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$20	TaxBasedOnInvestmentIncomeAmt
Total Tax	$20	TotalTaxAmt
Distributable Before Adj	$1,904	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,904	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,904	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,050	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,050	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,050	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,904	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,172	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$8,606	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$117	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$11,895	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,050	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,904	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,146	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$13,041	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$3,172	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$9,869	ExcessDistriCyovToNextYrAmt
Excess From Year4	$8,606	ExcessFromYear4Amt
Excess From Year3	$117	ExcessFromYear3Amt
Excess From Current Year	$1,146	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LINDA E BUCK	ContributingManagerNm
Contributing Manager	LAWRENCE G MEYER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
THE WASHINGTON HOME & COMMUNITY HOSPICES
3720 UPTON ST NW	WASHINGTON	DC	20016	501(C)(3)	GENERAL PURPOSE	$150
CHILDREN'S LEADERSHIP FORUM
12301 OLD COLUMBIA PIKE	SILVER SPRING	MD	20910	501(C)(3)	GENERAL PURPOSE	$250
INOVA HEALTH FOUNDATION
8110 GATEHOUSE ROAD SUITE 200 EAST	FALLS CHURCH	VA	22042	501(C)(3)	GENERAL PURPOSE	$50
TREES FOR THE FUTURE
1400 SPRING ST SUITE 150	SILVER SPRING	MD	20910	501(C)(3)	GENERAL PURPOSE	$100
SIGMA ALPHA EPSILON FOUNDATION
2938 ST PAUL ST	BALTIMORE	MD	21218	501(C)(3)	GENERAL PURPOSE	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,050	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,055	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,055	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,055	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,100	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
300 SHS OMNICOM GROUP	$11,314	$22,698
100 SHS DEERE & CO	$7,196	$7,627
100 SHS AMERICAN ELECTRIC POWER	$2,630	$5,827

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BROKERS FEE	Desc
Revenue And Expenses Per Books	$51	RevenueAndExpensesPerBooksAmt
Net Investment Income	$51	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt