STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION (EIN 54-2016551)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201531339349101958
Schema version
2014v5.0
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)
Return2015-05-13T11:02:45-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robinson Farmer Cox Associates PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line147 Lee HwyAddressLine1Txt
CityVeronaCityNm
State AbbreviationVAStateAbbreviationCd
ZIP244822505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN542016551EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Robinson Farmer Cox Associates Educational FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBIBusinessNameControlTxt
Phone4349738314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 6580AddressLine1Txt
CityCharlottesvilleCityNm
State AbbreviationVAStateAbbreviationCd
ZIP229066580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT M HUFFPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4349738314PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W KELLYPreparerPersonNm
Phone5402487300PhoneNum
Preparation2015-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$321,205FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$27,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$115InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$115InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$115InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,554DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,554DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,554DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,169TotalRevAndExpnssAmt
Total Net Invst Incm$7,669TotalNetInvstIncmAmt
Total Adj Net Incm$7,669TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,072AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,072AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$6,072AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$70OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$6,142TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,142TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,142TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,142TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,142TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,142TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,027ExcessRevenueOverExpensesAmt
Net Investment Income$1,527NetInvestmentIncomeAmt
Adjusted Net Income$1,527AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,795SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,271SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$136,002CorporateStockBOYAmt
Corporate Stock EOY$140,265CorporateStockEOYAmt
Corporate Stock EOYFMV$140,265CorporateStockEOYFMVAmt
Corporate Bonds BOY$102,381CorporateBondsBOYAmt
Corporate Bonds EOY$115,669CorporateBondsEOYAmt
Corporate Bonds EOYFMV$115,669CorporateBondsEOYFMVAmt
Total Assets BOY$306,178TotalAssetsBOYAmt
Total Assets EOY$321,205TotalAssetsEOYAmt
Total Assets EOYFMV$321,205TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$306,178UnrestrictedBOYAmt
Unrestricted EOY$321,205UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$306,178TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$321,205TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$306,178TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$321,205TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$306,178TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,027ExcessRevenueOverExpensesAmt
Subtotal$321,205SubtotalAmt
Tot Net Ast Or Fund Balances EOY$321,205TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$14,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$295,077NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047445DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$278,750NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.032287DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,471AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$265,519NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058267DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,119AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$231,814NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$205,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063335DistributionYr5Rt
Total Distribution0.257927TotalDistributionRt
Average Distribution0.051585AverageDistributionRt
Net Vl Noncharitable Assets$308,988NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,939AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,954AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31SubtotalAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$31TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4349738314PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 Westfield RdAddressLine1Txt
CityCharlottesvilleCityNm
State AbbreviationVAStateAbbreviationCd
ZIP229066580ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT M HUFF
2238 Wingfield RoadCharlottesvilleVA22901President/Director1.00$0$0$0
JAMES R BERRY
845 Barracks Farm RoadCharlottesvilleVA22901Director1.00$0$0$0
ROBERT W JACKSON
2000 Candlewyck DriveCharlottesvilleVA22901Director1.00$0$0$0
JAMES W KELLY
6442 Woodbourne LaneCrozetVA22932Sec-Treas1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1College scholarship to one individual attending an online university,one fellowship to a university, and fourcontributions to a college's general scholarship fund.Description1Txt
Expenses1$14,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$247,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,534AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$313,693TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$313,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,705CashDeemedCharitableAmt
Net Vl Noncharitable Assets$308,988NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,449MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,449MinimumInvestmentReturnAmt
Tax Based On Investment Income$31TaxBasedOnInvestmentIncomeAmt
Total Tax$31TotalTaxAmt
Distributable Before Adj$15,418DistributableBeforeAdjAmt
Distributable Before Ded$15,418DistributableBeforeDedAmt
Distributable As Adjusted$15,418DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,000ExpensesAndContributionsAmt
Qualifying Distributions$14,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$14,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,418DistributableAsAdjustedAmt
Undistributed Income PY$14,754UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$10,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,125ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,625TotalExcessDistributionCyovAmt
Qualifying Distributions$14,000QualifyingDistributionsAmt
Remaining Distri From Corpus$14,000RemainingDistriFromCorpusAmt
Total Corpus$75,625TotalCorpusAmt
Taxable2$14,754Taxable2Amt
Undistributed Income CY$15,418UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,625ExcessDistriCyovToNextYrAmt
Excess From Year4$13,125ExcessFromYear4Amt
Excess From Year3$15,500ExcessFromYear3Amt
Excess From Year2$9,000ExcessFromYear2Amt
Excess From Year1$14,000ExcessFromYear1Amt
Excess From Current Year$14,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT M HUFFContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
ROBERT M HUFF PRESIDENT
P O Box 6580CharlottesvilleVA2290665804349738314APPLICATIONS SHOULD BE WRITTEN REQUESTS FOR SCHOLARSHIP ASSISTANCEREQUESTS SHOULD BE RECEIVED BY AUGUST 1 TO BE CONSIDERED FOR DISBURSEMENTTHERE ARE NO RESTRICTIONS EXCEPT THAT ELIGIBLE INDIVIDUALS ARE ACCOUNTING OR OTHER
ROBERT M HUFF
530 Westfield RoadCharlottesvilleVA229014349738314INCLUDE THE INDIVIDUAL'S FIELD OF STUDY AND FUTURE PLANS OR OTHER USES OF THE FUNDSIN THAT CALENDAR YEARMAJORS WITH A PLAN TO WORK IN PUBLIC ADMINISTRATION

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAIDEE R BEGOON
454 Eagle Rock LaneStauntonVA24401Employeeof RFC Assoc.N/ACollege Scholarship$5,000
William Meriwether VanDenburgh
James Madison UniversityHarrisonburgVA22807N/AFaculty Fellowship$5,000
PVCC Educational Foundation
501 College DrCharlottesvilleVA22904N/AScholarship$1,000
Southside VA Community College
109 Campus DrAlbertaVA23821N/AScholarship$1,000
WCC Educational Foundation
1000 East Main StWythevilleVA24382N/AScholarship$1,000
LFCC Foundation
173 Skirmisher LaneMiddletownVA22645N/AScholarship$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$115ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,554ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,669ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,669TotalIncomeProducingActyAmt

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 PersonROBERT M HUFFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12238 Wingfield RoadAddressLine1Txt
CityCharlottesvilleCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22901ZIPCd
FieldValueIRS element (for citing)
Total Contributions$27,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRobinson, Farmer, Cox Associates Accounting and tax preparationCategoryTxt
Amt$6,072Amt
Net Investment Income$6,072NetInvestmentIncomeAmt
Adjusted Net Income$6,072AdjustedNetIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVanguard Total Bond Market Index FundBondNm
EOY Book Value$115,669EOYBookValueAmt
EOYFMV$115,669EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVanguard Total Stock Market Index FundStockNm
EOY Book Value$140,265EOYBookValueAmt
EOYFMV$140,265EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Bank account maint fees$45$45$45
Status maintenance fee-state$25$25$25