STRATEGY STUDIO / PUBLIC DATA EXPLORER

LEDOUX FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LEDOUX FOUNDATION (EIN 27-4128199)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-31
IRS object ID
201540909349100104
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)
Return2015-03-31T11:16:42-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411735076PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLANSKI PETER KRONLAGE & ZOCH PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17500 OLSON MEM HWY STE 200AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55427ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274128199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEDOUX FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEDOBusinessNameControlTxt
Phone6128234307PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1348 ELMWOOD PLACE WAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55419ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH LEDOUXPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6128234307PhoneNum
Signature2015-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGRANT TENTIS CPAPreparerPersonNm
PTINP00216766PTIN
Phone7635466211PhoneNum
Preparation2015-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$182,862FMVAssetsEOYAmt
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$2,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,189GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,683CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,441TotalRevAndExpnssAmt
Total Net Invst Incm$10,441TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,280AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$640AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,029TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,620OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,298OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,929TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,938TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,938TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,988ExcessRevenueOverExpensesAmt
Net Investment Income$8,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,549SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,066SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,066SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$145,692CorporateStockBOYAmt
Corporate Stock EOY$140,187CorporateStockEOYAmt
Corporate Stock EOYFMV$173,796CorporateStockEOYFMVAmt
Total Assets BOY$153,241TotalAssetsBOYAmt
Total Assets EOY$149,253TotalAssetsEOYAmt
Total Assets EOYFMV$182,862TotalAssetsEOYFMVAmt
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$153,241RetainedEarningBOYAmt
Retained Earning EOY$149,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$153,241TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$149,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$153,241TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$149,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$153,241TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,988ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$149,253SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$149,253TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$38,189GrossSalesPriceAmt
Cost Or Other Basis$30,506CostOrOtherBasisAmt
Gain Or Loss$7,683GainOrLossAmt
Gains Minus Excess Or Losses$7,683GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,683CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,101AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$141,106NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078671DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,045AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$104,989NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$93,837NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066605DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.183804TotalDistributionRt
Average Distribution0.045951AverageDistributionRt
Net Vl Noncharitable Assets$183,002NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,409AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$85NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,494AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$85SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Overpayment$435OverpaymentAmt
Applied To ES Tax$435AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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 BooksKENNETH LEDOUXIndividualWithBooksNm
Phone6128234307PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1348 ELMWOOD PLACE WAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55419ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH LEDOUX
348 ELMWOOD PLACE WMINNEAPOLISMN55419PRESIDENT/TREASURER/DIRECT1.00$0$0$0
FAYE LEDOUX
348 ELMWOOD PLACE WMINNEAPOLISMN55419VICE-PRESIDENT/SECRETARY/D1.00$0$0$0
SANDRA OHLGREN
15 GARDEN PARK CIRCLE NWALBUQUERQUENM87107DIRECTOR1.00$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$161,829AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$185,789TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$185,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,787CashDeemedCharitableAmt
Net Vl Noncharitable Assets$183,002NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,150MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,150MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$9,065DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,065DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,065DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$85PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,415AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,065DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$451ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$5,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,495TotalExcessDistributionCyovAmt
Qualifying Distributions$9,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,065AppliedToCurrentYearAmt
Remaining Distri From Corpus$435RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,930TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,930ExcessDistriCyovToNextYrAmt
Excess From Year3$451ExcessFromYear3Amt
Excess From Year1$5,044ExcessFromYear1Amt
Excess From Current Year$435ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH LEDOUXContributingManagerNm
Contributing ManagerFAYE LEDOUXContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKENNETH LEDOUX LEDOUX FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1348 ELMWOOD PLACE WAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55419ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6128234307RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIME.SubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS FOCUSED ON HUMAN NEED BY ASSISTING THOSE STRUGGLING WITH POVERTY, CHILDREN AT RISK, AND EDUCATIONAL ADVANCEMENT OF THOSE IN NEED PREFERRED. OTHER PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS MAY APPLY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAN DO CANINES
9440 SCIENCE CENTER DRIVENEW HOPEMN55428501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
CATS CRADLE SHELTER
9 NINTH STREET SOUTHFARGOND58103501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
HOME FOR LIFE
PO BOX 847STILLWATERMN55082501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
OPENARMS
2500 BLOOMINGTON AVE SMINNEAPOLISMN55404501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$2,000
SHARING AND CARING HANDS
525 NORTH 7TH STREETMINNEAPOLISMN55405501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$1,500
ST STEPHEN'S HUMAN SERVICES
2309 NICOLLET AVENUE SOUTHMINNEAPOLISMN55404501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$2,000
HOLY TRINITY SCHOOL
111 WINSTED AVENUE WESTWINSTEDMN55395501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
MUSEUM OF RUSSIAN ART
5500 STEVENS AVENUE SOUTHMINNEAPOLISMN55419501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
SPECIAL OLYMPICS
100 WASHINGTON AVENUE SOUTHMINNEAPOLISMN55401501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
SCHOOL SISTERS OF ST FRANCIS
1501 S LAYTON BLVDMILWAUKEEWI53215501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202501(C)(3)GENERAL PURPOSE EXEMPT FUNCTION GRANT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,500TotalGrantOrContriPdDurYrAmt
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$2,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,683ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,441ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,441TotalIncomeProducingActyAmt

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$1,280Amt
Net Investment Income$640NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$140,187EOYBookValueAmt
EOYFMV$173,796EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$25$0$0
BROKERAGE FEES$2,595$1,298$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 TAXES PAID$499$0$0
2014 TAXES PAID$520$0$0
FOREIGN TAXES PAID$10$0$0