STRATEGY STUDIO / PUBLIC DATA EXPLORER

FORSYTHE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FORSYTHE FOUNDATION (EIN 25-6072007)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-21
IRS object ID
201411119349100611
Schema version
2013v3.0
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)
Return2014-04-21T06:56:01-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256072007EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORSYTHE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFORSBusinessNameControlTxt
Phone4127623792PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK NA 620 LIBERTY AVENUE NOAddressLine1
Address Line210THFLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDALE KOHSERPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127623792PhoneNum
Signature2014-04-19SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$952,493FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,807DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,979NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$355,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,186CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,790TotalRevAndExpnssAmt
Total Net Invst Incm$117,997TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,438CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,150CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,288CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,957TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,708ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,708ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$75,125ExcessRevenueOverExpensesAmt
Net Investment Income$112,847NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,494SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,894SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$642,734OtherInvestmentsBOYAmt
Other Investments EOY$715,459OtherInvestmentsEOYAmt
Other Investments EOYFMV$924,599OtherInvestmentsEOYFMVAmt
Total Assets BOY$668,228TotalAssetsBOYAmt
Total Assets EOY$743,353TotalAssetsEOYAmt
Total Assets EOYFMV$952,493TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$663,297CapitalStockBOYAmt
Capital Stock EOY$739,789CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,931RetainedEarningBOYAmt
Retained Earning EOY$3,564RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$668,228TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$743,353TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$668,228TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$743,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$668,228TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$75,125ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$743,353SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$743,353TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$350,226$254,491$95,735$95,735
CAPITAL GAINS DIVIDENDS$5,451$5,451$5,451P
FieldValueIRS element (for citing)
Capital Gain Net Income$101,186CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,313AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$835,748NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045843DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,011AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$812,847NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049223DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,052AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$761,878NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043382DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,580AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$690,589NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.060209DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,941AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$826,009NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032616DistributionYr5Rt
Total Distribution0.231273TotalDistributionRt
Average Distribution0.046255AverageDistributionRt
Net Vl Noncharitable Assets$893,838NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,344AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,128NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,472AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,996QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,257InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,257SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,257TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Tax Due$1,897TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTMLWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK TRUSTEEBusinessNameLine1
FieldValueIRS element (for citing)
Phone4127623792PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2
PNC BANK
620 LIBERTY AVENUE 10TH FLPITTSBURGHPA152222705TRUSTEE1.00$6,438$0$0
WILLIAM D SUTTON ESQ
THORP REED ARMSTRONG LLP ONE OXFORDPITTSBURGHPA152191425CO-TRUSTEE1.00$0$0$0CENTRE
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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$907,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$907,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$907,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$893,838NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,257TaxBasedOnInvestmentIncomeAmt
Total Tax$2,257TotalTaxAmt
Distributable Before Adj$42,435DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,435DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,435DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,996QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,996AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,435DistributableAsAdjustedAmt
Undistributed Income PY$38,708UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$39,996QualifyingDistributionsAmt
Applied To Year1$38,708AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,288AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$41,147UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE TRUST GRANT REVIEW CRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK 249 5TH AVENUE 20TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4127623413RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE,WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION,APPLICATION, SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL ARE URGED TO CONTACT THE CHARITABLE TRUST GRANT REVIEW COMMITTIEE PRIOR TO SUBMITTING.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE:WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATION.SubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
THE LIGHTHOUSE FOUNDATION
1302 E CRUIKSHANK ROADBUTLERPA16002PUBLIC CHARITYFAMILY MINISTRY PROGRAM$15,000
BUTLER COUNTY ASSOCIATION
322 N CERAD STREETBUTLERPA16001PUBLIC CHARITYLIFE SKILLS TRANSPORTAYION$10,000NONE
OPERATION WARM INC
6 DICKINSON DRIVECHAPPS FORDPA19317PUBLIC CHARITYWARMTH IN WINTER PROGRAM$1,708NONE
WASHINGTON AND JEFFERSON COLLEGE
60 SOUTH LINCOLN STREETWASHINGTONPA15301PUBLIC CHARITYMINORITY STUDENT SCHOLARSHIPS$12,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,708TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,807ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,979ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$120,790ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,790TotalIncomeProducingActyAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$293,198$297,118
MUTUAL FUNDS - EQUITYAT COST$422,261$627,481

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 FEDERAL ESTIMATED TAX$360$0$0
2012 EXCISE TAX BALANCE DUE$159$0$0