MARILYN S BROAD FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MARILYN S BROAD FOUNDATION INC (EIN 52-2260304)
Tax period: 2010-11-01 to 2011-10-31
Filed: 2012-03-15
IRS object ID: 201240759349100504
Schema version: 2010v3.7
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
Depreciation Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-03-15T10:42:50-05:00	Timestamp
Tax Period End Date	2011-10-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARCUM LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 EISENHOWER PARKWAY	AddressLine1
City	ROSELAND	City
State	NJ	State
ZIP Code	07068	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-11-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	522260304	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MARILYN S BROAD FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MARI	NameControl
Phone	7328556011	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O DAN SERVISS 7 POWELL DRIVE	AddressLine1
City	WEST ORANGE	City
State	NJ	State
ZIP Code	070521331	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DANIEL SERVISS	Name
Title	PRESIDENT, TREASURER	Title
Date Signed	2011-02-24	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	9736180800	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2462840	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	90	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	29	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	29	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	63962	DividendsRevAndExpnss
Dividends Net Invst Incm	63962	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	38152	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	330882	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	38152	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	102233	TotalRevenueAndExpenses
Total Net Investment Income	102143	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	2000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	2000	AccountingFeesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	30358	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	30358	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	30294	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	25495	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	4799	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	62652	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	25495	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	37157	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	82050	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	82050	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	144702	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	25495	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	119207	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-42469	ExcessOfRevenueOverExpenses
Net Investment Income	76648	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	7508	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5253	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	5253	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	2362856	InvestmentsOtherBOY
Investments Other EOY	2361145	InvestmentsOtherEOY
Investments Other EOYFMV	2457587	InvestmentsOtherEOYFMV
Total Assets BOY	2370364	TotalAssetsBOY
Total Assets EOY	2366398	TotalAssetsEOY
Total Assets EOYFMV	2462840	TotalAssetsEOYFMV
Accounts Payable BOY	0	AccountsPayableBOY
Accounts Payable EOY	0	AccountsPayableEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	2370364	RetainedEarningsBOY
Retained Earnings EOY	2366398	RetainedEarningsEOY
Total Net Assets BOY	2370364	TotalNetAssetsBOY
Total Net Assets EOY	2366398	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2370364	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2366398	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2370364	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-42469	ExcessOfRevenueOverExpenses
Other Increases	38503	OtherIncreases
Subtotal	2366398	Subtotal
Total Net Assets Fund Balances EOY	2366398	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
How Acquired	P	HowAcquired
Gross Sales Price	330882	GrossSalesPrice
Cost Or Other Basis	292730	CostOrOtherBasis
Gain Or Loss	38152	GainOrLoss
Gains Minus Excess Or Losses	38152	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	38152	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	120247	QualifyingDistributionsYear1
Noncharitable Assets Year1	2370824	NoncharitableAssetsYear1
Distribution Ratio Year1	0.050719	DistributionRatioYear1
Qualifying Distributions Year2	116503	QualifyingDistributionsYear2
Noncharitable Assets Year2	2064015	NoncharitableAssetsYear2
Distribution Ratio Year2	0.056445	DistributionRatioYear2
Qualifying Distributions Year3	104856	QualifyingDistributionsYear3
Noncharitable Assets Year3	2534752	NoncharitableAssetsYear3
Distribution Ratio Year3	0.041367	DistributionRatioYear3
Qualifying Distributions Year4	126332	QualifyingDistributionsYear4
Noncharitable Assets Year4	2713304	NoncharitableAssetsYear4
Distribution Ratio Year4	0.04656	DistributionRatioYear4
Qualifying Distributions Year5	103946	QualifyingDistributionsYear5
Noncharitable Assets Year5	2571768	NoncharitableAssetsYear5
Distribution Ratio Year5	0.040418	DistributionRatioYear5
Total Distribution Ratio	0.235509	TotalDistributionRatio
Average Distribution Ratio	0.047102	AverageDistributionRatio
Net Noncharitable Assets	2504223	NetNoncharitableAssets
Adjusted Noncharitable Assets	117954	AdjustedNoncharitableAssets
One Percent Net Investment Income	766	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	118720	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	119207	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	766	InvestmentIncomeExciseTax
Subtotal	766	Subtotal
Tax Based On Investment Income	766	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	950	EstTaxPaymentsAndOverpayment
Total Credits And Payments	950	TotalCreditsAndPayments
Overpayment	184	Overpayment
Amount Credited To Next Year	184	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	DC	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DANIEL SERVISS	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	7328556011	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	7 POWELL DRIVE	AddressLine1
City	WEST ORANGE	City
State	NJ	State
ZIP Code	070521331	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
JONATHAN SERVISS
142 ROSS STREET	SAN RAFAEL	CA	94901	SECRETARY & DIRECTOR	0	0
DANIEL SERVISS
7 POWELL DRIVE	WEST ORANGE	NJ	07052	PRES., TREASURER & DIRECTOR	0	0
EMILY SERVISS
21 HUDSON HEIGHTS	ITHACA	NY	14850	DIRECTOR	0	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2535946	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	6412	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2542358	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2542358	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	38135	CashDeemedCharitable
Net Noncharitable Assets	2504223	NetNoncharitableAssets
Minimum Investment Return	125211	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	125211	MinimumInvestmentReturn
Tax Based On Investment Income	766	TaxBasedOnInvestmentIncome
Total Tax	766	TotalTax
Distributable Amount Before Adj	124445	DistributableAmountBeforeAdj
Distributable Amount Before Ded	124445	DistributableAmountBeforeDed
Distributable Amount As Adjusted	124445	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	119207	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	119207	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	766	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	118441	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	124445	DistributableAmountAsAdjusted
Undistributed Income Prior Year	54153	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	119207	QualifyingDistributions
Applied To Year1	54153	AppliedToYear1
Applied To Current Year	65054	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Undistributed Income CY	59391	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
CAPITAL HOSPICE - 2010
6565 ARLINGTON BOULEVARD SUITE 501	FALLS CHURCH	VA	22042	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$10,000
JAMES ORTNER TRANSPORTATION FELLOWSHIP UCLA DEPT
OF URBAN PLANNING	LOS ANGELES	CA	90095	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$2,000	3259 PUBLIC POLICY BUILDING BOX 951
JARROD DAVIDSON MEMORIAL SCHOLARSHIP UNV OF CA
UNIVERSITY OF CALIFORNIA DEPARTMEN	SANTA BARBARA	CA	931069510	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$2,000	BIOCHEMISTRY
CALVARY WOMEN'S CENTER
928 5TH STREET NW	WASHINGTON	DC	20001	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$6,000
JEWISH CUBA CONNECTION INC
4 Lighthouse St Apt 12	Marina Del Rey	CA	90292	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$2,000
MY STUFF BAGS
5347 STERLING CENTER DRIVE	WESTLAKE VILLAGE	CA	91361	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$2,500
WESTSIDE CAMPAIGN AGAINST HUNGER
263 WEST 86TH STREET	NEW YORK	NY	10024	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$6,000
FRIDAY NIGHT SUPPER PROGRAM
C/O THE ARLINGTON STREET CHURCH	BOSTON	MA	02116	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$3,000	351 BOYLSTON STREET
FRIENDSHIP CIRCLE
66 WEST MOUNT PLEASANT AVENUE 205	LIVINGSTON	NJ	07039	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$10,000
INTERNATIONAL JUSTICE PROJECT
ONE GATEWAY CENTER	NEWARK	NJ	07102	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$25,000	SUITE 2600
St Jude Children's Hospital
262 Danny Thomas Place	Memphis	TN	38105	N/A	OTHER PUBLIC CHARITY	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$550
Calvary Women's Center - 2010
928 5TH STREET NW	Washington	DC	20001	N/A	Other Public Charity	UNRESTRICTED USE BY CHARITABLE ORGANIZATION	$5,000
Brighter Choice Charter School for Boys - 2010
116 North Lake Ave	Albany	NY	12206	N/A	Other public charity	Unrestricted charitable use by organiation.	$3,000
Brighter Choice Charter School for Girls - 2010
250 Central Ave	Albany	NY	12206	N/A	Other Public Charity	Unrestricted use by charitable organization.	$3,000
James Ortner Transportation Fellowship - 2010
UCLA Department of Urbnan Planning	Los Angeles	CA	90095	N/A	Other public charity	Unrestricted use by charitable organization.	$2,000	3529 Public Policy Building PO BOX

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	82050	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$29	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$63,962	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$38,152	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$102,143	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	102143	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$2,000	Amount
Disbursements Charitable Prps	2000	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
DOMESTIC EQUITIES	FMV	767551	815792
FIXED INCOME	FMV	1322357	1396642
INTERNATIONAL EQUITIES	FMV	227417	201333
CASH & CASH EQUIVALENTS	FMV	43820	43820

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ADVISORY FEES	30023	25495	4528
OFFICE EXPENSE	265		265
BANK SERVICE CHARGES	6		6

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	PRIOR YEAR ADJUSTMENT	Description
Amount	$38,503	Amount