THE HITT FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE HITT FAMILY FOUNDATION INC (EIN 54-1963708)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349100145
- Schema version
- 2010v3.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:59:07-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 TYSONS BOULEVARD | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 221024261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541963708 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HITT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HITT | NameControl |
| Phone | 7038469000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Fairview Park Drive | AddressLine1 |
| City | Falls Church | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL HITT | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7039183000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5076307 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 110070 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 110070 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 77886 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 436289 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 77886 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 33369 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 187956 | TotalRevenueAndExpenses |
| Total Net Investment Income | 187956 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 33369 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Taxes Rev And Expnss | 1960 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 25304 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 27264 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 279000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 279000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 306264 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 279000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -118308 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 187956 | NetInvestmentIncome |
| Adjusted Net Income | 33369 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 57374 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 72477 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 72477 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3940342 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3806931 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5003830 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 0 | LandBuildingAndEquipmentBasis |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 0 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 0 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 3997716 | TotalAssetsBOY |
| Total Assets EOY | 3879408 | TotalAssetsEOY |
| Total Assets EOYFMV | 5076307 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3997716 | RetainedEarningsBOY |
| Retained Earnings EOY | 3879408 | RetainedEarningsEOY |
| Total Net Assets BOY | 3997716 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3879408 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3997716 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3879408 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3997716 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -118308 | ExcessOfRevenueOverExpenses |
| Subtotal | 3879408 | Subtotal |
| Total Net Assets Fund Balances EOY | 3879408 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| WELLS FARGO SECURITIES | 225817 | 192448 | 33369 | 33369 |
| WELLS FARGO SECURITIES | 210472 | 165955 | 44517 | 44517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 77886 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 33369 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 325760 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4208134 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.077412 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 130000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4985856 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.026074 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 482862 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6108903 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079042 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 190000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5317366 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035732 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 195724 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3724181 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052555 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270815 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054163 | AverageDistributionRatio |
| Net Noncharitable Assets | 4887708 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 264733 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1880 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 266613 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 279000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1880 | InvestmentIncomeExciseTax |
| Subtotal | 1880 | Subtotal |
| Tax Based On Investment Income | 1880 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4766 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4766 | TotalCreditsAndPayments |
| Overpayment | 2886 | Overpayment |
| Amount Credited To Next Year | 2886 | 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 | VA | 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 |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL A HITT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7038469000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 FAIRVIEW PARK DRIVE | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RUSSELL HITT | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | PRESIDENT | 0 | 0 | 0 | 0 |
| BRETT HITT | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | VICE PRESIDENT | 0 | 0 | 0 | 0 |
| JAMES MILLAR | ||||||||
| 2900 Fairview Park Drive | Falls Church | VA | 22042 | SECRETARY | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4899379 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62761 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4962140 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4962140 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 74432 | CashDeemedCharitable |
| Net Noncharitable Assets | 4887708 | NetNoncharitableAssets |
| Minimum Investment Return | 244385 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 244385 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1880 | TaxBasedOnInvestmentIncome |
| Total Tax | 1880 | TotalTax |
| Distributable Amount Before Adj | 242505 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 242505 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 242505 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 279000 | 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 | 279000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1880 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 277120 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 242505 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19818 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 118533 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 138351 | TotalExcessDistriCarryover |
| Qualifying Distributions | 279000 | QualifyingDistributions |
| Applied To Current Year | 242505 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 36495 | RemainingDistriFromCorpus |
| Total Corpus | 174846 | TotalCorpus |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 174846 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 19818 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 118533 | ExcessFromYear1 |
| Excess From Current Year | 36495 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| VIRGINIA TECH FOUNDATION INC | |||||||
| 201 PACK BUILDING | BLACKSBURG | VA | 24061 | NONE | EXEMPT | DEPARTMENT OF BUILDING CONSTRUCTION | $35,000 |
| FISHBURNE MILITARY SCHOOL | |||||||
| PO BOX 988 | WAYNESBORO | VA | 229800722 | NONE | EXEMPT | Scholarship, Admin/Science Bldg Improvements, Technology Inifrastructure, Hobby/Hudgins Library Renovations | $85,000 |
| CENTRAL UNITED METHODIST CHURCH | |||||||
| 4201 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL SUPPORT | $47,000 |
| HOSPICE OF NORTHERN VIRGINIA - CAPITAL HOSPICE | |||||||
| 2900 TELESTAR COURT | FALLS CHURCH | VA | 22042 | NONE | EXEMPT | CONSTRUCTION | $15,000 |
| MEMORIAL FOUNDATION OF THE GERMANNA COLONIES IN VA | |||||||
| PO BOX 988 | LOCUST GROVE | VA | 225080279 | NONE | EXEMPT | Salubria presentation, tree work, fumigation, and memorial garden arbor | $30,000 |
| UNITY CLUB | |||||||
| PO BOX 316 | FALLS CHURCH | VA | 22040 | EXEMPT | CHARITY GOLF TOURNAMENT | $10,000 | |
| VIRGINIA INTERMONT COLLEGE | |||||||
| 1013 MOORE STREET | BRISTOL | VA | 24201 | EXEMPT | GENERAL SUPPORT | $5,000 | |
| VIRGINIA HOSPITAL CENTER (GALEN SOCIETY) | |||||||
| 1701 N GEORGE MASON DRIVE | ARLINGTON | VA | 22205 | EXEMPT | GENERAL SUPPORT | $50,000 | |
| AMERICAN COLLEGE OF THE ARTS | |||||||
| 21 MAGAZINE STREET | CHARLESTON | SC | 29401 | NONE | EXEMPT | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 279000 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $110,070 | 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 | $77,886 | 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 | $187,956 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 187956 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WELLS FARGO | 1364297 | 1357800 |
| VANGUARD | 1922453 | 2418246 |
| OAKMARK | 520181 | 1227784 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| REGISTRATION FEE | 25 | 0 | 0 |
| CONSULTING FEES | 25279 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| FEDERAL | $0 | 0 | 0 |
| FOREIGN | $1,960 | 0 | 0 |