BETA

KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-04-15
IRS object ID
202411069349101006
Schema version
2022v5.0
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)
Return2024-04-15T16:10:19-07:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954809947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barak Richter and Dror CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15862 W 3rd StAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956091565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KORNWASSER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKORNBusinessNameControlTxt
Phone3239651510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15670 WILSHIRE BLVD 1250AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KORNWASSERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastKORNWASSERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN DROR CPAPreparerPersonNm
PTINP01403117PTIN
Phone3239339306PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,652,346FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$62,860DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,860DividendsNetInvstIncmAmt
Dividends Adj Net Incm$62,860DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,533NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss$57,327TotalRevAndExpnssAmt
Total Net Invst Incm$62,860TotalNetInvstIncmAmt
Total Adj Net Incm$62,860TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,647AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$37,275OtherProfFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$39,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$404,270ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$404,270ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$444,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$404,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$386,868ExcessRevenueOverExpensesAmt
Net Investment Income$62,860NetInvestmentIncomeAmt
Adjusted Net Income$62,860AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$215,617SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$163,451SavAndTempCashInvstEOYAmt
US Government Obligations BOY$9,916USGovernmentObligationsBOYAmt
Corporate Bonds BOY$160,822CorporateBondsBOYAmt
Corporate Bonds EOY$61,240CorporateBondsEOYAmt
Corporate Bonds EOYFMV$61,240CorporateBondsEOYFMVAmt
Other Investments BOY$2,024,413OtherInvestmentsBOYAmt
Other Investments EOY$1,799,209OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,591,106OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,410,768TotalAssetsBOYAmt
Total Assets EOY$2,023,900TotalAssetsEOYAmt
Total Assets EOYFMV$1,652,346TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,410,768NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,023,900NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,410,768TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,023,900TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,410,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,023,900TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,410,768TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$386,868ExcessRevenueOverExpensesAmt
Subtotal$2,023,900SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,023,900TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANLEY SMITH BARNEY STMTSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-11-11AcquiredDt
Sold2023-11-11SoldDt
Cost Or Other Basis$6,533CostOrOtherBasisAmt
Gain Or Loss-$6,533GainOrLossAmt
Gains Minus Excess Or Losses-$6,533GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,533CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$874InvestmentIncomeExciseTaxAmt
Subtotal$874SubtotalAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,400TotalPaymentsAndCreditsAmt
Overpayment$3,526OverpaymentAmt
Applied To ES Tax$3,526AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 Line1BARAK RICHTER & DROR CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3239339306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15967 W 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH KORNWASSER
5670 WILSHIRE BOULEVARD 1250LOS ANGELESCA90036President0.00$0
JUDY MOSKOVITS
5670 WILSHIRE BLVD STE 1250LOS ANGELESCA90036Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,800,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,990,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,990,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,960,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,008MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,008MinimumInvestmentReturnAmt
Tax Based On Investment Income$874TaxBasedOnInvestmentIncomeAmt
Total Tax$874TotalTaxAmt
Distributable Before Adj$97,134DistributableBeforeAdjAmt
Distributable Before Ded$97,134DistributableBeforeDedAmt
Distributable As Adjusted$97,134DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$404,270ExpensesAndContributionsAmt
Qualifying Distributions$404,270QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,134DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$94,510ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$418,420ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$229,120ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$303,393ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$444,204ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,489,647TotalExcessDistributionCyovAmt
Qualifying Distributions$404,270QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,134AppliedToCurrentYearAmt
Remaining Distri From Corpus$307,136RemainingDistriFromCorpusAmt
Total Corpus$1,796,783TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$94,510ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,702,273ExcessDistriCyovToNextYrAmt
Excess From Year4$418,420ExcessFromYear4Amt
Excess From Year3$229,120ExcessFromYear3Amt
Excess From Year2$303,393ExcessFromYear2Amt
Excess From Year1$444,204ExcessFromYear1Amt
Excess From Current Year$307,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEST COAST VA'AD HACHESED
7200 BEVERLY BLVDLOS ANGELESCA90036NO INDIVIDUALGENERAL$3,600
TELSHE YESHIVA
28400 EUCLID AVEWICKLIFFEOH44092NO INDIVIDUALGENERAL$2,500
YAVNEH HEBREW ACADEMY
5353 WEST 3RDLOS ANGELESCA90020NO INDIVIDUALGENERAL$18,000
KOLLEL LOS ANGELES
223 S FORMOSA AVELOS ANGELESCA90036NONEGENERAL$60,000
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEGENERAL$3,600
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVDLOS ANGELESCA90036NONEGENERAL$15,000
LOS ANGELES CHEDER
801 NORTH LA BREALOS ANGELESCA90046NONEGENERAL$10,000
AMERICAN FRIENDS OF BEIT ISSIE SHAP
404 Park Ave S 7th F1New YorkNY10016NONEGENERAL$5,000
JEWS FOR JUDAISM
1801 AVENUE OF THE STARTS SUITE 535LOS ANGELESCA90067NONEGENERAL$3,600
KOLLEL YECHIEL YEHUDA
444 N LA BREA AVELOS ANGELESCA90036NONEGENERAL$3,600
AMERICAN FRIENDS OF MEIR PANIM
5316 New Utrecht AvenueBrooklynNY11219NONEGENERAL$18,000
AMIDEI ZION OF BOBOV INC
1533 48TH STBROOKLYNNY11219NONEGENERAL$45,000
CHAI LIFELINE
9701 WEST PICO BLVD 120LOS ANGELESCA90035NONEGENERAL$25,000
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022NONEGENERAL$18,000
SIMON WEISENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONEGENERAL$5,000
MOSDOS CHASIDEI SQUARE
105 HEYWARD STREETBROOKLYNNY11206NONEGENERAL USE$750
GEMILOS CHASODIM CHASDEI
1412 AVENUE M STE 2373BROOKLYNNY11230NONEGENERAL USE$75,000
ROSENBAUM YESHIVA OF NORTH JERSEY
666 KINDERKAMACK RDRIVER EDGENJ07661NONEGENERAL USE$1,800
UCLA FOUNDATION SCHOOL OF LAW
10920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024NO INDIVIDUALGENERAL$10,000
BUILDERS OF JEWISH EDUCATION
6505 WILSHIRE BOULEVARD SUITE 300LOS ANGELESCA90048NONEGENERAL$1,800
Congregation Chasidei Radomsk
180 Amsterdam AvenueNew YorKNY10023NONEGENERAL$1,400
Mestiva Eitz Chaim D'Bobov
1577 48th StBrooklynNY11219NONEGENERAL$1,800
Camp Mesorah
195 West Englewood Ave ste 104TeaneckNJ07666NONEgeneral$3,600
YOUNG ISRAEL OF NORTH BEVERLY HILLS
9261 ALDEN DRBEVERLY HILLSCA90210NONEGENERAL$1,800
TOMCHEI SHABBOS OF BERGEN COUNTY
13 FOSTER STBERGENFIELDNJ07621GENERAL$1,000
Perutz Etz Jacob Hebrew Academy
7561 beverly blvdlos angelesCA90036NONEGENERAL$5,000
BOCA JEWISH CENTER INC
21065 POWERLINE ROADBOCA RATONFL33433GENERAL$13,220
bnos yisrael of baltimore
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEGENERAL$18,000
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666NONEGENERAL$7,200
AMERICAN FRIENDS OF IMREI EMETH
3822 15TH AVENUEBROOKLYNNY11218NONEGENERAL$1,000
JEWISH CONTENT INC
59 MONTEBELLO ROADSUFFERNNY10901NONEGENERAL$10,000
HATZALAH OF SOUTH FLORIDA
20201 NE 16TH PLACEMIAMIFL33179NONEGENERAL$5,000
LANIADO DEVELOPMENT FUND INC
1177 48TH STREETMONSEYNY11219NONEGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$404,270TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$62,860RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,533RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$56,327RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,327TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,647Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$61,240EOYBookValueAmt
EOYFMV$61,240EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFAT COST$15,000$15,000
CORPORATE STOCKSAT COST$1,277,913$1,069,810
JP MORGAN - 2008AT COST$426,227$426,227
JP MORGAN - 8008AT COST$80,069$80,069

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$37,275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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