SCHIFFER FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SCHIFFER FAMILY FOUNDATION INC (EIN 83-2834703)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-15
IRS object ID
202521059349100927
Schema version
2024v5.0
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)
Return2025-04-15T15:02:26-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832834703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHIFFER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MGMT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCHIBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SCHIFFERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034379720PhoneNum
Signature2025-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum
Preparation2025-03-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,295,461FMVAssetsEOYAmt
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$55,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$95,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,186CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$150,804TotalRevAndExpnssAmt
Total Net Invst Incm$150,804TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,036OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,145OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$14,667OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,541TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,320TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,465TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,917TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$177,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,465TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,023ExcessRevenueOverExpensesAmt
Net Investment Income$124,339NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,283SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,828SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,828SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,759,720OtherInvestmentsBOYAmt
Other Investments EOY$1,717,152OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,234,633OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,805,003TotalAssetsBOYAmt
Total Assets EOY$1,777,980TotalAssetsEOYAmt
Total Assets EOYFMV$2,295,461TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,805,003NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,777,980NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,805,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,777,980TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,805,003TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,777,980TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,805,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,023ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,777,980SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,777,980TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$95,186GrossSalesPriceAmt
Gain Or Loss$95,186GainOrLossAmt
Gains Minus Excess Or Losses$95,186GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$95,186CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,728InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,728SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,728TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$568TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksSTERLING FOUNDATION MGMTIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
DAVID M SCHIFFER
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191PRESIDENT/TREASURER/DIRECTOR1.00$0$0$0
TARYN COWAN
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191VICE PRESIDENT/EXECUTIVE DIRECTOR1.00$0$0$0
JAMES E ROBINSON
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191SECRETARY/DIRECTOR1.00$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$2,294,778AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,642AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,362,420TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,362,420AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,436CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,326,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,349MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,349MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,728TaxBasedOnInvestmentIncomeAmt
Total Tax$1,728TotalTaxAmt
Distributable Before Adj$114,621DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$114,621DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$114,621DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,917ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$149,917QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,621DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$38,056ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,056TotalExcessDistributionCyovAmt
Qualifying Distributions$149,917QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,621AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,296RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$73,352TotalCorpusAmt
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$73,352ExcessDistriCyovToNextYrAmt
Excess From Year1$38,056ExcessFromYear1Amt
Excess From Current Year$35,296ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID M SCHIFFERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANINE COMPANIONS FOR INDEPENDENCE INC
286 MIDDLE ISLAND ROADMEDFORDNY11763501(C)(3)GENERAL SUPPORT$1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001501(C)(3)SPHERE EDUCATION INITIATIVE$5,000
CHABAD OF MID-SUFFOLK
318 VETERANS HIGHWAYCOMMACKNY11725501(C)(3)GENERAL SUPPORT$9,000
CLAREMONT INSTITUTE
PO BOX 39CLAREMONTCA91711501(C)(3)THE AMERICAN MIND$5,000
GALAPAGOS CONSERVANCY INC
1630 CONNECTICUT AVE NWWASHINGTONDC20009501(C)(3)GENERAL SUPPORT$1,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242501(C)(3)ELIZEBETH SMITH FRIEDMAN SCHOLARSHIP, CENTER FOR COMMERCE AND FREEDOM CONFERENCE 2025 SPONSORSHIP$50,000
HOFSTRA UNIVERSITY
101 HOFSTRA UNIVERSITYHEMPSTEADNY11549501(C)(3)2024-2025 CAPTURE THE FLAG CYBERSECURITY COMPETITION$5,000
JEWISH SILICON VALLEY
14855 OKA ROADLOS GATOSCA95032501(C)(3)GENERAL SUPPORT$20,000
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20090501(C)(3)GENERAL SUPPORT$10,000
LAST HOPE INC
PO BOX 7025WANTAGHNY11793501(C)(3)GENERAL SUPPORT$1,000
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087501(C)(3)GENERAL SUPPORT$1,000
MELVILLE VOLUNTEER FIRE DEPARTMENT INC
531 SWEET HOLLOW RDMELVILLENY11747501(C)(3)GENERAL SUPPORT$1,000
NEW GROUND INC
70 ACORN LNLEVITTOWNNY11756501(C)(3)VETERANS PROGRAM$5,000
PAPER AIRPLANES INC
6 LAWRENCE DRIVE APT 106PRINCETONNJ08540501(C)(3)GENERAL SUPPORT$5,000
PAWS OF WAR INC
127 SMITHTOWN BLVD STE 6NESCONSETNY11767501(C)(3)HELPING HEROES PROGRAM$3,500
POSTPARTUM RESOURCE CENTER OF NEW YORK INC
109 UDALL ROADWEST ISLIPNY11795501(C)(3)GENERAL SUPPORT$2,000
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794501(C)(3)SBU HACKS 2024 - SILVER SPONSOR$5,000
THE UNITED SERVICE ORGANIZATIONS INC
PO BOX 96860WASHINGTONDC20090501(C)(3)GENERAL SUPPORT$2,000
UNITED WAY OF LONG ISLAND
819 GRAND BLVDDEER PARKNY11729501(C)(3)FOR THE VETSBUILD PROGRAM$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,618ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$95,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$150,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,804TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,717,152BookValueAmt
EOYFMV$2,234,633EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOUNDATION MANAGEMENT FEES$18,589$3,718$14,647
INVESTMENT FEES$21,427$21,427$0
BUSINESS REGISTRATION FEES$20$0$20

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,320$1,320$0
EXCISE TAXES$1,221$0$0

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