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FARBENBLUM FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FARBENBLUM FOUNDATION (EIN 13-7120066)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-04
IRS object ID
202411569349100211
Schema version
2023v5.0
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)
Return2024-06-04T10:43:23-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364267431PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEASE BELL CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 EMBASSY PKWY 200AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137120066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FARBENBLUM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFARBBusinessNameControlTxt
Phone5163505551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E MERRICK ROAD 304AddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL FARBENBLUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5163505551PhoneNum
Signature2024-06-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastFARBENBLUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN DRAKEPreparerPersonNm
PTINP01326831PTIN
Phone2163489600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$544,245FMVAssetsEOYAmt
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$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,794DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,794DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,408NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,708GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,408CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$55,236TotalRevAndExpnssAmt
Total Net Invst Incm$55,236TotalNetInvstIncmAmt
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$3,469OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,469OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,955TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$253OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,677TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,469TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$174,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$174,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$180,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,469TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$174,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$125,441ExcessRevenueOverExpensesAmt
Net Investment Income$51,767NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$94,292SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,130SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,130SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$441,464CorporateStockBOYAmt
Corporate Stock EOY$495,115CorporateStockEOYAmt
Corporate Stock EOYFMV$495,115CorporateStockEOYFMVAmt
Total Assets BOY$535,756TotalAssetsBOYAmt
Total Assets EOY$544,245TotalAssetsEOYAmt
Total Assets EOYFMV$544,245TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$535,756NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$544,245NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$535,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$544,245TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$535,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$544,245TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$535,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$125,441ExcessRevenueOverExpensesAmt
Other Increases$133,930OtherIncreasesAmt
Subtotal$544,245SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$544,245TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$133,708GrossSalesPriceAmt
Cost Or Other Basis$82,300CostOrOtherBasisAmt
Gain Or Loss$51,408GainOrLossAmt
Gains Minus Excess Or Losses$51,408GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$51,408CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$720InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$720SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$720TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,600OverpaymentAmt
Applied To ES Tax$1,600AppliedToESTaxAmt
Refund$0RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksMICHAEL FARBENBLUMIndividualWithBooksNm
Phone5163505551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 E MERRICK ROAD SUITE 304AddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd
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
EDWARD FARBENBLUM
10 E MERRICK ROAD SUITE 304VALLEY STREAMNY11580DIRECTOR1.00$0$0$0
MICHAEL FARBENBLUM
10 E MERRICK ROAD SUITE 304VALLEY STREAMNY11580DIRECTOR1.00$0$0$0
STANLEY JOSEPH
10 E MERRICK ROAD SUITE 304VALLEY STREAMNY11580DIRECTOR1.00$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$499,821AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$535,755TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$535,755AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$527,719NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,386MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,386MinimumInvestmentReturnAmt
Tax Based On Investment Income$720TaxBasedOnInvestmentIncomeAmt
Total Tax$720TotalTaxAmt
Distributable Before Adj$25,666DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,666DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,666DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$174,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$174,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,666DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$101,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$82,233ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$589,290ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$772,523TotalExcessDistributionCyovAmt
Qualifying Distributions$174,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,334RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$920,857TotalCorpusAmt
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$101,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$819,857ExcessDistriCyovToNextYrAmt
Excess From Year2$82,233ExcessFromYear2Amt
Excess From Year1$589,290ExcessFromYear1Amt
Excess From Current Year$148,334ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF LIBI
45 BARTLETT CRESCENTBROOKLINEMA02446PCTO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING ISRAELI SOLDIERS WITH JEWISH AND CULTURAL AWARENESS, WELFARE SUPPORT, EDUCATION, SOCIAL AND FINANCIAL ASSISTANCE, RECREATIONAL ACTIVITIES AND LONE AND NEEDY SOLDIERS' CARE$7,500
BE'ER HAGOLAH INSTITUE
671 LOUISIANA AVEBROOKLYNNY11239PCTO SUPPORT THE ELEMENTARY SCHOOL'S MISSION OF PROVIDING AN OUTSTANDING JUDAIC ACADEMIC PROGRAM AND STELLAR SECULAR EDUCATION.$40,000
CONGREGATION B'NAI ISRAEL
671 LOUISIANA AVEBROOKLYNNY11239PCTO SUPPORT THE CONGREGATION'S MISSION.$50,000
CONGREGATION VAYIGDAL MOSHE
34 BURTON AVEWOODMERENY11598PCTO SUPPORT THE CONGREGATION'S MISSION.$58,000
KEW GARDENS JEWISH CENTER
71-25 MAIN STREETFLUSHINGNY11367PCTO SUPPORT THE CENTER'S MISSION.$10,000
KOL HANEARIM
185 GREAT NECK ROAD SUITE 4DGREAT NECKNY11021PCTO SUPPORT THE ORGAINZATION'S MISSION OF BREAKING THE CYCLE OF DISTRESS AMONG ISRAEL'S MOST VULNERABLE YOUTH.$3,500
PRINCETON UNIVERSITY
NEW SOUTH BUILDING FOURTH FLOORPRINCETONNJ08544PCTO SUPPORT THE MISSION OF THE UNIVERSITY.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$174,000TotalGrantOrContriPdDurYrAmt
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$34ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,794ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,408ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,236ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,236TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS QN 59004 LWStockNm
EOY Book Value$495,115EOYBookValueAmt
EOYFMV$495,115EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$253RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$133,930Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,469Amt
Net Investment Income$3,469NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NET INVESTMENT INCOME TAX$2,855$0$0
NEW YORK CHAR500 ANNUAL FEE$100$0$0

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