GKV CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GKV CHARITABLE FOUNDATION INC (EIN 82-0888274)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-31
IRS object ID
202422139349100237
Schema version
2023v5.1
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)
Return2024-07-31T13:39:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SDT ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 GREAT OAKS BLVD SUITE 128AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820888274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GKV CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SDT ASSOCIATES LLCInCareOfNm
Business Name ControlGKVCBusinessNameControlTxt
Phone5182180187PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY KNISELYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182180187PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER DOYLEPreparerPersonNm
PTINP00240556PTIN
Phone5182180187PhoneNum
Preparation2024-07-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,179,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$160InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,634DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$862,197GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$281OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$46,376TotalRevAndExpnssAmt
Total Net Invst Incm$48,794TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,424OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,272TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,022TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$16,262OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,534OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$567,239ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$567,239ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$594,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,556TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$567,239TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$547,821ExcessRevenueOverExpensesAmt
Net Investment Income$34,238NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$117,418CashBOYAmt
Cash EOY$23,235CashEOYAmt
Cash EOYFMV$23,235CashEOYFMVAmt
Other Investments BOY$1,701,373OtherInvestmentsBOYAmt
Other Investments EOY$1,097,735OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,156,674OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,818,791TotalAssetsBOYAmt
Total Assets EOY$1,120,970TotalAssetsEOYAmt
Total Assets EOYFMV$1,179,909TotalAssetsEOYFMVAmt
Accounts Payable BOY$150,000AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$150,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,668,791CapitalStockBOYAmt
Capital Stock EOY$1,120,970CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,668,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,120,970TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,818,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,120,970TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,668,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$547,821ExcessRevenueOverExpensesAmt
Subtotal$1,120,970SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,120,970TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #9495-SEE ATTACHEDP$160,867$161,265$369-$398
MORGAN STANLEY #9495-SEE ATTACHEDP$58,930$60,378-$2,022-$1,448
MORGAN STANLEY #9495-SEE ATTACHEDP$601,138$606,995$3,459-$5,857
MORGAN STANLEY #9495-SEE ATTACHEDP$41,204$46,061-$4,563-$4,857
MORGAN STANLEY #9495-SEE ATTACHEDP$58$58$58
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,699CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$476InvestmentIncomeExciseTaxAmt
Subtotal$476SubtotalAmt
Tax Based On Investment Income$476TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,144EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,144TotalPaymentsAndCreditsAmt
Overpayment$1,668OverpaymentAmt
Applied To ES Tax$1,668AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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 Addresshttp://gkvfdn.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SDT ASSOCIATES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5182180187PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 GREAT OAKS BLVDSTE 128AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGARY KNISELYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,390,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,011AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,427,565TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,427,565AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,406,152NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,308MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,308MinimumInvestmentReturnAmt
Tax Based On Investment Income$476TaxBasedOnInvestmentIncomeAmt
Total Tax$476TotalTaxAmt
Distributable Before Adj$69,832DistributableBeforeAdjAmt
Distributable Before Ded$69,832DistributableBeforeDedAmt
Distributable As Adjusted$69,832DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$567,239ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$567,239QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,832DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$106,655ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$99,816ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$236,208ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$74,331ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$260,139ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$777,149TotalExcessDistributionCyovAmt
Qualifying Distributions$567,239QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$69,832AppliedToCurrentYearAmt
Remaining Distri From Corpus$497,407RemainingDistriFromCorpusAmt
Total Corpus$1,274,556TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$106,655ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,167,901ExcessDistriCyovToNextYrAmt
Excess From Year4$99,816ExcessFromYear4Amt
Excess From Year3$236,208ExcessFromYear3Amt
Excess From Year2$74,331ExcessFromYear2Amt
Excess From Year1$260,139ExcessFromYear1Amt
Excess From Current Year$497,407ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGKV CHARITABLE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5182180187RecipientPhoneNum
Recipient Email Addressinfo@gkvfoundation.orgRecipientEmailAddressTxt
Form And Info And MaterialsSUBMISSIONS LIMITED TO 300 WORDS IN PDF FORMAT. MORE INFORMATION ON THE WEBSITE GKVFDN.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15THSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE REFERENCE GKVFDN.ORG FOR MORE INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STERLING & FRANCINE CLARK ART INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA01267NONEPCGENERAL CHARITABLE NEEDS$2,500
PLANNED PARENTHOOD GLOBAL INC
123 WILLIAM ST 10TH FLOORNEW YORKNY10038NONEPCGENERAL CHARITABLE NEEDS$1,000
BOSTON SYMPHONY ORCHESTRA INC
301 MASS AVEBOSTONMA02115NONEPCGENERAL CHARITABLE NEEDS$3,000
SHAKESPEARE & COMPANY INC
70 KEMBLE STREETLENOXMA01240NONEEOF$20,000 towards underwriting "the contention: henry VI part II and $5,000 towards organization's gala$25,000
JACOBS PILLOW DANCE FESTIVAL INC
358 GEORGE CARTER RDBECKETMA01223NONEPCSpring gala$1,000
CANDID
32 OLD SLIP 24TH FLOORNEW YORKNY10005NONEPCGENERAL SUPPORT$1,000
HOMEFARM AT UNDERMOUNTAIN INC
PO BOX 733WEST STOCKBRIDGEMA01266NONEPCGENERAL CHARITABLE NEEDS$274,739
BERKSHIRE NATURAL RESOURCES
309 PITTSFIELD RD STE BLENOXMA01240NONEPCGENERAL CHARITABLE NEEDS$15,000
BERKSHIRE GARDEN CENTER INC
PO BOX 826STOCKBRIDGEMA01262NONEGENERAL SUPPORT$2,000
LENOX LIBRARY
18 MAIN STREETLENOXMA01240NONEPCGENERAL CHARITABLE NEEDS$1,000
ME2 ORCHESTRA INC
85 E NEWTON STREETBOSTONMA02118NONEPC$50,000 TO SUPPORT THE LAUNCH OF A NEW MEX/BOSTON CHORUS$50,000
COMMUNITY ACESS TO THE ARTS
420 STOCKBRIDGE RD ST 2GREAT BARRINGTONMA01230NONEPCGENERAL CHARITABLE NEEDS$55,000
EDITH WHARTON RESTORATION-THE MOUNT
PO BOX 974LENOXMA01240PCSPRING 2023 GALA$51,000
WAM THEATRE
PO BOX 712LENOXMA01240PCGENERAL SUPPORT$35,000
PS 21 INC
2980 NY-66 PO BOX 321NEW YORKNY12037EOFGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$567,239TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,634ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,699ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONTAXABLE DISTRIBUTIONSDesc
Exclusion01ExclusionCd
Exclusion$281ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$46,376ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,376TotalIncomeProducingActyAmt

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$2,000Amt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MORGAN STANLEY INVESTMENT FEES$13,534$13,534
OFFICE & MISC$874
INSURANCE EXPENSE$820
BANK SERVICE FEES$136
MEETINGS$898

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descnontax distributionsDesc
Revenue And Expenses Per Books$281RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION SERVICESCategoryTxt
Amt$7,424Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$1,022$1,022
NEW YORK FILING FEE$250

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