BETA

SURENDRA AND KALA JAIN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SURENDRA AND KALA JAIN FOUNDATION (EIN 46-5248312)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-08
IRS object ID
202432829349100403
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)
Return2024-10-08T02:39:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1707 WILSHIRE BLVD STE 4950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465248312EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURENDRA AND KALA JAIN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUREBusinessNameControlTxt
Phone3107145873PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5106AddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHLEY JAINPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3107145873PhoneNum
Signature2024-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOREY THOMASPreparerPersonNm
PTINP01347392PTIN
Phone3108439700PhoneNum
Preparation2024-10-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$603,321FMVAssetsEOYAmt
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$514InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$514InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,625DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,126NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,083GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,126CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,265TotalRevAndExpnssAmt
Total Net Invst Incm$44,265TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,390AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,195AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,195AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,139OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,139OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$466TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$466TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,995TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,334TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,661TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,156ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,151TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,334TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,817TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,886ExcessRevenueOverExpensesAmt
Net Investment Income$39,931NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,823CashBOYAmt
Cash EOY$7,235CashEOYAmt
Cash EOYFMV$7,235CashEOYFMVAmt
Corporate Stock BOY$21,853CorporateStockBOYAmt
Corporate Stock EOY$21,853CorporateStockEOYAmt
Corporate Stock EOYFMV$45,872CorporateStockEOYFMVAmt
Other Investments BOY$279,147OtherInvestmentsBOYAmt
Other Investments EOY$227,703OtherInvestmentsEOYAmt
Other Investments EOYFMV$550,214OtherInvestmentsEOYFMVAmt
Total Assets BOY$306,823TotalAssetsBOYAmt
Total Assets EOY$256,791TotalAssetsEOYAmt
Total Assets EOYFMV$603,321TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$306,823RetainedEarningBOYAmt
Retained Earning EOY$256,791RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$306,823TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$256,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$306,823TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$256,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$306,823TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,886ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$256,937SubtotalAmt
Other Decreases$146OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$256,791TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$60,078$26,957$33,121$33,121
CAPITAL GAINS DIVIDENDSP$5$5$5
FieldValueIRS element (for citing)
Capital Gain Net Income$33,126CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$555InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$555SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$555TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,834EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,834TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,279OverpaymentAmt
Applied To ES Tax$1,279AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHEENA HARISHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3107145873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5106AddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
KALA JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274CEO10.00$0$0$0
SURENDRA JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274CFO10.00$0$0$0
ASHLEY JAIN
PO BOX 5016PALOS VERDES PENINSULACA90274SECRETARY10.00$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$578,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,152AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$595,513TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$595,513AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,933CashDeemedCharitableAmt
Net Vl Noncharitable Assets$586,580NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$555TaxBasedOnInvestmentIncomeAmt
Total Tax$555TotalTaxAmt
Distributable Before Adj$28,774DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,774DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,774DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,817ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,817QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,774DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,513ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$208,039ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$346,678ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$558,230TotalExcessDistributionCyovAmt
Qualifying Distributions$89,817QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,774AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,043RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$619,273TotalCorpusAmt
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$619,273ExcessDistriCyovToNextYrAmt
Excess From Year3$3,513ExcessFromYear3Amt
Excess From Year2$208,039ExcessFromYear2Amt
Excess From Year1$346,678ExcessFromYear1Amt
Excess From Current Year$61,043ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKALA JAINContributingManagerNm
Contributing ManagerSURENDRA JAINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S BUREAU
1910 MAGNOLIA AVENUELOS ANGELESCA90007N/APCCHILDRENS EDUCATION$18,800
FRESNO STATE UNIVERSITY
5241 N MAPLE AVEFRESNOCA93740N/APCEDUCATION$2,500
HINDU TEMPLE
1600 LAS VIRGENES CANYON RDCALABASASCA91302N/APCRELIGIOUS AND CULTURAL EDUCATIONAL ACADEMY$25
JAIN CENTER OF SO CAL
8072 COMMONWEALTH AVEBUENA PARKCA90621N/APCRELIGIOUS AND CULTURAL EDUCATIONAL ACADEMY$202
LACER FOUNDATION
PO BOX 217PALOS VERDES ESTATESCA90274N/APCTHANKSGIVING SUPPORT$2,000
LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087N/APCLIFESAVING RESEARCH AND PATIENT SERVICES TO PEOPLE WITH BLOOD CANCERS$100
LIBRARY FOUNDATION
630 WEST 5TH STREETLOS ANGELESCA90071N/APCEDUCATION$600
LOS ANGELES COUNTRY CLUB
10101 WILSHIRE BLVDLOS ANGELESCA90024N/APCHOLIDAY DONATION$500
LUSKIN ORTHOPAEDIC INSTITUTE
403 W ADAMS BLVDLOS ANGELESCA90007N/APCHEALTHCARE FOR UNDERSERVED$7,500
ROADDS FOUNDATION
40525 LA PURISSIMA WAYFREMONTCA94539N/APCEDUCATION$1,000
SRI PANCHAMUKHA HANUMAN TEMPLE
3555 LOMITA BLVD UNIT ATORRANCECA90505N/APCRELIGIOUS AND CULTURAL EDUCATIONAL ACADEMY$501
TORRANCE MEMORIAL FOUNDATION
3330 LOMITA BLVDTORRANCECA90505N/APCCOMMUNITY MEDICAL CARE$51,000
UMANO A BLISSFUL
21250 HAWTHORNE BLVD SUITE 500TORRANCECA90503N/APCPROVIDES SUPPORT FOR UNDERSERVED COMMUNITIES$103
VIJAY AMRITRAJ FOUNDATION
18455 BURBANK BLVDTORRANCECA91356N/APCPROVIDING EDUCATION AND HEALTH CARE FOR UNDERSERVED$2,325
ZEFFY - THE H4H FOUNDATION
228 AUBURN HEIGHTS LANEANAHEIM HILLSCA92807N/APCESSENTIALS NEEDS OF RESCUED CHILDREN$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,156TotalGrantOrContriPdDurYrAmt
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$514ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,625ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,126ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,265ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,265TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,390Amt
Net Investment Income$1,195NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,195DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCISCO SYS INCStockNm
EOY Book Value$21,853EOYBookValueAmt
EOYFMV$45,872EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$227,703BookValueAmt
EOYFMV$550,214EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$146Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$3,139Amt
Net Investment Income$3,139NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE FILING FEES$391$0$391
SECTY OF STATE FILING FEE$75$0$75

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.