LISA P LOEB FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LISA P LOEB FOUNDATION (EIN 04-6860384)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349104256
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)
Return2024-11-14T13:52:30-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042694095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITMANGERSON ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046860384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA P LOEB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone6173325828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173325828PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRASHIDA MOTIWALLAPreparerPersonNm
PTINP01279484PTIN
Phone6177385200PhoneNum
Preparation2024-11-14PreparationDt
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$497,541FMVAssetsEOYAmt
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$255InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$255InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,180DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,180DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,542NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$112,291GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,542CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,977TotalRevAndExpnssAmt
Total Net Invst Incm$26,977TotalNetInvstIncmAmt
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$3,312OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,312OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,073TaxesRevAndExpnssAmt
Taxes Net Invst Incm$248TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,385TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,560TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,385TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,560TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,408ExcessRevenueOverExpensesAmt
Net Investment Income$23,417NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,838SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,173SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,173SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$173,662CorporateStockBOYAmt
Corporate Stock EOY$152,867CorporateStockEOYAmt
Corporate Stock EOYFMV$239,476CorporateStockEOYFMVAmt
Corporate Bonds BOY$217,892CorporateBondsBOYAmt
Corporate Bonds EOY$261,944CorporateBondsEOYAmt
Corporate Bonds EOYFMV$245,892CorporateBondsEOYFMVAmt
Total Assets BOY$432,392TotalAssetsBOYAmt
Total Assets EOY$426,984TotalAssetsEOYAmt
Total Assets EOYFMV$497,541TotalAssetsEOYFMVAmt
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$432,392RetainedEarningBOYAmt
Retained Earning EOY$426,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$432,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$426,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$432,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$426,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$432,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,408ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$426,984SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$426,984TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
JP MORGAN CVR ST$29,733$28,676$1,057$1,057
JP MORGAN CVR LT$80,627$68,073$12,554$12,554
CAPITAL GAINS DIVIDENDS$1,931$1,931$1,931P
FieldValueIRS element (for citing)
Capital Gain Net Income$15,542CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$325TaxDueAmt

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 StateMAOrgReportOrRegisterStateCd
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 BooksALBERTA RICHMOND TRUSTEEIndividualWithBooksNm
Phone6173325828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
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

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$449,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,898AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$477,917TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$477,917AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$470,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,537MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,537MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$23,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,212DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,212DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$14,548ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,153ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,701TotalExcessDistributionCyovAmt
Qualifying Distributions$28,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,212AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,788RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$26,489TotalCorpusAmt
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$26,489ExcessDistriCyovToNextYrAmt
Excess From Year2$14,548ExcessFromYear2Amt
Excess From Year1$7,153ExcessFromYear1Amt
Excess From Current Year$4,788ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALBERTA RICHMONDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DR 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173325828RecipientPhoneNum
Form And Info And MaterialsLETTER SPECIFYING PURPOSE OF REQUEST AND EVIDENCE OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMBRIDGE FORUM
3 CHURCH STCAMBRIDGEMA02138NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
CHARLES RIVER YMCA
380 CHESTNUT STREETNEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA021102700NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$5,000
CONVERSATIONS MISSISSIPPI
PO BOX 1041JACKSONMS39215NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
FEEDING AMERICA
161 NORTH CLARK STREETCHICAGOIL60601NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
FOUNDATION OF MASS EYE & EAR
243 CHARLES STREETBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
GOOD SHEPHERD COMMUNITY CARE
160 WELLS AVENUENEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
PINE ST INN
444 HARRISON AVEBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
PROJECT BREAD
145 BORDER STBOSTONMA02128NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
SALVATION ARMY
1500 WASHINGTON STBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
SENIOR SERVICES OF NORTHERN CALI
1525 POST STREETSAN FRANCISCOCA94109NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$4,000
TEMPLE ISRAEL
477 LONGWOOD AVEBOSTONMA02215NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,500
TEMPLE SHALOM
175 TEMPLE STREETNEWTONMA02465NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVEBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
TULANE HILLEL
912 BROADWAY STREETNEW ORLEANSLA70118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$5,000
UNITED SERVICE ORGANIZATIONS
PO BOX 96860WASHINGTONDC200777677NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,000TotalGrantOrContriPdDurYrAmt
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$255ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,180ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,542ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,977ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,977TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPM - F21145001BondNm
EOY Book Value$261,944EOYBookValueAmt
EOYFMV$245,892EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPM - F21145001StockNm
EOY Book Value$152,867EOYBookValueAmt
EOYFMV$239,476EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$3,312Amt
Net Investment Income$3,312NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEES$35$0$0
FEDERAL TAXES$790$0$0
FOREIGN W/H$248$248$0

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