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

View the entire original 990 at ProPublica ↗

Organization
TABAK FAMILY FOUNDATION INC (EIN 22-3480463)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202501349349101795
Schema version
2024v5.1
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)
Return2025-05-14T09:20:13-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILKIN & GUTTENPLAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11200 TICES LANEAddressLine1Txt
CityEAST BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08816ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223480463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TABAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILKIN & GUTTENPLAN PCInCareOfNm
Business Name ControlTABABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 PARK AVENUE APT12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY TABAKPersonNm
Person TitleOFFICERPersonTitleTxt
Phone5617328802PhoneNum
Signature2025-05-13SignatureDt
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 PersonMICHAEL LOVERDE CPAPreparerPersonNm
PTINP00099532PTIN
Phone7328463000PhoneNum
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$995,205FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,724ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,497DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$118,026NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$271,498GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$118,026CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,247TotalRevAndExpnssAmt
Total Net Invst Incm$142,523TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$10,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$387TaxesRevAndExpnssAmt
Taxes Net Invst Incm$387TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,653OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,653OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,540TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,540TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$116,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$116,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,220TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,540TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$116,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$29,027ExcessRevenueOverExpensesAmt
Net Investment Income$124,983NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,458SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,872SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,872SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$795,694CorporateStockBOYAmt
Corporate Stock EOY$828,307CorporateStockEOYAmt
Corporate Stock EOYFMV$980,333CorporateStockEOYFMVAmt
Total Assets BOY$814,152TotalAssetsBOYAmt
Total Assets EOY$843,179TotalAssetsEOYAmt
Total Assets EOYFMV$995,205TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$814,152RetainedEarningBOYAmt
Retained Earning EOY$843,179RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$814,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$843,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$814,152TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$843,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$814,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$29,027ExcessRevenueOverExpensesAmt
Subtotal$843,179SubtotalAmt
Tot Net Ast Or Fund Balances EOY$843,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML #02851-ST COVEREDP2024-12-312024-12-31$372$367$5$5
ML #02851-LT COVEREDP2024-12-312024-12-31$179,370$88,195$91,381$91,175
ML #02852-LT COVEREDP2024-12-312024-12-31$91,756$65,674$26,640$26,082
FieldValueIRS element (for citing)
Capital Gain Net Income$118,026CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,737InvestmentIncomeExciseTaxAmt
Subtotal$1,737SubtotalAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$652EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$652TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,085TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateNJOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILKIN & GUTTENPLAN PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7328463000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11200 TICES LANEAddressLine1Txt
CityEAST BRUNSWICKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08816ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
JEFFREY TABAK
1100 PARK AVENUE APT 12BNEW YORKNY101281202PRESIDENT/TRUSTEE0$0$0$0
STEVEN TABAK
3140 SOUTH OCEAN BLVDSOUTH PALM BEACHFL33480VP/TRUSTEE0$0$0$0503N
BRADLEY TABAK
233 EAST 69TH STREET APT 11BNEW YORKNY10021SECRETARY/TRUSTEE0$0$0$0
MAX TABAK
220 EAST 72ND STREETNEW YORKNY10021TREASURER/TRUSTEE0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$936,833AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$952,451TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$952,451AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$938,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Total Tax$1,737TotalTaxAmt
Distributable Before Adj$45,171DistributableBeforeAdjAmt
Distributable Before Ded$45,171DistributableBeforeDedAmt
Distributable As Adjusted$45,171DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$116,680QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,171DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,424ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,714ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,872ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,227ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,167ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$203,404TotalExcessDistributionCyovAmt
Qualifying Distributions$116,680QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$45,171AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,509RemainingDistriFromCorpusAmt
Total Corpus$274,913TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,424ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$254,489ExcessDistriCyovToNextYrAmt
Excess From Year4$33,714ExcessFromYear4Amt
Excess From Year3$49,872ExcessFromYear3Amt
Excess From Year2$59,227ExcessFromYear2Amt
Excess From Year1$40,167ExcessFromYear1Amt
Excess From Current Year$71,509ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH TABAKContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPCGENERAL SUPPORT$12,500
UJA - FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022NONEPCGENERAL SUPPORT$2,000
NEW YORK PRESBYTERIAN FUND
850 3RD AVE 12TH FLOORNEW YORKNY10022NONEPCGENERAL SUPPORT$20,000
DUKE UNIVERSITY
ALUMNI DEVELOPMENT RECORDSDURHAMNC27708NONEPCGENERAL SUPPORT$5,000PO BOX 90581
HIGHLAND PARK CONSERVATIVE TEMPLE CONGR ANSHE ERN
201 SOUTH THIRD AVENUEHIGHLAND PARKNJ08904NONEPCGENERAL SUPPORT$180
JEWISH FEDERATION OF GREATER METRO WEST
910 RT 10 PO BOX 929WHIPPANYNJ07981NONEPCGENERAL SUPPORT$52,000
CONGREGATION RODEPH SHOLOM
7 WEST 83RD STREETNEW YORKNY10024NONEPCM&J TABAK ENDOWMENT$15,000
CAMBODIAN-AMERICAN FOUNDATION FOR EDUCATION
788 LEXINGTON AVENUE SUITE 2NEW YORKNY10065NONEPCGENERAL SUPPORT$500
SPROUT SOCIETY
449 TROUTMAN STBROOKLYNNY11237NONEPCGENERAL SUPPORT$5,000UNIT C1
CROHNS & COLITIS FOUNDATION
733 THIRD AVENUENEW YORKNY10017NONEPCGENERAL SUPPORT$2,500SUITE 510
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPCGENERAL SUPPORT$1,000
NATIONAL SEPTEMBER 11 Memorial & Museum
180 GREENWICH STREETNEW YORKNY10007NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$116,680TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,497ExclusionAmt
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$118,026ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,523ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,523TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN TABAKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13140 SOUTH OCEAN BLVD 503NAddressLine1Txt
CitySOUTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,724TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,170.00 SHS OF BANK OF AMERICA CORPNoncashPropertyDesc
Fair Market Value$99,994FairMarketValueAmt
Received2024-12-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,500Amt
Net Investment Income$10,500NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockOTHER CORPORATE STOCK(S)StockNm
EOY Book Value$828,307EOYBookValueAmt
EOYFMV$980,333EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$6,653RevenueAndExpensesPerBooksAmt
Net Investment Income$6,653NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$387Amt
Net Investment Income$387NetInvestmentIncomeAmt

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