BETA

BULLER FAM FOUNDATION TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BULLER FAM FOUNDATION TR (EIN 11-6598655)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349102037
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)
Return2024-11-15T10:17:01-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ Advisors LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116598655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SEETA LOCHANInCareOfNm
Business Name ControlBULLBusinessNameControlTxt
Phone6312494900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O-MARJAM SUPPLY- 885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEETA LOCHANPersonNm
Person TitleSEETA LOCHANPersonTitleTxt
Phone6312494900PhoneNum
Signature2024-11-05SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARLA ESANPreparerPersonNm
PTINP00367254PTIN
Phone6314144000PhoneNum
Preparation2024-11-05PreparationDt
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$2,783,374FMVAssetsEOYAmt
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$1,883InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,883InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$56,290DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,290DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$137,385NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$837,192GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$137,385CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,558TotalRevAndExpnssAmt
Total Net Invst Incm$195,558TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,863OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,863OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$946TaxesRevAndExpnssAmt
Taxes Net Invst Incm$146TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$304OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$54OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,113TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,063TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$131,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$131,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,063TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,345ExcessRevenueOverExpensesAmt
Net Investment Income$190,495NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,065SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,896SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,896SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,279,832CorporateStockBOYAmt
Corporate Stock EOY$2,328,346CorporateStockEOYAmt
Corporate Stock EOYFMV$2,752,478CorporateStockEOYFMVAmt
Total Assets BOY$2,300,897TotalAssetsBOYAmt
Total Assets EOY$2,359,242TotalAssetsEOYAmt
Total Assets EOYFMV$2,783,374TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,300,897CapitalStockBOYAmt
Capital Stock EOY$2,359,242CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,300,897TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,359,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,300,897TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,359,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,300,897TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,345ExcessRevenueOverExpensesAmt
Subtotal$2,359,242SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,359,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - STP$430,014$428,614$1,400$1,400
PUBLICLY TRADED SECURITIES - LTP$368,202$271,193$97,009$97,009
CAPITAL GAIN DIVIDENDSP$38,976
CAPITAL GAIN DIVIDENDSP$38,976
FieldValueIRS element (for citing)
Capital Gain Net Income$137,385CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,648InvestmentIncomeExciseTaxAmt
Subtotal$2,648SubtotalAmt
Tax Based On Investment Income$2,648TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,557EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,557TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Tax Due$94TaxDueAmt

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 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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SEETA LOCHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6312494900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SARAH BEATTY-BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
CARMEN ARGUELLES
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SEETA LOCHAN
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE1.0$0$0$0
JAMES HOLIBER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,657,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,761AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,704,176TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,704,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,563CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,663,613NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,181MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,181MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,648TaxBasedOnInvestmentIncomeAmt
Total Tax$2,648TotalTaxAmt
Distributable Before Adj$130,533DistributableBeforeAdjAmt
Distributable Before Ded$130,533DistributableBeforeDedAmt
Distributable As Adjusted$130,533DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$131,350QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$130,533DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$173ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$38,020ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,501ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,694TotalExcessDistributionCyovAmt
Qualifying Distributions$131,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$130,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$817RemainingDistriFromCorpusAmt
Total Corpus$42,511TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$42,511ExcessDistriCyovToNextYrAmt
Excess From Year4$173ExcessFromYear4Amt
Excess From Year2$38,020ExcessFromYear2Amt
Excess From Year1$3,501ExcessFromYear1Amt
Excess From Current Year$817ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK BULLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEETA LOCHANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6312494900RecipientPhoneNum
Form And Info And MaterialsMAILED IN APPLICATION IN PRIOR PERIODFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALABAMA SHAKESPEARE FESTIVAL
1 FESTIVAL DRIVEMONTGOMERYAL36117NONEPCCOMMUNITY THEATRE AND EDUCATIONAL OUTREACH PROGRAMS$5,000
CENTRAL ALABAMA COMMUNITY FOUNDATION
114 CHURCH STREETMONTGOMERYAL36104NONEPCGENERAL OPERATION SUPPORT$8,000
COMIC RELIEF US
200 CHAMBERS STREETNEW YORKNY10007NONEPCPOVERTY AND SOCIAL INJUSTICE$2,500
CONGREGATION EMANUEL
ONE EAST SIXTY FIFTH STREETNEW YORKNY10065NONEPCRELIGION, COMMUNITY AND WORSHIP$60,000
FRAGILE X
10 PRINCE PLACENEWBURYPORTMA01950NONEPCGENERAL OPERATING SUPPORT$500
DALTON SCHOOL
108 EAST 89TH STREETNEW YORKNY10128NONEPCGENERAL OPERATING SUPPORT$5,000
INTERFAITH ALLIANCE
110 MARYLAND AVENUE NEWASHINGTONDC20002NONEPCPROTECTION OF RELIGIOUS RIGHTS AND FREEDOM$10,000
ISRAEL DEFENSE FUND
PO BOX 4224NEW YORKNY10163NONEPCSECURITY AND SAFETY OF CIVILIANS$20,000
KEEWAYDIN FOUNDATION
500 RUSTIC LANDSALISBURYVT05769NONEPCHELPING CHILDREN ACHIEVE PERSONAL GROWTH WITH CAMPING AND COMMUNITY.$1,000
PBS NEWSHOUR
3939 CAMPBELL AVENUEARLINGTONVA22206NONEPCPRIMETIME NEWS PROGRAMMING$2,500
PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONETHEATRE, ARTS & CULTURE PROGRAMMING$6,000
SIGNATURE THEATRE
4200 CAMPBELL AVENUEARLINGTONVA22206NONEPCENGAGING IN EDUCATION AND OUTREACH PROGRAMMING$1,000
THATS MY CHILD
3966 ATLANTA HWYMONTGOMERYAL36109NONEPCMENTORING THE YOUTH THROUGH ARTS & EDUCATION$1,000
THE PEACE STUDIO
19 WEST 21ST STREET - SUITE 501NEW YORKNY10010NONEPCARTISTS & JOURNALISTS OPPORTUNITIES$5,000
HARVARD COLLEGE FUND
124 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPCGENERAL OPERATING SUPPORT$100
UC SANTA CRUZ FOUNDATION
1156 HIGH STREETSANTA CRUZCA95064NONEPCGENERAL OPERATING SUPPORT$2,500
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPCLAND PRESERVATION, CONSERVATION AND BEAUTIFICATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$131,100TotalGrantOrContriPdDurYrAmt

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$1,883ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,290ExclusionAmt
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$137,385ExclusionAmt
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$195,558ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$195,558TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SEC- STATEMENT AStockNm
EOY Book Value$2,328,346EOYBookValueAmt
EOYFMV$2,752,478EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE$54$54
NEW YORK FILING FEE$250$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$4,863Amt
Net Investment Income$4,863NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$800
FOREIGN TAXES WITHHELD$146$146

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