FURP.ORG / PUBLIC DATA EXPLORER

GUTMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GUTMAN FAMILY FOUNDATION INC (EIN 52-6056321)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202443129349101419
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)
Return2024-11-07T12:39:31-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526056321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GUTMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O ALLAN J GIBBERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGUTMBusinessNameControlTxt
Phone4105781224PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127TH FLOOR ONE SOUTH STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLAN GIBBERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4105781224PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSIMPSON H GARDYN CPAPreparerPersonNm
PTINP01252146PTIN
Phone4103565900PhoneNum
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$1,290,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$42,575ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$301,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$687,462GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$301,830CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$368OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$368OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$371,264TotalRevAndExpnssAmt
Total Net Invst Incm$328,689TotalNetInvstIncmAmt
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$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$547TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,111OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,458TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$363,760ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$363,760ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$379,218TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,511TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$366,160TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,954ExcessRevenueOverExpensesAmt
Net Investment Income$316,178NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$99,607CashBOYAmt
Cash EOY$97,181CashEOYAmt
Cash EOYFMV$97,181CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,321SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,259SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,259SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$100,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$100,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$100,000OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$32,551USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$32,990USGovtObligationsEOYFMVAmt
Corporate Stock BOY$645,350CorporateStockBOYAmt
Corporate Stock EOY$381,561CorporateStockEOYAmt
Corporate Stock EOYFMV$808,813CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$64,089CorporateBondsEOYAmt
Corporate Bonds EOYFMV$66,255CorporateBondsEOYFMVAmt
Other Investments BOY$100,552OtherInvestmentsBOYAmt
Other Investments EOY$174,235OtherInvestmentsEOYAmt
Other Investments EOYFMV$174,235OtherInvestmentsEOYFMVAmt
Total Assets BOY$868,830TotalAssetsBOYAmt
Total Assets EOY$860,876TotalAssetsEOYAmt
Total Assets EOYFMV$1,290,733TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$868,830NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$860,876NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$868,830TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$860,876TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$868,830TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$860,876TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$868,830TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,954ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$860,876SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$860,876TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC - AONP2003-07-152023-03-15$33,771$2,826$30,945$30,945
RBC - AMEXP2003-07-152023-03-15$27,525$7,532$19,993$19,993
RBC - GENERAL DYNAMICSP2009-05-112023-03-15$35,417$7,045$28,372$28,372
RBC - HERSHEYP2003-12-102023-03-15$12,211$1,835$10,376$10,376
RBC - MICROSOFTP2003-07-152023-03-15$28,802$2,967$25,835$25,835
RBC - OLIN CORPP2003-12-102023-03-15$12,946$4,570$8,376$8,376
RBC - OTIS WORLDWIDEP2003-07-152023-03-15$12,776$2,854$9,922$9,922
RBC - APPLED2014-05-082023-12-14$127,638$20,454$107,184$107,184
RBC - AONP2003-07-152023-12-14$57,545$4,239$53,306$53,306
MORGAN STANLEY # 072-900237-360P2023-01-012023-12-31$225,301$229,170-$3,869-$3,869
MORGAN STANLEY # 072-900237-360P2023-01-012023-12-31$20,259$20,259$0$0
MORGAN STANLEY # 072-900237-360P2022-01-012023-12-31$85,579$74,189$11,390$11,390
MORGAN STANLEY # 072-900237-360P2022-01-012023-12-31$7,692$7,692$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$301,830CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,395InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,395SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,395TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Overpayment$798OverpaymentAmt
Applied To ES Tax$798AppliedToESTaxAmt
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 StateMDOrgReportOrRegisterStateCd
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 BooksALLAN J GIBBERIndividualWithBooksNm
Phone4103328580PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127TH FLOOR ONE SOUTH STREETAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLAN J GIBBER
6718 WESTBROOK ROADBALTIMOREMD21215PRESIDENT1.00$0$0$0
BERNARD STEINHARTER
3605 MENLO DRIVEBALTIMOREMD21215SEC/TREAS.1.00$0$0$0
ABRAHAM GUTMAN
6311 GREENSPRING AVEBALTIMOREMD21209VICE - PRESIDENT1.00$0$0$0
MIRIAM L STEINHARTER
3605 MENLO DRIVEBALTIMOREMD21215DIRECTOR0.00$0$0$0
DEBORAH S GIBBER
6718 WESTBROOK ROADBALTIMOREMD21215DIRECTOR1.00$0$0$0
MARION GUTMAN
3819 MENLO DRIVEBALTIMOREMD21215DIRECTOR0.00$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$1,142,285AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$119,609AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,261,894TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,261,894AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,928CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,242,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,395TaxBasedOnInvestmentIncomeAmt
Total Tax$4,395TotalTaxAmt
Distributable Before Adj$57,753DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,753DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,753DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$366,160ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$366,160QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,753DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$222,619ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$308,168ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$256,475ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$280,636ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$335,124ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,403,022TotalExcessDistributionCyovAmt
Qualifying Distributions$366,160QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,753AppliedToCurrentYearAmt
Remaining Distri From Corpus$308,407RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,711,429TotalCorpusAmt
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$222,619ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,488,810ExcessDistriCyovToNextYrAmt
Excess From Year4$308,168ExcessFromYear4Amt
Excess From Year3$256,475ExcessFromYear3Amt
Excess From Year2$280,636ExcessFromYear2Amt
Excess From Year1$335,124ExcessFromYear1Amt
Excess From Current Year$308,407ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLAN J GIBBERContributingManagerNm
Contributing ManagerBERNARD STEINHARTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACHIM
6604 AMLEIGH ROADBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$2,500
AGUDAH ISRAEL OF BALTIMORE
6200 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)COMMUNITY ASSISTANCE$27,370
AGUDAH OF AMERICA
42 BROADWAY 14TH FLOORNEW YORKNY10004501(C)(3)RELIGIOUS EDUCATION$2,518
AGUDAH OF MARYLAND
23 WALKER AVEBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$2,500
AGUDATH CHARITY FUND
6200 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)COMMUNITY ASSISTANCE$10,169
AHAVAS YISROEL CHARITY FUND
115 SUDBROOK LANEBALTIMOREMD21208501(C)(3)COMMUNITY ASSISTANCE$11,000
AISH KODESH CONGREGATION
6207 IVYMOUNT ROADBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$1,360
AMERICAN FRIENDS OF ATRES YAAKOV
6221 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$1,000
AMERICAN FRIENDS OF EVEN YISROEL
25 DAKOTA STPASSAICNJ07055501(C)(3)RELIGIOUS EDUCATION$700
AMERICAN FRIENDS OF HALICOT HAARETZ
214 AVENUE JBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$750
AMERICAN FRIENDS OF KINDNESS & CHARITY
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$600
AMERICAN FRIENDS OF KOIDINOV
6301 LINCOLN AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$1,100
AMERICAN FRIENDS OF LEV AARON
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$500
AMERICAN FRIENDS OF MEAH SHEARIM
136-847 1ST ROADKEW GARDEN HILLSNY11367501(C)(3)RELIGIOUS EDUCATION$2,800
AMERICAN FRIENDS OF MEOR HATALMUD
1569 47TH STREETBROOKLYNNY11219501(C)(3)RELIGIOUS EDUCATION$500
AMERICAN FRIENDS OF MERCAZ L'TAHARAT HAMISHPACHA
4403 15TH AVE STE 445BROOKLYNNY11219501(C)(3)RELIGIOUS EDUCATION$1,000
AMERICAN FRIENDS OF MIFAL CHESSED
5014 16TH AVE SUITE 220BROOKLYNNY11204501(C)(3)RELIGIOUS EDUCATION$1,000
AMERICAN FRIENDS OF OHR YERUSHALAYIM
1137 E 13TH STBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$5,000
AMERICAN FRIENDS OF TORAS MOSHE
1412 E 7TH STBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$2,500
AMERICAN FRIENDS OF ZICHRON ELIYAHU
1664 CONEY ISLAND AVEBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$1,000
AVRAHOM OHAVEI INC
2181 E 3RD STREETBROOKLYNNY11223501(C)(3)RELIGIOUS EDUCATION$1,000
BAIS HAKNESSES OHR HACHAIM
3120 CLARKS LANEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$4,100
BAIS MEDRASH & MESIVTA OF BALTIMORE
6823 OLD PIMLICO ROADBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$9,500
BAIS MEDRASH PINE STREET
10 NEWBERRY CTLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$500
BAIS REUVEN KAMINITZ
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$1,000
BAIS YAAKOV OF BALTIMORE
6300 SMITH AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$17,500
BAIS YOSEF CHAIM
1662 50TH STREETBROOKLYNNY11209501(C)(3)RELIGIOUS EDUCATION$600
BALTIMORE COMMUNITY KOLLEL FOR MECHANCIM
3708 W STATHMORE AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$2,268
BIKUR CHOLIM OF BALTIMORE
2833 SMITH AVEBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$1,610
BNOS YISROEL
6300 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$5,000
BONAI OLAM
1755 46TH STBROOKLYNNY11204501(C)(3)COMMUNITY ASSISTANCE$100
CHAIM BECHESSED
553 DAVIDS CTLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$518
CHEDER CHABAD OF BALTIMORE
5713 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$1,000
CHILD LIFE SOCIETY
1347 43RD STREETBROOKLYNNY11219501(C)(3)COMMUNITY ASSISTANCE$1,250
CHOFETZ CHAIM HERITAGE FOUNDATION
361 SPOOK ROCK ROADSUFFERNNY10901501(C)(3)COMMUNITY PROGRAMING$1,000
CONGREGATION AGUDATH ISRAEL
4911 16TH AVEBROOKLYNNY11204501(C)(3)RELIGIOUS EDUCATION$2,500
CONGREGATION CHAYE OLAM
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$1,010
CONGREGATION CHOCHMAS ELIEZER
4811 13TH AVENUEBROOKLYNNY11218501(C)(3)RELIGIOUS EDUCATION$180
CONGREGATION DROG
814 E 3RD STBROOKLYNNY11218501(C)(3)RELIGIOUS EDUCATION$1,200
CONGREGATION TORAH UTEFILAH
1861 S TAYLOR ROADCLEVELAND HEIGHTSOH44118501(C)(3)RELIGIOUS EDUCATION$1,000
EDUCATION ENDOWMENT FUND
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$6,800
FRIENDS OF BIKUR CHOLIM EZRAS ACHIM
5014 16TH AVE SUITE 283BROOKLYNNY11204501(C)(3)COMMUNITY ASSISTANCE$750
GEMACH CHESSED
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$1,000
GUARD YOUR EYES
PO BOX 32380PIKESVILLEMD21282501(C)(3)RELIGIOUS EDUCATION$1,000
HACHNOSOS ORCHIM OF BALTIMORE
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)COMMUNITY ASSISTANCE$600
HATZALAH DAROM
185 PINE STREETLAKEWOODNJ08701501(C)(3)COMMUNITY ASSISTANCE$360
HATZALAH OF BALTIMORE
2930 TANEY ROADBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$500
HERITAGE HOUSE
8418 115TH STNEW YORKNY11418501(C)(3)COMMUNITY ASSISTANCE$600
IN HIS IMAGE
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$6,000
INSTITUTE FOR DAYANIM
6221 GREENSPRING AVEBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$300
JEWELS
31 WALKER AVEBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$2,300
JEWISH CARING NETWORK
122 SLADE AVEBALTIMOREMD21208501(C)(3)COMMUNITY ASSISTANCE$600
KAYTT
6811 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$500
KEHILLAS KOL TORAH
2929 FALLSTAFF ROADBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$28,690
KEREN HATORAH
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$500
KESSER DAVID
185 PINE STREETLAKEWOODNY08701501(C)(3)RELIGIOUS EDUCATION$500
KOLLEL AVODAS LEVI
400 MT WILSON LANEBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$1,100
KOLLEL BEIS HILLEL
10 RIVKA LANELAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$3,600
KOLLEL KODSHIM
35-18 117TH STRICHMOND HILLSNY11418501(C)(3)RELIGIOUS EDUCATION$530
KUPAT HATZDAKA
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)COMMUNITY ASSISTANCE$660
MACHZIKEI TORAH
6216 BILTMORE AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$18
MAGDIL YESHUOS
1520 39TH ST 103BROOKLYNNY11218501(C)(3)COMMUNITY ASSISTANCE$720
MEMPHIS KOLLEL
5462 BRANTFORD AVEMEMPHISTN38120501(C)(3)RELIGIOUS EDUCATIONRELIGIOUS EDUCATION$1,000
MENORA
136-07 72ST AVEFLUSHINGNY11367501(C)(3)COMMUNITY ASSISTANCE$9,300
MERKAZ TORAH UTEFILA
6500 BAYTHORNEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$325
MESIVTA KESSER TORAH
8400 PARK HEIGHTS AVEBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$5,180
MESIVTA NEIMUS HATORAH
6104 PARK HEIGHTSBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$1,518
MISCELLANEOUS CHARITABLE DONATIONS 500
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$9,236
MISCELLANEOUS CHARITABLE DONATIONS 400
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$8,641
MISCELLANEOUS CHARITABLE DONATIONS 500
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$1,250
MISHKON YITZCHOK
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$1,600
MOSDOS NESIVOS SHALOM
14 MANOR DRIVEMONSEYNY10952501(C)(3)RELIGIOUS EDUCATION$1,830
MOSDOS SANS STROPKOV
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$1,000
MOSDOS SHOMREI EMUNAH
8 OVERHILL ROADMONSEYNY10952501(C)(3)RELIGIOUS EDUCATION$500
NER ISRAEL RABBINICAL COLLEGE
400 MT WILSON LANEBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$17,010
NWCP
PO BOX 15126BALTIMOREMD21215501(C)(3)COMMUNITY ASSISTANCE$1,600
OASIS
9850 67TH AVE REGO PARKQUEENSNY11375501(C)(3)RELIGIOUS EDUCATION$750
OHEL YAAKOV
3200 GLEN AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$860
OHR SHALOM VCHESSED
285 DIVISION AVE 25BROOKLYNNY11211501(C)(3)RELIGIOUS EDUCATION$1,150
ORTHODOX UNION
40 RECTOR ST 4TH FLOORNEW YORKNY10006501(C)(3)RELIGIOUS EDUCATION$500
OZAR DALIM
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$300
PEYLIM LEV LACHIM
1217 MADISON AVELAKEWOODNY08701501(C)(3)RELIGIOUS EDUCATION$906
PROJECT EXTREME
335 CENTRAL AVELAWRENCENY11559501(C)(3)COMMUNITY ASSISTANCE$2,600
SHEARITH ISRAEL CONGREGATION
5835 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$5,128
SHOMREI EMUNAH
6221 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$1,400
SHORESH
3723 OLD COURT ROADBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$1,000
SHUVU RETURN
5218 16TH AVEBROOKLYNNY11204501(C)(3)COMMUNITY ASSISTANCE$2,100
SLABODKA YESHIVA
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$250
TALMUDICAL ACADEMY
4445 OLD COURT ROADBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$25
THE ASSOCIATED
101 W MT ROYAL AVEBALTIMOREMD21201501(C)(3)COMMUNITY ASSISTANCE$4,500
TORAH INSTITUTE
35 ROSEWOOD LANEOWINGS MILLSMD21117501(C)(3)RELIGIOUS EDUCATION$7,158
TORAH LIVE
19 CHISWICK CTJACKSONNJ08527501(C)(3)RELIGIOUS EDUCATION$1,000
TORAH SCHOOLS FOR ISRAEL
1607 45TH STBROOKLYNNY11204501(C)(3)RELIGIOUS EDUCATION$10,250
TORAS CHAIM
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$300
WITS
6602 PARK HEIGHTS AVEBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$2,500
YAD EZRA
185 PINE STREETLAKEWOODNJ08701501(C)(3)COMMUNITY ASSISTANCE$768
YAD LACHIM
580 5TH AVENEW YORKNY10036501(C)(3)COMMUNITY ASSISTANCE$1,460
YAD MALKA
4403 15TH AVE STE 127BROOKLYNNY11219501(C)(3)COMMUNITY ASSISTANCE$760
YAD TOMECH
1520 39TH STBROOKLYNNY11218501(C)(3)COMMUNITY ASSISTANCE$650
YESHIVA AVIR YAAKOV
766 N MAIN STSPRING VALLEYNY10937501(C)(3)RELIGIOUS EDUCATION$500
YESHIVA BETH MOSHE
930 HICKORY STSCRANTONPA18505501(C)(3)RELIGIOUS EDUCATION$1,818
YESHIVA CHAIM BERLIN
1605 CONEY ISLAND AVEBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$745
YESHIVA LAVREICHIM METZUYANIM
6311 GREENSPRING AVEBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$100
YESHIVA OF TELSHE ALUMNI
185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$500
YESHIVA TORAS SIMCHA
110 SUDBROOKBALTIMOREMD21208501(C)(3)RELIGIOUS EDUCATION$1,200
YESHIVAS MIR
5227 NEW UTRECHT AVEBROOKLYNNY11219501(C)(3)RELIGIOUS EDUCATION$5,000
ZEMIRA V'CHESSED
185 PINE STREETLAKEWOODNJ08701501(C)(3)COMMUNITY ASSISTANCE$360
ZICHRON REFAEL
309 DEWEY AVELAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$500
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213501(C)(3)RELIGIOUS EDUCATION$2,750
CONGREGATION OIR PNEI YEHOSHUA GALANTA
287 HEWES STBROOKLYNNY11211501(C)(3)RELIGIOUS EDUCATION$1,050
FRIENDS OF IDF
PO BOX 395STEVENSONMD21153501(C)(3)COMMUNITY ASSISTANCE$2,500
BAIS CHUNA
34 ROSS STBROOKLYNNY11211501(C)(3)RELIGIOUS EDUCATION$610
CHAVERIM ISRAEL FAMILY SERVICES
137 BROOK ROADPASSAICNJ07055501(C)(3)RELIGIOUS EDUCATION$500
TZIR CHESSED
1843 53RD STBROOKLYNNY11204501(C)(3)COMMUNITY ASSISTANCE$700
CONGREGATION KCY
57 TAFPA PLACEBROOKLYNNY11205501(C)(3)RELIGIOUS EDUCATION$500
KOLLEL OHR HATALMUD
141 WILLOW DRIVEJACKSONNJ10857501(C)(3)RELIGIOUS EDUCATION$1,250
EZRAS TORAH
11 N AIRMONT ROADSUFFERNNY10901501(C)(3)COMMUNITY ASSISTANCE$725
KOLLEL ZICHRON MICHEL
990 NE 175STNORTH MIAMI BEACHFL33162501(C)(3)RELIGIOUS EDUCATION$1,000
MENUCHA
2934 BARTOL ABEBALTIMOREMD21209501(C)(3)COMMUNITY ASSISTANCE$1,800
MIKVAH JOVITA COJAB
1054 NE 185TH STNORTH MIAMI BEACHFL33179501(C)(3)COMMUNITY ASSISTANCE$1,800
MOSDOS BAIS YOSEF TZVI
543 BEDFORD AVEBROOKLYNNY11211501(C)(3)RELIGIOUS EDUCATION$1,900
MOSDOS KHAL CHASIDIM
C/O 6718 WESTBROOK ROADBALTIMOREMD21215RELIGIOUS EDUCATION$1,800
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREETNEW YORKNY10022501(C)(3)COMMUNITY ASSISTANCE$500
GATES OF MERCY
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$2,000
TIKVA HOUSE
529 N WASHINGTON STREETBALTIMOREMD21205501(C)(3)COMMUNITY ASSISTANCE$1,000
THE GROVE SHUL
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$550
SHAARAY TEFILOH
C/O 6718 WESTBROOK ROADBALTIMOREMD21215501(C)(3)RELIGIOUS EDUCATION$1,325
TZEDKATH JOSEPH NAPHTOLI
5121 17TH AVEBROOKLYNNY11204501(C)(3)RELIGIOUS EDUCATION$1,075
RUACH CHAIM
4 COUNTRY CLUB LANEAIRMONTNY10952501(C)(3)RELIGIOUS EDUCATION$500
SATMAR BIKUR CHOLIM
545 BEDFORD AVEBROOKLYNNY11211501(C)(3)COMMUNITY ASSISTANCE$680
TIFERES YAAKOV
25-05 HEALY AVEFAR ROCKAWAYNY11691501(C)(3)RELIGIOUS EDUCATION$486
TIKVAH L'DOROS
1614 52ND STBROOKLYNNY11204501(C)(3)RELIGIOUS EDUCATION$300
VAAD HARABONIM
221 REGENT DRIVELAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$360
YESHIVA ATERES SHMUEL
47 BUCKINGHAM STREETWATERBURYCT06710501(C)(3)RELIGIOUS EDUCATION$250
MAZON VTZEDA
1274 49TH STREETBROOKLYNNY11219501(C)(3)COMMUNITY ASSISTANCE$250
BETH TIFILLAH OF MONSEY
4 BROCKTON ROADNEW HEMPSTEADNY10974501(C)(3)RELIGIOUS EDUCATION$720
AMERICAN FRIENDS OF MIGDAL TORAH
1191 E 18TH STREETBROOKLYNNY11230501(C)(3)RELIGIOUS EDUCATION$360
AHAVAS TZEDAKOS
326 3RD STREETLAKEWOODNY08701501(C)(3)COMMUNITY ASSISTANCE$360
KEREN HAOR LACHEVRA
185 PINE STREETLAKEWOODNJ08701501(C)(3)COMMUNITY ASSISTANCE$25,260
THE ALEPH INSTITUTE
6701 OLD PIMLICO ROADBALTIMOREMD21209501(C)(3)RELIGIOUS EDUCATION$1,540
YESHIVA KETANA
C/O 185 PINE STREETLAKEWOODNJ08701501(C)(3)RELIGIOUS EDUCATION$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$363,760TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,491ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$301,830ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$328,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$328,689TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
ALLAN AND DEBBIE GIBBER
16718 WESTBROOK ROADBALTIMOREMD21215$125,783Yes (X)
GUTMAN BROTHERS LTD
26311 GREENSPRING AVEBALTIMOREMD21209$20,001Yes (X)
BERNIE AND MIRIAM STEINHARTER
33605 MENLO DRIVEBALTIMOREMD21215$2,120Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property646 SHARES OF APPLE STOCKNoncashPropertyDesc
Fair Market Value$125,783FairMarketValueAmt
Received2023-12-13ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$4,800Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$64,089EOYBookValueAmt
EOYFMV$66,255EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$381,561EOYBookValueAmt
EOYFMV$808,813EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$32,551USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$32,990USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$174,235BookValueAmt
EOYFMV$174,235EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES & INVESTMENT FEES$10,026$10,026$0
OFFICE EXPENSE$85$85$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$368RevenueAndExpensesPerBooksAmt
Net Investment Income$368NetInvestmentIncomeAmt
Adjusted Net Income$368AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$547Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt