BETA

THE ROBERT J KAHN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT J KAHN FOUNDATION (EIN 25-6667083)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202443199349103224
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)
Return2024-11-14T11:48:03-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VOYNOW BAYARD WHYTE AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11210 NORTHBROOK DRIVE SUITE 140AddressLine1Txt
CityTREVOSECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256667083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT J KAHN TESTAMENTARY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MURRAY L BLACKMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE ROBERT J KAHN TEST FOUNDInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
Phone2154967250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11118 ST ANDREWS ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMURRAY BLACKMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2154967250PhoneNum
Signature2024-11-07SignatureDt
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 PersonDAVID A KAPLAN CPAPreparerPersonNm
PTINP00370348PTIN
Phone2153558000PhoneNum
Preparation2024-11-07PreparationDt
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$11,856,953FMVAssetsEOYAmt
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
Dividends Rev And Expnss$294,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$294,276DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$502,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$919,673GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$502,174CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$796,450TotalRevAndExpnssAmt
Total Net Invst Incm$796,450TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$114,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$114,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$11,061LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$11,061LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$35,659OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,659OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$172,820TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$172,820TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$635,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$635,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$807,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$172,820TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$635,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,370ExcessRevenueOverExpensesAmt
Net Investment Income$623,630NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$173,785SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$192,979SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$192,979SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,016,359OtherInvestmentsBOYAmt
Other Investments EOY$9,985,796OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,663,974OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,190,144TotalAssetsBOYAmt
Total Assets EOY$10,178,775TotalAssetsEOYAmt
Total Assets EOYFMV$11,856,953TotalAssetsEOYFMVAmt
Other Liabilities BOY$122OtherLiabilitiesBOYAmt
Other Liabilities EOY$122OtherLiabilitiesEOYAmt
Total Liabilities BOY$122TotalLiabilitiesBOYAmt
Total Liabilities EOY$122TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,190,023RetainedEarningBOYAmt
Retained Earning EOY$10,178,653RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,190,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,178,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,190,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,178,775TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,190,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,370ExcessRevenueOverExpensesAmt
Subtotal$10,178,653SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,178,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD US GROWTH FUND ADMIRALP2015-12-282023-12-21$47,276$24,982$22,294$22,294
VANGUARD US GROWTH FUND ADMIRALP2015-12-282023-06-28$107,480$62,581$44,899$44,899
VANGUARD EQUITY INCOME FUND ADP2022-09-012023-12-21$2,035$2,117-$82-$82
VANGUARD PRIMECAP CORE FUNDP2022-09-012023-12-21$70,187$64,199$5,988$5,988
VANGUARD PRIMECAP CORE FUNDP2022-09-012023-06-28$92,678$87,876$4,802$4,802
VANGUARD EXPLORER FUND ADMIRALP2017-12-182023-12-21$10,888$9,406$1,482$1,482
VANGUARD EXPLORER FUND ADMIRALP2017-12-182023-06-28$15,532$14,351$1,181$1,181
VANGUARD INT-TERM INV GRADE ADP2015-08-062023-12-21$8,568$8,628-$60-$60
VANGUARD INT-TERM INV GRADE ADP2015-08-062023-06-28$15,361$15,797-$436-$436
VANGUARD INT-TERM TREASURYP2015-10-012023-06-28$871$1,009-$138-$138
VANGUARD SHORT-TERM INV GR ADMP2015-08-062023-11-07$7,242$7,772-$530-$530
VANGUARD SHORT-TERM INV GR ADMP2015-08-062023-08-03$7,242$7,757-$515-$515
VANGUARD SHORT-TERM INV GR ADMP2015-08-062023-06-28$9,667$10,333-$666-$666
VANGUARD SHORT-TERM INV GR ADMP2015-08-062023-05-04$7,241$7,641-$400-$400
VANGUARD SHORT-TERM INV GR ADMP2015-08-062023-02-09$5,289$5,642-$353-$353
VANGUARD SHORT-TERM TREASURYP2015-08-062023-06-28$2,867$3,127-$260-$260
VANGUARD TOTAL STOCK MARKETP2015-08-062023-12-21$161,047$30,906$130,141$130,141
VANGUARD TOTAL STOCK MARKETP2015-08-082023-06-28$255,545$53,375$202,170$202,170
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
CAPITAL GAIN DIVIDENDSP$92,657
FieldValueIRS element (for citing)
Capital Gain Net Income$502,174CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,668InvestmentIncomeExciseTaxAmt
Subtotal$8,668SubtotalAmt
Tax Based On Investment Income$8,668TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,044EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$19,044TotalPaymentsAndCreditsAmt
Overpayment$10,376OverpaymentAmt
Applied To ES Tax$10,376AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StatePAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT J KAHN TEST FOUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2156654648PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LIBERTY PLACE 1650 MARKET ST SUAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMURRAY I BLACKMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11118 ST ANDREWS ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE/VARIESTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$114,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

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$11,331,159AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$183,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,514,541TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,514,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$172,718CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,341,823NetVlNoncharitableAssetsAmt
Minimum Investment Return$567,091MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$567,091MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,668TaxBasedOnInvestmentIncomeAmt
Total Tax$8,668TotalTaxAmt
Distributable Before Adj$558,423DistributableBeforeAdjAmt
Distributable Before Ded$558,423DistributableBeforeDedAmt
Distributable As Adjusted$558,423DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$635,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$558,423DistributableAsAdjustedAmt
Undistributed Income PY$146,156UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$635,000QualifyingDistributionsAmt
Applied To Year1$146,156AppliedToYear1Amt
Applied To Current Year$488,844AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$69,579UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
UNIVERSITY OF PENNSYLVANIA SCHEIE EYE INSTITUTE
21 N 39TH STREETPHILADELPHIAPA19104CHARITABLE ACTIVITIES$30,000
THE SONDER PROJECT
790 N COUNTY HIGHWAY UNIT 3BSANTA ROSA BEACHFL32459CHARITABLE ACTIVITIES$10,000
TRUSTEES OF UNI OF PENNSYLVANIA HEALTH SYSTEM
421 CURRIE BLVD RM 812PHILADELPHIAPA19104CHARITABLE ACTIVITIES$180,000
BRYN MAWR HOSPITAL I PITMAN
33 TULIP DRIVEMALVERNPA19355CHARITABLE ACTIVITIES$30,000
UNIVERSITY OF WISCONSIN FOUNDATION (PEDIATRIC UROL
1685 HIGHLAND AVENUE 3RD FL MFCB 32MADISONWI537262281CHARITABLE ACTIVITIES$25,000
JEFFERSON MEDICAL COLLEGE
227 SOUTH 6TH STREETPHILADELPHIAPA19106CHARITABLE ACTIVITIES$50,000
JUVENILE DIABETES RESEARCH FOUNDATION
503 WOODCREST ROADHUNTINGDON VALLEYPA19006CHARITABLE ACTIVITIES$10,000
HOSPITAL UNIVERSITY OF PENNSYLVANIA
3737 MARKET STPHILADELPHIAPA19104CHARITABLE ACTIVITIES$100,0006TH FLOOR
DEPARTMENT OF MEDICINE THE U OF PENN
633 BLACK ROCK ROADBRYN MAWRPA19010CHARTIABLE ACTIVITIES$120,000
PRADER-WILLI SYNDROME FOUNDATION
1032 E Brandon Blvd 4744BRANDONFL33511CHARITABLE DONATION$15,000
TRUSTEES OF U OF PENN CUTANEOUS ONCOLOGY
3400 Civic Center BlvdPHILADELPHIAPA19104CHARITABLE DONATION$25,000Suite 1-330S
NYU LANGONE HEALTH OFFICE OF DEVELOPMENT
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016CHARITABLE DONATION$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$635,000TotalGrantOrContriPdDurYrAmt

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$294,276ExclusionAmt
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$502,174ExclusionAmt
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$796,450ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$796,450TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$12,100Amt
Net Investment Income$12,100NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD US GROWTH FUNDAT COST$449,991$585,351
WINDSOR II FUND ADMAT COST
VAN TOTAL STOCK MARKET IDXAT COST$1,053,960$2,929,317
VANGUARD EXPLORER FUNDAT COST$262,717$295,155
VANGUARD STRATEGIC EQUITY FUNDAT COST
VAN INT-TERM INV GRADE FUNDAT COST$1,319,058$1,172,620
VAN ST INV GRADE ADMIRAL FUNDAT COST$1,817,938$1,737,233
VAN ST TREASURY FUNDAT COST$1,855,182$1,730,691
VAN INTER TERM TREASURY FUNDAT COST$1,287,810$1,149,183
VANGUARD PRIMECAP CORE FUNDAT COST$1,338,152$1,477,131
VANGUARD EQUITY INCOME FUNDAT COST$600,988$587,293

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$11,061LegalFeesAmt
Net Investment Income$11,061NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT BROKER FEE$27,014$27,014
ADMINISTRATIVE EXPENSES$8,645$8,645

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescINVESTMENT IN PARTNERSHIPDesc
BOY Book Value$122BOYBookValueAmt
EOY Book Value$122EOYBookValueAmt

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