BETA

GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349103389
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)
Return2024-11-15T11:18:11-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942370906PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SENSIBA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1499 SW UPPER TERRACE DR AAddressLine1Txt
CityBENDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97702ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861009987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIANCOLA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIANBusinessNameControlTxt
Phone7757621805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1239 ADAMS AVENUEAddressLine1Txt
CityPITMANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM GIANCOLAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7757621805PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE BACIGALUPPIPreparerPersonNm
PTINP01535824PTIN
Phone5413887888PhoneNum
Preparation2024-11-12PreparationDt
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$698,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,745DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,745DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,600CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,345TotalRevAndExpnssAmt
Total Net Invst Incm$45,345TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,573OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,573OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$66OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,734TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,573TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,784TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,573TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,561ExcessRevenueOverExpensesAmt
Net Investment Income$38,772NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,551CashBOYAmt
Cash EOY$21,375CashEOYAmt
Cash EOYFMV$21,375CashEOYFMVAmt
Sav And Temp Cash Invst BOY$117,694SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,497SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$73,497SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$242,835CorporateStockBOYAmt
Corporate Stock EOY$300,769CorporateStockEOYAmt
Corporate Stock EOYFMV$604,124CorporateStockEOYFMVAmt
Total Assets BOY$382,080TotalAssetsBOYAmt
Total Assets EOY$395,641TotalAssetsEOYAmt
Total Assets EOYFMV$698,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$493,001CapitalStockBOYAmt
Capital Stock EOY$493,001CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$110,921RetainedEarningBOYAmt
Retained Earning EOY-$97,360RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$382,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$395,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$395,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,561ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$395,641SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$395,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY INVESTMENTS #8333PropertyDesc
Gross Sales Price$79,391GrossSalesPriceAmt
Cost Or Other Basis$43,791CostOrOtherBasisAmt
Gain Or Loss$35,600GainOrLossAmt
Gains Minus Excess Or Losses$35,600GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$35,600CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$539InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$539SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$539TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,205EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,205TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$666OverpaymentAmt
Applied To ES Tax$666AppliedToESTaxAmt
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
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 BooksSALLY H GIANCOLAIndividualWithBooksNm
Phone5205297220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1239 ADAMS AVENUEAddressLine1Txt
CityPITMANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08071ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES GIANCOLA
26213 MESA DRCARMELCA93923TRUSTEE1.00$0$0$0
SALLY GIANCOLA
239 ADAMS AVENUEPITMANNJ08071TRUSTEE1.00$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$524,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$121,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$646,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$646,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,696CashDeemedCharitableAmt
Net Vl Noncharitable Assets$636,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,834MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,834MinimumInvestmentReturnAmt
Tax Based On Investment Income$539TaxBasedOnInvestmentIncomeAmt
Total Tax$539TotalTaxAmt
Distributable Before Adj$31,295DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,295DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,295DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,295DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,683ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,361ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,092ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,348ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,785ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$112,269TotalExcessDistributionCyovAmt
Qualifying Distributions$25,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,050AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$6,245ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,245ExcessDistributionCyovAppCYAmt
Total Corpus$106,024TotalCorpusAmt
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$25,438ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$80,586ExcessDistriCyovToNextYrAmt
Excess From Year4$13,361ExcessFromYear4Amt
Excess From Year3$35,092ExcessFromYear3Amt
Excess From Year2$17,348ExcessFromYear2Amt
Excess From Year1$14,785ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES GIANCOLAContributingManagerNm
Contributing ManagerSALLY GIANCOLAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF MONTEREY COUNTY
1332 LA SALLESEASIDECA93955NONETAX-EXEMPTUNRESTRICTED$1,500
MISSION TO NORTH
1700 N BROWN RD 101LAWRENCEVILLEGA30043NONETAX-EXEMPTUNRESTRICTED$7,000
COVENANT PRESBYTERIAN CHURCH
2012 W DICKENS AVENUECHICAGOIL60647NONETAX-EXEMPTUNRESTRICTED$300
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONETAX-EXEMPTUNRESTRICTED$1,500
MERCY HILL CHURCH
300 UNIVERSITY BLVDGLASSBORONJ08028NONETAX-EXEMPTUNRESTRICTED$1,100
MOVE A MOUNTAIN MISSIONS
PO BOX 7258PITTSBURGHPA15213NONETAX-EXEMPTUNRESTRICTED$100
PEBBLE BEACH COMPANY FOUNDATION
PO BOX 1767PEBBLE BEACHCA93953NONETAX-EXEMPTUNRESTRICTED$2,300
REFORMED UNIVERSITY FELLOWSHIP
1700 N BROWN RD 104LAWRENCEVILLEGA30043NONETAX-EXEMPTUNRESTRICTED$6,000
TRINITY PREPARATORY SCHOOL
5700 TRINITY PREP LANEWINTER PARKFL32792NONETAX-EXEMPTUNRESTRICTED$1,000
JCM UNITED
5716 CARMEL VALLEY ROADCARMELCA93923NONETAX-EXEMPTUNRESTRICTED$200
LITTLE ANGELS SERVICE DOGS
PO BOX 219JAMULCA91935NONETAX-EXEMPTUNRESTRICTED$250
YOUTH ARTS COLLECTIVE
472 CALLE PRINCIPALMONTEREYCA93940NONETAX-EXEMPTUNRESTRICTED$100
ART'S COUNCIL FOR MONTEREY COUNTY
1123 FREMONT BLVDSUITE CSEASIDECA93955NONETAX-EXEMPTUNRESTRICTED$500
FOOD BANK FOR MONTEREY COUNTY
353 W ROSSI STSALINASCA93907NONETAX-EXEMPTUNRESTRICTED$100
SALVATION ARMY
1491 CONTERA COSTASEASIDECA93955NONETAX-EXEMPTUNRESTRICTED$600
MEN'S GOLF ASSOCIATION (MGA) AT QUAIL LODGE SCHOLARSHIP FUND
2354 GARDEN ROADMONTEREYCA93940NONETAX-EXEMPTUNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,050TotalGrantOrContriPdDurYrAmt
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$9,745ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,345ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,345TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$300,769EOYBookValueAmt
EOYFMV$604,124EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$66RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,573Amt
Net Investment Income$6,573NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$95Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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