ARC FOUNDATION IRRV TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ARC FOUNDATION IRRV TR (EIN 37-6496750)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349103469
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)
Return2024-11-15T10:57:51-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042694095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITMANGERSON ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376496750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCFBusinessNameControlTxt
Phone6177686619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017721432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA KUPRISSPersonNm
Person TitlePRESIDENT, CLERK & DIRECTORPersonTitleTxt
Phone6177786619PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSEONGAE HANPreparerPersonNm
PTINP01598747PTIN
Phone6177385200PhoneNum
Preparation2024-11-14PreparationDt
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$1,586,724FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,988InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,988InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,562DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,562DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,111NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,946GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,111CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,661TotalRevAndExpnssAmt
Total Net Invst Incm$34,661TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$473LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$473LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$406TaxesRevAndExpnssAmt
Taxes Net Invst Incm$406TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$921TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$921TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,571TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$921TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$193,910ExcessRevenueOverExpensesAmt
Net Investment Income$33,740NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,361CashBOYAmt
Sav And Temp Cash Invst BOY$151,725SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$147,962SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$147,962SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$801,287CorporateStockBOYAmt
Corporate Stock EOY$767,270CorporateStockEOYAmt
Corporate Stock EOYFMV$1,402,247CorporateStockEOYFMVAmt
Corporate Bonds BOY$151,407CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$21,277OtherInvestmentsBOYAmt
Other Investments EOY$30,204OtherInvestmentsEOYAmt
Other Investments EOYFMV$36,515OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,137,057TotalAssetsBOYAmt
Total Assets EOY$945,436TotalAssetsEOYAmt
Total Assets EOYFMV$1,586,724TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$7,175CapitalStockBOYAmt
Capital Stock EOY$100,475CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,144,232RetainedEarningBOYAmt
Retained Earning EOY$844,961RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,137,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$945,436TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,137,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$945,436TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,137,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$193,910ExcessRevenueOverExpensesAmt
Other Increases$108,959OtherIncreasesAmt
Subtotal$1,052,106SubtotalAmt
Other Decreases$106,670OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$945,436TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #507-XXX-XX-XXXX2022-09-222023-05-26$24,580$8,352$16,228$16,228
MORGAN STANLEY #507-XXX-XX-XXXX2019-02-252023-03-23$19,543$20,178-$635-$635
MORGAN STANLEY #507-XXX-XX-XXXX2019-02-252023-03-23$19,597$20,381-$784-$784
MORGAN STANLEY #507-XXX-XX-XXXX2017-09-122023-03-23$44,351$45,536-$1,185-$1,185
MORGAN STANLEY #507-XXX-XX-XXXX2018-07-232023-03-23$24,679$25,111-$432-$432
MORGAN STANLEY #507-XXX-XX-XXXX2012-08-282023-03-23$18,196$21,277-$3,081-$3,081
MORGAN STANLEY #507-XXX-XX-XXXX2021-12-312023-01-23$40,000$40,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$10,111CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$469InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$469SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$469TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$997EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$997TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$528OverpaymentAmt
Applied To ES Tax$528AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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 BooksANITA KUPRISSIndividualWithBooksNm
Phone6177686619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ANITA KUPRISS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE & SECRETARY0.01$0$0$0
RICHARD H DOUGLAS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE2.00$0$0$0
CHRISTOPHER LEE DOUGLAS
TRUSTEE0.01$0$0$09 CLEARWATER PLACEOXFORDOX2 7NLUK
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$1,363,813AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,511,808TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,511,808AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,677CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,489,131NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,457MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,457MinimumInvestmentReturnAmt
Tax Based On Investment Income$469TaxBasedOnInvestmentIncomeAmt
Total Tax$469TotalTaxAmt
Distributable Before Adj$73,988DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$73,988DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$73,988DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$227,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,988DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,501ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$50,111ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,900ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$155,275ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,179ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$317,966TotalExcessDistributionCyovAmt
Qualifying Distributions$227,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,988AppliedToCurrentYearAmt
Remaining Distri From Corpus$153,662RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$471,628TotalCorpusAmt
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$50,501ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$421,127ExcessDistriCyovToNextYrAmt
Excess From Year4$50,111ExcessFromYear4Amt
Excess From Year3$19,900ExcessFromYear3Amt
Excess From Year2$155,275ExcessFromYear2Amt
Excess From Year1$42,179ExcessFromYear1Amt
Excess From Current Year$153,662ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LABYRINTH CHOIR
122 MAIN STREETSOUTHBOROUGHMA01772NONEEXEMPTCULTURAL$120,000
LATIVIAN CULTURAL ASSOCIATION
2 MERRY HILL ROADPOUGHKEEPSINY12603NONEEXEMPTCULTURAL$2,500
MARGARET BAIRD
1030 VISTA DRIVEEUREKACA95503NONEEXEMPTMUSIC$8,150
SUDBURY VALLEY SCHOOL
2 WINCH STREETFRAMINGHAMMA01701NONEEXEMPTEDUCATIONAL$4,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISTRATIVE BLGDANN ARBORMI48109NONEEXEMPTEDUCATIONAL$93,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,988ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,562ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,111ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,661ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,661TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME
4DIVIDEND INCOME
8CAPITAL GAIN INCOME

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)
StockEQUITIES (STOCK)StockNm
EOY Book Value$767,270EOYBookValueAmt
EOYFMV$1,402,247EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUNIT INVESTMENT TRUSTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$30,204BookValueAmt
EOYFMV$36,515EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRUBIN AND RUDMANCategoryTxt
Legal Fees$473LegalFeesAmt
Net Investment Income$473NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2022 CHECKS CLEARED IN 2023Desc
Amt$106,670Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPC ANNUAL FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$35NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK VS. TAX INCOME ADJUSTMENT$1,309
2023 CHECKS WRITTEN BUT NOT CLEARED$107,650

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$7Amt
Net Investment Income$7NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$406Amt
Net Investment Income$406NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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