HENRY & ARLINE GLUCK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HENRY & ARLINE GLUCK FOUNDATION (EIN 95-4509348)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-28
IRS object ID
202301189349100200
Schema version
2022v5.0
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)
Return2023-04-28T00:02:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680300457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACIAS GINI & O'CONNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954509348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY AND ARLINE GLUCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone3102773373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY GLUCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102773373PhoneNum
Signature2023-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHENRYPersonFirstNm
Person LastGLUCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BLAKEMANPreparerPersonNm
PTINP01053938PTIN
Phone3102773373PhoneNum
Preparation2023-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,523,088FMVAssetsEOYAmt
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$59,866DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,866DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$31,614NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$129,256GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,252TotalRevAndExpnssAmt
Total Net Invst Incm$59,866TotalNetInvstIncmAmt
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$1,683LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,683LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,500AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,243TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,183TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,593TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,533TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,341ExcessRevenueOverExpensesAmt
Net Investment Income$59,806NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,867CashBOYAmt
Cash EOY$152,230CashEOYAmt
Cash EOYFMV$152,230CashEOYFMVAmt
Sav And Temp Cash Invst BOY$26,645SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,304SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,304SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,061,916CorporateStockBOYAmt
Corporate Stock EOY$901,046CorporateStockEOYAmt
Corporate Stock EOYFMV$1,354,554CorporateStockEOYFMVAmt
Total Assets BOY$1,133,428TotalAssetsBOYAmt
Total Assets EOY$1,069,580TotalAssetsEOYAmt
Total Assets EOYFMV$1,523,088TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,133,428RetainedEarningBOYAmt
Retained Earning EOY$1,069,580RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,133,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,069,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,133,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,069,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,133,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,341ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,080,087SubtotalAmt
Other Decreases$10,507OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,069,580TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BANK OF AMERICA CORP2005-07-012022-01-27$24,943$24,932$11$11
INTEL CORP2018-02-152022-08-08$103,775$135,938-$32,163-$32,163
CAPITAL GAINS DIVIDENDS$538$538$538P
FieldValueIRS element (for citing)
Capital Gain Net Income-$31,614CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$831InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$831SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$831TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,067EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,067TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$236OverpaymentAmt
Applied To ES Tax$236AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksMACIAS GINI O'CONNELL LLPIndividualWithBooksNm
Phone3102773373PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
HENRY GLUCK
2121 AVENUE OF THE STARS 2200LOS ANGELESCA900675046DIR./PRES.0.50$0$0$0
ARLINE GLUCK
2121 AVENUE OF THE STARS 2200LOS ANGELESCA900675046DIR./V.P/SEC.0.50$0$0$0
TRACEY GLUCK
2121 N BEVERLY DRIVEBEVERLY HILLSCA90210DIR./CFO/SEC.0.50$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$1,449,957AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,546,617TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,546,617AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,523,418NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,171MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,171MinimumInvestmentReturnAmt
Tax Based On Investment Income$831TaxBasedOnInvestmentIncomeAmt
Total Tax$831TotalTaxAmt
Distributable Before Adj$75,340DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$75,340DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$75,340DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,533ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,533QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$75,340DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$95,294ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,630ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$213,924TotalExcessDistributionCyovAmt
Qualifying Distributions$81,533QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,340AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,193RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$220,117TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$220,117ExcessDistriCyovToNextYrAmt
Excess From Year3$95,294ExcessFromYear3Amt
Excess From Year2$118,630ExcessFromYear2Amt
Excess From Current Year$6,193ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY GLUCKContributingManagerNm
Contributing ManagerARLINE GLUCKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY ARLINE GLUCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3102773373RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS SHOULD BE IN WRITING & INCLUDE STATEMENT OF CHARITABLE PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPUBLIC CHARITYGENERAL CONTRIBUTION$5,000
BEL AIR ASSOCIATION
100 BEL AIR ROADLOS ANGELESCA90077NONEPUBLIC CHARITYGENERAL CONTRIBUTION$350
OPEN HEART FOUNDATION
5172 N AIR DEPOT BLVDEDMONDOK73034NONEPUBLIC CHARITYGENERAL CONTRIBUTION$10,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024NONEPUBLIC CHARITYGENERAL CONTRIBUTION$30,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
WAGS AND WALKS RESCUE
8721 SANTA MONICA BLVD 344W HOLLYWOODCA90069NONEPUBLIC CHARITYGENERAL CONTRIBUTION$12,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL CONTRIBUTION$11,500
WOUNDED WARRIOR PROJECT
8880 RIO SAN DIEGO DRIVE SUITE 900SAN DIEGOCA92108NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
NATIONAL BREAST CANCER FOUNDATION
PO BOX 6769710DALLASTX75267NONEPUBLIC CHARITYGENERAL CONTRIBUTION$5,000
DISABLED VETERANS NATIONAL FOUNDATION
4601 FORBES BLVD STE 130LANHAMMD20706NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
GO2 FOR LUNG CANCER
PO BOX 418372BOSTONMA02241NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,350TotalGrantOrContriPdDurYrAmt
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$59,866ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$538ExclusionAmt
Related Or Exempt Function Incm-$32,152RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,404ExclusionAmt
Related Or Exempt Function Incm-$32,152RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,252TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,500DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER HERE TO ELECT UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEAR BEFORE 2016 OR TO APPLY TO CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
13,000 SHRS OF BANK OF AMERICA$412,895$412,178
5,564 SHRS OF SIMON PROPERTY GROUP INC$412,188$653,659
2,153 SHRS OF JPMORGAN CHASE & CO.$75,963$288,717

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,683LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,683DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT IN CASHDesc
Amt$10,507Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$60NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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