CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202311259349100746
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)
Return2023-05-05T11:44:16-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521645472PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEIL AKMAN BAYLIN & COLEMAN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 WEST PADONIA RD SUITE 600AddressLine1Txt
CityTIMONIUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210932186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522232281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES AND EDNA LEVINEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONINCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone4104868999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13111 HATTON ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN H L COLEMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4104868999PhoneNum
Signature2023-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastL COLEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE TREMBLAY CPAPreparerPersonNm
PTINP00034757PTIN
Phone4105614411PhoneNum
Preparation2023-05-01PreparationDt

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$406,703FMVAssetsEOYAmt
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$14,023DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,308DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,259NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$201,674GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,259CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$98,282TotalRevAndExpnssAmt
Total Net Invst Incm$96,567TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$760TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,706OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,466TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,416ExcessRevenueOverExpensesAmt
Net Investment Income$96,567NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,722CashBOYAmt
Cash EOY$10,390CashEOYAmt
Cash EOYFMV$10,390CashEOYFMVAmt
Corporate Stock BOY$329,011CorporateStockBOYAmt
Corporate Stock EOY$409,992CorporateStockEOYAmt
Corporate Stock EOYFMV$396,313CorporateStockEOYFMVAmt
Total Assets BOY$350,733TotalAssetsBOYAmt
Total Assets EOY$420,382TotalAssetsEOYAmt
Total Assets EOYFMV$406,703TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$529,223CapitalStockBOYAmt
Capital Stock EOY$529,223CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$178,490RetainedEarningBOYAmt
Retained Earning EOY-$108,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$350,733TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$420,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$350,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$420,382TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$350,733TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,416ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$421,149SubtotalAmt
Other Decreases$767OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$420,382TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CAUSEWAY EMERGING MARKETS FUNDP2022-12-07$9,879$11,495-$1,616-$1,616
HARDING LOEVNER INVST EMERGING MARKETSP2022-12-07$5,607$5,064$543$543
LOOMIS SAYLES GROWTHP2022-12-07$37,959$27,652$10,307$10,307
DELEWARE TAX FREE USAP2022-12-08$5,634$6,181-$547-$547
ISHARES CORE S&PP2022-12-08$79,925$24,157$55,768$55,768
ISHARES RUSSELL 2000P2022-12-08$26,503$8,787$17,716$17,716
VANGUARD REAL ESTATEP2022-12-08$8,356$6,025$2,331$2,331
DWS INTERMEDIATE TAX FREE FUNDP2022-11-03$1,643$1,834-$191-$191
DWS ENHANCED COMMODITY STRATP2022-11-03$4,689$7,135-$2,446-$2,446
DELAWARE TAX FREE USA INTERMEDIATEP2022-11-04$525$566-$41-$41
ISHARES CAORE S&P 500 ETFP2022-11-04$3,463$972$2,491$2,491
MFS NEW DISCOVERY VALUE FUNDP2022-11-04$1,939$1,830$109$109
SCHWAB US DIVIDENDP2022-11-04$7,151$7,253-$102-$102
AMG TIMESQUARE INTL SMALL CAPP2022-06-09$7,045$8,464-$1,419-$1,419
CAPITAL GAINS DIVIDENDSP$1,356$1,356$1,356
FieldValueIRS element (for citing)
Capital Gain Net Income$84,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$760EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$760TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$582TaxDueAmt

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 BooksJEFFREY M COLEMANIndividualWithBooksNm
Phone4104868999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13111 HATTON ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
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 Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
RICHARD M LEVINE
3 BILU KATAMONJERUSALEMISPRESIDENT/TRUSTEE0.00$0$0$0
JERROLD S LEVINE
VICE-PRESIDENT/TRUSTEE0.00$0$0$01909 OAK CREST DRIVEOAKLANDCA94602
SUSAN HENRI LEVINE COLEMAN
SECRETARY-TREASURER/TRUSTE0.00$0$0$03111 HATTON ROADBALTIMOREMD21208
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$430,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$446,134TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$446,134AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,692CashDeemedCharitableAmt
Net Vl Noncharitable Assets$439,442NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,972MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,972MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,342TaxBasedOnInvestmentIncomeAmt
Total Tax$1,342TotalTaxAmt
Distributable Before Adj$20,630DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,630DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,630DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,630DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$180ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,908ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,405ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,788TotalExcessDistributionCyovAmt
Qualifying Distributions$21,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,630AppliedToCurrentYearAmt
Remaining Distri From Corpus$770RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,558TotalCorpusAmt
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$10,558ExcessDistriCyovToNextYrAmt
Excess From Year4$180ExcessFromYear4Amt
Excess From Year3$4,295ExcessFromYear3Amt
Excess From Year2$1,908ExcessFromYear2Amt
Excess From Year1$3,405ExcessFromYear1Amt
Excess From Current Year$770ExcessFromCurrentYearAmt

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/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHAVAS YISRAEL CHARITY FUND
3706 CLARKS LANEBALTIMOREMD21215NONE501(C)3PROVIDE ASSISTANCE TO NEEDY FAMILIES$1,000
ALAMEDA COUNTY COMMUNITY FOOD BANK
PO BOX 2599OAKLANDCA946140599NONE501(C)3PROVIDE FOOD FOR NEEDY PEOPLE$2,500
CENTRAL FUND OF ISRAEL
980 6TH AVENEW YORKNY10018NONE501(C)3PROMOTING CHARITABLE ACTIVITIES IN ISRAEL$1,100
CHASDAY NAOMY USA FRIENDS
10101 FONDREN ROAD SUITE 400HOUSTONTX770965122NONE501(C)3SUPPORTS SICK CHILDREN, ORPHANS, FAMILIES THAT CANNOT AFFORD THEM, ETC.$1,500
FRIENDS OF THE ISRAEL
60 EAST 42ND STREET SUITE 1820NEW YORKNY10165NONE501(C)3TO OFFER EDUCATIONAL, CULTURAL, RECREATIONAL,SOCIAL SERVICES, PROGRAMS, AND FACILITIES TO SUPPORT SOLDIERS.$1,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST 301SAN FRANCISCOCA94105NONE501(C)3PURSUING A JUST SOCIETY AND A SECURE JEWISH FUTURE$2,300
LEKET ISRAEL
PO BOX 2090TEANECKNJ07666NONE501(C)3FEEDING PEOPLE- MEAT MEALS$1,200
MAZON INC A JEWISH RESPONSE TO HUNGER
PO BOX 96119WASHINGTONDC200906119NONE501(C)3END HUNGER AMONG PEOPLE OF ALL FAITHS AND BACKGROUNDS$2,500
NETIVOT SHALOM
7602 LABYRINTH ROADBALTIMOREMD21208NONE501(C)3TO ASSIST RELIGOUS AND CHARITABLE ACTIVITY$1,000
PEF - ISRAEL ENDOWMENT FUNDS FOR HALACHA BERURA INSTITUTE
630 3RD AVE ROOM 1501NEW YORKNY100176745NONE501(C)3PROVIDES FOOD & VARIOUS SERVICES FOR NEEDY PEOPLE$5,000
WEEKEND BACKPACKS FOR HOMELESS KIDS
PO BOX 21486BALTIMOREMD212821486NONE501(C)3PROVIDE HOMELESS KIDS MEALS THROUGH THE WEEKEND$1,000
MD FOOD BANK
2200 HALETHORPE FARMS RDBALTIMOREMD212274551NONE501(C)3PROVIDE FOOD FOR NEEDY PEOPLE$1,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,400TotalGrantOrContriPdDurYrAmt
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$14,023ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$84,259ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,282ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,282TotalIncomeProducingActyAmt

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)
StockCORPORATE SECURITIES/MUTUAL FUNDSStockNm
EOY Book Value$409,992EOYBookValueAmt
EOYFMV$396,313EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$767Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT ADVISORY FEESDesc
Revenue And Expenses Per Books$5,706RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990 TAXESCategoryTxt
Amt$760Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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