STUART S FLAMBERG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STUART S FLAMBERG FOUNDATION (EIN 22-3755887)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202321309349100502
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T03:35:07-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223454611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capital Enhancement LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Independence BLVD STE 101 | AddressLine1Txt |
| City | Warren | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07059 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223755887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Stuart S Flamberg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUA | BusinessNameControlTxt |
| Phone | 9084847700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Trenton Blvd | AddressLine1Txt |
| City | Sea Girt | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark A Competiello | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark A | PersonFirstNm |
| Person Last | Competiello | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven A Calvelli | PreparerPersonNm |
| PTIN | P00743856 | PTIN |
| Phone | 9084847700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,533,100 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,821 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,821 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $223,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,970 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $109,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,793 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,823 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,600 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,114 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,114 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $846 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,714 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,714 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,446 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,079 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,109 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,772 | CashBOYAmt |
| Cash EOY | $1,512 | CashEOYAmt |
| Cash EOYFMV | $1,512 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,365,942 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,531,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,531,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,403,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,533,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,533,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,403,714 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,533,100 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,403,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,533,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,403,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,533,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,403,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,921 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,376,793 | SubtotalAmt |
| Other Decreases | $843,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,533,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Vanguard | P | 2020-01-01 | 2022-01-01 | $126,307 | $83,437 | $42,870 | $42,870 |
| Schwab | P | 2020-01-01 | 2022-01-01 | $96,788 | $69,688 | $27,100 | $27,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,970 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,488 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,488 | SubtotalAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $1,525 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark Competiello | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9084847700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 Trenton Blvd | AddressLine1Txt |
| City | Sea Girt | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Stuart S Flamberg | ||||||
| 5 Tanglewood Court | Colts Neck | NJ | 07722 | Trustee | 0.00 | $0 |
| Mark A Competiello | ||||||
| 207 Trenton Blvd | Sea Girt | NJ | 08750 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,699,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,772,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,772,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,731,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,488 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,488 | TotalTaxAmt |
| Distributable Before Adj | $135,078 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $135,078 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $135,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,446 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,446 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,847 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,446 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,847 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,599 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $133,479 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD Jewish Center | |||||||
| 14 South Holmdel Road | Holmdel | NJ | 07733 | Charity | PC | General purposes | $5,000 |
| ASPCA | |||||||
| 260 Wall Street | Eantontown | NJ | 07724 | Charity | PC | General purposes | $5,000 |
| Notre Dame Academy | |||||||
| 78-78 Howard Ave | Staten Island | NY | 10301 | Charity | PC | General purposes | $5,000 |
| St Hubert's | |||||||
| 575 Woodland Ave | Madison | NJ | 07940 | Charity | PC | General Purposes | $5,000 |
| Make a Wish | |||||||
| 1347 Perrineville Rd | Monroe Twp | NJ | 08831 | Charity | PC | General Purposes | $2,500 |
| Fulfill Foodbank | |||||||
| 3300 NJ-66 | Neptune City | NJ | 07753 | Charity | PC | General Purposes | $2,500 |
| United Way of Monmouth Cty | |||||||
| 1415 Wyckoff Rd | Farmingdale | NJ | 07727 | Charity | PC | General purposes | $2,000 |
| Lustgarten Foundation | |||||||
| 425 Crossways Park Dr | Woodbury | NY | 11797 | Charity | PC | General purposes | $2,000 |
| Monmouth County SPCA | |||||||
| 260 Wall Street | Eatontown | NJ | 07724 | Charity | PC | General purposes | $5,000 |
| PETA | |||||||
| 501 Front St | Norfolk | VA | 23510 | Charity | PC | General Purposes | $1,000 |
| Shriners Hospital | |||||||
| 2900 N Rocky Point Dr | Tampa | FL | 33607 | Charity | PC | General Purposes | $1,000 |
| American Red Cross | |||||||
| PO Box 37839 | Boone | IA | 50037 | Charity | PC | General Purposes | $3,500 |
| American Humane Society | |||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | Charity | PC | General Purposes | $2,000 |
| African Wildlife Federation | |||||||
| 1100 New Jersey Ave SE | Washington | DC | 20003 | Charity | PC | General Purposes | $1,000 |
| Ronald McDonald House | |||||||
| 405 E 73rd St | New York | NY | 10021 | Charity | PC | General Purposes | $1,000 |
| Fidelity Charitable Giftrust | |||||||
| 245 Summer Street | Boston | MA | 02210 | Charity | General Purposes | $75,000 | |
| World Wildlife Fund | |||||||
| 1250 24th St | Washington | DC | 20037 | Charity | General Purposes | $4,500 | |
| Defenders of Wildlife | |||||||
| PO Box 1553 | Merrifield | VA | 22116 | Charity | General Purposes | $2,000 | |
| Disabled American Vets | |||||||
| 201 Varick St 4th Fl | New York | NY | 10014 | Charity | General Purposes | $1,000 | |
| Paralyzed American Vets | |||||||
| PO Box 758542 | Topeka | KS | 66675 | Charity | General Purposes | $1,000 | |
| Animal Legal Defense Fund | |||||||
| PO Box 96041 | Washington | DC | 20077 | Charity | General Purposes | $1,000 | |
| Salvation Army | |||||||
| 180 Newman Springs Rd | Red Bank | NJ | 07701 | Charity | General Purposes | $1,000 | |
| Nature Conservancy | |||||||
| PO Box 1556 | Merrifield | VA | 22116 | Charity | General Purposes | $1,000 | |
| North Shore Animal League | |||||||
| PO Box 97003 | Washington | DC | 20090 | Charity | General Purposes | $1,000 | |
| St Judes Childrens Medical Center | |||||||
| 220 E 42nd St | New York | NY | 10017 | Charity | General Purposes | $1,000 | |
| Friends of Animals | |||||||
| PO Box 150451 | Hartford | CT | 06101 | Charity | General Purposes | $1,000 | |
| Northeast Animal Shelter | |||||||
| 347 Highland Ave | Salem | MA | 01970 | Charity | General purposes | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,821 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,970 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,793 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,793 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CE | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,600 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decrease in asset values | Desc |
| Amt | $843,693 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign | $268 | $268 | $268 | |
| Taxes | $846 | $846 | $846 | $846 |
Comments