BETA

ARTHUR J ROTH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ARTHUR J ROTH FAMILY FOUNDATION (EIN 74-6558690)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202321319349104072
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)
Return2023-05-11T14:29:08-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141555429PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS NY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE EXECUTIVE PARK 7THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746558690EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARTHUR J ROTH FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O NANCY E ROTHBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone5184263139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEST COBBLE HILL ROADAddressLine1Txt
CityLOUDONVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY E ROTHPersonNm
Person TitleOFFICERPersonTitleTxt
Phone5184263139PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNANCYPersonFirstNm
Person LastROTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES DANIELSPreparerPersonNm
PTINP00603621PTIN
Phone5184493166PhoneNum
Preparation2023-05-02PreparationDt

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$930,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,768ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,372DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,372DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,512NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,343GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,512CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,652TotalRevAndExpnssAmt
Total Net Invst Incm$44,884TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,768AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,768AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,259OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$250TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,277TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,277TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,375ExcessRevenueOverExpensesAmt
Net Investment Income$31,607NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,190CashBOYAmt
Cash EOY$6,205CashEOYAmt
Cash EOYFMV$6,205CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,382SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$44,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,447SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$611,707CorporateStockBOYAmt
Corporate Stock EOY$584,092CorporateStockEOYAmt
Corporate Stock EOYFMV$880,292CorporateStockEOYFMVAmt
Total Assets BOY$660,279TotalAssetsBOYAmt
Total Assets EOY$634,744TotalAssetsEOYAmt
Total Assets EOYFMV$930,944TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$660,279NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$634,744NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$660,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$634,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$660,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$634,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$660,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,375ExcessRevenueOverExpensesAmt
Other Increases$532OtherIncreasesAmt
Subtotal$635,436SubtotalAmt
Other Decreases$692OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$634,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH A/C 810-32222P2021-01-012021-12-31$1,359$1,128$231$231
MERRILL LYNCH A/C 810-32222P2020-01-012021-12-31$76,343$43,703$32,640$32,640
MERRILL LYNCH A/C 810-32222P2020-01-012021-12-31$8$8$8
MERRILL LYNCH A/C 810-32222P2020-01-012021-12-31$633$633$633
FieldValueIRS element (for citing)
Capital Gain Net Income$33,512CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$439InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$439SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$439TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$439TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NANCY E ROTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5184263139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 WEST COBBLE HILL ROADAddressLine1Txt
CityLOUDONVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
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
NANCY E ROTH
10 WEST COBBLE HILL ROADLOUDONVILLENY12211TRUSTEE0.00$0$0$0
LAURA M ROTH
4 ORCHARD GROVELOUDONVILLENY12211TRUSTEE0.00$0$0$0
AMY R HOFFMAN
1 BEAVER POND ROADLOUDONVILLENY12211TRUSTEE0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTDescription1Txt
Expenses1$0Expenses1Amt
Description2UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3).Description2Txt
Expenses2$0Expenses2Amt

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$918,442AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,012,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,012,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$997,139NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,857MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,857MinimumInvestmentReturnAmt
Tax Based On Investment Income$439TaxBasedOnInvestmentIncomeAmt
Total Tax$439TotalTaxAmt
Distributable Before Adj$49,418DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,418DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,418DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,418DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$5,463ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,463TotalExcessDistributionCyovAmt
Qualifying Distributions$59,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,418AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,332RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,795TotalCorpusAmt
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$15,795ExcessDistriCyovToNextYrAmt
Excess From Year2$5,463ExcessFromYear2Amt
Excess From Current Year$10,332ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPITAL CITY RESCUE MISSION
259 S PEARL STREETALBANYNY12202NONE501(C)(3)GENERAL FUND$1,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONE501(C)(3)GENERAL FUND$28,000
DOUBLE H RANCH
97 HIDDEN VALLEY ROADLAKE LAZERNENY12846NONE501(C)(3)GENERAL FUND$2,000
JEWISH FEDERATION OF PALM BEACH
1 HARVARD CIRCLE SUITE 100WEST PALM BEACHFL33409NONE501(C)(3)GENERAL FUND$900
JUVENILE DIABETES RESEARCH FOUNDATION
120 WALL STREETNEW YORKNY10005NONE501(C)(3)GENERAL FUND$22,000
LEUKEIMIA & LYMPHOMA SOCIETY
1 MARCUS BLVD 104ALBANYNY12205NONE501(C)(3)GENERAL FUND$850
UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK
184 WASHINGTON AVENUE EXTALBANYNY12203NONE501(C)(3)GENERAL FUND$4,000
CHASIN A DREAM FOUNDATION
305 OCEAN DUNES CIRCLEJUPITERFL33477NONE501(C)(3)GENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,750TotalGrantOrContriPdDurYrAmt
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$11,372ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,504ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,876ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,876TotalIncomeProducingActyAmt

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)
CategoryUHY ADVISORSCategoryTxt
Amt$2,768Amt
Net Investment Income$2,768NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCHStockNm
EOY Book Value$584,092EOYBookValueAmt
EOYFMV$880,292EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2021 FEDERAL TAXDesc
Amt$692Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMERRILL LYNCH NONDIVIDEND DISTRIBUTIONDesc
Amt$532Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,259Amt
Net Investment Income$10,259NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS TAXCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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