LAUFER FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LAUFER FAMILY FOUNDATION INC (EIN 13-3070083)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-15
IRS object ID
202331359349102723
Schema version
2021v4.1
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)
Return2023-05-15T09:07:18-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112715389PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ives Sultan & Spike CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 Crossways Park Drive WestAddressLine1Txt
CityWoodburyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133070083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAUFER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAUFBusinessNameControlTxt
Phone9733459111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL LAUFERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastLAUFERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LIPTON CPAPreparerPersonNm
PTINP00034558PTIN
Phone5164969500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,758,096FMVAssetsEOYAmt
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$98InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$98InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$98InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,653DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,653DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,653DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$129,166NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$158,054GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$129,166CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$142,917TotalRevAndExpnssAmt
Total Net Invst Incm$142,917TotalNetInvstIncmAmt
Total Adj Net Incm$13,751TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,750AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$127TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$250OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,127TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,127TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,145ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,145ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,272TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,127TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$46,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$94,645ExcessRevenueOverExpensesAmt
Net Investment Income$140,790NetInvestmentIncomeAmt
Adjusted Net Income$11,751AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$87,827CashBOYAmt
Cash EOY$74,379CashEOYAmt
Cash EOYFMV$74,379CashEOYFMVAmt
Sav And Temp Cash Invst BOY$71,693SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$185,466SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$185,466SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$814,018CorporateStockBOYAmt
Corporate Stock EOY$785,130CorporateStockEOYAmt
Corporate Stock EOYFMV$1,420,043CorporateStockEOYFMVAmt
Other Assets BOY$55,000OtherAssetsBOYAmt
Other Assets EOY$78,208OtherAssetsEOYAmt
Other Assets EOYFMV$78,208OtherAssetsEOYFMVAmt
Total Assets BOY$1,028,538TotalAssetsBOYAmt
Total Assets EOY$1,123,183TotalAssetsEOYAmt
Total Assets EOYFMV$1,758,096TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,028,538NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,123,183NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,028,538TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,123,183TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,028,538TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,123,183TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,028,538TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$94,645ExcessRevenueOverExpensesAmt
Subtotal$1,123,183SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,123,183TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WEBSTER FINANCIALP2017-06-302022-02-02$30$12$18$18
500 BERKSHIRE HATHAWAYP2017-06-302022-02-04$158,024$28,876$129,148$129,148
FieldValueIRS element (for citing)
Capital Gain Net Income$129,166CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,957InvestmentIncomeExciseTaxAmt
Subtotal$1,957SubtotalAmt
Tax Based On Investment Income$1,957TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$1,961TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9733459111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDANIEL LAUFERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,513,137AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$209,683AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$78,207FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,801,027TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,801,027AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,015CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,774,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,701MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,701MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,957TaxBasedOnInvestmentIncomeAmt
Total Tax$1,957TotalTaxAmt
Distributable Before Adj$86,744DistributableBeforeAdjAmt
Distributable Before Ded$86,744DistributableBeforeDedAmt
Distributable As Adjusted$86,744DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,145ExpensesAndContributionsAmt
Qualifying Distributions$46,145QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,744DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$3,014ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,014TotalExcessDistributionCyovAmt
Qualifying Distributions$46,145QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,145AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,014ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,014ExcessDistributionCyovAppCYAmt
Undistributed Income CY$37,585UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KEW GARDENS SYNAGOGUE
82-17 LEFFERTS BOULEVARDKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$5,625
MESIVTHA YESHIVA RABBI CHAIM BERLIN
1605 CONEY ISLAND AVENUEBROOKLYNNY11230NONEPCGENERAL CONTRIBUTION$10,000
CONGREGATION SHAARE TEFILLAH
25 CENTRAL AVENUELAWRENCENY11559NONEPCGENERAL CONTRIBUTION$5,000
CHAI LIFE LINE
151 WEST 30TH STREETNEW YORKNY10001NONEPCGENERAL CONTRIBUTION$360
QUEENS HATZOLAH
83-26 BREVOORT STREETKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$1,000
CONGREGATION SONS OF ISRAEL
2521 CRUGER AVENUEBRONXNY10467NONEPCGENERAL CONTRIBUTION$500
RABBI ISAAC ELCHANAN THEOLOGICAL SE
500 WEST 185TH STREETNEW YORKNY10033NONEPCGENERAL CONTRIBUTION$1,800
YESHIVA OF SOUTH SHORE
1170 WILLIAM STREETHEWLETTNY11557NONEPCGENERAL CONTRIBUTION$500
NATIONAL ASSOCIATION OF CHEVRA KADI
85-18 117TH STREETRICHMOND HILLNY11418NONEPCGENERAL CONTRIBUTION$360
YESHIVA GEDOLA OF CARTERET
42 NOE STREETCARTERETNJ07008NONEPCGENERAL CONTRIBUTION$1,000
RABBINICAL SEMINARY OF AMERICA
76-01 147TH STREETKEW GARDENSNY11367NONEPCGENERAL CONTRIBUTION$200
CONGREGATION ADAS YEREIM OF KEW GAR
12231 METROPOLITAN AVENUEKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$1,080
ADOPT-A-KOLLEL
1125 OCEAN AVENUELAKEWOODNJ08701NONEPCGENERAL CONTRIBUTION$360
YESHIVA OF CENTRAL QUEENS
147-37 70TH ROADFLUSHINGNY11367NONEPCGENERAL CONTRIBUTION$1,800
CONGREGATION NACHLAS SHMUEL
8261 BEVERLY RDKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$7,900
BLOOM FOOD MARKET-YESHIVA BOYAN
4315 12TH AVEBROOKLYNNY11219NONEPCDISTRIBUTION OF FOOD TO NEEDY$500
GATES OF ZION INC
500 FRANK W BURR BLVD STE 47TEANECKNJ07666NONEPCGENERAL CONTRIBUTION$500
KEREN HASHVIIS
1125 OCEAN AVENUELAKEWOODNJ08701NONEPCGENERAL CONTRIBUTION$1,800
OHEL CHILDRENS DEVELOPMENT
1268 EAST 14TH STREETBROOKLYNNY11230NONEPCGENERAL CONTRIBUTION$1,000
SHULAMITH SCHOOL FOR GIRLS
155 FRANKLIN PLACEWOODMERENY11598NONEPCGENERAL CONTRIBUTION$600
YAD YISROEL SCHOOL
2555 NOSTRAND AVENUEBROOKLYNNY11210NONEPCGENERAL CONTRIBUTION$2,000
YALDEI SHLUCHEI HA REBBE
479 EMPIRE BLVDBROOKLYNNY11225NONEPCGENERAL CONTRIBUTION$360
YESHIVA DARCHEI TORAH
257 BEACH 17TH STREETQUEENSNY11691NONEPCGENERAL CONTRIBUTION$1,200
YESHIVA ZICHRON MEILICH
510 DAHILL RDBROOKLYNNY11218NONEPCGENERAL CONTRIBUTION$500
ORTHODOX UNION
40 RECTOR STREETNEW YORKNY10006NONEPCSUPPORT UKRAIN REFUGEES$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,145TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$98ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,653ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$129,166ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,917ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,917TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryIVES & SULTAN, LLPCategoryTxt
Amt$1,750Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Adjusted Net Income$1,750AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,800 SHS. BERKSHIRE HATHAWAY INC$552,722$1,037,476
200 SHS. ORACLE CORP.$6,458$13,974
500 SHS. WEBSTER FINANCIAL$5,573$9,737
100 SHS. BAUSCH HEALTH COMPANIES$8,277$836
6,000 SHS. NEWMONT MINING$212,100$358,020

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
EXCHANGES$20,000$20,000
RELIGIOUS ARTICLES$58,207$58,208$55,000
Rounding$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$250AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$127Amt
Net Investment Income$127NetInvestmentIncomeAmt

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