KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
Tax period
2023-06-01 to 2024-05-31
Filed
2025-05-22
IRS object ID
202511429349100626
Schema version
2023v6.0
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)
Return2025-05-22T19:29:53-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954809947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARAK RICHTER AND DROR CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15862 W 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900362837ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956091565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KORNWASSER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKORNBusinessNameControlTxt
Phone3239651510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15670 WILSHIRE BLVD 1250AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KORNWASSERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3239339306PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN DRORPreparerPersonNm
PTINP01403117PTIN
Phone3239339306PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,792,886FMVAssetsEOYAmt
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$43,776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$165NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$165CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,941TotalRevAndExpnssAmt
Total Net Invst Incm$43,941TotalNetInvstIncmAmt
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$10,145AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,440OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,594TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$381,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$381,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$427,156TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$381,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$383,215ExcessRevenueOverExpensesAmt
Net Investment Income$43,941NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,451SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,790SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,790SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$61,240CorporateBondsBOYAmt
Corporate Bonds EOY$101,732CorporateBondsEOYAmt
Corporate Bonds EOYFMV$101,732CorporateBondsEOYFMVAmt
Other Investments BOY$1,799,209OtherInvestmentsBOYAmt
Other Investments EOY$1,520,163OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,672,364OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,023,900TotalAssetsBOYAmt
Total Assets EOY$1,640,685TotalAssetsEOYAmt
Total Assets EOYFMV$1,792,886TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,023,900NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,640,685NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,023,900TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,640,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,023,900TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,640,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,023,900TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$383,215ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,640,685SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,640,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANLEYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-06-01AcquiredDt
Sold2023-05-31SoldDt
Gross Sales Price$165GrossSalesPriceAmt
Gain Or Loss$165GainOrLossAmt
Gains Minus Excess Or Losses$165GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$165CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$611InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$611SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,916EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,916TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,305OverpaymentAmt
Applied To ES Tax$2,305AppliedToESTaxAmt
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 BooksBARAK RICHTER DROR CPASIndividualWithBooksNm
Phone3239339306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15862 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH KORNWASSER
5670 WILSHIRE BOULEVARD 1250LOS ANGELESCA90036PRESIDENT0.00$0$0$0
JUDY MOSKOVITS
5670 WILSHIRE BLVD STE 1250LOS ANGELESCA90036SECRETARY0.00$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

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,669,742FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,760,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,760,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,734,450NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,723MinimumInvestmentReturnAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Total Tax$611TotalTaxAmt
Distributable Before Adj$86,112DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,112DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,112DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$381,870ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$381,870QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,112DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$418,420ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$229,120ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$303,393ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$444,204ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$307,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,702,273TotalExcessDistributionCyovAmt
Qualifying Distributions$381,870QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,112AppliedToCurrentYearAmt
Remaining Distri From Corpus$295,758RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,998,031TotalCorpusAmt
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$418,420ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,579,611ExcessDistriCyovToNextYrAmt
Excess From Year4$229,120ExcessFromYear4Amt
Excess From Year3$303,393ExcessFromYear3Amt
Excess From Year2$444,204ExcessFromYear2Amt
Excess From Year1$307,136ExcessFromYear1Amt
Excess From Current Year$295,758ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMIDEI ZION OF BOBOV INC
1533 48TH STBROOKLYNNY11219NONEGENERAL$30,000
BJE
6505 WILSHIRE BLVD SUITE 300LOS ANGELESCA90048NONEGENERAL$1,800
BNOS YISRAEL OF BALTIMORE
6300 PARK HEIGHTS AVENUEBALTIMOREMD21215NONEGENERAL$18,000
BOCA JEWISH CENTER INC
21065 POWERLINE ROADBOCA RATONFL33433NONEGENERAL$30,700RELIGIOUS
CAMP MESORAH
195 WEST ENGLEWOOD AVE STE 104TEANECKNJ07666NONEGENERAL$3,600
CONGREGATION CHASIDEI RADOMSK
180 AMSTERDAM AVENUENEW YORKNY10023NONEGENERAL$2,520
EMEK HEBREW ACADEMY
15365 MAGNOLIA BLVDSHERMAN OAKSCA91403NONEGENERAL$3,600
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163NONEGENERAL$12,500
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022NONEGENERAL$48,000
GEMILOS CHASODIM CHASDEI MOSHE
5314 16TH AVENUE STE 370BROOKLYNNY11204NONEGENERAL$94,600
KOLLEL YECHIEL YEHUDA
444 N LA BREA AVELOS ANGELESCA90036NONEGENERAL$3,600
MESTIVA EITZ CHAIM D'BOBOV
1577 48TH STBROOKLYNNY11219NONEGENERAL$2,600
MOSDOS CHASIDEI SQUARE
105 HEYWARD STREETBROOKLYNNY11206NONEGENERAL USE$750
ORTHODOX UNION
11 BROADWAYNYNY10004NONEGENERAL$3,600
WEST COAST VA'AD HACHESED
7200 BEVERLY BLVDLOS ANGELESCA90036NO INDIVIDUALGENERAL$3,600
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVDLOS ANGELESCA90036NONEGENERAL$10,000
YESHIVA K'TANA OF WATERBURY
32 HILLSIDE AVEWATERBURYCT06710NO INDIVIDUALGENERAL USE$3,600
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEGENERAL$62,000
BAIS CHESED LA
4221 WILSHIRE BLVD STE 290LOS ANGELESCA90010NONEGENERAL$10,000
CONGREGATION ROSH
2600 NW 55TH PLACEOKLAHOMA CITYOK43825NONEGENERAL$5,000
GATGES OF ZION
NONEGENERAL$5,00050 ORENORAIS90805
ISRAEL SELECT CHARITY FUNDS
144-16 68TH AVENEW YORKNY11367NONEGENERAL$10,000
ONE FAMILY
PO BOX 822732PHILADELPHIAPA19182NONNEGENERAL$15,000
THE TORAH & NATURE FOUNDATION
5862 W 3RD STLOS ANGELESCA90036NONEGENERAL$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$381,870TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$43,776RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$165RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$43,941RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,941TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4EARNINGS FROM INVESTMENT ACTIVITIES
8GAINS FROM SALES OF SECURITIES

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$10,145Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$101,732EOYBookValueAmt
EOYFMV$101,732EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKSAT COST$1,054,185$1,117,252
ETFAT COST$15,000$15,000
JP MORGAN - 2008AT COST$361,423$487,800
JP MORGAN - 8008AT COST$89,555$52,312

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$178$0$0
CAPITAL CALL$6,875$0$0
POSTAGE$20$0$0
SUPPLIES$34$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$19,440Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REGISTRY OF CHARITABLE TRUSTS$100$0$0
IRS 5/31/22$4,094$0$0
IRS 5/31/23$4,400$0$0

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