BETA

KAREN AND JASON SUSSMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KAREN AND JASON SUSSMAN FAMILY FOUNDATION (EIN 27-3586426)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-06
IRS object ID
202341879349100429
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)
Return2023-07-06T13:55:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 N Wabash Suite 3200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273586426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAREN AND JASON SUSSMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JASON SUSSMANInCareOfNm
Business Name ControlKAREBusinessNameControlTxt
Phone8479248669PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLONG GROVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON SUSSMAN TREASURERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8479248669PhoneNum
Signature2023-06-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJASON SUSSMANPersonFirstNm
Person LastTREASURERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL j deanPreparerPersonNm
PTINP00540379PTIN
Phone3128569100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$646,380FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$850InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$850InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,867DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,867DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,449NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$260,963GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,449CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$93,166TotalRevAndExpnssAmt
Total Net Invst Incm$93,166TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$925AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$925AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$165OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,390TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$175OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,231ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,231ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,075TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$57,331TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,355ExcessRevenueOverExpensesAmt
Net Investment Income$92,091NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,322CashBOYAmt
Cash EOY$133,150CashEOYAmt
Cash EOYFMV$133,150CashEOYFMVAmt
Corporate Stock BOY$39,118CorporateStockBOYAmt
Corporate Stock EOY$14,118CorporateStockEOYAmt
Corporate Stock EOYFMV$47,040CorporateStockEOYFMVAmt
Other Investments BOY$541,247OtherInvestmentsBOYAmt
Other Investments EOY$501,774OtherInvestmentsEOYAmt
Other Investments EOYFMV$466,190OtherInvestmentsEOYFMVAmt
Total Assets BOY$618,687TotalAssetsBOYAmt
Total Assets EOY$649,042TotalAssetsEOYAmt
Total Assets EOYFMV$646,380TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$618,687RetainedEarningBOYAmt
Retained Earning EOY$649,042RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$618,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$649,042TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$618,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$649,042TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$618,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,355ExcessRevenueOverExpensesAmt
Subtotal$649,042SubtotalAmt
Tot Net Ast Or Fund Balances EOY$649,042TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$254,515$170,514$84,001$84,001
CAPITAL GAIN DIVIDENDS$6,448P
CAPITAL GAIN DIVIDENDS$6,448P
CAPITAL GAIN DIVIDENDS$6,448P
FieldValueIRS element (for citing)
Capital Gain Net Income$90,449CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,280InvestmentIncomeExciseTaxAmt
Subtotal$1,280SubtotalAmt
Tax Based On Investment Income$1,280TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,520TotalPaymentsAndCreditsAmt
Overpayment$1,240OverpaymentAmt
Applied To ES Tax$1,240AppliedToESTaxAmt

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 StateILOrgReportOrRegisterStateCd
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 Line1JASON SUSSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8479248669PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLong GroveCityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN SUSSMAN
4485 NORMANDY COURTLONG GROVEIL60047PRESIDENT0.5$0$0$0
JASON SUSSMAN
4485 NORMANDY COURTLONG GROVEIL60047VICE PRESIDENT, TREASURER0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$581,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$208,723AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$790,610TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$790,610AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,859CashDeemedCharitableAmt
Net Vl Noncharitable Assets$778,751NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,938MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,938MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,280TaxBasedOnInvestmentIncomeAmt
Total Tax$1,280TotalTaxAmt
Distributable Before Adj$37,658DistributableBeforeAdjAmt
Distributable Before Ded$37,658DistributableBeforeDedAmt
Distributable As Adjusted$37,658DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,331ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$57,331QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,658DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,706ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$48,438ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$49,138ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,891ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$229,908TotalExcessDistributionCyovAmt
Qualifying Distributions$57,331QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$37,658AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,673RemainingDistriFromCorpusAmt
Total Corpus$249,581TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$59,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$189,875ExcessDistriCyovToNextYrAmt
Excess From Year4$61,735ExcessFromYear4Amt
Excess From Year3$48,438ExcessFromYear3Amt
Excess From Year2$49,138ExcessFromYear2Amt
Excess From Year1$10,891ExcessFromYear1Amt
Excess From Current Year$19,673ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKAREN JASON SUSSMANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKAREN JASON SUSSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14485 NORMANDY COURTAddressLine1Txt
CityLONG GOVECityNm
State AbbreviationILStateAbbreviationCd
ZIP60047ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8479248669RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AM YISRAEL
4 HAPP ROADNORTHFIELDIL60093NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$18,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
BEN GURLON WAYCHICAGOIL606065056NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$12,50030 SOUTH WELLS STREET
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NWATLANTAGA30303NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$8,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$7,500
THE ARK
6450 N CALIFORNIA AVENUECHICAGOIL60645NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$1,863
HAZELDEN BETTY FORD FOUNDATION
PO BOX 11CENTER CITYMN55012NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$1,500OS 3
CANCER WELLNESS CENTER
215 REVERE DRIVENORTHBOOKIL60062NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$1,000
LIFEBRIDGE HEALTH
241 W BELVEDERE AVENUEBALTIMOREMD21215NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$1,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET SUITE 609NEW YORKNY10036NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$250
NORTH SHORE UNIVERSITY HEALTH SYSTEM
777 PARK AVENUE WEST SUITE 1264HIGHLAND PARKIL60035NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$2,100
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC200242126NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$500
WBEZ
848 E GRAND AVENUENAVY PIERIL60611NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$360
NATIONAL BRAIN TURNOR SOCIETY
414-13TH STREET SUITE 700OAKLANDCA94612NONEPCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$258
KAREN DOVE CABRAL FOUNDATION
2350 CHESTNUT AVENUEGLENVIEWIL60026PCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$200
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 EAST CHICAGO AVENUECHICAGOIL60611PCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$50
JCFS CHICAGO
216 W JACKSON BOULEVARDCHICAGOIL60606PCTO ENHANCE THE PURPOSE OF THE ORGANIZATION$50
LIVING BEYOND BREAST CANCER
40 MONUMENT ROAD SUITE 104BALA CYNWYDPA19004TO ENHANCE THE PURPOSE OF THE ORGANIZATION$50
NORTHERN IL FOOD BANK
273 DEARBORN COURTGENEVAIL60134TO ENHANCE THE PURPOSE OF THE ORGANIZATION$50
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE PO BOX 2390MONTGOMERYAL361022390TO ENHANCE THE PURPOSE OF THE ORGANIZATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,231TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$850ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,867ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,449ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$93,166ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,166TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,850Amt
Net Investment Income$925NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$925DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock28 SHS - AMAZON.COM INCStockNm
EOY Book Value$14,118EOYBookValueAmt
EOYFMV$47,040EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
2137.8 SHS - COLUMBIA SELIGMANAT COST$77,538$102,658
1,770 SHS - LORD ABBETT GROWTHAT COST$51,844$43,493
2,026 SHS - ARK INNOVATION ETFAT COST$93,091$63,292
3969.7 SHS - COLUMBIA DIVIDEND$107,184$114,764
1,791 SHS - LORD ABBETT GROWTH$77,117$38,027
1784 SHS - JANUS HENDERSON$95,000$103,956

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGISTRATION FEESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$175DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$150$150$0$0
OVERDRAFT FEES$15$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$4,390Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.