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WALLACH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WALLACH FOUNDATION (EIN 23-2494924)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-09-01
IRS object ID
202302449349100125
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)
Return2023-09-01T17:03:04-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232440252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVRAN BENSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BALA PLAZA SUITE 640AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232494924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALLACH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALLBusinessNameControlTxt
Phone6153549876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1235 OLD MILL DAM ROADAddressLine1Txt
CityKINGSTON SPRINGSCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMITCHELL BENSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6153549876PhoneNum
Signature2023-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMITCHELLPersonFirstNm
Person LastBENSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL BENSONPreparerPersonNm
PTINP00851110PTIN
Phone6106646400PhoneNum
Preparation2023-08-31PreparationDt
Self EmployedYes (X)SelfEmployedInd

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$676,095FMVAssetsEOYAmt
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$1,663InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,663InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,507DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,507DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,432NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$111,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,738TotalRevAndExpnssAmt
Total Net Invst Incm$17,170TotalNetInvstIncmAmt
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$3,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$899AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,696AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,252TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,252TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,095OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,274OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,821OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,425TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,517TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,539ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,539ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,425TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,056TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,743ExcessRevenueOverExpensesAmt
Net Investment Income$11,745NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,964CashBOYAmt
Cash EOY$7,246CashEOYAmt
Cash EOYFMV$7,246CashEOYFMVAmt
Corporate Bonds BOY$579,844CorporateBondsBOYAmt
Corporate Bonds EOY$627,151CorporateBondsEOYAmt
Corporate Bonds EOYFMV$667,331CorporateBondsEOYFMVAmt
Other Assets BOY$850OtherAssetsBOYAmt
Other Assets EOY$1,518OtherAssetsEOYAmt
Other Assets EOYFMV$1,518OtherAssetsEOYFMVAmt
Total Assets BOY$681,658TotalAssetsBOYAmt
Total Assets EOY$635,915TotalAssetsEOYAmt
Total Assets EOYFMV$676,095TotalAssetsEOYFMVAmt
Loans From Officers BOY$12,378LoansFromOfficersBOYAmt
Loans From Officers EOY$12,378LoansFromOfficersEOYAmt
Total Liabilities BOY$12,378TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,378TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$669,280RetainedEarningBOYAmt
Retained Earning EOY$623,537RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$669,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$623,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$681,658TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$635,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$669,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,743ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$623,537SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$623,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$41,166$48,487-$7,321-$7,321
MORGAN STANLEYP$1,485$1,656-$171-$171
MORGAN STANLEYP$42,627$46,282-$3,655-$3,655
MORGAN STANLEYP$1,447$2,166-$719-$719
MORGAN STANLEYP$2,171$2,751-$580-$580
MORGAN STANLEYP$1,106$1,251-$145-$145
MORGAN STANLEYP$14,126$12,254$1,872$1,872
MORGAN STANLEYP$36$34$2$2
CAPITAL GAINS DIVIDENDSP$7,285$7,285$7,285
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,432CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$163InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$163SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,075EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,075TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,912OverpaymentAmt
Applied To ES Tax$1,912AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EILEEN WALLACHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6153549876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1235 OLD MILL DAM ROADAddressLine1Txt
CityKINGSTON SPRINGSCityNm
State AbbreviationTNStateAbbreviationCd
ZIP27082ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANET WALLACH
235 OLD MILL DAM ROADKINGSTON SPRINGSTN37082TRUSTEE1.00$0$0$0
MICHAEL C WALLACH
116 HAROLD RDWOODMERENY11598TRUSTEE1.00$0$0$0
EILEEN D WALLACH
235 OLD MILL DAM ROADKINGSTON SPRINGSTN37082TRUSTEE1.00$0$0$0
RABBI ABRAHAM LEVENE
103 EDGEHILL ROADBALA CYNWYDPA19004TRUSTEE1.00$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$638,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,091AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$678,737TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$678,737AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,181CashDeemedCharitableAmt
Net Vl Noncharitable Assets$668,556NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,428MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,428MinimumInvestmentReturnAmt
Tax Based On Investment Income$163TaxBasedOnInvestmentIncomeAmt
Total Tax$163TotalTaxAmt
Distributable Before Adj$33,265DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,265DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,265DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,056ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,056QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,265DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$17,781ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,835ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$484ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$66,447TotalExcessDistributionCyovAmt
Qualifying Distributions$54,056QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,265AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,791RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$87,238TotalCorpusAmt
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$17,781ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$69,457ExcessDistriCyovToNextYrAmt
Excess From Year4$20,347ExcessFromYear4Amt
Excess From Year3$27,835ExcessFromYear3Amt
Excess From Year1$484ExcessFromYear1Amt
Excess From Current Year$20,791ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AVAILABLE UPON REQUESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1AVAILABLE UPON REQUESTAddressLine1Txt
CityAVAILABLE UPON REQUESTCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37082ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITIESRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORTSUPPORTGrantOrContributionPurposeTxt
Amt$47,539Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,539TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,663ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,507ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,285ExclusionAmt
Related Or Exempt Function Incm-$10,717RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,455ExclusionAmt
Related Or Exempt Function Incm-$10,717RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,738TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSUPPORTRelationshipStatementTxt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,595Amt
Net Investment Income$899NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,696DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$627,151EOYBookValueAmt
EOYFMV$667,331EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCHANGEDesc
BOY Book Value$850BOYBookValueAmt
EOY Book Value$1,518EOYBookValueAmt
EOYFMV$1,518EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$5,095RevenueAndExpensesPerBooksAmt
Net Investment Income$1,274NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,821DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXESCategoryTxt
Amt$3,252Amt
Net Investment Income$3,252NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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