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LACHMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LACHMAN FAMILY FOUNDATION INC (EIN 82-1024427)
Tax period
2020-01-01 to 2020-12-31
Filed
2023-09-06
IRS object ID
202312499349100116
Schema version
2020v4.2
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)
Return2023-09-06T10:19:56-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471745882PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CWS CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1416 WEST 51ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN821024427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LACHMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLACHBusinessNameControlTxt
Phone5616590009PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVE STE 211AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY LACHMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5616590009PhoneNum
Signature2023-09-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastLACHMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL CHEN CPAPreparerPersonNm
PTINP01259574PTIN
Phone6465047007PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,039,118FMVAssetsEOYAmt
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$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$191NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$191CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,250OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,250OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$21,865TotalRevAndExpnssAmt
Total Net Invst Incm$21,865TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,956AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,956AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Occupancy Rev And Expnss$16,484OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$16,484OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,077OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,077OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$133,377ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$133,377ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,894TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,517TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$133,377TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$139,029ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$133,597SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,781SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,781SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$978,268CorporateStockBOYAmt
Corporate Stock EOY$928,459CorporateStockEOYAmt
Corporate Stock EOYFMV$997,337CorporateStockEOYFMVAmt
Total Assets BOY$1,111,865TotalAssetsBOYAmt
Total Assets EOY$970,240TotalAssetsEOYAmt
Total Assets EOYFMV$1,039,118TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,037AccountsPayableBOYAmt
Total Liabilities BOY$3,037TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,108,828RetainedEarningBOYAmt
Retained Earning EOY$970,240RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,108,828TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$970,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,111,865TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$970,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,108,828TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$139,029ExcessRevenueOverExpensesAmt
Other Increases$441OtherIncreasesAmt
Subtotal$970,240SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$970,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2018-05-03AcquiredDt
Sold2020-12-09SoldDt
Gross Sales Price$50,000GrossSalesPriceAmt
Cost Or Other Basis$49,809CostOrOtherBasisAmt
Gain Or Loss$191GainOrLossAmt
Gains Minus Excess Or Losses$191GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$191CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,933EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,933TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,933OverpaymentAmt
Applied To ES Tax$2,933AppliedToESTaxAmt
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
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 Line1LACHMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5616590009PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVE STE 211AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
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 AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
GARY LACHMAN
4417 S FLAGLER DRWEST PALM BEACHFL33405PRESIDENT0.00$0$0$0
WILLIAM LACHMAN
VICE PRESIDENT/SECRETARY0.00$0$0$02962 W 27TH AVEVANCOUVERBCCAV6L1W3
ROSLYN LACHMAN
110 SUNSET AVE 4APALM BEACHFL33480TREASURER0.00$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$980,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$114,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,095,454TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,095,454AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,079,022NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,951MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,951MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$53,951DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,951DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,951DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,377ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$133,377QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133,377AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,951DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$124,164ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$125,245ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,812ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$356,221TotalExcessDistributionCyovAmt
Qualifying Distributions$133,377QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,951AppliedToCurrentYearAmt
Remaining Distri From Corpus$79,426RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$435,647TotalCorpusAmt
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$435,647ExcessDistriCyovToNextYrAmt
Excess From Year3$124,164ExcessFromYear3Amt
Excess From Year2$125,245ExcessFromYear2Amt
Excess From Year1$106,812ExcessFromYear1Amt
Excess From Current Year$79,426ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY LACHMANContributingManagerNm
Contributing ManagerROSLYN LACHMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE UNIVERSITY
2138 CAMPUS DRIVEDURHAMNC27708501(C)(3)GENERAL SUPPORT OF THE MEDICAL SCHOOL$30,000
JOHN HOPKINS UNIVERSITY
3400 N CHARLES STBALTIMOREMD21218501(C)(3)GENERAL SUPPORT OF THE MEDICAL SCHOOL$25,000
OHEB SHALOM CONGREGATION
170 SCOTLAND RDSOUTH ORANGENJ07079501(C)(3)GENERAL CHARITABLE SUPPORT$100
PALM BEACH SYMPHONY
44 COCOANUT ROWPALM BEACHFL33480501(C)(3)GENERAL OPERATIONS SUPPORT$22,177
TEMPLE EMANU-EL OF PALM BEACH
190 N COUNTY RDPALM BEACHFL33480501(C)(3)GENERAL CHARITABLE SUPPORT$500
UC DAVIS HEALTH
930 ORCHARD RDDAVISCA95616501(C)(3)SUPPORT FOR THE DEPARTMENT OF UROLOGIC SURGERY$25,000
UNIVERSITY OF MIAMI
1320 S DIXIE HWYCORAL GABLESFL33146501(C)(3)GENERAL SUPPORT OF MEDICAL RESEARCH$25,000
THE SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480501(C)(3)GENERAL SUPPORT OF THE ARTS$1,000
RAYMOND F KRAVIS CENTER
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401501(C)(3)GENERAL SUPPORT OF THE ARTS$1,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023501(C)(3)GENERAL CHARITABLE SUPPORT$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$133,377TotalGrantOrContriPdDurYrAmt
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$56ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,368ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,250ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$191ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,865TotalIncomeProducingActyAmt

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$9,956Amt
Net Investment Income$9,956NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBSStockNm
EOY Book Value$928,459EOYBookValueAmt
EOYFMV$997,337EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$855$855$0$0
LICENSE$222$222$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUBSDesc
Revenue And Expenses Per Books$7,250RevenueAndExpensesPerBooksAmt
Net Investment Income$7,250NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$441Amt

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