BETA

KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
Tax period
2021-06-01 to 2022-05-31
Filed
2023-10-20
IRS object ID
202332939349100508
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)
Return2023-10-20T09:43:23-07:00ReturnTs
Tax Period End2022-05-31TaxPeriodEndDt

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
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-06-01TaxPeriodBeginDt

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
Signature2023-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastKORNWASSERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN DROR CPAPreparerPersonNm
PTINP01403117PTIN
Phone3239339306PhoneNum

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$2,202,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$26,400ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,193DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,193DividendsNetInvstIncmAmt
Dividends Adj Net Incm$49,193DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$245,354NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$664,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$245,354CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$320,947TotalRevAndExpnssAmt
Total Net Invst Incm$294,547TotalNetInvstIncmAmt
Total Adj Net Incm$49,193TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,003AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$28,111OtherProfFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$30,114TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$548,460ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$548,460ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$578,574TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$548,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$257,627ExcessRevenueOverExpensesAmt
Net Investment Income$294,547NetInvestmentIncomeAmt
Adjusted Net Income$49,193AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$286,304CashBOYAmt
Sav And Temp Cash Invst BOY$2,317SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,617SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,617SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$14,648USGovernmentObligationsBOYAmt
US Government Obligations EOY$9,916USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$11,298USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$4,803CorporateBondsBOYAmt
Corporate Bonds EOY$160,822CorporateBondsEOYAmt
Corporate Bonds EOYFMV$191,210CorporateBondsEOYFMVAmt
Other Investments BOY$2,360,323OtherInvestmentsBOYAmt
Other Investments EOY$2,024,413OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,784,539OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,668,395TotalAssetsBOYAmt
Total Assets EOY$2,410,768TotalAssetsEOYAmt
Total Assets EOYFMV$2,202,664TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,668,395NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,410,768NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,668,395TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,410,768TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,668,395TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,410,768TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,668,395TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$257,627ExcessRevenueOverExpensesAmt
Subtotal$2,410,768SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,410,768TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
B/A - STP2020-10-192021-08-23$18,283$34,809-$16,526-$16,526
B/A - LTP2020-01-012021-12-31$597,674$384,522$213,152$213,152
JP MORGAN LTP2020-11-112021-12-31$48,728$48,728$48,728
FieldValueIRS element (for citing)
Capital Gain Net Income$245,354CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$16,526NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,094InvestmentIncomeExciseTaxAmt
Subtotal$4,094SubtotalAmt
Tax Based On Investment Income$4,094TaxBasedOnInvestmentIncomeAmt
Tax Due$4,094TaxDueAmt
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 StateCAOrgReportOrRegisterStateCd
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 Line1BARAK RICHTER & DROR CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3239339306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15967 W 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH KORNWASSER
5670 WILSHIRE BOULEVARD 1250LOS ANGELESCA90036President0.00$0
JUDY MOSKOVITS
5670 WILSHIRE BLVD STE 1250LOS ANGELESCA90036Secretary0.00$0
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$2,000,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$200,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,200,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,200,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,000CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,167,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,350MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,350MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,094TaxBasedOnInvestmentIncomeAmt
Total Tax$4,094TotalTaxAmt
Distributable Before Adj$104,256DistributableBeforeAdjAmt
Distributable Before Ded$104,256DistributableBeforeDedAmt
Distributable As Adjusted$104,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$548,460ExpensesAndContributionsAmt
Qualifying Distributions$548,460QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,256DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$482,234ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,510ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$418,420ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$229,120ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$303,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,527,677TotalExcessDistributionCyovAmt
Qualifying Distributions$548,460QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$104,256AppliedToCurrentYearAmt
Remaining Distri From Corpus$444,204RemainingDistriFromCorpusAmt
Total Corpus$1,971,881TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$482,234ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,489,647ExcessDistriCyovToNextYrAmt
Excess From Year4$94,510ExcessFromYear4Amt
Excess From Year3$418,420ExcessFromYear3Amt
Excess From Year2$229,120ExcessFromYear2Amt
Excess From Year1$303,393ExcessFromYear1Amt
Excess From Current Year$444,204ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEST COAST VA'AD HACHESED
7200 BEVERLY BLVDLOS ANGELESCA90036NO INDIVIDUALGENERAL$3,600
TELSHE YESHIVA
28400 EUCLID AVEWICKLIFFEOH44092NO INDIVIDUALGENERAL$2,500
BAIS YAAKOV SCHOOL FOR GIRLS
7353 BEVERLY BLVDLOS ANGELESCA90036NO INDIVIDUALGENERAL$6,000
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEGENERAL$118,000
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVDLOS ANGELESCA90036NONEGENERAL$5,000
LOS ANGELES CHEDER
801 NORTH LA BREALOS ANGELESCA90046NONEGENERAL$10,000
ORTHODOX UNION
11 BROADWAYNYNY10004NONEGENERAL$29,500
JEWS FOR JUDAISM
1801 AVENUE OF THE STARTS SUITE 535LOS ANGELESCA90067NONEGENERAL$3,600
KOLLEL YECHIEL YEHUDA
444 N LA BREA AVELOS ANGELESCA90036NONEGENERAL$3,600
EMEK HEBREW ACADEMY
15365 MAGNOLIA BLVDSHERMAN OAKSCA91403NONEGENERAL$10,000
AMIDEI ZION OF BOBOV INC
1533 48TH STBROOKLYNNY11219NONEGENERAL$45,000
CHAI LIFELINE
9701 WEST PICO BLVD 120LOS ANGELESCA90035NONEGENERAL$25,000
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022NONEGENERAL$48,000
HATZOLAH OF LOS ANGELES
PO BOX 360559LOS ANGELESCA90036NONEGENERAL$5,000
SHEKEL HAKODESH
10 JEFFERSON AVENEW SQUARENY10977NONEGENERAL$30,000
YAVNEH HEBREW ACADEMY
5353 WEST 3RD STREETLOS ANGELESCA90020NONEGENERAL$10,000
MOSDOS CHASIDEI SQUARE
105 HEYWARD STREETBROOKLYNNY11206NONEGENERAL USE$750
GEMILOS CHASODIM CHASDEI
1412 AVENUE M STE 2373BROOKLYNNY11230NONEGENERAL USE$123,600
ROSENBAUM YESHIVA OF NORTH JERSEY
666 KINDERKAMACK RDRIVER EDGENJ07661NONEGENERAL USE$1,800
AMERICAN FRIENDS OF LANIADO HOSPITA
261 W 35TH ST 803NEW YORKNY10001NONEGENERAL$10,000
Camp Mesorah
195 West Englewood Ave ste 104TeaneckNJ07666NONEgeneral$3,600
OUR HOUSE
1663 SAWTELLE BLVD 300LOS ANGELESCA90025GENERAL-$250
YESHIVA AVIR YAKOV
766 N MAIN STSPRING VALLEYNY10977GENERAL$1,000
American Friends Yeshiva Imrei Emes
3822 15TH AVEBROOKLYNNY11218NONEGENERAL$1,000
BJE
6505 wilshire blvd suite 300los angelesCA90048NONEGENERAL$1,800
Machne Bnos Square
18 roosevelt avespring valleyNY10977NONEGENERAL$10,000
Perutz Etz Jacob Hebrew Academy
7561 beverly blvdlos angelesCA90036NONEGENERAL$5,000
BOCA JEWISH CENTER INC
21065 POWERLINE ROADBOCA RATONFL33433GENERAL$10,000
YESHIVA CHEMDAS HATORAH
950 MASSACHUSETTS AVENUELAKEWOODNJ08701GENERAL$360
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163GENERAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$548,460TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49,193RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$245,354RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$294,547RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$294,547TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,003Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$160,822EOYBookValueAmt
EOYFMV$191,210EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$9,916USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$11,298USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFFMV$38,789$38,789
CORPORATE STOCKSFMV$1,191,870$1,179,468
JP MORGAN - 2008FMV$605,607$426,580
JP MORGAN - 8008FMV$188,147$139,702

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$28,111Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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