GKV CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GKV CHARITABLE FOUNDATION INC (EIN 82-0888274)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-01
IRS object ID
202323059349101112
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)
Return2023-11-01T12:45:10-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SDT ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 38269AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820888274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GKV CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SDT ASSOCIATES LLCInCareOfNm
Business Name ControlGKVCBusinessNameControlTxt
Phone5182180187PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY KNISELYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5182180187PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER DOYLEPreparerPersonNm
PTINP00240556PTIN
Phone5182180187PhoneNum
Preparation2023-10-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$1,736,531FMVAssetsEOYAmt
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$408InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$408InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,053DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,053DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$63,497NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$797,868GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$454OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$14,582TotalRevAndExpnssAmt
Total Net Invst Incm$48,461TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,152OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$743InterestRevAndExpnssAmt
Interest Net Invst Incm$743InterestNetInvstIncmAmt
Taxes Rev And Expnss$5,114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,264TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$5,577TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$22,479OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,556OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$44,065TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$350,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$350,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$394,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,563TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$350,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$409,247ExcessRevenueOverExpensesAmt
Net Investment Income$27,898NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$243,864CashBOYAmt
Cash EOY$117,418CashEOYAmt
Cash EOYFMV$117,418CashEOYFMVAmt
Other Investments BOY$1,834,174OtherInvestmentsBOYAmt
Other Investments EOY$1,701,373OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,619,113OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,078,038TotalAssetsBOYAmt
Total Assets EOY$1,818,791TotalAssetsEOYAmt
Total Assets EOYFMV$1,736,531TotalAssetsEOYFMVAmt
Accounts Payable EOY$150,000AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$150,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,078,038CapitalStockBOYAmt
Capital Stock EOY$1,668,791CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,078,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,668,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,078,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,818,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,078,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$409,247ExcessRevenueOverExpensesAmt
Subtotal$1,668,791SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,668,791TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY #9495-SEE ATTACHED2022-02-152022-03-15$145,070$160,162-$14,659-$15,092
MORGAN STANLEY #9495-SEE ATTACHED2022-02-152022-03-15$43,384$45,717-$2,571-$2,333
MORGAN STANLEY #9495-SEE ATTACHED2020-02-152022-03-15$588,275$636,473-$44,216-$48,198
MORGAN STANLEY #9495-SEE ATTACHED2020-02-152022-03-15$10,979$13,148-$2,169-$2,169
MORGAN STANLEY #9495-SEE ATTACHED-ORDINARY2022-05-152022-06-15$9,653$10,042-$389-$389
CAPITAL GAIN DIVIDENDS$507P
CAPITAL GAIN DIVIDENDS$507P
CAPITAL GAIN DIVIDENDS$507P
CAPITAL GAIN DIVIDENDS$507P
CAPITAL GAIN DIVIDENDS$507P
FieldValueIRS element (for citing)
Capital Gain Net Income-$63,497CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$388InvestmentIncomeExciseTaxAmt
Subtotal$388SubtotalAmt
Tax Based On Investment Income$388TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,532EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,532TotalPaymentsAndCreditsAmt
Overpayment$2,144OverpaymentAmt
Applied To ES Tax$2,144AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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 Addresshttp://gkvfdn.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SDT ASSOCIATES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5182180187PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 GREAT OAKS BLVDSTE 128AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGARY KNISELYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$1,779,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,742AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,844,652TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,844,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,816,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$388TaxBasedOnInvestmentIncomeAmt
Total Tax$388TotalTaxAmt
Distributable Before Adj$90,461DistributableBeforeAdjAmt
Distributable Before Ded$90,461DistributableBeforeDedAmt
Distributable As Adjusted$90,461DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$350,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$350,600QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,461DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,026ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$106,655ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$99,816ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,208ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$74,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$526,036TotalExcessDistributionCyovAmt
Qualifying Distributions$350,600QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$90,461AppliedToCurrentYearAmt
Remaining Distri From Corpus$260,139RemainingDistriFromCorpusAmt
Total Corpus$786,175TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,026ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$777,149ExcessDistriCyovToNextYrAmt
Excess From Year4$106,655ExcessFromYear4Amt
Excess From Year3$99,816ExcessFromYear3Amt
Excess From Year2$236,208ExcessFromYear2Amt
Excess From Year1$74,331ExcessFromYear1Amt
Excess From Current Year$260,139ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGKV CHARITABLE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1399 UNDER MOUNTAIN ROADAddressLine1Txt
CityLENOXCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5182180187RecipientPhoneNum
Recipient Email AddressINFO@GKVFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSUBMISSIONS LIMITED TO 300 WORDS IN PDF FORMAT. MORE INFORMATION ON THE WEBSITE. GKVFDN.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesNOVEMBER 15THSubmissionDeadlinesTxt
Restrictions On AwardsPLEASE REFERENCE GKVFDN.ORG FOR MORE INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SKIDMORE COLLEGE
815 N BroadwaySARATOGA SPRINGSNY12866NONEPCGENERAL CHARITABLE NEEDS$70,000
AMERICAN MUSEUM OF THE MOVINF IMAGE
3601 35TH AVEASTORIANY11106NONEPCGENERAL CHARITABLE NEEDS$50,000
BOSTON SYMPHONY ORCHESTRA INC
301 MASS AVEBOSTONMA02115NONEPCGENERAL CHARITABLE NEEDS$3,000
SHAKESPEARE & COMPANY INC
70 KEMBLE STREETLENOXMA01240NONEEOFACCESSIBLE PROGRAMMONG INITIATIVE TO SUPPORT FIRST SENSORY-FRIENDLY AND CLOSED CAPTIONED ASL PERFORMANCES.$50,000
JACOBS PILLOW DANCE FESTIVAL INC
358 GEORGE CARTER RDBECKETMA01223NONEPCSTEAM TEAM$35,000
CAFFE LENA INC
47 PHILA STREETSARATOGA SPRINGSNY12866NONEPCSOCIAL MUSIC FOR SENIORS PROGRAM$40,000
HOMEFARM AT UNDERMOUNTAIN INC
PO BOX 733WEST STOCKBRIDGEMA01266NONEPCGENERAL CHARITABLE NEEDS$2,500
BERKSHIRE NATURAL RESOURCES
309 PITTSFIELD RD STE BLENOXMA01240NONEPCGENERAL CHARITABLE NEEDS$5,000
RUTGERS UNIVERSITY
33 LIVINGSTON AVENUENEW BRUNSWICKNJ08901NONEMGSA INTERGRATED DANCE COLLABORATORY$50,000
COMMUNTIY ACCESS TO THE ARTS
420 STOCKBRIDGE RAOD SUITE 2GREAT BARRINGTONMA01230NONEPCGENERAL CHARITABLE NEEDS$35,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598NONEPCGENERAL CHARITABLE NEEDS$100
PHILADELPHIA ORCHESTRA ASSOCIATION
South Broad Street 14th FloorPHILADELPHIAPA19107NONEPCGENERAL CHARITABLE NEEDS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$350,600TotalGrantOrContriPdDurYrAmt

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$408ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,053ExclusionAmt
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-$63,497ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONTAXABLE DISTRIBUTIONSDesc
Exclusion01ExclusionCd
Exclusion$454ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$14,582ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$14,582TotalIncomeProducingActyAmt

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$2,000Amt

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MORGAN STANLEY INVESTMENT FEES$18,556$18,556
OFFICE & MISC$725
INSURANCE EXPENSE$819
BANK SERVICE FEES$100
OTHER FEES$2,279

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descnontax distributionsDesc
Revenue And Expenses Per Books$454RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFOUNDATION SERVICESCategoryTxt
Amt$8,152Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$3,600
NEW YORK FILING FEE$250
FOREIGN TAXES PAID$1,264$1,264

Comments

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