LINDEMANN ABEND FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LINDEMANN ABEND FOUNDATION (EIN 20-8638461)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-23
IRS object ID
202201749349100010
Schema version
2021v4.2
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)
Return2022-06-23T11:02:24-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DRIVE SUITE 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208638461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDEMANN ABEND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone2125700404PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ABENDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125700404PhoneNum
Signature2022-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastABENDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL NALEZYTYPreparerPersonNm
PTINP00184022PTIN
Phone5618329292PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,410,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$42,936DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,936DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$138,389NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$341,406GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$138,389CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$181,325TotalRevAndExpnssAmt
Total Net Invst Incm$181,325TotalNetInvstIncmAmt
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$11,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,638AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,637AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,228TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,207OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,950OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$257OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,710TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,894TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$184,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$184,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,588TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$190,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,285ExcessRevenueOverExpensesAmt
Net Investment Income$158,737NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,766CashBOYAmt
Cash EOY$32,699CashEOYAmt
Cash EOYFMV$32,699CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,423SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,882SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,882SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,587,201CorporateStockBOYAmt
Corporate Stock EOY$1,538,524CorporateStockEOYAmt
Corporate Stock EOYFMV$3,343,134CorporateStockEOYFMVAmt
Total Assets BOY$1,639,390TotalAssetsBOYAmt
Total Assets EOY$1,606,105TotalAssetsEOYAmt
Total Assets EOYFMV$3,410,715TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$1,639,390RetainedEarningBOYAmt
Retained Earning EOY$1,606,105RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,639,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,606,105TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,639,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,606,105TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,639,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,285ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,606,105SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,606,105TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
TD AMERITRADE$46,701$45,444$1,257$1,257
TD AMERITRADE$183,299$157,573$25,726$25,726
CAPITAL GAINS DIVIDENDS$111,406$111,406$111,406P
FieldValueIRS element (for citing)
Capital Gain Net Income$138,389CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,206InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,206SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,206TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Overpayment$1,790OverpaymentAmt
Applied To ES Tax$1,790AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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
Individual With BooksMRS CAROL ABENDIndividualWithBooksNm
Phone2125700404PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
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

FieldValueIRS element (for citing)
PersonCAROL ABENDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
FieldValueIRS element (for citing)
TitlePRES / DIR / SECTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$3,383,331AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,041AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,416,372TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,416,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,246CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,365,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$168,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$168,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,206TaxBasedOnInvestmentIncomeAmt
Total Tax$2,206TotalTaxAmt
Distributable Before Adj$166,050DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$166,050DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$166,050DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,694QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$166,050DistributableAsAdjustedAmt
Undistributed Income PY$125,228UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$190,694QualifyingDistributionsAmt
Applied To Year1$125,228AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,466AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$100,584UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY HARVEST INC
6 E 32ND ST FL 5NEW YORKNY10016NONEPUBLICGENERAL & UNRESTRICTED$1,000
LIFEFORCE IN LATER YEARS
PO BOX 250402NEW YORKNY10025NONEPUBLICGENERAL & UNRESTRICTED$1,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPUBLICGENERAL & UNRESTRICTED$4,900
METROPOLITAN OPERA ASSOCIATION INC
LINCOLN CENTERNEW YORKNY10023NONEPUBLICGENERAL & UNRESTRICTED$15,000
NEW YORK PRESBYTERIAN HOSPITAL
525 E 68TH ST BOX 123NEW YORKNY10065NONEPUBLICGENERAL & UNRESTRICTED$15,000
PERLMAN MUSIC PROGRAM
19 WEST 69TH STREETNEW YORKNY10023NONEPUBLICGENERAL & UNRESTRICTED$1,500
PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA
2300 N FLORIDA MANGO ROADWEST PALM BEACHFL33409NONEPUBLICGENERAL & UNRESTRICTED$10,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONEPUBLICGENERAL & UNRESTRICTED$125,000
THE MARSHALL PROJECT
156 WEST 56TH STNEW YORKNY10019NONEPUBLICGENERAL & UNRESTRICTED$1,000
THE MONTAUK FOOD PANTRY
PO BOX 997MONTAUKNY11954NONEPUBLICGENERAL & UNRESTRICTED$1,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPUBLICGENERAL MEDICAL EDUCATION SCHOLARSHIP FUND$2,000
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065NONEPUBLICGENERAL & UNRESTRICTED$5,000
WNYC RADIO
160 VARICK STNEW YORKNY10013NONEPUBLICGENERAL & UNRESTRICTED$2,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$184,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,936ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$138,389ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$181,325ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$181,325TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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$11,275Amt
Net Investment Income$5,638NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,637DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,538,524EOYBookValueAmt
EOYFMV$3,343,134EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$15$8$0$7
INVESTMENT FEES$16,942$16,942$0$0
STATE OR LOCAL FILING FEES$250$0$0$250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,228Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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