BETA

LANBRO FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LANBRO FOUNDATION TR (EIN 35-6876236)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-01-31
IRS object ID
202210319349100301
Schema version
2020v4.1
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)
Return2022-01-31T08:54:39-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461126561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GDS TAX SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1232 MADISON AVENUE STE 902AddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356876236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LANBRO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANBBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO HENNESSY 10 GOAT ISLANDAddressLine1Txt
CitySheldonCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29941ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA HENNESSYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125998160PhoneNum
Signature2022-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastHENNESSYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS V CASSERLY CPAPreparerPersonNm
PTINP01328093PTIN
Phone2125998160PhoneNum
Preparation2022-01-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$319,454FMVAssetsEOYAmt
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$8,927DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,927DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,325NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,953GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,325CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,133NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$19,252TotalRevAndExpnssAmt
Total Net Invst Incm$19,252TotalNetInvstIncmAmt
Total Adj Net Incm$1,133TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,058AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,058AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,507OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,507OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,665TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,665TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,759ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,759ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,424TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,665TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,172ExcessRevenueOverExpensesAmt
Net Investment Income$10,587NetInvestmentIncomeAmt
Adjusted Net Income$1,133AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89,901CashBOYAmt
Cash EOY$17,048CashEOYAmt
Cash EOYFMV$17,048CashEOYFMVAmt
US Government Obligations BOY$45,834USGovernmentObligationsBOYAmt
US Government Obligations EOY$46,279USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$48,825USGovtObligationsEOYFMVAmt
Corporate Stock BOY$173,285CorporateStockBOYAmt
Corporate Stock EOY$194,195CorporateStockEOYAmt
Corporate Stock EOYFMV$231,757CorporateStockEOYFMVAmt
Corporate Bonds BOY$15,465CorporateBondsBOYAmt
Corporate Bonds EOY$20,456CorporateBondsEOYAmt
Corporate Bonds EOYFMV$20,489CorporateBondsEOYFMVAmt
Other Assets EOY$1,335OtherAssetsEOYAmt
Other Assets EOYFMV$1,335OtherAssetsEOYFMVAmt
Total Assets BOY$324,485TotalAssetsBOYAmt
Total Assets EOY$279,313TotalAssetsEOYAmt
Total Assets EOYFMV$319,454TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$324,485NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$279,313NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$324,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$279,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$324,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$279,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$324,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,172ExcessRevenueOverExpensesAmt
Subtotal$279,313SubtotalAmt
Tot Net Ast Or Fund Balances EOY$279,313TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIFTH THIRD BANCORPP2021-02-222021-05-03$6,045$4,912$1,133$1,133
STEEL DYNAMICSP2019-10-282021-08-23$16,908$7,716$9,192$9,192
FieldValueIRS element (for citing)
Capital Gain Net Income$10,325CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,133NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$147InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$147SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Tax Due$147TaxDueAmt

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 AddressNAWebsiteAddressTxt
Individual With BooksLISA HENNESSYIndividualWithBooksNm
Phone2125998160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1CO GDS FINANCIAL 232 MADISONAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
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
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
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

FieldValueIRS element (for citing)
PersonLISA HENNESSYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO GDS FINANCIAL 232 MADISONAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1WESLEYAN UNIVERISTYDescription1Txt
Expenses1$10,000Expenses1Amt
Description2BEDFORD HISTORICAL SOCIETYDescription2Txt
Expenses2$10,500Expenses2Amt
Description3WASHINGTON INTERNATIONAL HORSE SHOWDescription3Txt
Expenses3$15,000Expenses3Amt
Description413 HANDS EQUINE RESCUEDescription4Txt
Expenses4$8,129Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$285,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,475AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$338,671TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$338,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,080CashDeemedCharitableAmt
Net Vl Noncharitable Assets$333,591NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,680MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,680MinimumInvestmentReturnAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Total Tax$147TotalTaxAmt
Distributable Before Adj$16,533DistributableBeforeAdjAmt
Distributable Before Ded$16,533DistributableBeforeDedAmt
Distributable As Adjusted$16,533DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,759ExpensesAndContributionsAmt
Qualifying Distributions$55,759QualifyingDistributionsAmt
Adjusted Qualifying Distri$55,759AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,533DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,040ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$74,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$114,846ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,369ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,275ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$335,993TotalExcessDistributionCyovAmt
Qualifying Distributions$55,759QualifyingDistributionsAmt
Applied To Current Year$16,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,226RemainingDistriFromCorpusAmt
Total Corpus$375,219TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$81,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$294,179ExcessDistriCyovToNextYrAmt
Excess From Year4$74,463ExcessFromYear4Amt
Excess From Year3$114,846ExcessFromYear3Amt
Excess From Year2$50,369ExcessFromYear2Amt
Excess From Year1$15,275ExcessFromYear1Amt
Excess From Current Year$39,226ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER AND LISA HENNESSYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEDFORD GARDEN CLUB
PO BOX 732BedfordNY10506SUPPORT TO GARDENING$864
ST MATTHEWS CHURCH
PO BOX 732BedfordNY10506ASSIST WITH PARISH NEEDS$3,350
NORTH SALEM BRIDLE TRAILS
PO BOX 585North SalemNY10560MAINTENANCE OF RIDING TRAILS$500
13 HANDS EQUINE RESCUE ME
PO BOX 313Bedford HillsNY10507RESCUES ABUSED HORSES$8,129
WESLEYAN UNIVERSITY
45 WYLLSMiddletownCT06459WRESTLING FUND$10,000
WASHINGTON INTERNATIONAL HORSE SHOW
3299 K STRETWashingtonDC20007PROVIDES COMPLEMENTARY TICKETS TO FIRST RESPONDERS$15,000
SAVE OUR SOUND
4 BARNSTABLE RDHyannisMA02601NANTUCKET SOUND LANDMARK$500
THE GARDENS CONSERVANCY
20 NAZARETH WAY PO BOX 608GarrisonNY10524SAVE AND SHARING OF OUTSTANDING GARDENS$350
BEDFORD PLAYHOUSE
633 POLD POST ROADBedfordNY10506CULTURAL AND COMMUNITY HUB$1,000
PAN MASS CHALLENGE
77 4TH AVENUENeedham HeightsMA02494FUNDRAISING FOR DANA FARBER CANCER INSTITUTE$1,281
USO
PO BOX 96860WashingtonDC20077PROVIDE ENTERTAINMENT FOR US ARMED FORCES$100
GOLDENS BRIDGE HOUNDS
67 BAXTER ROADNorth SalemNY10560MAINTAINING TRAILS$850
BRUNSWICK SCHHOL
100 MAHLERGreenwichCT06830ACADEMIC PROGRAMS$500
BEDFORD HISTORICAL SOCIETY
612 OLD POST ROAD10506BedfordNY10506PRESERVE HISTORICAL$10,500
JOHN JAY HOMESTEAD FRIENDS
PO BOX 148KatonahNY10536PROMOTES KNOWLEDGE OF JOHN JAY$500
ATLANTIC SALMON FOUNDATION
PO BOX 807CalaisME04619SUPPORT FOR THE CONSERVATION AND PROTECTION OF ATL$1,000
ENDEAVOR THERAPUTIC
556 CROTON ROADMount KiscoNY10549PROVIDES THERAPEUTIC HORSEMANSHIP$250
SHELDON BOYS AND GIRLS CLUB
21 AGNES MAJOR RDSheldonSC29941YOUTH ORGANIZATION CENTER$500
FALMOUTH ROAD RACE
PO BOX 732FalmouthMA02541PROMOTES HEALTH AND FITNESS$110
MARSH SANCTUARY
B ROADMount KiscoNY10549OFFERS NATURAL SETTINGS FOR THE COMMUNITY AND VISI$175
WE CAN
783 ROUTE 28Harwich PortMA02646EMPOWERING WOMEN GOING THROUGH LIFE EXPERIENCES AN$200
US EQUESTRIAN
4001 WING COMMANDER WAYLexingtonKY40511EQUESTRIAN COMPETITIONS AND ENTHUSIASTS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,759TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$8,927ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$10,325ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,252ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,252TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,058Amt
Net Investment Income$5,058NetInvestmentIncomeAmt
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$20,456EOYBookValueAmt
EOYFMV$20,489EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$194,195EOYBookValueAmt
EOYFMV$231,757EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$46,279USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$48,825USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLOANDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,335EOYBookValueAmt
EOYFMV$1,335EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKER FEES$3,292$3,292$0$0
OFFICE$211$211$0$0
POSTAGE$4$4$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNEW YORKCategoryTxt
Amt$100Amt
Net Investment Income$100NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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