SCHIFFER FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SCHIFFER FAMILY FOUNDATION INC (EIN 83-2834703)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-04-06
IRS object ID
202210969349100611
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)
Return2022-04-06T11:14:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832834703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHIFFER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O STERLING FOUNDATION MGMT LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCHIBusinessNameControlTxt
Phone7034379720PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID SCHIFFERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7034379720PhoneNum
Signature2022-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastSCHIFFERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW Q KEEFER CPAPreparerPersonNm
PTINP00852427PTIN
Phone4103565900PhoneNum

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$2,698,969FMVAssetsEOYAmt
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$42,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$117,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$558,990GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,291CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,292OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$166,439TotalRevAndExpnssAmt
Total Net Invst Incm$160,147TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,659OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,402OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$14,830OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,495TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,495TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,897TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,080TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,897TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$135,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,035ExcessRevenueOverExpensesAmt
Net Investment Income$134,250NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$106,962SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$110,985SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$110,985SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,862,808OtherInvestmentsBOYAmt
Other Investments EOY$1,862,820OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,587,984OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,969,770TotalAssetsBOYAmt
Total Assets EOY$1,973,805TotalAssetsEOYAmt
Total Assets EOYFMV$2,698,969TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,969,770NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,973,805NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,969,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,973,805TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,969,770TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,973,805TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,969,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,035ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,973,805SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,973,805TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$558,990GrossSalesPriceAmt
Cost Or Other Basis$441,699CostOrOtherBasisAmt
Gain Or Loss$117,291GainOrLossAmt
Gains Minus Excess Or Losses$117,291GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$117,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,866InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,866SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$366TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksSTERLING FOUNDATION MGMTIndividualWithBooksNm
Phone7034379720PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112030 SUNRISE VALLEY DRIVE STE 450AddressLine1Txt
CityRESTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20191ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
DAVID M SCHIFFER
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191PRESIDENT/TREASURER/DIRECTOR1.00$0$0$0
TARYN COWAN
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191VICE PRESIDENT/EXECUTIVE DIRECTOR1.00$0$0$0
JAMES E ROBINSON
12030 SUNRISE VALLEY DRIVE STE 450RESTONVA20191SECRETARY/DIRECTOR1.00$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$2,488,315AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,956AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,580,271TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,580,271AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,704CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,541,567NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,866TaxBasedOnInvestmentIncomeAmt
Total Tax$1,866TotalTaxAmt
Distributable Before Adj$125,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,212DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$135,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$135,080QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,212DistributableAsAdjustedAmt
Undistributed Income PY$79,125UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$135,080QualifyingDistributionsAmt
Applied To Year1$79,125AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$55,955AppliedToCurrentYearAmt
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$69,257UndistributedIncomeCYAmt
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)
Contributing ManagerDAVID M SCHIFFERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD OF MID-SUFFOLK
318 VETERANS HIGHWAYCOMMACKNY11725501(C)(3)GENERAL SUPPORT$10,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NWWASHINGTONDC20001501(C)(3)GENERAL FUND$5,000
CLAREMONT INSTITUTE
1317 W FOOTHILL BLVD STE 120UPLANDCA91786501(C)(3)$5,000 TO THE AMERICAN MIND; $5,000 TO THE GENERAL FUND - MATCHING GRANT$10,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242501(C)(3)BARNEY CHARTER SCHOOL INITIATIVE - MATCHING GRANT & ELIZEBETH SMITH FRIEDMAN SCHOLARSHIP - SCHIFFER 6482635$10,000
JED FOUNDATION
PO BOX 412945BOSTONMA02241501(C)(3)GENERAL FUND$5,000
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WASHINGTONDC20024501(C)(3)GENERAL FUND$25,000
JUSTICE FEDERAL CREDIT UNION
5175 PARKSTONE DRIVE SUITE 200CHANTILLYVA20151501(C)(3)GENERAL SUPPORT$5,000
STONY BROOK FOUNDATION
230 ADMINISTRATIONSTONY BROOKNY11794501(C)(3)SBU HACKS 2021 - SILVER SPONSOR$5,000
UNREPORTED STORY SOCIETY
578 WASHINGTON BLVD 802MARINA DEL REYCA90292501(C)(3)MY SON HUNTER - THE HUNTER BIDEN MOVIE$25,000
HOFSTRA UNIVERSITY
1000 HEMPSTEAD TURNPIKEHEMPSTEADNY11549501(C)(3)2022 CAPTURE THE FLAG CYBERSECURITY COMPETITION$5,000
LAST HOPE ANIMAL RESCUE AND REHABILITATION
PO BOX 7025WANTAGHNY11793501(C)(3)GENERAL SUPPORT$3,500
MIRACLE FLIGHTS
5740 S EASTERN AVE STE 240LAS VEGASNV89119501(C)(3)GENERAL SUPPORT$5,000
RACHEL'S DANCE FOR THE CURE INC
6 CREST LANECOMMACKNY11725501(C)(3)GENERAL SUPPORT$2,500
SUFFOLK Y JCC (COMMACK SHARING TABLE)
74 HAUPPAUGE ROADCOMMACKNY11725501(C)(3)GENERAL SUPPORT$1,500
VARIETY CHILD LEARNING CENTER
47 HUMPHREY DRIVESYOSSETNY11791501(C)(3)GENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt
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$42,856ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,291ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Related Or Exempt Function Incm$6,292RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$160,147ExclusionAmt
Related Or Exempt Function Incm$6,292RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,439TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementIRS REFUND FROM 2020 FORM 990-PFRelationshipStatementTxt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUBSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,862,820BookValueAmt
EOYFMV$2,587,984EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIRS REFUNDDesc
Revenue And Expenses Per Books$6,292RevenueAndExpensesPerBooksAmt
Adjusted Net Income$6,292AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$20,338$20,338$0
FOUNDATION MANAGEMENT FEES$20,321$4,064$14,830

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,495Amt
Net Investment Income$1,495NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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