BETA

JOSEPHINE PEISER CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JOSEPHINE PEISER CHARITABLE FOUNDATION (EIN 20-1999478)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202211369349104926
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)
Return2022-05-16T16:15:51-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1506 CARNEGIE CENTER STE 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085406243ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201999478EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Josephine Peiser Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DR RICHARD PORWANCHERInCareOfNm
Business Name ControlJOSEBusinessNameControlTxt
Phone6099210886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2247AddressLine1Txt
CityPrincetonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard PorwancherPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6099210886PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastPorwancherPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHAL R TERRPreparerPersonNm
PTINP00360976PTIN
Phone6095201188PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,286,326FMVAssetsEOYAmt
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
Dividends Rev And Expnss$35,284DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,284DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$259,006GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,211CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$89,495TotalRevAndExpnssAmt
Total Net Invst Incm$89,495TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,294LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,065LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$229LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,266AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,839AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$427AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,922OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,922OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$331TaxesRevAndExpnssAmt
Taxes Net Invst Incm$331TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,028OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$761OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,841TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,157TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,417TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,341TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,157TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$121,917TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,846ExcessRevenueOverExpensesAmt
Net Investment Income$67,338NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76,095CashBOYAmt
Cash EOY$153,281CashEOYAmt
Cash EOYFMV$153,281CashEOYFMVAmt
US Government Obligations BOY$79,142USGovernmentObligationsBOYAmt
US Government Obligations EOY$79,419USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$86,799USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,241,647CorporateStockBOYAmt
Corporate Stock EOY$1,105,772CorporateStockEOYAmt
Corporate Stock EOYFMV$2,010,332CorporateStockEOYFMVAmt
Corporate Bonds BOY$47,680CorporateBondsBOYAmt
Corporate Bonds EOY$35,120CorporateBondsEOYAmt
Corporate Bonds EOYFMV$35,914CorporateBondsEOYFMVAmt
Total Assets BOY$1,444,564TotalAssetsBOYAmt
Total Assets EOY$1,373,592TotalAssetsEOYAmt
Total Assets EOYFMV$2,286,326TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,444,564CapitalStockBOYAmt
Capital Stock EOY$1,373,592CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,444,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,373,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,444,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,373,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,444,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,846ExcessRevenueOverExpensesAmt
Subtotal$1,373,718SubtotalAmt
Other Decreases$126OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,373,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED FIDELITY STATEMENTP2021-01-012021-12-31$100,135$100,052$83$83
SEE ATTACHED FIDELITY STATEMENTP2020-01-012021-12-31$152,709$104,743$47,966$47,966
CAPITAL GAIN DIVIDENDSP$6,162
CAPITAL GAIN DIVIDENDSP$6,162
FieldValueIRS element (for citing)
Capital Gain Net Income$54,211CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$936InvestmentIncomeExciseTaxAmt
Subtotal$936SubtotalAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,247EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,247TotalPaymentsAndCreditsAmt
Overpayment$311OverpaymentAmt
Applied To ES Tax$311AppliedToESTaxAmt

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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DR RICHARD PORWANCHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6099210886PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1445 PROSPECT AVENUEAddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085404079ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALTINA NOEL
396 RIVERSIDE DRIVEPRINCETONNJ08540TRUSTEE0$0$0$0
DONNA PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE1.0$5,000$0$0
RICHARD PORWANCHER
445 PROSPECT AVENUEPRINCETONNJ08540TRUSTEE3.0$10,000$0$0
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$2,067,457AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,846AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,154,303TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,154,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,315CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,121,988NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,099MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,099MinimumInvestmentReturnAmt
Tax Based On Investment Income$936TaxBasedOnInvestmentIncomeAmt
Total Tax$936TotalTaxAmt
Distributable Before Adj$105,163DistributableBeforeAdjAmt
Distributable Before Ded$105,163DistributableBeforeDedAmt
Distributable As Adjusted$105,163DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,917ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$121,917QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,163DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$6,504TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$20,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,044TotalExcessDistributionCyovAmt
Qualifying Distributions$121,917QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$105,163AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,754RemainingDistriFromCorpusAmt
Total Corpus$36,798TotalCorpusAmt
Prior Year Undistributed Incm$6,504PriorYearUndistributedIncmAmt
Taxable1$6,504Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$36,798ExcessDistriCyovToNextYrAmt
Excess From Year1$20,044ExcessFromYear1Amt
Excess From Current Year$16,754ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BORN FREE USA UNITED WITH ANIMAL PROTECTION
1122 S STREETSACRAMENTOCA95811NONEPCGENERAL SUPPORT$2,200
DIANE FOSSEY GORILLA FUND
800 CHEROKEE AVENUE SEATLANTAGA303151440NONEPCGENERAL SUPPORT$1,200
FARM SANCTUARY
3100 AIKENS ROADWATKINS GLENNY14891NONEPCGENERAL SUPPORT$2,400
HUMANE FARM ANIMAL CARE
1039 STERLING RD STE 201HERNDONVA20170NONEPCGENERAL SUPPORT$2,400
PCRM FOUNDATION
5100 WISCONSIN AVEUNE NWWASHINGTONDC20016NONEPCGENERAL SUPPORT$2,600
SAVE
900 HERRONTOWN ROADPRINCETONNJ08540NONEPCGENERAL SUPPORT$1,200
WORLD SOCIETY FOR THE PROTECTION OF ANIMALS
LINCOLN PLAZA 89 SOUTH STREET SUITBOSTONMA02111NONEPCGENERAL SUPPORT$2,600
INTERNATIONAL PRIMATE PROTECTION LEAGUE
PO BOX 766SUMMERVILLESC29484NONEPCGENERAL SUPPORT$1,000
HOMEFRONT
1880 PRINCETON AVENUELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$5,000
THE COLLEGE OF NEW JERSEY
2000 PENNINGTON ROADEWINGNJ08618NONEPCGENERAL SUPPORT$5,000
TRENTON AREA SOUP KITCHEN
72 ESCHER STREETTRENTONNJ08609NONEPCGENERAL SUPPORT$12,500
HUMANE FARMING ASSOCIATION
PO BOX 3577SAN RAFAELCA94912NONEPCGENERAL SUPPORT$2,400
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003NONEPCGENERAL SUPPORT$1,300
JOHNS HOPKINS UNIVERSITY
1 EAST MOUNT VERNON PLACEBALTIMOREMD21202NONEPCGENERAL SUPPORT$30,000
THE JANE GOODALL INSTITUTE
1595 SPRING HILL RDVIENNAVA22182NONEPCGENERAL SUPPORT$1,400SUITE 550
UNITED WAY OF GREATER MERCER COUNTY
3131 PRINCETON PIKELAWRENCEVILLENJ08648NONEPCGENERAL SUPPORT$6,000BUILDING 4
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARD BRONXNEW YORKNY10460NONEPCGENERAL SUPPORT$3,500
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT847415000NONEPCGENERAL SUPPORT$2,300
AMERICAN CANCER SOCIETY
PO BOX 22478OKLAHOMA CITYOK73123NONEPCGENERAL$6,500
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450WASHINGTONDC20037NONEPCGENERAL$3,500
MERCER STREET FRIENDS
1201 W STATE STTRENTONNJ08618NONEPCGENERAL$13,500
ST JUDES CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL$6,500
YWCA
1400 I STREET SUITE 325WASHINGTONDC20005NONEGENERAL$5,000
UNIVERSITY OF PITTSBURG DR YU JIANG
200 LOTHROP STPITTSBURGPA15261NONEPCGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,284ExclusionAmt
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$54,211ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$89,495ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,495TotalIncomeProducingActyAmt

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$4,266Amt
Net Investment Income$3,839NetInvestmentIncomeAmt
Disbursements Charitable Prps$427DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED FIDELITY STMTBondNm
EOY Book Value$35,120EOYBookValueAmt
EOYFMV$35,914EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED FIDELITY STMTStockNm
EOY Book Value$1,105,772EOYBookValueAmt
EOYFMV$2,010,332EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$79,419USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$86,799USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$2,294LegalFeesAmt
Net Investment Income$2,065NetInvestmentIncomeAmt
Disbursements Charitable Prps$229DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX TIMING DIFFERENCEDesc
Amt$126Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$1,267
NJ BUSINESS REGISTRATION$31$31
POSTAGE$730$730

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$15,922Amt
Net Investment Income$15,922NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$331$331
EXCISE TAX$0

Comments

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