BEVERLY K & JEROME M FINE FOUNDATION INC: Form 990PF, tax year 2021
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- Organization
- BEVERLY K & JEROME M FINE FOUNDATION INC (EIN 35-2383776)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-09-30
- IRS object ID
- 202212739349100416
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-30T13:39:58-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520818026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352383776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY K & JEROME M FINE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 4104940100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS F FRIEDMAN | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 4104940100 | PhoneNum |
| Signature | 2022-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS F FRIEDMAN | PreparerPersonNm |
| PTIN | P00282449 | PTIN |
| Phone | 4104940100 | PhoneNum |
| Preparation | 2022-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,788,586 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $92,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,807 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $962,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $474,807 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $782,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $782,537 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $40,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,328 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,201 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $824 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $100,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $536,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,024 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $701,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $449,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $372,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $372,631 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,840 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $5,453,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,722,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,415,955 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,979,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,095,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,788,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,979,402 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,095,586 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,979,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,095,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,979,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,095,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,979,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,024 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,141,426 | SubtotalAmt |
| Other Decreases | $45,840 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,095,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $474,807 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,753 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,753 | SubtotalAmt |
| Tax Based On Investment Income | $9,753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,812 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,812 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,941 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOUIS F FRIEDMAN | IndividualWithBooksNm |
| Phone | 4104940100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS F FRIEDMAN | ||||||||
| 409 WASHINGTON AVE STE 900 | TOWSON | MD | 21204 | PRES./TREAS. | 3.00 | $0 | $0 | $0 |
| PHYLLIS C FRIEDMAN | ||||||||
| 409 WASHINGTON AVE STE 900 | TOWSON | MD | 21204 | VP/SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE STE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & ACCTG | ServiceTypeTxt |
| Compensation | $55,468 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,201,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,577,784 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,577,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,389,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,753 | TotalTaxAmt |
| Distributable Before Adj | $609,703 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $609,703 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $609,703 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $536,640 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $536,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $609,703 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $330,501 | UndistributedIncomePYAmt |
| Qualifying Distributions | $536,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $330,501 | AppliedToYear1Amt |
| Applied To Current Year | $206,139 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $403,564 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STEVENSON UNIVERSITY | |||||||
| 1525 GREENSPRING VLY RD | STEVENSON | MD | 21153 | NONE | PC | SCHOOL OF SCIENCES | $350,000 |
| UNIV OF MD ST JOSEPH MEDICAL CTR | |||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | NONE | PC | ECHO CARDIOGRAM MACHINE | $160,000 |
| SINAI HOSPITAL OF BALTIMORE | |||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | NONE | PC | ARMEO SENSO DEVICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENSON UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 GREENSPRING VLY RD | AddressLine1Txt |
| City | STEVENSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOOL OF SCIENCES | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,048 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,807 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $782,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $782,537 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEE ATTACHED STATEMENT 1 | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $10,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED STATEMENT 2 | StockNm |
| EOY Book Value | $5,722,955 | EOYBookValueAmt |
| EOYFMV | $10,415,955 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEE ATTACHED STATEMENT 1 | CategoryTxt |
| Legal Fees | $40,468 | LegalFeesAmt |
| Net Investment Income | $28,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,140 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHED STATEMENT 1 | Desc |
| Amt | $45,840 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SEE ATTACHED STATEMENT 1 | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEE ATTACHED STATEMENT 1 | CategoryTxt |
| Amt | $41,201 | Amt |
| Net Investment Income | $41,201 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEE ATTACHED STATEMENT 1 | CategoryTxt |
| Amt | $3,824 | Amt |
| Net Investment Income | $824 | NetInvestmentIncomeAmt |
Comments