BETA

LART CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LART CHARITABLE TRUST (EIN 80-6210595)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-10
IRS object ID
202221309349101012
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)
Return2022-05-10T08:51:40-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850808945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDGRAB CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146 STAUDERMAN AVENUEAddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11563ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN806210595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LART CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRUSBusinessNameControlTxt
Phone7184382601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14405 17TH AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYISROEL TRAUBEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7184382601PhoneNum
Signature2022-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstYISROELPersonFirstNm
Person LastTRAUBEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELBY GOLDGRABPreparerPersonNm
PTINP01087335PTIN
Phone5169087770PhoneNum
Self EmployedYes (X)SelfEmployedInd

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)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$1,791,377FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,963DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,963DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$28,100OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$39,083TotalRevAndExpnssAmt
Total Net Invst Incm$10,983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$294TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,669TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,819ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,819ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$94,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,019TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,405ExcessRevenueOverExpensesAmt
Net Investment Income$10,808NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$252,589SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,540SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,540SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,335,172USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,300,443USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,300,443USGovtObligationsEOYFMVAmt
Corporate Stock BOY$50,054CorporateStockBOYAmt
Corporate Stock EOY$45,660CorporateStockEOYAmt
Corporate Stock EOYFMV$45,660CorporateStockEOYFMVAmt
Corporate Bonds BOY$221,845CorporateBondsBOYAmt
Corporate Bonds EOY$229,734CorporateBondsEOYAmt
Corporate Bonds EOYFMV$229,734CorporateBondsEOYFMVAmt
Total Assets BOY$1,859,660TotalAssetsBOYAmt
Total Assets EOY$1,791,377TotalAssetsEOYAmt
Total Assets EOYFMV$1,791,377TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,859,660NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,791,377NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,859,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,791,377TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,859,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,791,377TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,859,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,405ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,804,255SubtotalAmt
Other Decreases$12,878OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,791,377TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyNEW YORK ST DORM AUTH 2011CPropertyDesc
Acquired2017-02-23AcquiredDt
Sold2021-04-26SoldDt
Gross Sales Price$40,000GrossSalesPriceAmt
Cost Or Other Basis$40,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$150InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$150SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$150TaxDueAmt

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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184382601PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14405 17TH AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$28,100TaxExemptInterestAmt
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
YISROEL YITCHOCK TRAUBE
4405 17TH AVENUEBROOKLYNNY11204TRUSTEE0.00$0$0$0
BENJAMIN MOSES TRAUBE
4405 17TH AVENUEBROOKLYNNY11204TRUSTEE0.00$0$0$0
SHAYA LEZER TRAUBE
4405 17TH AVENUEBROOKLYNNY11204TRUSTEE0.00$0$0$0
EFRAIM SHLOMO TRAUBE
4405 17TH AVENUEBROOKLYNNY11204TRUSTEE0.00$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$1,591,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$234,065AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,825,519TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,825,519AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,798,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,907MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,907MinimumInvestmentReturnAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Tax$150TotalTaxAmt
Distributable Before Adj$89,757DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,757DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,757DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,019ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,019QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,757DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$5,352ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,352TotalExcessDistributionCyovAmt
Qualifying Distributions$94,019QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,757AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,262RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,614TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,614ExcessDistriCyovToNextYrAmt
Excess From Year2$5,352ExcessFromYear2Amt
Excess From Current Year$4,262ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAIS YAAKOV D'CHASSIDEI GUR
1975 51ST STREETBROOKLYNNY11204N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$500
CONGREGATION AHAVAS TZ DOKAH V'CHESED
1347 42ND STREETBROOKLYNNY11219N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$500
CONGREGATION PNEI MENACHEM
4533 18TH AVENUEBROOKLYNNY11204N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$500
FRIENDS OF CHAZON YESHIVA
141-50 70TH ROADFLUSHINGNY11367N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$360
FRIENDS OF ICHUD MOSDOS
1563 49TH STREETBROOKLYNNY112191086N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$360
FRIENDS OF MOSOT GOOR
1310 48TH STREETBROOKLYNNY11219N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$85,000
FRIENDS OF SIFSAI TZADIK
1846 49TH STREETBROOKLYNNY11204N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$545
KOLLEL GUR
5407 16TH AVENUEBROOKLYNNY11204N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$500
MARKAS HACHMUCH
1560 48TH STREETBROOKLYNNY11219N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$54
MESTIVA BAIS YISROEL
5407 16TH AVENUEBROOKLYNNY11204N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$1,000
TALMUD TORAH IMREI EMES D'CHASSHED
1371 42ND STREETBROOKLYNNY112191406N/APUBLIC CHARITYSUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,819TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,963ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,100ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,083ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,083TotalIncomeProducingActyAmt

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)
CategoryGOLDGRAB CPA PLLCCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationENTITY NEITHER ACCEPTS NOR SOLICITS DONATIONS AND IS A NONEXEMPT CHARITABLE TRUST UNDER THE WILL OF A DECEDENT.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondHELD AT JP MORGANBondNm
EOY Book Value$229,734EOYBookValueAmt
EOYFMV$229,734EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHELD AT UBS FINANCIALStockNm
EOY Book Value$45,660EOYBookValueAmt
EOYFMV$45,660EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,300,443StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,300,443StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO NET ASSETS FOR UNREALIZED LOSSESDesc
Amt$12,878Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKER ANNUAL FEEDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MUNICIPAL INTEREST-JPMORGAN$36,628$0$36,628
MUNICIPAL INTEREST-UBS$16,500$0$16,500
BOND PREMIUM AMORTIZATION-$21,243$0-$21,243
BOND PREMIUM AMORTIZATION-$3,378$0-$3,378
TAX EXEMPT INTEREST PAID-$407$0-$407

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$294Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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