MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC (EIN 95-4619031)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-05-19
IRS object ID
202221399349101117
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)
Return2022-05-19T16:03:08-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIVERA JAMJIAN & ASSOC LLP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 W 6TH STREET SUITE 201AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954619031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% VAHAK PETROSSIANInCareOfNm
Business Name ControlMINBusinessNameControlTxt
Phone8189560423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVAHAK PETROSSIANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8189560423PhoneNum
Signature2021-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVAHAKPersonFirstNm
Person LastPETROSSIANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARMANDO JAMJIAN CPAPreparerPersonNm
PTINP00438749PTIN
Phone2134122002PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$1,474,691FMVAssetsEOYAmt
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$26,791DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,791DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,672NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$85,218GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,672CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,463TotalRevAndExpnssAmt
Total Net Invst Incm$32,463TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,295AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$11InterestRevAndExpnssAmt
Interest Net Invst Incm$11InterestNetInvstIncmAmt
Taxes Rev And Expnss$372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,681TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,319TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$96,438ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$96,438ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,319TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$96,438TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,656ExcessRevenueOverExpensesAmt
Net Investment Income$31,144NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,623CashBOYAmt
Cash EOY$18,610CashEOYAmt
Cash EOYFMV$18,610CashEOYFMVAmt
Corporate Stock BOY$728,869CorporateStockBOYAmt
Corporate Stock EOY$713,869CorporateStockEOYAmt
Corporate Stock EOYFMV$1,357,526CorporateStockEOYFMVAmt
Corporate Bonds BOY$149,911CorporateBondsBOYAmt
Corporate Bonds EOY$85,420CorporateBondsEOYAmt
Corporate Bonds EOYFMV$98,555CorporateBondsEOYFMVAmt
Total Assets BOY$883,403TotalAssetsBOYAmt
Total Assets EOY$817,899TotalAssetsEOYAmt
Total Assets EOYFMV$1,474,691TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$883,403RetainedEarningBOYAmt
Retained Earning EOY$817,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$883,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$817,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$883,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$817,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$883,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,656ExcessRevenueOverExpensesAmt
Other Increases$152OtherIncreasesAmt
Subtotal$817,899SubtotalAmt
Tot Net Ast Or Fund Balances EOY$817,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO ADVISORS 1087P2019-03-142020-02-04$4,993$5,000-$7-$7
WELLS FARGO ADVISORS 1087 LT COVP2018-08-232020-09-30$10,712$9,491$1,167$1,221
WELLS FARGO ADVISORS 1087 LT NONCOVP2020-11-30$69,512$65,000$4,512$4,512
FieldValueIRS element (for citing)
Capital Gain Net Income$5,672CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$433InvestmentIncomeExciseTaxAmt
Subtotal$433SubtotalAmt
Tax Based On Investment Income$433TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$433TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VAHAK PETROSSIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189560423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALICE PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206PRESIDENT2.0$0$0$0
CHRISTOPHER PETROSSIAN
863 BERKSHIRELA CANADACA91011VICE PRESIDENT2.0$0$0$0
VAHAK PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206TREASURER2.0$0$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$1,347,150AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,358,766TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,358,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,338,385NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,919MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,919MinimumInvestmentReturnAmt
Tax Based On Investment Income$433TaxBasedOnInvestmentIncomeAmt
Total Tax$433TotalTaxAmt
Distributable Before Adj$66,486DistributableBeforeAdjAmt
Distributable Before Ded$66,486DistributableBeforeDedAmt
Distributable As Adjusted$66,486DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,438ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$96,438QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,438AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,486DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,330ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,370ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,650ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$96,878ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,270ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$289,498TotalExcessDistributionCyovAmt
Qualifying Distributions$96,438QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$66,486AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,952RemainingDistriFromCorpusAmt
Total Corpus$319,450TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$42,330ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$277,120ExcessDistriCyovToNextYrAmt
Excess From Year4$35,370ExcessFromYear4Amt
Excess From Year3$55,650ExcessFromYear3Amt
Excess From Year2$96,878ExcessFromYear2Amt
Excess From Year1$59,270ExcessFromYear1Amt
Excess From Current Year$29,952ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMINA HACOB SHIRVANIAN FAMILY FOUNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8189560423RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIA FUND INC
111 NORTH JACKSON STGLENDALECA91206SOCIAL SERVICES$30,000
ARMENIA WOUNDED HEROES FUND
PO BOX 484FAIR LAWNNJ07410SOCIAL SERVICES$25,000
ADVENTIST HEALTH FOUNDATION
1509 WILSON TERRACEGLENDALECA91206SOCIAL SERVICES$21,600
ARMENIAN CULTURAL FOUNDATION
104 N BELMONT ST 300GLENDALECA91206SOCIAL SERVICES$4,500
CHILDREN OF ARMENIA FUND
149 5TH AVE SUITE 500NEW YORKNY10010SOCIAL SERVICES$2,588
ARMENIAN RELIEF SOCIETY
517 W GLENOAKS BLVDGLENDALECA91202SOCIAL SERVICES$2,500
WESTERN PRELACY ARMENIAN CHURCH
6252 HONOLULU AVEGLENDALECA91214SOCIAL SERVICES$2,500
ARMENIAN INTL WOMENS ASSOCIATION
65 MAIN STREET 3AWATERTOWNMA02472SOCIAL SERVICES$2,250
ANCA ENDOWMENT FUND
1711 N STREET NWWASHINGTONCA20036SOCIAL SERVICES$2,000
ORRAN BENEVOLENT ORGANIZATION
2217 OBSERVATORY AVELOS ANGELESCA90027SOCIAL SERVICES$1,000
PAN ARMENIAN COUNCIL OF THE WESTERN UNITED STATES
6252 Honolulu AveLa CrescentaCA91214SOCIAL SERVICES$1,000
TEACH FOR ARMENIA
501 GLENOAKS BLVDGLENDALECA91202SOCIAL SERVICES$1,000
GLENDALE CITY COLLEGE SCHOLARSHIP
1500 N VERDUGO RDGLENDALECA91208SOCIAL SERVICES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$96,438TotalGrantOrContriPdDurYrAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,791ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,672ExclusionAmt
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$32,463ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,463TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,295Amt
Net Investment Income$1,295NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$85,420EOYBookValueAmt
EOYFMV$98,555EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS, OPTIONS & ETFS$713,869$1,357,526
MUTUAL FUNDS$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt
Net Investment Income$3NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISC ADJUSTMENTDesc
Amt$152Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FRANCHISE TAX$10$10
FEDERAL TAXES$362

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