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MOSKOWITZ FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MOSKOWITZ FAMILY FOUNDATION (EIN 46-5160772)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-10-17
IRS object ID
202202909349101600
Schema version
2020v4.2
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)
Return2022-10-17T19:59:09-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273767318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRESCENT BAY ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12101 E COAST HWY STE 120AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465160772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSKOWITZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOSKBusinessNameControlTxt
Phone9497184517PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12101 E COAST HWY NO 120AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY MOSKOWITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9497184517PhoneNum
Signature2022-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastMOSKOWITZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID GLENNPreparerPersonNm
PTINP01618046PTIN
Phone9497184514PhoneNum
Preparation2022-10-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,185,897FMVAssetsEOYAmt
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$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,143DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$507,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,629CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,791TotalRevAndExpnssAmt
Total Net Invst Incm$137,791TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$450AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$13,059OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,764OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$295OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,209TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,464TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$745TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,209TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,464TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$227,745TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,418ExcessRevenueOverExpensesAmt
Net Investment Income$123,327NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88,517CashBOYAmt
Cash EOY$31,369CashEOYAmt
Cash EOYFMV$31,369CashEOYFMVAmt
Corporate Stock BOY$1,196,493CorporateStockBOYAmt
Corporate Stock EOY$1,194,528CorporateStockEOYAmt
Corporate Stock EOYFMV$1,810,367CorporateStockEOYFMVAmt
Corporate Bonds BOY$393,000CorporateBondsBOYAmt
Corporate Bonds EOY$347,695CorporateBondsEOYAmt
Corporate Bonds EOYFMV$344,161CorporateBondsEOYFMVAmt
Total Assets BOY$1,678,010TotalAssetsBOYAmt
Total Assets EOY$1,573,592TotalAssetsEOYAmt
Total Assets EOYFMV$2,185,897TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,678,010RetainedEarningBOYAmt
Retained Earning EOY$1,573,592RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,678,010TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,573,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,678,010TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,573,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,678,010TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,418ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,573,592SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,573,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
SHORT TERM2020-12-012021-01-14$2,568-$2,568-$2,568
LONG TERM2020-12-012021-04-14$400,677$107,197$107,197$507,874
FieldValueIRS element (for citing)
Capital Gain Net Income$104,629CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$104,629NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,714InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,714SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,714TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$1,280OverpaymentAmt
Applied To ES Tax$1,280AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCAOrgReportOrRegisterStateCd
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 BooksJEFFREY MADELEINE MOSKOWITZIndividualWithBooksNm
Phone9497184517PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12101 E COAST HWY STE 120AddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY MOSKOWITZ
2101 E COAST HWY STE 120CORONA DEL MARCA92625PRESIDENT5.00$0$0$0
MADELEINE MOSKOWITZ
2101 E COAST HWY STE 120CORONA DEL MARCA92625CFO/SECRETARY2.00$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$2,189,619AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,225AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,253,844TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,253,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,808CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,220,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,002MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,002MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,714TaxBasedOnInvestmentIncomeAmt
Total Tax$1,714TotalTaxAmt
Distributable Before Adj$109,288DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$109,288DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$109,288DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,745ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$227,745QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$227,745AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,288DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,766ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$104,475ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$82,278ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,425ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$128,345ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$481,289TotalExcessDistributionCyovAmt
Qualifying Distributions$227,745QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$109,288AppliedToCurrentYearAmt
Remaining Distri From Corpus$118,457RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$599,746TotalCorpusAmt
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$78,766ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$520,980ExcessDistriCyovToNextYrAmt
Excess From Year4$104,475ExcessFromYear4Amt
Excess From Year3$82,278ExcessFromYear3Amt
Excess From Year2$87,425ExcessFromYear2Amt
Excess From Year1$128,345ExcessFromYear1Amt
Excess From Current Year$118,457ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY MOSKOWITZContributingManagerNm
Contributing ManagerMADELEINE MOSKOWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART DIVISION
2418 WEST 6TH STREETLOS ANGELESCA90057PCOPERATIONAL SUPPORT$20,000
CAPITAL & MAIN
1910 W SUNSET BLVD SUITE 740LOS ANGELESCA90026PCOPERATIONAL SUPPORT$20,000
CEDARS SINAI MEDICAL CENTER CO CARDIAC FELLOWS PROGRAM
127 S SAN VINCENTE BLVD A3600LOS ANGELESCA90048PCOPERATIONAL SUPPORT$25,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 14TH FLOORNEW YORKNY10006PCOPERATIONAL SUPPORT$50,000
HOLLYWOOD FOOD COALITION
5939 HOLLYWOOD BLVDLOS ANGELESCA90028PCOPERATIONAL SUPPORT$37,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038PCOPERATIONAL SUPPORT$15,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637PCOPERATIONAL SUPPORT$50,000
SEE INTERNATIONAL
175 CREMONA DR 100GOLETACA93117PCOPERATIONAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,000TotalGrantOrContriPdDurYrAmt
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$19ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,143ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion23ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$104,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,791ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,791TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,150Amt
Net Investment Income$1,700NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$450DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND MUTUAL FUNDSBondNm
EOY Book Value$347,695EOYBookValueAmt
EOYFMV$344,161EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK AND STOCK ETF$335,739$381,391
STOCK MUTUAL FUND$858,789$1,428,976

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED TAX PAYMENT$295$0$0$295
MANAGEMENT FEES$12,764$12,764$0$0

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