CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC (EIN 47-5210479)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202203059349100005
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T07:55:11-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232978890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 MILLCREEK DR | AddressLine1Txt |
| City | FEASTERVILLE TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475210479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERNOWITZ MEDICAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 8009018658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1392 S VINE STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD JACOBY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2157400870 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | JACOBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTI SHARPE | PreparerPersonNm |
| PTIN | P01317490 | PTIN |
| Phone | 2153223985 | PhoneNum |
| Preparation | 2022-11-01 | 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 | $10,184,948 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $219 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $291,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $291,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,284,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73,588 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,588 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $396,391 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $88,304 | CompOfcrDirTrstAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $9,755 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,865 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,890 | PensionEmplBnftAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $6,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,840 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,814 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $45,861 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,525 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $193,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $96,719 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $514,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $707,274 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $96,719 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$310,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Government Obligations BOY | $743,579 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $115,067 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $115,067 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,535,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,944,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,944,090 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,627,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,125,791 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,125,791 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,906,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,184,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,184,948 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $75,000 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $75,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,906,600 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,109,948 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,906,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,109,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,906,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,184,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,906,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$310,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $514,231 | OtherIncreasesAmt |
| Subtotal | $10,109,948 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,109,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,232,019 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,253,822 | CostOrOtherBasisAmt |
| Gain Or Loss | -$21,803 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$21,803 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,165 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,165 | SubtotalAmt |
| Tax Based On Investment Income | $4,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $383 | 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 | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | 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 | WWW.CHERNOWITZ.ORG | WebsiteAddressTxt |
| Individual With Books | JACK PLATT | IndividualWithBooksNm |
| Phone | 8009018658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 BREYER DRIVE UNIT 4D | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD JACOBY | ||||||||
| 1392 SOUTH VINE STREET | DENVER | CO | 80210 | TRUSTEE | 000.00 | $45,000 | $0 | $0 |
| JACK PLATT | ||||||||
| 100 BREYER DRIVE UNIT 4D | ELKINS PARK | PA | 19027 | TRUSTEE | 000.00 | $45,000 | $0 | $0 |
| BENJAMIN JACOBY | ||||||||
| 3964 YATES STREET | DENVER | CO | 80212 | TRUSTEE | 000.00 | $35,004 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $10,045,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,045,774 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,045,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,687 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,895,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,754 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,754 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,165 | TotalTaxAmt |
| Distributable Before Adj | $490,589 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $490,589 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $490,589 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,000 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $75,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $514,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $490,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $475,450 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $29,552 | TotalForPriorYearsAmt |
| Qualifying Distributions | $514,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $475,450 | AppliedToYear1Amt |
| Applied To Current Year | $38,550 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $29,552 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $29,552 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $452,039 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | 5TH FLOOR | PHILADELPHIA | PA | 19104 | 501(C)(3) | MEDICAL RESEARCH | $75,000 |
| UNIVERSITY OF COLORADO | |||||||
| PO BOX 910238 | DENVER | CO | 80291 | 501(C)(3) | MEDICAL RESEARCH | $137,500 | |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 33102 | 501(C)(3) | MEDICAL RESEARCH | $75,000 | |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE STREET SUITE | ROCHESTER | NY | 14611 | 501(C)(3) | MEDICAL RESEARCH | $80,000 | |
| MOSS REHABILITATION | |||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 501(C)(3) | MEDICAL RESEARCH | $71,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MIAMI | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 025388 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MEDICAL RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $291,437 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,588 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,147 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $291,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,735 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $396,172 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,125,791 | EOYBookValueAmt |
| EOYFMV | $2,125,791 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $7,944,090 | EOYBookValueAmt |
| EOYFMV | $7,944,090 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $115,067 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $115,067 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| WEBSITE | $868 | $868 | |
| PAYROLL SERVICE FEES | $938 | $657 | $281 |
| ACCOUNT SERVICE FEES | $44,055 | $44,055 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $73,588 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73,588 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $514,231 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,840 | Amt |
| Net Investment Income | $6,840 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,019 | $2,019 |
| EXCISE TAX | $3,795 | $3,795 |
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