ARC FOUNDATION IRRV TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ARC FOUNDATION IRRV TR (EIN 37-6496750)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349103215
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)
Return2022-11-14T11:32:22-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042202844PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBIN AND RUDMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376496750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCFBusinessNameControlTxt
Phone6177686619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017721432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA KUPRISSPersonNm
Person TitlePRESIDENT, CLERK & DIRECTORPersonTitleTxt
Phone6177786619PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANITAPersonFirstNm
Person LastKUPRISSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A BERLINPreparerPersonNm
PTINP01394450PTIN
Phone6173307000PhoneNum
Preparation2022-11-07PreparationDt

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,975,488FMVAssetsEOYAmt
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$6,576InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,576InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,563DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,563DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,435NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$390,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,435CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$757OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$757OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$132,331TotalRevAndExpnssAmt
Total Net Invst Incm$132,331TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,539LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,539LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,070OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,070OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$367TaxesRevAndExpnssAmt
Taxes Net Invst Incm$367TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,976TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,976TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$176,976TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,976TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,645ExcessRevenueOverExpensesAmt
Net Investment Income$115,355NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$5CashEOYAmt
Cash EOYFMV$5CashEOYFMVAmt
Sav And Temp Cash Invst BOY$37,315SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$219,641SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$219,641SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$969,117CorporateStockBOYAmt
Corporate Stock EOY$842,753CorporateStockEOYAmt
Corporate Stock EOYFMV$1,520,380CorporateStockEOYFMVAmt
Corporate Bonds BOY$197,299CorporateBondsBOYAmt
Corporate Bonds EOY$197,299CorporateBondsEOYAmt
Corporate Bonds EOYFMV$198,535CorporateBondsEOYFMVAmt
Other Investments BOY$42,461OtherInvestmentsBOYAmt
Other Investments EOY$36,849OtherInvestmentsEOYAmt
Other Investments EOYFMV$36,927OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,246,192TotalAssetsBOYAmt
Total Assets EOY$1,296,547TotalAssetsEOYAmt
Total Assets EOYFMV$1,975,488TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY-$7,175CapitalStockBOYAmt
Capital Stock EOY-$7,175CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,253,367RetainedEarningBOYAmt
Retained Earning EOY$1,303,722RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,246,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,296,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,246,192TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,296,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,246,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,645ExcessRevenueOverExpensesAmt
Other Increases$97,500OtherIncreasesAmt
Subtotal$1,299,047SubtotalAmt
Other Decreases$2,500OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,296,547TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

How AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtPropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmt
P$5,833$5,833$5,833
P$55,538$6,707$6,707MORGAN STANLEY #507-XXX-XX-XXXX$48,831
P$149,976$51,490$51,490MORGAN STANLEY #507-XXX-XX-XXXX$98,486
P$178,931$26,405$26,405MORGAN STANLEY #507-XXX-XX-XXXX$152,526
FieldValueIRS element (for citing)
Capital Gain Net Income$90,435CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$180EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$180TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Tax Due$1,435TaxDueAmt

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 StateMAOrgReportOrRegisterStateCd
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 BooksANITA KUPRISSIndividualWithBooksNm
Phone6177686619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ANITA KUPRISS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE & SECRETARY0.01$0$0$0
RICHARD H DOUGLAS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE2.00$0$0$0
CHRISTOPHER LEE DOUGLAS
TRUSTEE0.01$0$0$09 CLEARWATER PLACEOXFORDOX2 7NLUK
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$128,481AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$128,481TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$128,481AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,927CashDeemedCharitableAmt
Net Vl Noncharitable Assets$126,554NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,328MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,328MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,603TaxBasedOnInvestmentIncomeAmt
Total Tax$1,603TotalTaxAmt
Distributable Before Adj$4,725DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,725DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,725DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,725DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$38,352ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$50,501ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,111ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,900ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$200,556TotalExcessDistributionCyovAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,725AppliedToCurrentYearAmt
Remaining Distri From Corpus$155,275RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$355,831TotalCorpusAmt
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$38,352ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$317,479ExcessDistriCyovToNextYrAmt
Excess From Year4$41,692ExcessFromYear4Amt
Excess From Year3$50,501ExcessFromYear3Amt
Excess From Year2$50,111ExcessFromYear2Amt
Excess From Year1$19,900ExcessFromYear1Amt
Excess From Current Year$155,275ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LABYRINTH CHOIR
122 MAIN STREETSOUTHBOROUGHMA01772NONEEXEMPTCULTURAL$60,000
LATIVIAN CUTURAL ASSN TILTS
2 MERRY HILL ROADPOUGHKEEPSINY12603NONEEXEMPTCULTURAL$2,500
SUDBURY VALLEY SCHOOL
2 WINCH STFRAMINGHAMMA01701NONEEXEMPTEDUCATIONALEDUCATIONAL$4,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISRATION BLDGANN ARBORMI48109NONEEXEMPTEDUCATIONAL$93,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,576RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$34,563RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$757RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$90,435RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$132,331RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,331TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME
4DIVIDEND INCOME
8CAPITAL GAIN INCOME

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm
EOY Book Value$197,299EOYBookValueAmt
EOYFMV$198,535EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES (STOCK)StockNm
EOY Book Value$842,753EOYBookValueAmt
EOYFMV$1,520,380EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UNIT INVESTMENT TRUSTSAT COST$36,849$35,209
ACCRUED INTERESTAT COST$0$1,718

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRUBIN AND RUDMANCategoryTxt
Legal Fees$6,539LegalFeesAmt
Net Investment Income$6,539NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2020 CHECKS CLEARED IN 2021Desc
Amt$2,500Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY #507-XXX-XX-XXXXDesc
Revenue And Expenses Per Books$757RevenueAndExpensesPerBooksAmt
Net Investment Income$757NetInvestmentIncomeAmt
Adjusted Net Income$757AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2021 CHECK OUTSTANDINGDesc
Amt$97,500Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$10,070Amt
Net Investment Income$10,070NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$367Amt
Net Investment Income$367NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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