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HOWARD E SACHS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOWARD E SACHS FOUNDATION INC (EIN 58-1704466)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349104470
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)
Return2022-11-15T12:07:17-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AGL CPA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11870 BUFORD HIGHWAY SUITE 100AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581704466EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Howard E Sachs Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HOWARD E SACHSInCareOfNm
Business Name ControlHOWABusinessNameControlTxt
Phone4042520092PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15915 Riverwood DriveAddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP303283743ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD SACHSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4042520092PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastSACHSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM C HARSHMANPreparerPersonNm
PTINP00107156PTIN
Phone7708041450PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$50,709FMVAssetsEOYAmt
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$215DividendsRevAndExpnssAmt
Dividends Net Invst Incm$215DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,216NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$8,216CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$155OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$155OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,586TotalRevAndExpnssAmt
Total Net Invst Incm$8,586TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,228AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,228AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$6InterestRevAndExpnssAmt
Interest Net Invst Incm$6InterestNetInvstIncmAmt
Taxes Rev And Expnss$163TaxesRevAndExpnssAmt
Taxes Net Invst Incm$163TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$51OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$51OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,448TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,448TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,651ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,651ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,448TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,651TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,513ExcessRevenueOverExpensesAmt
Net Investment Income$6,138NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,939CashBOYAmt
Cash EOY$16,005CashEOYAmt
Cash EOYFMV$16,005CashEOYFMVAmt
Corporate Stock BOY$5,333CorporateStockBOYAmt
Corporate Stock EOY$34,704CorporateStockEOYAmt
Corporate Stock EOYFMV$34,704CorporateStockEOYFMVAmt
Total Assets BOY$18,272TotalAssetsBOYAmt
Total Assets EOY$50,709TotalAssetsEOYAmt
Total Assets EOYFMV$50,709TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$18,272NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$50,709NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$18,272TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,709TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,272TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,709TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,272TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,513ExcessRevenueOverExpensesAmt
Other Increases$37,950OtherIncreasesAmt
Subtotal$50,709SubtotalAmt
Tot Net Ast Or Fund Balances EOY$50,709TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8,216CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$4TotalPaymentsAndCreditsAmt
Tax Due$81TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HOWARD E SACHSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4042520092PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15915 RIVERWOOD DRIVEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303283743ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD E SACHS
5915 Riverwood DriveAtlantaGA303283743PRESIDENT0$0$0$0
KATHLEEN SACHS
5915 Riverwood DriveAtlantaGA303283743SECRETARY/TREASURER0$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$31,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,601TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,601AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$669CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,932NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$2,112DistributableBeforeAdjAmt
Distributable Before Ded$2,112DistributableBeforeDedAmt
Distributable As Adjusted$2,112DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,651ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$11,651QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,112DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,819ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,819TotalExcessDistributionCyovAmt
Qualifying Distributions$11,651QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,112AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,539RemainingDistriFromCorpusAmt
Total Corpus$14,358TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,358ExcessDistriCyovToNextYrAmt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$4,819ExcessFromYear1Amt
Excess From Current Year$9,539ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD E SACHSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL COALITION SUPPORTING EURASIAN JEWRY
1120 20TH STREET NW 300NWASHINGTONDC20036NONEPCTO SAFEGUARD THE RELIGIOUS AND POLITICAL FREEDOMS OF JEWS IN EASTERN EUROPE AND EURASIA.$5,000
ORT AMERICA
3495 PIEDMONT ROAD NEATLANTAGA30305NONEPCTEACHES THE SKILLS NEEDED FOR SUCCESS THROUGH A JEWISH EDUCATIONAL NETWORK$500
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY NORTHCHERRY HILLNJ08034NONEPCDEDICATED TO HELPING PEOPLE WITH MS THROUGH TREATMENT AND RESEARCH$15
THE WILLIAM BREMAN JEWISH HOME
3150 HOWELL MILL ROAD NWATLANTAGA30327NONEPCNURSING HOME PROVIDING QUALITY OF LIFE AND LONG-TERM CARE FOR THOSE WHO REQUIRE AROUND-THE-CLOCK SUPERVISION OR CARE.$50
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC200242126NONEPCWORKS TO RESCUE HOLOCAUST EVIDENCE, CONFRONT HATRED, AND PREVENT GENOCIDE.$100
ASK CHARITABLE FOUNDATION
2400 KATHY COVEAUSTINTX78704NONETHE ASK CHARITABLE FOUNDATION INCUBATES, ACCELERATES AND SUPPORTS CHARITABLE ORGANIZATIONS WHOSE EFFORTS BENEFIT CHILDREN AND FAMILIES IN AUSTIN AND BEYOND.$360
VETERANS OF FOREIGN WARS FOUNDATION
406 W 34TH STREETKANSAS CITYMO64111NONEFOSTERS CAMARADERIE AMONG US VETERANS OF OVERSEAS CONFLICTS. TO ADVOCATE ON BEHALF OF VETERANS.$150
DAVIS ACADEMY
8105 ROBERTS DRIVEATLANTAGA30350NONEPROVIDES AN INNOVATIVE CURRICULUM THAT BLENDS OUTSTANDING ACADEMICS WITH REFORM JEWISH VALUES AND TRADITIONS.$90
ZERO CANCER
515 KING STREET SUITE 420ALEXANDRIAVA22314NONEHELPS PATIENTS BATTLING PROSTATE CANCER AND THEIR FAMILIES.$100
MURPHY HARPST CHILDREN'S CENTER
740 FLETCHER STREETCEDARTOWNGA30125NONETO PROVIDE A SAFE AND NURTURING ENVIRONMENT WHERE SEVERLY ABUSED AND NEGLECTED CHILDREN CAN THRIVE AND HEAL.$50
SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
424 EAST 92ND STREETNEW YORKNY101286804NONETO STOP THE ABUSE AND SUFFERING OF ANIMALS WITH INNOVATIVE PROGRAMS THAT SERVE BOTH ANIMALS AND THEIR HUMAN CARETAKERS.$50
THE ISRAEL BRIDGE
209 COCONUT KEY DRIVEPALM BEACH GARDENSFL33418NONEASSISTING ISRAELI (JEWISH AND ARAB) AMATEUR ATHLETES IN OBTAINING ATHLETIC SCHOLOARHIPS TO ATTEND UNIVERSITIES LOCATED IN THE US.$100
THE SUSAN G KOMEN BREAST CANCER FOUNDATION
14770 NOEL ROAD SUITE 801889DALLASTX75380NONEDRIVING RESEARCH, PUBLIC POLICY, EDUCATION, AND SUPPORT SERVICES FOR PEOPLE FACING BREAST CANCER.$50
NORTH CAROLINA SOCIETY OF ELECTRONEURODIAGNOSTIC
2901 HOLSTON LANERALEIGHNC27610NONETO ENSURE CLINICAL AND MORAL EXCELLENCE.$4,500
MD ANDERSON CANCER CENTER
P O BOX 2558HOUSTONTX77252NONEGROUNDBREAKING RESEARCH AND INNOVATIVE CLINICAL CARE THAT PROVIDE NEW THERAPIES.$500
PENN STATE HILLEL
180 S GARNER STREETSTATE COLLEGEPA16801NONETO ENRICH THE LIVES OF THE ESTIMATED 5,000 JEWISH STUDENTS AT PENN STATE SO THAT THEY MAY ENRICH THE JEWISH PEOPLE AND THE WORLD.$36
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,651TotalGrantOrContriPdDurYrAmt

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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$215ExclusionAmt
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 Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$155ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,216ExclusionAmt
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$8,586ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,586TotalIncomeProducingActyAmt

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)
CategoryHARSHMAN & COMPANYCategoryTxt
Amt$2,228Amt
Net Investment Income$2,228NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TECH SECTOR INDEX (XLK)$34,704$34,704
INTEL INC$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPRINTED CHECKSDesc
Revenue And Expenses Per Books$51RevenueAndExpensesPerBooksAmt
Net Investment Income$51NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$155RevenueAndExpensesPerBooksAmt
Net Investment Income$155NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FAIR MKT VALUE - MARK TO MKTDesc
Amt$37,950Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryU S TREASURYCategoryTxt
Amt$163Amt
Net Investment Income$163NetInvestmentIncomeAmt

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