GREENMAN FAMILY CHARITABLEFOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GREENMAN FAMILY CHARITABLEFOUNDATION (EIN 20-5926652)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202203199349107565
Schema version
2021v4.1
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)
Return2022-11-15T13:29:22-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113467410PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOONDEL COHEN & LAMPERT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12009 DECKER AVEAddressLine1Txt
CityMERRICKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11566ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205926652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENMAN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone6314227367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM LANEAddressLine1Txt
CityWEST ISLIPCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117955211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY S HEILPERNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6314227367PhoneNum
Signature2022-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastHEILPERNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LALUNA CPAPreparerPersonNm
PTINP01796168PTIN
Phone5168681970PhoneNum
Preparation2022-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$1,320,552FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$95,013DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$105OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$95,123TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$4InterestRevAndExpnssAmt
Taxes Rev And Expnss$1,185TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$14,936OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$29,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,675TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,552ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88,077CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$886,790CorporateStockBOYAmt
Corporate Stock EOY$998,080CorporateStockEOYAmt
Corporate Stock EOYFMV$998,080CorporateStockEOYFMVAmt
Corporate Bonds BOY$318,142CorporateBondsBOYAmt
Corporate Bonds EOY$322,472CorporateBondsEOYAmt
Corporate Bonds EOYFMV$322,472CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,293,009TotalAssetsBOYAmt
Total Assets EOY$1,320,552TotalAssetsEOYAmt
Total Assets EOYFMV$1,320,552TotalAssetsEOYFMVAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$10,035LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,035TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,293,009NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,310,517NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,293,009TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,310,517TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,293,009TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,320,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,293,009TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,552ExcessRevenueOverExpensesAmt
Other Increases$28,060OtherIncreasesAmt
Subtotal$1,310,517SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,310,517TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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
Individual With BooksMARY S HEILPERNIndividualWithBooksNm
Phone6314227367PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1161 WAMPUM RDAddressLine1Txt
CityWEST ISLIPCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11795ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUZY HEILPERN
161 WAMPUM LANEWEST ISLIPNY11795TRUSTEE5.00$12,000$0$0
STEVEN GREENMAN
6975 SE HARBOR CIRCLESTUARTFL34996TRUSTEE5.00$0$0$0
PETER GREENMAN
218 WEST NICKLAUS AVEKALISPELLMT59901TRUSTEE2.00$0$0$0
JOE GREENMAN
90 SHORE DRBABYLONNY11702TRUSTEE2.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$66,932ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$66,932TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$66,932TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$66,932ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$66,932ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ORCAT
97 S HARBOR DRKEY LARGOFL33037501C3SOCIAL IMPROVEMENT$0
FLORIDA OCEANOGRAPHIC SOCIETY
890 NE OCEAN BLVDSTUARTFL34996501C3SOCIAL IMPROVEMENT$0
PROJECT LIFT
1330 SW 34TH STPALM CITYFL34990501C3SOCIAL IMPROVEMENT$5,000
HOSPICE CARE NETWORK
99 SUNNYSIDE BLVDWOODBURYNY11797501C3SOCIAL IMPROVEMENT$0
MICHAEL JCLEARY LIVE LARGE FDN
51 LAWRENCE LANEBAY SHORENY11706501C3SOCIAL IMPROVEMENT$5,000
WOMEN OF WEST ISLIP
53 SEQUAMS LANEW ISLIPNY11795501C3SOCIAL IMPROVEMENT$20,000
YMCA BOULTON CENTER
200 WEST MAIN STBAY SHORENY11706501C3SOCIAL IMPROVEMENT$5,000
MONDAYS AT RACINE
341 MAIN STISLIPNY11751501C3SOCIAL IMPROVEMENT$5,000
EXHALE TO INHALE
1732 FIRST AVENEW YORKNY10128501C3SOCIAL IMPROVEMENT$0
SANCTUARY FOR FAMILIES
120 BROADWAYNEW YORKNY10271501C3SOCIAL IMPROVEMENT$0
THE NEIGHBORHOOD HOUSE
132 CLYDE STWEST SAYVILLENY11796501C3SOCIAL IMPROVEMENT$3,000
YMCA OF LONG ISLAND
1150 PORTION RDHOLTSVILLENY11742501C3SOCIAL IMPROVEMENT$0
BELMONT CHILD CARE ASSOCS
2150 HEMPSTEAD TPKEELMONTNY11003501C3SOCIAL IMPROVEMENT$0
AMERICAN CANCER SOCIETY
PO BOX 910NEW YORKNY10101501C3SOCIAL IMPROVEMENT$5,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRRYE BROOKNY10573501C3SOCIAL IMPROVEMENT$0
LI CHARITIES FDTN
585 BROADHOLLOW RDMELVILLENY11747501C3SOCIAL IMPROVEMENT$1,000
THE MORGAN CENTER
PO BOX 333BRIGHTWATERSNY11718501C3SOCIAL IMPROVEMENT$0
COMMUNITY FND OF THE LOW CNTRY
PO BOX 23019HILTON HEAD ISLSC29925501C3SOCIAL IMPROVEMENT$0
CHRIST EPISCOPAL CHURCH
12 PROSPECT STBABYLONNY11072501C3SOCIAL IMPROVEMENT$0
Cancer Research Institute
29 Broadway Floor 4New YorkNY10006501c3Science research$0
Flathead Food Bank #81-0399818
1203 Hwy 2West KalispellMT59901501c3SOCIAL IMPROVEMENT$0
Treasure Coast Food Bank #36-3673599
401 Angle RoadFort PierceFL34947501c3SOCIAL IMPROVEMENT$0
Community Foundation of SW Louisiana
PO Box 3125Lake CharlesLA70602501c3SOCIAL IMPROVEMENT$0
BCRF
25 West 43rd Street Suite 609New YorkNY10036501c3SOCIAL IMPROVEMENT$0
SUFFOLK COUNTY PAL
PO BOX 26YAPHANKNY11980501C3SOCIAL IMPROVEMENT$0
St Patrick's Social Ministry
9 N Clinton AvenueBay ShoreNY11706501C3SOCIAL IMPROVEMENT$3,000
Great South Bay Society
132 Ocean AveAmityvilleNY11701501C3SOCIAL IMPROVEMENT$3,000
Ray Pfeifer Foundation
PO Box 435Massapequa ParkNY11762501C3SOCIAL IMPROVEMENT$5,000
Open Door
106000 Overseas HighwayKey LargoFL33037501C3SOCIAL IMPROVEMENT$200
BCCA (Belmont Childcare Assoc)
Belmont Park Gate 6ElmontNY11003501C3SOCIAL IMPROVEMENT$1,000
Maggie Fischer Memorial Cross Bay Swim
PO Box 332BrightwatersNY11718501C3SOCIAL IMPROVEMENT$5,000
Dezy Strong Foundation
750 Main StreetIslipNY11751501C3SOCIAL IMPROVEMENT$3,000
Several Sources Shelters
PO BOX 157RamsayNJ07446501C3SOCIAL IMPROVEMENT$3,000
Islip Arts Council
1701 Sunrise HighwayBay ShoreNY11706501C3SOCIAL IMPROVEMENT$1,000
St Brigid
101 Maple AveWestburyNY11590501C3SOCIAL IMPROVEMENT$2,000
The Lustgarten Foundation
415 Crossways Park Drive Suite DWoodburyNY11797501C3SOCIAL IMPROVEMENT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$95,013ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$95,018ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,018TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (11 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Interest income earned on the bank account that holds the
3Foundation's funds used to make distributions to organizations
3that qualify as exempt under Section 501(c)3.
3.
4Dividend income earned on the securities account that holds the
4Foundation's funds used to make distributions to organizations
4that qualify as exempt under Section 501(c)3.
4.
8Net gain realized on the securities account that holds the
8Foundation's funds used to make distributions to organizations
8that qualify as exempt under Section 501(c)3.

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)
CategoryLALUNA COHEN & LAMPERT TAX/ACCTGCategoryTxt
Amt$1,350Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS 76560 HRBondNm
EOY Book Value$322,472EOYBookValueAmt
EOYFMV$322,472EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS 76560 HR$82,598$82,598
UBS 76560 HR$915,482$915,482

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INVESTMENT ADVISORY FEES$14,891
BANK FEE$45

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$105RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$28,060Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX PAID$501
FEDERAL TAXES$684

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.