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FARBENBLUM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FARBENBLUM FOUNDATION (EIN 13-7120066)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202243119349102154
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)
Return2022-11-07T15:30:54-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364267431PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEASE & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11422 EUCLID AVE SUITE 400AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137120066EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FARBENBLUM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFARBBusinessNameControlTxt
Phone5163505551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 E MERRICK ROAD 305AddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL FARBENBLUMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5163505551PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastFARBENBLUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN DRAKEPreparerPersonNm
PTINP01326831PTIN
Phone2163489600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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$1,658,724FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,657DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,657DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$122,038NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,555GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$122,038CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$133,698TotalRevAndExpnssAmt
Total Net Invst Incm$133,698TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,626OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,626OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,626TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,004ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,004ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$170,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,626TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,004TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,182ExcessRevenueOverExpensesAmt
Net Investment Income$123,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$58,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,459SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,507,210CorporateStockBOYAmt
Corporate Stock EOY$1,600,265CorporateStockEOYAmt
Corporate Stock EOYFMV$1,600,265CorporateStockEOYFMVAmt
Total Assets BOY$1,507,210TotalAssetsBOYAmt
Total Assets EOY$1,658,724TotalAssetsEOYAmt
Total Assets EOYFMV$1,658,724TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,507,210NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,658,724NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,507,210TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,658,724TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,507,210TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,658,724TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,507,210TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,182ExcessRevenueOverExpensesAmt
Other Increases$188,696OtherIncreasesAmt
Subtotal$1,658,724SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,658,724TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$196,555GrossSalesPriceAmt
Cost Or Other Basis$74,517CostOrOtherBasisAmt
Gain Or Loss$122,038GainOrLossAmt
Gains Minus Excess Or Losses$122,038GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$122,038CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,711InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,711SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,711TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,992EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,992TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,281OverpaymentAmt
Applied To ES Tax$1,281AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 BooksMICHAEL FARBENBLUMIndividualWithBooksNm
Phone5163505551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 E MERRICK ROAD SUITE 305AddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10058ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
EDWARD FARBENBLUM
10 E MERRICK ROAD SUITE 305VALLEY STREAMNY11580DIRECTOR1.00$0$0$0
MICHAEL FARBENBLUM
10 E MERRICK ROAD SUITE 305VALLEY STREAMNY11580DIRECTOR1.00$0$0$0
STANLEY JOSEPH
10 E MERRICK ROAD SUITE 305VALLEY STREAMNY11580DIRECTOR1.00$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$1,586,831AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,024AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,613,855TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,613,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,208CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,589,647NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,482MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,482MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,711TaxBasedOnInvestmentIncomeAmt
Total Tax$1,711TotalTaxAmt
Distributable Before Adj$77,771DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,771DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,771DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,004ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,004QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,771DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$101,000ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$101,000TotalExcessDistributionCyovAmt
Qualifying Distributions$160,004QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,771AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,233RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$183,233TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$183,233ExcessDistriCyovToNextYrAmt
Excess From Year3$101,000ExcessFromYear3Amt
Excess From Current Year$82,233ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PRINCETON UNIVERSITY
NEW SOUTH BUILDING FOURTH FLOORPRINCETONNJ08544PCTO SUPPORT THE MISSION OF THE UNIVERSITY.$5,004
BE'ER HAGOLAH INSTITUE
671 LOUISIANA AVEBROOKLYNNY11239PCTO SUPPORT THE ELEMENTARY SCHOOL'S MISSION OF PROVIDING AN OUTSTANDING JUDAIC ACADEMIC PROGRAM AND STELLAR SECULAR EDUCATION.$12,000
SINAI ACADEMY
2025 79TH STBROOKLYNNY11214PCTO SUPPORT THE MIDDLE AND HIGH SCHOOL'S MISSION OF PREPARING STUDENTS TO LEAD GREAT AND GIVING LIVES AND TO FOSTER AN APPRECIATION FOR CONTINUED AND ONGOING PURSUIT OF ACADEMIC AND SOCIAL EXCELLENCE.$1,000
HATZALAH OF THE ROCKAWAYS AND NASSAU COUNTY
621 BEACH 9TH STREETFAR ROCKAWAYNY11691PCTO SUPPORT THE ORGANIZATION'S MISSION OF RESPONDING TO MEDICAL EMERGENCIES THROUGHOUT THE ROCKAWAY PENINSULA AND NASSAU COUNTY ON A VOLUNTEER BASIS. THE ORGANIZATION IS ONE OF THE LARGEST U.S. VOLUNTEER AMBULANCE SERVICES.$2,000
CENTER FOR INITIATIVES IN JEWISH EDUCATION
45 BROADWAYNEW YORKNY10006PCTO SUPPORT THE ORGANIZATION'S MISSION OF ENHANCING AND ENRICHING THE QUALITY OF JEWISH EDUCATION THROUGHOUT THE UNITED STATES.$60,000
MATTEH MOSHE INC
1408 E 7TH STREETBROOKLYNNY11230PCTO SUPPORT THE ORGANIZATION'S MISSION OF PREPARING STUDENTS TO ASSUME LEADERSHIP POSITIONS IN RABBINIC EDUCATION.$18,000
BOCA RATON KOLLEL
7301A W PALMETTO PARK ROAD SUITEBOCA RATONFL33433PCTO SUPPORT THE KOLLEL'S MISSION OF ADVANCING TORAH STUDY AND SUPPORTING THE COMMUNITY OF BOCA RATON.$20,000106C
CONGREGATION VAYIGDAL MOSHE
34 BURTON AVEWOODMERENY11598PCTO SUPPORT THE CONGREGATION'S MISSION.$30,000
YESHIVA GEDOLAH RABBINICAL COLLEGE
1140 ALTON ROADMIAMIFL33139PCTO SUPPORT THE MISSION OF THE RABBINICAL COLLEGE.$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,004TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$122,038ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,698ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,698TotalIncomeProducingActyAmt

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBS KU 59004 LWStockNm
EOY Book Value$1,600,265EOYBookValueAmt
EOYFMV$1,600,265EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$188,696Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$10,626Amt
Net Investment Income$10,626NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNEW YORK CHAR500 ANNUAL FEECategoryTxt
Amt$250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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