KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-08
IRS object ID
202100989349101325
Schema version
2019v5.1
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)
Return2021-04-08T13:20:35-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1445 Broadhollow Rd Suite 300AddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP117473601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061636085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH AND HARRIET R KUPFERBERG FAMILY FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARK KUPFERBERGInCareOfNm
Business Name ControlKENNBusinessNameControlTxt
Phone7184617000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK KUPFERBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7184617000PhoneNum
Signature2021-04-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone6312496001PhoneNum
Preparation2021-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,421,862FMVAssetsEOYAmt
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$56,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,504DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,658NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$50,846TotalRevAndExpnssAmt
Total Net Invst Incm$56,504TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$12,384AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,096AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,288AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,999TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,326TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,000OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$6,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,383TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,422TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,288TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$129,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$151,383TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,422TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$145,288TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$100,537ExcessRevenueOverExpensesAmt
Net Investment Income$51,082NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,575CashBOYAmt
Cash EOY$11,337CashEOYAmt
Cash EOYFMV$11,337CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,370,228SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,208,027SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,208,027SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,326,715CorporateStockBOYAmt
Corporate Stock EOY$1,321,052CorporateStockEOYAmt
Corporate Stock EOYFMV$1,202,498CorporateStockEOYFMVAmt
Total Assets BOY$2,742,518TotalAssetsBOYAmt
Total Assets EOY$2,540,416TotalAssetsEOYAmt
Total Assets EOYFMV$2,421,862TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Retained Earning BOY$2,742,518RetainedEarningBOYAmt
Retained Earning EOY$2,540,416RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,742,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,540,416TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,742,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,540,416TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,742,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$100,537ExcessRevenueOverExpensesAmt
Subtotal$2,641,981SubtotalAmt
Other Decreases$101,565OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,540,416TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$5GrossSalesPriceAmt
Cost Or Other Basis$5,663CostOrOtherBasisAmt
Gain Or Loss-$5,658GainOrLossAmt
Gains Minus Excess Or Losses-$5,658GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,658CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$138,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,783,369NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049769DistributionYr1Rt
Adjusted Qlfy Distri Yr2$147,929AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,974,645NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04973DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,875AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,992,908NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032034DistributionYr3Rt
Adjusted Qlfy Distri Yr4$63,530AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,896,831NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.021931DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,294AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,092,826NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032105DistributionYr5Rt
Total Distribution0.185569TotalDistributionRt
Average Distribution0.037114AverageDistributionRt
Net Vl Noncharitable Assets$2,433,201NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$90,306AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$511NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,817AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$145,288QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$511InvestmentIncomeExciseTaxAmt
Subtotal$511SubtotalAmt
Tax Based On Investment Income$511TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$524TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK KUPFERBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184617000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonMARK KUPFERBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,145,388AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,324,867AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,470,255TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,470,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,054CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,433,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$511TaxBasedOnInvestmentIncomeAmt
Total Tax$511TotalTaxAmt
Distributable Before Adj$121,149DistributableBeforeAdjAmt
Distributable Before Ded$121,149DistributableBeforeDedAmt
Distributable As Adjusted$121,149DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,288ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$145,288QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$511PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$144,777AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,149DistributableAsAdjustedAmt
Undistributed Income PY$127,282UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$145,288QualifyingDistributionsAmt
Applied To Year1$127,282AppliedToYear1Amt
Applied To Current Year$18,006AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$103,143UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UJA FEDERATION OF NEW YORK Inc
130 East 59th StreetNEW YORKNY100221302NO RELATIONSHIPPCGENERAL SUPPORT$25,000
JEWISH COMMUNAL FUND
575 MADISON AVENUE SUITE 703NEW YORKNY10022NO RELATIONSHIPPCGENERAL PURPOSE$64,000
QUEENSBOROUGH COMMUNITY COLLEGE FUND INC
222-05 56th Avenue NO A505BaysideNY11364NO RELATIONSHIPPCGENERAL PURPOSE$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$129,000TotalGrantOrContriPdDurYrAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,504ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,658ExclusionAmt
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$50,846ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,846TotalIncomeProducingActyAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
COHEN & COMPANY$4,000$4,000
GRANT THORNTON LLP$8,384$6,288$2,096

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$1,321,052EOYBookValueAmt
EOYFMV$1,202,498EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHECKS WRITTEN IN 2019 BUT UNCLEARED$101,565
PRIOR TO YEAR END$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFAMILY OFFICEDesc
Revenue And Expenses Per Books$8,000RevenueAndExpensesPerBooksAmt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,000DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,326$1,326
FEDERAL INCOME TAX$673

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