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KENNETH AND LORETTA SCHATZ FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KENNETH AND LORETTA SCHATZ FOUNDATION (EIN 22-6913857)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-06
IRS object ID
202101269349101340
Schema version
2020v4.0
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)
Return2021-05-06T13:59:34-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223081101PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN SILVERSTEIN ETALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DR STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080573245ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226913857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH AND LORETTA SCHATZBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone8566620700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 ROBIN LAKE DRIVEAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH SCHATZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8566620700PhoneNum
Signature2021-05-04SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastSCHATZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN R LOLIO JRPreparerPersonNm
PTINP01509761PTIN
Phone8566620700PhoneNum
Preparation2021-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$430,003FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$114,240ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$20InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,037DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,037DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,037DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$18,366NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,917GrossSalesPriceAmt
Total Rev And Expnss$137,663TotalRevAndExpnssAmt
Total Net Invst Incm$5,057TotalNetInvstIncmAmt
Total Adj Net Incm$5,057TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,032LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,032TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$151,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$151,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$152,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$151,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,369ExcessRevenueOverExpensesAmt
Net Investment Income$5,057NetInvestmentIncomeAmt
Adjusted Net Income$5,057AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,549CashBOYAmt
Cash EOY$32,920CashEOYAmt
Cash EOYFMV$32,920CashEOYFMVAmt
Corporate Stock BOY$256,806CorporateStockBOYAmt
Corporate Stock EOY$232,168CorporateStockEOYAmt
Corporate Stock EOYFMV$397,083CorporateStockEOYFMVAmt
Total Assets BOY$269,355TotalAssetsBOYAmt
Total Assets EOY$265,088TotalAssetsEOYAmt
Total Assets EOYFMV$430,003TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$269,355CapitalStockBOYAmt
Capital Stock EOY$265,088CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$269,355TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$265,088TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$269,355TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$265,088TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$269,355TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,369ExcessRevenueOverExpensesAmt
Other Increases$10,102OtherIncreasesAmt
Subtotal$265,088SubtotalAmt
Tot Net Ast Or Fund Balances EOY$265,088TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70InvestmentIncomeExciseTaxAmt
Subtotal$70SubtotalAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Tax Due$70TaxDueAmt

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
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 Line1SHERMAN SILVERSTEIN KOHL ROSE PODOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8566620700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DRIVE STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08057ZIPCd
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
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
KENNETH SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$0$0$0
LORETTA SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$348,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$367,212TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$367,212AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,508CashDeemedCharitableAmt
Net Vl Noncharitable Assets$361,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,085MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,085MinimumInvestmentReturnAmt
Tax Based On Investment Income$70TaxBasedOnInvestmentIncomeAmt
Total Tax$70TotalTaxAmt
Distributable Before Adj$18,015DistributableBeforeAdjAmt
Distributable Before Ded$18,015DistributableBeforeDedAmt
Distributable As Adjusted$18,015DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$151,000ExpensesAndContributionsAmt
Qualifying Distributions$151,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$151,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,015DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$44,385ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$47,090ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,355ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$92,127ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$97,886ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$371,843TotalExcessDistributionCyovAmt
Qualifying Distributions$151,000QualifyingDistributionsAmt
Applied To Current Year$18,015AppliedToCurrentYearAmt
Remaining Distri From Corpus$132,985RemainingDistriFromCorpusAmt
Total Corpus$504,828TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$44,385ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$460,443ExcessDistriCyovToNextYrAmt
Excess From Year4$47,090ExcessFromYear4Amt
Excess From Year3$90,355ExcessFromYear3Amt
Excess From Year2$92,127ExcessFromYear2Amt
Excess From Year1$97,886ExcessFromYear1Amt
Excess From Current Year$132,985ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JCFS
1301 SPRINGDALE ROADCHERRY HILLNJ08003GIFT$45,000
STPS
1301 SPRINGDALE ROADCHERRY HILLNJ08003GIFT$250
JEWISH NATIONAL FUND
150 MONUMENT ROADBALA CYNCWDPA19004GIFT$25,000
FEED THE CHILDREN
1628 16TH ST NWWASHINGTONDC20009GIFT$1,000
ABRAMSON CANCER CENTER
1865 RT 70 ECHERRY HILLNJ08003GIFT$15,000
USO
2700 SOUTHAMPTON ROADPHILADELPHIAPA19154GIFT$1,000
DAV
5000 WISSAHICKON AVENUEPHILADELPHIAPA19144GIFT$1,000
CATHEDRAL KITCHEN
1514 FEDERAL STREETCAMDENNJ08105GIFT$1,000
FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVDPENNSAUKENNJ08110GIFT$4,500
LARC SCHOOL
1089 CREEK ROADBELLMAWRNJ08031GIFT$2,000
SALVATION ARMY
4050 CONSHOHOCKEN AVENUEPHILADELPHIAPA19131GIFT$1,400
YMCA CAMPS
1303 STOKES ROADMEDFORDNJ08055GIFT$1,000
BOYS AND GIRLS CLUB OF CAMDEN CNTY
2 S DUDLEY STREETCAMDENNJ08105GIFT$1,000
SANDY ROLLMAN OVARIAN CANCER FND
2010 WEST CHESTER PIKEHAVERTOWNPA19083GIFT$5,000
ST JUDE'S CHILDRENS RESEARCH HOSPI
262 DANNY THOMAS PLACEMEMPHISTN38105GIFT$1,000
URBAN PROMISE
3700 RUDDEROW STREETPENNSAUKENNJ08110GIFT$1,000
SPECIAL OLYMPICS
1 EUNICE KENNEDY SHRIVERLAWRENCEVILLENJ08648GIFT$500
AFMDA
352 7TH AVENEW YORKNY10001GIFT$5,500
VARIETY CHILDREN'S CHARITY
2950 POTSHIP ROADWORCHESTERPA19490GIFT$1,000
ROWAN COLLEGE FOUNDATION
1400 TANYARD ROADSEWELLNJ08080GIFT$1,000
JOSEPH MARESSA FUND
PO BOX 446HADDONFIELDNJ08033GIFT$250
COOPER FOUNDATION
3 COOPER PLAZACAMDENNJ08103GIFT$1,500
WOUNDED WARRIOR
1120 G STREET NWWASHINGTONDC20005GIFT$1,000
TOWERS TO TUNNELS
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306GIFT$1,000
WOOLWICH FIRE CO
1517 KINGS HIGHWAYSWEDESBORONJ08085GIFT$750
PHILADELPHIA RONALD MCDONALD HOUSE
3925 CHESTNUT STREETPHILADELPHIAPA19104GIFT$1,000
KELLMAN BROWN ACADEMY
1007 LAUREL OAK ROADVOORHEESNJ08043GIFT$1,800
SAR ALUMNI ASSOCIATION
655 W 254TH STREETRIVERDALENY10471GIFT$600
SHRINERS HOSPITAL FOR CHILDREN
3551 N BROAD STREETPHILADELPHIAPA19140GIFT$1,000
ALICIA ROSE VICTORIOUS FOUNDATION
2115 VOORHEES TOWN CENTERVOORHEESNJ08043GIFT$500
CENTER FOR FAMILY SERVICES
584 BENSON STREETCAMDENNJ08103GIFT$1,000
DEER PARK FIRE COMPANY
985 CROPWELL ROADCHERRY HILLNJ08003GIFT$500
NPCF
5550 WEST EXECUTIVE DRTAMPAFL33609GIFT$200
TRAHEY MEMORIAL FUND
100 MAIN STREETTOMS RIVERNJ08753GIFT$2,000
RAVITZ FAMILY FOUNDATION
600 N KINGS HIGHWAYCHERRY HILLNJ08003GIFT$5,000
HATZOLA EDIS
42 NOE STREETCARTERETNJ07008GIFT$5,000
LIONS GATE
1100 LAUREL OAK ROADVOORHEESNJ08043GIFT$1,000
U OF P COVID RESPONSE TEAM
3101 WALNUT STREETPHILADELPHIAPA19104GIFT$5,000
KAREN LEVY SCHOLARSHIP FUND
1901 KRESSON ROADCHERRY HILLNJ08003GIFT$1,000
HADDONFIELD LIONS CLUB
33 E EUCLID AVENUEHADDONFIELDNJ08033GIFT$200
CATHOLIC PARTNERSHIP SCHOOLS OF CAM
808 MARKET STREETCAMDENNJ08102GIFT$5,000
B'NAI BRITH
444 NORTH ELMWOOD ROADMARLTONNJ08053GIFT$500
PRAGER UNIVERSITY
15021 VENTURA BLVD 552SHERMAN OAKSCA91403GIFT$1,000
JUDICIAL WATCH
425 THIRD STREET SWWASHINGTONDC20024GIFT$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$151,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,037RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,366RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,423RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,423TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SALE 300 SH IBM2019-12PURCHASE2020-11$33,174$40,128-$6,954
SALE 400 SH MARATHON PETE2019-12PURCHASE2020-01$23,929$22,844$1,085
SALE 600 SH MARATHON PETE2019-12PURCHASE2020-01$35,894$34,266$1,628
SALE 250 SH IBM2016-12PURCHASE2020-04$31,019$41,670-$10,651
SALE 50 SH IBM2016-12PURCHASE2020-11$5,529$8,334-$2,805
SALE 200 SH IBM1993-08PURCHASE2020-01$26,964$2,206$24,758
SALE 100 SH IBM1993-08PURCHASE2020-04$12,408$1,103$11,305

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
600 SH IBM
300 SH IBM
1000 MARATHON PETE
2000 SH ORACLE$114,240$129,358
700 SH ORACLE$32,578$45,305
1000 SH MICROSOFT$85,350$222,420

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySHERMAN SILVERSTEIN KOHL ROSE POCategoryTxt
Legal Fees$1,032LegalFeesAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN NET VALUE ASSETSDesc
Amt$10,102Amt

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