BETA

ROBERT N KAPLAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT N KAPLAN FOUNDATION (EIN 47-4477131)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-15
IRS object ID
202101669349100910
Schema version
2020v4.1
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)
Return2021-06-15T12:32:03-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113518842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARKS PANETH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1685 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474477131EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT N KAPLAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2126871980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ROBERT KAPLAN 850 3RD AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT N KAPLANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126871980PhoneNum
Signature2021-06-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastKAPLANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACOB METH CPAPreparerPersonNm
PTINP00104046PTIN
Phone2125038800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,420,752FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$47,730DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,730DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$734,493NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,454,118GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$734,493CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$782,473TotalRevAndExpnssAmt
Total Net Invst Incm$782,223TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,375AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,481OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,481OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,481TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,856TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$213,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,856TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$189,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$568,492ExcessRevenueOverExpensesAmt
Net Investment Income$757,367NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,941CashBOYAmt
Cash EOY$54,393CashEOYAmt
Cash EOYFMV$54,393CashEOYFMVAmt
Corporate Stock BOY$1,704,264CorporateStockBOYAmt
Corporate Stock EOY$2,284,041CorporateStockEOYAmt
Corporate Stock EOYFMV$3,277,159CorporateStockEOYFMVAmt
Other Investments BOY$92,059OtherInvestmentsBOYAmt
Other Investments EOY$86,322OtherInvestmentsEOYAmt
Other Investments EOYFMV$89,200OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,856,264TotalAssetsBOYAmt
Total Assets EOY$2,424,756TotalAssetsEOYAmt
Total Assets EOYFMV$3,420,752TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,856,264RetainedEarningBOYAmt
Retained Earning EOY$2,424,756RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,856,264TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,424,756TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,856,264TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,424,756TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,856,264TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$568,492ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,424,756SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,424,756TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Sold2020-12-31SoldDt
Gross Sales Price$1,454,118GrossSalesPriceAmt
Cost Or Other Basis$719,625CostOrOtherBasisAmt
Gain Or Loss$734,493GainOrLossAmt
Gains Minus Excess Or Losses$734,493GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$734,493CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,527InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,527SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,527TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,428EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,428TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,901OverpaymentAmt
Applied To ES Tax$5,901AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksROBERT N KAPLANIndividualWithBooksNm
Phone2126871980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1850 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT N KAPLAN
850 THIRD AVENUENEW YORKNY10022PRESIDENT1.00$0$0$0
DEBRA STOKES KAPLAN
850 THIRD AVENUENEW YORKNY10022VICE-PRESIDENT1.00$0$0$0
EVELYN KAPLAN SCHULMAN
850 THIRD AVENUENEW YORKNY10022SECRETARY1.00$0$0$0
DANIEL L KAPLAN
850 THIRD AVENUENEW YORKNY10022TREASURER1.00$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$3,014,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,092,746TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,092,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,046,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,318MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,318MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,527TaxBasedOnInvestmentIncomeAmt
Total Tax$10,527TotalTaxAmt
Distributable Before Adj$141,791DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$141,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$141,791DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$189,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$189,125QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$189,125AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$141,791DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$3,826ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,300ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$30,165TotalExcessDistributionCyovAmt
Qualifying Distributions$189,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$141,791AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,334RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$77,499TotalCorpusAmt
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$4,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$73,460ExcessDistriCyovToNextYrAmt
Excess From Year2$3,826ExcessFromYear2Amt
Excess From Year1$22,300ExcessFromYear1Amt
Excess From Current Year$47,334ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT N KAPLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AJC
165 E 56TH STNEW YORKNY10022PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
AMERICAN ANTITRUST INSTITUTE
1025 CONNECTICUT AVEWASHINGTONDC20036PCTO FURTHER DONEE'S EXEMPT PURPOSE$15,000
ASCAP FOUNDATION
1900 BROADWAYNEW YORKNY10023PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
CARVER CENTER
400 WESTCHESTER AVENUEPORT CHESTERNY10573PCTO FURTHER DONEE'S EXEMPT PURPOSE$15,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLBROOKLINEMA02445PCTO FURTHER DONEE'S EXEMPT PURPOSE$25,000
FEDERAL BAR FOUNDATION
150 BROADWAY SUITE 505NEW YORKNY10038PCTO FURTHER DONEE'S EXEMPT PURPOSE$7,500
HORACE MANN SCHOOL
231 WEST 246TH STREETBRONXNY10471PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
IONA PREPARATORY SCHOOL
255 WILMONT RDNEW ROCHELLENY10804PCTO FURTHER DONEE'S EXEMPT PURPOSE$2,000
ROGER WILLIAMS UNIVERSITY
1 OLD FERRY RDBRISTOLRI02809PCTO FURTHER DONEE'S EXEMPT PURPOSE$2,000
RYE FREE READING ROOM
1061 BOSTON POST ROADRYENY10580PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
RYE HISTORICAL SOCIETY
10 PURCHASE STREETRYENY10580PCTO FURTHER DONEE'S EXEMPT PURPOSE$21,000
SIMONTON CANCER CENTER
PO BOX 6607MALIBUCA90264PCTO FURTHER DONEE'S EXEMPT PURPOSE$2,000
THE METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023PCTO FURTHER DONEE'S EXEMPT PURPOSE$7,500
WHITTIER COLLEGE
13406 PHILADELPHIA STWHITTIERCA90602PCTO FURTHER DONEE'S EXEMPT PURPOSE$7,000
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVENUE SW NO 5TH FLWASHINGTONDC20024PCTO FURTHER DONEE'S EXEMPT PURPOSE$5,000
UNIVERSITY OF ROCHESTER
300 EAST RIVER ROADROCHESTERNY14627PCTO FURTHER DONEE'S EXEMPT PURPOSE$6,500
COLUMBIA UNIVERSITY
435 WEST 116TH STREET BOX 812NEW YORKNY10027PCTO FURTHER DONEE'S EXEMPT PURPOSE$10,000
INSTITUTE FOR COMMUNITY LIVING
125 BROAD STREET 3RD FLOORNEW YORKNY10004PCTO FURTHER DONEE'S EXEMPT PURPOSE$1,000
ICAHN SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLNEW YORKNY10029PC.TO FURTHER DONEE'S EXEMPT PURPOSE$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,730ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$734,493ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$782,223ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$782,223TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARKS PANETH LLPCategoryTxt
Amt$10,750Amt
Net Investment Income$5,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,375DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKSStockNm
EOY Book Value$2,284,041EOYBookValueAmt
EOYFMV$3,277,159EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD SHORT TERM BONDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$86,322BookValueAmt
EOYFMV$89,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$19,481Amt
Net Investment Income$19,481NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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