LAUFER FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LAUFER FAMILY FOUNDATION INC (EIN 13-3070083)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-01-20
IRS object ID
202110209349100406
Schema version
2019v5.0
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)
Return2021-01-20T14:11:39-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112715389PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ives Sultan & Spike CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 Crossways Park Drive WestAddressLine1Txt
CityWoodburyCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133070083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAUFER FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAUFBusinessNameControlTxt
Phone9733459111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL LAUFERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-01-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT LIPTON CPAPreparerPersonNm
PTINP00034558PTIN
Phone5164969500PhoneNum
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$1,413,283FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$225,010ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$188InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$188InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$188InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,352DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,352DividendsAdjNetIncmAmt
Other Income Rev And Expnss$14,140OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$243,690TotalRevAndExpnssAmt
Total Net Invst Incm$4,540TotalNetInvstIncmAmt
Total Adj Net Incm$4,540TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$759LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$759LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$759LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,350AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,350AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$159TaxesRevAndExpnssAmt
Taxes Net Invst Incm$159TaxesNetInvstIncmAmt
Taxes Adj Net Incm$159TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$1OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,269TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,269TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,002ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,002ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,271TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,269TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,269TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$75,002TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,419ExcessRevenueOverExpensesAmt
Net Investment Income$2,271NetInvestmentIncomeAmt
Adjusted Net Income$2,271AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$93,288CashBOYAmt
Cash EOY$140,769CashEOYAmt
Cash EOYFMV$140,769CashEOYFMVAmt
Sav And Temp Cash Invst BOY$156,207SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,738SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,738SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$599,611CorporateStockBOYAmt
Corporate Stock EOY$814,018CorporateStockEOYAmt
Corporate Stock EOYFMV$1,156,776CorporateStockEOYFMVAmt
Other Assets BOY$55,000OtherAssetsBOYAmt
Other Assets EOY$55,000OtherAssetsEOYAmt
Other Assets EOYFMV$55,000OtherAssetsEOYFMVAmt
Total Assets BOY$904,106TotalAssetsBOYAmt
Total Assets EOY$1,070,525TotalAssetsEOYAmt
Total Assets EOYFMV$1,413,283TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$904,106NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$904,106TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,070,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$904,106TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,070,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$904,106TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,419ExcessRevenueOverExpensesAmt
Subtotal$1,070,525SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,070,525TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45InvestmentIncomeExciseTaxAmt
Subtotal$45SubtotalAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Tax Due$45TaxDueAmt

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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9733459111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
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
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)
PersonDANIEL LAUFERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,125,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,262,620TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,262,620AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,243,681NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,184MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,184MinimumInvestmentReturnAmt
Tax Based On Investment Income$45TaxBasedOnInvestmentIncomeAmt
Total Tax$45TotalTaxAmt
Distributable Before Adj$62,139DistributableBeforeAdjAmt
Distributable Before Ded$62,139DistributableBeforeDedAmt
Distributable As Adjusted$62,139DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,002ExpensesAndContributionsAmt
Qualifying Distributions$75,002QualifyingDistributionsAmt
Adjusted Qualifying Distri$75,002AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,139DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,516ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,345ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,198ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,350ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,409TotalExcessDistributionCyovAmt
Qualifying Distributions$75,002QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,139AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,863RemainingDistriFromCorpusAmt
Total Corpus$30,272TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,516ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,756ExcessDistriCyovToNextYrAmt
Excess From Year4$8,345ExcessFromYear4Amt
Excess From Year3$5,198ExcessFromYear3Amt
Excess From Year1$2,350ExcessFromYear1Amt
Excess From Current Year$12,863ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONGREGATION TIFERETH SHMUEL
82-61 BEVERLY ROADKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$6,780
YESHIVA SHAAR HATORAH
117-06 84TH AVENUERICHMOND HILLNY11418NONEPCGENERAL CONTRIBUTION$3,000
KEW GARDENS SYNAGOGUE
82-17 LEFFERTS BOULEVARDKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$22,700
MESIVTHA YESHIVA RABBI CHAIM BERLIN
1605 CONEY ISLAND AVENUEBROOKLYNNY11230NONEPCGENERAL CONTRIBUTION$3,600
CHAI LIFE LINE
151 WEST 30TH STREETNEW YORKNY10001NONEPCGENERAL CONTRIBUTION$500
QUEENS HATZOLAH
83-26 BREVOORT STREETKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$1,000
CONGREGATION SONS OF ISRAEL
2521 CRUGER AVENUEBRONXNY10467NONEPCGENERAL CONTRIBUTION$2,600
OPERATION OPEN CURTAIN
6 EAST 45TH STREET 11TH FLOORNEW YORKNY10017NONEPCGENERAL CONTRIBUTION$500
NATIONAL ASSOCIATION OF CHEVRA KADI
85-18 117TH STREETRICHMOND HILLNY11418NONEPCGENERAL CONTRIBUTION$180
STARS OF ISRAEL ACADEMY
82-52 ABINGTON ROADKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$1,000
CONGREGATION ADAS YEREIM OF KEW GAR
12231 METROPOLITAN AVENUEKEW GARDENSNY11415NONEPCGENERAL CONTRIBUTION$400
MISSOURI TORAH INSTITUTE
1809 CLARKSON ROADCHESTERFIELDMO63017N/APCGENERAL CONTRIBUTION$1,000
YESHIVA KESSER TORAH
72-11 VLEIGH PLACEKEWW GARDENS HILLSNY11367NONEPCGENERAL CONTRIBUTION$1,300
ATIME SHAS-A-THON
1310 48TH STREET 406BROOKLYNNY11219NONEPCGENERAL CONTRIBUTION$360
SHALVAT CHAIM
1375 CONEY ISLAND AVENUEBROOKLYNNY11230NONEPCGENERAL CONTRIBUTION$360
YESHIVA OF CENTRAL QUEENS
147-37 70TH ROADFLUSHINGNY11367NONEPCGENERAL CONTRIBUTION$1,500
YESHIVA MESIVTA SHAAREI CHAIM
716 BEACH 9TH STREETFAR ROCKAWAYNY11691NONEPCGENERAL CONTRIBUTION$100
JEWISH COMMUNAL FUND
575 MADISON AVE 703NEW YORKNY10022NONEPCGENERAL CONTRIBUTION$1,000
JEWISH COMMUNAL FUND
575 MADISON AVE 703NEW YORKNY10022NONEPCGENERAL CONTRIBUTION$24,742
SHAAREY BNOS CHAYIL HIGH SCHOOL
7509 MAIN STREETFLUSHINGNY11367NONEPCGENERAL CONTRIBUTION$1,000
YESHIVA OF THE TELSHE ALUMNI
4904 INDEPENDENCE AVENUEBRONXNY10471NONEPCGENERAL CONTRIBUTION$180
CONGREGATION BAIS AVROHOM ZEV
2 ROCKAWAY TURNPIKELAWRENCENY11559NONEPCGENERAL CONTRIBUTION$500
KAHAL NACHLAS AVOS
11325 MYRTLE AVENUEJAMAICANY11418NONEPCGENERAL CONTRIBUTION$200
KOLLEL OHR YEHUDA
920 EAST 13TH STREETBROOKLYNNY11230NONEPCGENERAL CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,002TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$188ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,352ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,680ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,680TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDANIEL LAUFERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1153 ONSLOW PLACEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Total Contributions$225,010TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,000 SHARES BERKSHIRE HATHAWAY INC. COMMON CLASS BNoncashPropertyDesc
Fair Market Value$225,010FairMarketValueAmt
Received2019-12-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryIVES & SULTAN, LLPCategoryTxt
Amt$1,350Amt
Net Investment Income$1,350NetInvestmentIncomeAmt
Adjusted Net Income$1,350AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4,300 BERKSHIRE HATHAWAY INC$581,598$767,593
70 SHS. APPLE INC.
200 SHS. ORACLE CORP.$6,458$11,054
500 SHS. STERLING BANCORP$5,585$5,860
100 SHS. BAUSCH HEALTH COMPANIES$8,277$1,829
6,000 SHS. NEWMONT MINING$212,100$370,440

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryEHELICH, PETRIELLO, GUDIN & PLAZACategoryTxt
Legal Fees$759LegalFeesAmt
Net Investment Income$759NetInvestmentIncomeAmt
Adjusted Net Income$759AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRELIGIOUS ARTICLESDesc
BOY Book Value$55,000BOYBookValueAmt
EOY Book Value$55,000EOYBookValueAmt
EOYFMV$55,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$14,140RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$159Amt
Net Investment Income$159NetInvestmentIncomeAmt
Adjusted Net Income$159AdjustedNetIncomeAmt

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