GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-03
IRS object ID
202113079349100421
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)
Return2021-11-03T14:02:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134033630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLADYS & SY ZIV FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone5618028960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE NO 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5618028960PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastKOCHMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA CLARKPreparerPersonNm
PTINP00751207PTIN
Phone5618329292PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,870,663FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$71,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,553DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$76,659NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$458,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,659CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$148,212TotalRevAndExpnssAmt
Total Net Invst Incm$148,212TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,249LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,125LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,124LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$970TaxesRevAndExpnssAmt
Taxes Net Invst Incm$470TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,470TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,824TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$156,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$156,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,544TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,470TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,574TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,332ExcessRevenueOverExpensesAmt
Net Investment Income$125,742NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$519CashBOYAmt
Cash EOY$2,621CashEOYAmt
Cash EOYFMV$2,621CashEOYFMVAmt
Corporate Stock BOY$2,444,407CorporateStockBOYAmt
Corporate Stock EOY$2,408,711CorporateStockEOYAmt
Corporate Stock EOYFMV$2,868,042CorporateStockEOYFMVAmt
Total Assets BOY$2,444,926TotalAssetsBOYAmt
Total Assets EOY$2,411,332TotalAssetsEOYAmt
Total Assets EOYFMV$2,870,663TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,067,927CapitalStockBOYAmt
Capital Stock EOY$2,067,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$376,999RetainedEarningBOYAmt
Retained Earning EOY$343,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,444,926TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,411,332TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,444,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,411,332TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,444,926TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,332ExcessRevenueOverExpensesAmt
Other Increases$738OtherIncreasesAmt
Subtotal$2,411,332SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,411,332TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #0715P$19,655$20,584-$929-$929
WELLS FARGO #0715P$392,479$361,307$31,172$31,172
CAPITAL GAINS DIVIDENDSP$46,416$46,416$46,416
FieldValueIRS element (for citing)
Capital Gain Net Income$76,659CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,748InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,748SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,748TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,072EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,072TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$676TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksKOCHMAN ZISKA PLCIndividualWithBooksNm
Phone5618028960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
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

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,628,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,392AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,643,468TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,643,468AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,652CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,603,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$130,191MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$130,191MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,748TaxBasedOnInvestmentIncomeAmt
Total Tax$1,748TotalTaxAmt
Distributable Before Adj$128,443DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$128,443DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$128,443DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,574ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,574QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,574AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$128,443DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,558ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$83,632ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,416ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$96,840ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$92,378ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$308,824TotalExcessDistributionCyovAmt
Qualifying Distributions$159,574QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$128,443AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,131RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$339,955TotalCorpusAmt
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$1,558ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$338,397ExcessDistriCyovToNextYrAmt
Excess From Year4$83,632ExcessFromYear4Amt
Excess From Year3$34,416ExcessFromYear3Amt
Excess From Year2$96,840ExcessFromYear2Amt
Excess From Year1$92,378ExcessFromYear1Amt
Excess From Current Year$31,131ExcessFromCurrentYearAmt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
BRIGHAM & WOMENS HOSPITAL
45 FRANCIS STBOSTONMA02115NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
CENTER FOR CREATIVE EDUCATION
425 24TH STWEST PALM BEACHFL33407NONEPUBLIC CHARITYGENERAL PURPOSE$7,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL PURPOSE$22,500
EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD STE 625PALMETTO BAYFL33157NONEPUBLIC CHARITYGENERAL PURPOSE$6,000
HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY13323NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
PALM BEACH OPERA
415 S OLIVE AVEWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
TEMPLE BETH EL
2815 NORTH FLAGLER DRIVEWEST PALM BEACHFL33407NONEPUBLIC CHARITYGENERAL PURPOSE$2,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$156,750TotalGrantOrContriPdDurYrAmt
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$71,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$76,659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,212ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,212TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,400Amt
Net Investment Income$1,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$2,408,711EOYBookValueAmt
EOYFMV$2,868,042EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$2,249LegalFeesAmt
Net Investment Income$1,125NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,124DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADVISORY FEESDesc
Revenue And Expenses Per Books$19,175RevenueAndExpensesPerBooksAmt
Net Investment Income$19,175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Amt$738Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$470$470$0
EXCISE TAXES$500$0$0

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