LISA P LOEB FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LISA P LOEB FOUNDATION (EIN 04-6860384)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-15
IRS object ID
202541969349100864
Schema version
2024v5.2
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)
Return2025-07-15T13:17:18-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042694095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITMANGERSON ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046860384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA P LOEB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone6173325828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173325828PhoneNum
Signature2025-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRASHIDA MOTIWALLA CPAPreparerPersonNm
PTINP01279484PTIN
Phone6177385200PhoneNum
Preparation2025-07-01PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$471,052FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$321InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$321InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,919DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,919DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$142,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,596TotalRevAndExpnssAmt
Total Net Invst Incm$32,596TotalNetInvstIncmAmt
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$8,813AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,813AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,462OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,462OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$993TaxesRevAndExpnssAmt
Taxes Net Invst Incm$993TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,268TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,268TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$68,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$68,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,768TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,268TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$68,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$49,172ExcessRevenueOverExpensesAmt
Net Investment Income$19,328NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,173SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,808SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,808SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$152,867CorporateStockBOYAmt
Corporate Stock EOY$139,721CorporateStockEOYAmt
Corporate Stock EOYFMV$241,631CorporateStockEOYFMVAmt
Corporate Bonds BOY$261,944CorporateBondsBOYAmt
Corporate Bonds EOY$202,283CorporateBondsEOYAmt
Corporate Bonds EOYFMV$193,613CorporateBondsEOYFMVAmt
Total Assets BOY$426,984TotalAssetsBOYAmt
Total Assets EOY$377,812TotalAssetsEOYAmt
Total Assets EOYFMV$471,052TotalAssetsEOYFMVAmt
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$426,984RetainedEarningBOYAmt
Retained Earning EOY$377,812RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$426,984TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$377,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$426,984TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$377,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$426,984TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$49,172ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$377,812SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$377,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
JP MORGAN #5001$34,875$33,599$1,276$1,276
JP MORGAN #5001$106,893$91,556$15,337$15,337
CAPITAL GAINS DIVIDENDS$743$743$743P
FieldValueIRS element (for citing)
Capital Gain Net Income$17,356CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$269InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$269SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$269TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$331OverpaymentAmt
Applied To ES Tax$331AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 BooksALBERTA RICHMOND TRUSTEEIndividualWithBooksNm
Phone6173325828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
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)
PersonALBERTA RICHMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DRIVE APT 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
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$461,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$482,906TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$482,906AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,244CashDeemedCharitableAmt
Net Vl Noncharitable Assets$475,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$269TaxBasedOnInvestmentIncomeAmt
Total Tax$269TotalTaxAmt
Distributable Before Adj$23,514DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,514DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,514DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$68,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$68,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,514DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$14,548ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,153ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,788ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,489TotalExcessDistributionCyovAmt
Qualifying Distributions$68,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,514AppliedToCurrentYearAmt
Remaining Distri From Corpus$44,986RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$71,475TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,475ExcessDistriCyovToNextYrAmt
Excess From Year3$14,548ExcessFromYear3Amt
Excess From Year2$7,153ExcessFromYear2Amt
Excess From Year1$4,788ExcessFromYear1Amt
Excess From Current Year$44,986ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALBERTA RICHMONDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12801 SHADELANDS DR 321AddressLine1Txt
CityWALNUT CREEKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94598ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173325828RecipientPhoneNum
Form And Info And MaterialsLETTER SPECIFYING PURPOSE OF REQUEST AND EVIDENCE OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHARLES RIVER YMCA
380 CHESTNUT STREETNEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA021102700NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$10,000
FAITH SOCIAL SERVICE
795 CENTER STREET UNIT 2HERNDONVA20170NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
FAMILY ACCESS
142 BERKELEY ST SUITE 310BOSTONMA02116NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
FOUNDATION OF MASS EYE & EAR
243 CHARLES STREETBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$5,000
GOOD SHEPHERD COMMUNITY CARE
160 WELLS AVENUENEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
HEBREW COLLEGE
1860 WASHINGTON STREETNEWTONMA02466NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
HEBREW SENIORLIFE
1200 CENTRE STREETBOSTONMA02131NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$10,000
JEWISH CEMETERY ASSOCIATION OF MASS
60 KENDRICK STREET SUITE 100NEEDHAMMA02494NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH
PO BOX 847105LOS ANGELESCA90084NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$5,000
MASS GENEREL HOSPITAL
80 BLOSSOM STBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$10,000
NATIONAL MS SOCIETY
PO BOX 91891WASHINGTON DCDC20090NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
NEWTON FOOD PANTRY INC
1000 COMMONWEALTH AVENEWTON CENTERMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$10,000
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
SALVATION ARMY
1500 WASHINGTON STBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
SENIOR SERVICES OF NORTHERN CALI
1525 POST STREETSAN FRANCISCOCA94109NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
TEMPLE ISRAEL
477 LONGWOOD AVEBOSTONMA02215NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$7,000
UNITED SERVICE ORGANIZATIONS
PO BOX 96860WASHINGTONDC200777677NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$68,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$321ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,919ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,356ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,596ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,596TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$8,813Amt
Net Investment Income$8,813NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPM - F21145001BondNm
EOY Book Value$202,283EOYBookValueAmt
EOYFMV$193,613EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPM - F21145001StockNm
EOY Book Value$139,721EOYBookValueAmt
EOYFMV$241,631EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$3,462Amt
Net Investment Income$3,462NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEES$35$35$0
FEDERAL TAXES$784$784$0
FOREIGN W/H$174$174$0

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