ARC FOUNDATION IRRV TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ARC FOUNDATION IRRV TR (EIN 37-6496750)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202113099349100936
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)
Return2021-11-05T12:31:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042202844PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBIN AND RUDMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376496750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCFBusinessNameControlTxt
Phone6177686619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017721432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA KUPRISSPersonNm
Person TitlePRESIDENT, CLERK & DIRECTORPersonTitleTxt
Phone6177786619PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANITAPersonFirstNm
Person LastKUPRISSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A BERLINPreparerPersonNm
PTINP01394450PTIN
Phone6173307000PhoneNum
Preparation2021-11-03PreparationDt

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$1,766,102FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,848InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,848InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,190DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,671NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$286,994GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,671CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,709TotalRevAndExpnssAmt
Total Net Invst Incm$58,709TotalNetInvstIncmAmt
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$751LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$751LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$339TaxesRevAndExpnssAmt
Taxes Net Invst Incm$339TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,250OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,340TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,840TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$106,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,131ExcessRevenueOverExpensesAmt
Net Investment Income$50,369NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Sav And Temp Cash Invst BOY$83,054SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,315SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,315SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$955,055CorporateStockBOYAmt
Corporate Stock EOY$969,117CorporateStockEOYAmt
Corporate Stock EOYFMV$1,479,550CorporateStockEOYFMVAmt
Corporate Bonds BOY$256,917CorporateBondsBOYAmt
Corporate Bonds EOY$197,299CorporateBondsEOYAmt
Corporate Bonds EOYFMV$207,840CorporateBondsEOYFMVAmt
Other Investments BOY$50,252OtherInvestmentsBOYAmt
Other Investments EOY$42,461OtherInvestmentsEOYAmt
Other Investments EOYFMV$41,397OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,345,280TotalAssetsBOYAmt
Total Assets EOY$1,246,192TotalAssetsEOYAmt
Total Assets EOYFMV$1,766,102TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$199CapitalStockBOYAmt
Capital Stock EOY-$7,175CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,345,081RetainedEarningBOYAmt
Retained Earning EOY$1,253,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,345,280TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,246,192TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,345,280TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,246,192TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,345,280TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,131ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,304,149SubtotalAmt
Other Decreases$57,957OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,246,192TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP2020-01-172020-05-21$51,706$55,404-$3,698-$3,698
MORGAN STANLEYP2018-08-082020-01-30$183,007$165,919$17,088$17,088
MORGAN STANLEYP2012-08-222020-01-15$52,000$52,000$0$0
CAPITAL GAINS DIVIDENDSP$281$281$281
FieldValueIRS element (for citing)
Capital Gain Net Income$13,671CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$700InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$700SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$700TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$200OverpaymentAmt
Applied To ES Tax$180AppliedToESTaxAmt
Refund$20RefundAmt

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 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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANITA KUPRISSIndividualWithBooksNm
Phone6177686619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ANITA KUPRISS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE & SECRETARY0.01$0$0$0
RICHARD H DOUGLAS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE2.00$0$0$0
CHRISTOPHER LEE DOUGLAS
TRUSTEE0.01$0$0$09 CLEARWATER PLACEOXFORDOX2 7NLUK
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$1,711,959AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,772,584TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,772,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,745,995NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,300MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,300MinimumInvestmentReturnAmt
Tax Based On Investment Income$700TaxBasedOnInvestmentIncomeAmt
Total Tax$700TotalTaxAmt
Distributable Before Adj$86,600DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,600DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,600DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$106,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,600DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,249ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,352ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,692ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,501ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,111ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$182,905TotalExcessDistributionCyovAmt
Qualifying Distributions$106,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,600AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,900RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$202,805TotalCorpusAmt
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$2,249ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$200,556ExcessDistriCyovToNextYrAmt
Excess From Year4$38,352ExcessFromYear4Amt
Excess From Year3$41,692ExcessFromYear3Amt
Excess From Year2$50,501ExcessFromYear2Amt
Excess From Year1$50,111ExcessFromYear1Amt
Excess From Current Year$19,900ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LABYRINTH CHOIR
122 MAIN STREETSOUTHBOROUGHMA01772NONEEXEMPTCULTURAL$55,000
LATIVIAN CUTURAL ASSN TILTS
2 MERRY HILL ROADPOUGHKEEPSINY12603NONEEXEMPTCULTURAL$2,500
SUDBURY VALLEY SCHOOL
2 WINCH STFRAMINGHAMMA01701NONEEXEMPTEDUCATIONALEDUCATIONAL$4,000
UNIVERSITY OF MICHIGAN
FLEMING ADMINISRATION BLDGANN ARBORMI48109NONEEXEMPTEDUCATIONAL$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,848RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,190RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,671RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$58,709RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,709TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME
4DIVIDEND INCOME
8CAPITAL GAIN INCOME

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

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 PersonLUDMILA KUPRISSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11201 HIGHLAND BOULEVARDAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm
EOY Book Value$197,299EOYBookValueAmt
EOYFMV$207,840EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES (STOCK)StockNm
EOY Book Value$969,117EOYBookValueAmt
EOYFMV$1,479,550EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUNIT INVESTMENT TRUSTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$42,461BookValueAmt
EOYFMV$41,397EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRUBIN AND RUDMANCategoryTxt
Legal Fees$751LegalFeesAmt
Net Investment Income$751NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
2019 CHECKS CLEARED IN 2020$47,500
2020 CHECK OUTSTANDING$2,500
BOOK VS. TAX INCOME ADJUSTMENT$583
RETURN OF CAPITAL$7,374

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY FEE$7,215$7,215$0
PC ANNUAL FILING FEE$35$35$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$339Amt
Net Investment Income$339NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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