J&H GROSS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J&H GROSS FAMILY FOUNDATION (EIN 11-3344451)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-12-21
IRS object ID
202113559349100911
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)
Return2021-12-21T14:10:33-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112473984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LESHKOWITZ & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113344451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J&H GROSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJ&HGBusinessNameControlTxt
Phone8453622006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN GROSSPersonNm
Person TitleCFOPersonTitleTxt
Phone8453622006PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastGROSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH LESHKOWITZPreparerPersonNm
PTINP00586169PTIN
Phone2125325550PhoneNum
Preparation2021-11-02PreparationDt

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$1,115,015FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,630DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,630DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,903NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$80,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,657CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,545TotalRevAndExpnssAmt
Total Net Invst Incm$58,299TotalNetInvstIncmAmt
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$12,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,160AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,740AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$4,201OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,201OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,160TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,941TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,309ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,309ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,410TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,160TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,865ExcessRevenueOverExpensesAmt
Net Investment Income$53,139NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,472CashBOYAmt
Cash EOY$18,073CashEOYAmt
Cash EOYFMV$18,073CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,047SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,048SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,048SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$651,288CorporateStockBOYAmt
Corporate Stock EOY$609,821CorporateStockEOYAmt
Corporate Stock EOYFMV$1,086,894CorporateStockEOYFMVAmt
Total Assets BOY$670,807TotalAssetsBOYAmt
Total Assets EOY$637,942TotalAssetsEOYAmt
Total Assets EOYFMV$1,115,015TotalAssetsEOYFMVAmt
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$670,807RetainedEarningBOYAmt
Retained Earning EOY$637,942RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$670,807TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$637,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$670,807TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$637,942TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$670,807TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,865ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$637,942SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$637,942TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
530.79 FIDELITY TOTAL MKT INDEX FUNDD2018-12-212020-11-03$50,000$23,466$26,534$26,534
264.11 FIDELITY TOTAL MKT INDEX FUNDD2018-12-212021-03-02$30,000$11,877$18,123$18,123
FieldValueIRS element (for citing)
Capital Gain Net Income$44,657CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$739InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$739SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,170EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,170TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$431OverpaymentAmt
Applied To ES Tax$431AppliedToESTaxAmt
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 BooksJH GROSS FAMILY FOUNDATIONIndividualWithBooksNm
Phone8453622006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN GROSS
5025 COLLINS AVENUE APT 801MIAMI BEACHFL33140TRUSTEE3.00$0$0$0
HEDDY GROSS
5025 COLLINS AVENUE APT 801MIAMI BEACHFL33140TRUSTEE1.00$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$957,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,974AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$988,041TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$988,041AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$973,220NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$739TaxBasedOnInvestmentIncomeAmt
Total Tax$739TotalTaxAmt
Distributable Before Adj$47,922DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,922DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,922DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$66,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$66,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$66,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,922DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$139,762ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,168ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,851ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,128ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$374,909TotalExcessDistributionCyovAmt
Qualifying Distributions$66,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,922AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,328RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$393,237TotalCorpusAmt
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$139,762ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$253,475ExcessDistriCyovToNextYrAmt
Excess From Year4$124,168ExcessFromYear4Amt
Excess From Year3$37,851ExcessFromYear3Amt
Excess From Year2$73,128ExcessFromYear2Amt
Excess From Current Year$18,328ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN GROSSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJH GROSS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8453622006RecipientPhoneNum
Form And Info And MaterialsLETTERS; PURPOSE OF ORGANIZATION, AND USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JH GROSS FAMILY FOUNDATION 1224AddressLine1Txt
Address Line2EAST 24TH STREETAddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusAVAIALBLE UPON REQUERecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING BUDGETGrantOrContributionPurposeTxt
Amt$54,309Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,309TotalGrantOrContriPdDurYrAmt
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$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,630ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,545ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,545TotalIncomeProducingActyAmt

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$12,900Amt
Net Investment Income$5,160NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,740DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$609,821EOYBookValueAmt
EOYFMV$1,086,894EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$3,614$0$3,614
REPAIRS$587$0$587

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