WOLF FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WOLF FAMILY FOUNDATION (EIN 20-3990564)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-13
IRS object ID
202122569349101032
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)
Return2021-09-13T16:37:23-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112999103PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARRY SCHECHTER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 660AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203990564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WOLF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWOLFBusinessNameControlTxt
Phone7184379133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11637 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112045016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAIM ZVI WOLFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7184379133PhoneNum
Signature2021-09-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHAIMPersonFirstNm
Person LastZVI WOLFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY SCHECHTERPreparerPersonNm
PTINP00010696PTIN
Phone2129475880PhoneNum
Preparation2021-09-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

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$1,016,624FMVAssetsEOYAmt
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$1,538InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,538InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,237DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,237DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$650,179NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$514,327GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$633,404TotalRevAndExpnssAmt
Total Net Invst Incm$16,775TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$579TaxesRevAndExpnssAmt
Taxes Net Invst Incm$303TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,353OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,353OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,656TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$324,390ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$324,390ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$333,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,656TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$324,390TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$966,726ExcessRevenueOverExpensesAmt
Net Investment Income$8,119NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,059CashBOYAmt
Cash EOY$33,812CashEOYAmt
Cash EOYFMV$33,812CashEOYFMVAmt
Corporate Stock BOY$746,045CorporateStockBOYAmt
Corporate Stock EOY$707,749CorporateStockEOYAmt
Corporate Stock EOYFMV$920,850CorporateStockEOYFMVAmt
Other Investments BOY$1,013,145OtherInvestmentsBOYAmt
Other Investments EOY$61,962OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,770,249TotalAssetsBOYAmt
Total Assets EOY$803,523TotalAssetsEOYAmt
Total Assets EOYFMV$1,016,624TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,770,249NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$803,523NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,770,249TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$803,523TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,770,249TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$803,523TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,770,249TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$966,726ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$803,523SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$803,523TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRIL LYNCHP$461,742$476,015-$14,273-$14,273
MERRIL LYNCHP$52,503$37,614$14,889$14,889
YEDID ADVANATGEP$650,877-$650,877-$650,877
CAPITAL GAINS DIVIDENDSP$82$82$82
FieldValueIRS element (for citing)
Capital Gain Net Income-$650,179CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$113InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$113SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$113TaxDueAmt

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 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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE WOLF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184379133PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11637 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11204ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAIM ZVI WOLF
1637 60TH STREETBROOKLYNNY11204TRUSTEE5.00$0$0$0
RACHEL WOLF
1637 60TH STREETBROOKLYNNY11204TRUSTEE5.00$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$806,380AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,016AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$330,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,205,896TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,205,896AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,088CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,187,808NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,390MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,390MinimumInvestmentReturnAmt
Tax Based On Investment Income$113TaxBasedOnInvestmentIncomeAmt
Total Tax$113TotalTaxAmt
Distributable Before Adj$59,277DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,277DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,277DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$324,390ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$324,390QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$324,390AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,277DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$53,811ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,426ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$210,317ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$202,093ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$125,597ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$712,244TotalExcessDistributionCyovAmt
Qualifying Distributions$324,390QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,277AppliedToCurrentYearAmt
Remaining Distri From Corpus$265,113RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$977,357TotalCorpusAmt
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$53,811ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$923,546ExcessDistriCyovToNextYrAmt
Excess From Year4$120,426ExcessFromYear4Amt
Excess From Year3$210,317ExcessFromYear3Amt
Excess From Year2$202,093ExcessFromYear2Amt
Excess From Year1$125,597ExcessFromYear1Amt
Excess From Current Year$265,113ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAS YARAIM
185 WILSON STREETBROOKLYNNY11211NONEPUBLICCHARITABLE$360
AHAVAS CHESED
720 LEFFERTS AVENUEBROOKLYNNY11203NONEPUBLICCHARITABLE$10,000
BAIS AVRAHAM
508 PENINSULA BLVDCEDARHURSTNY11516NONEPUBLICCHARITABLE$500
BEIS YAKOV
198 STRATHMORE ROADBOSTONMA02135NONEPUBLICCHARITABLE$1,800
BELZ INSTITUTIONS
4303 15TH AVEBROOKLYNNY11219NONEPUBLICCHARITABLE$185,000
BTY FOUNDATION
1250 42ND STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$1,000
CHESED OF BELZ
1519 39TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$1,000
CONG YESODE HATORAH
1111 53RD STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$1,000
CONG BETH TEFILLAH
452 FOREST AVEPARAMUSNJ07652NONEPUBLICCHARITABLE$1,800
CONG CHASIDEI BELZ
1435 51ST STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$20,460
CONG CHESHEK SHLOMO
33 CARLTON RDMONSEYNY10952NONEPUBLICCHARITABLE$2,000
CONG KEREN ATERES YISOCHER DOV
213 LEE STREETBROOKLYNNY11206NONEPUBLICCHARITABLE$500
CONG MEOR HATFILAH
5910 20TH AVENUE 5914BROOKLYNNY11204NONEPUBLICCHARITABLE$2,250
CONG MINCHAS YEHUDA
1266 50TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$4,340
CONG OF FOREST PARK
9045 MYRTLE AVEGLENDALENY11385NONEPUBLICCHARITABLE$400
CONG PINAS YIKRAS
1583 40TH STBROOKLYNNY11218NONEPUBLICCHARITABLE$360
CONG SAR SHALOM
1321 43RD STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$180
JERUSALEM OPEN HOUSE
3014 AVENUE LBROOKLYNNY11210NONEPUBLICCHARITABLE$360
KOLLEL BELZ
12 MAPLE TERRACEMONSEYNY10952NONEPUBLICCHARITABLE$3,160
LEV L'ACHIM
1034 E 12TH STBROOKLYNNY11230NONEPUBLICCHARITABLE$500
REFUAH HELPLINE
9 MERON DRIVEMONROENY10950NONEPUBLICCHARITABLE$1,000
RAV CHESED
1235 43RD STBROOKLYNNY11219NONEPUBLICCHARITABLE$1,000
RCCS
1301 47TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$500
WE ARE YOUR CHILDREN INC
1274 49TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$1,000
YESHIVA MACHZIKAI HADAS
4107 16TH AVEBROOKLYNNY11204NONEPUBLICCHARITABLE$18,190
YESHIVA NOVOMINSK
6020 17TH AVENUEBROOKLYNNY11204NONEPUBLICCHARITABLE$50
YESHIVA OHR YISROEL
2940 AVE PBROOKLYNNY11229NONEPUBLICCHARITABLE$14,500
YESHIVA OHR YISROEL
2899 NOSTRAND AVENUEBROOKLYNNY11229NONEPUBLICCHARITABLE$1,180
YESHIVOS NESIVOS HATALMUD
1228 36TH STREETBROOKLYNNY11218NONEPUBLICCHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$324,390TotalGrantOrContriPdDurYrAmt
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$1,538ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,237ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$650,179ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$633,404ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$633,404TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$201,850$206,364
CORP STOCK$505,899$714,486

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemYEDID ADVANTAGECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$61,962BookValueAmt
EOYFMV$61,962EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$8,353RevenueAndExpensesPerBooksAmt
Net Investment Income$8,353NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$26$0$0
NYS FILING FEE$250$0$0
FOREIGN TAXES$303$303$0

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