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LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-22
IRS object ID
202123569349100922
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)
Return2021-12-22T16:03:06-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137202850EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEDERMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEDEBusinessNameControlTxt
Phone2127942366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 EAST 65TH ST NO 5BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LEDERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2127942366PhoneNum
Signature2021-12-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastLEDERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum

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$708,046FMVAssetsEOYAmt
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$10,918DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,918DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,338NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$142,054GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,338CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,256TotalRevAndExpnssAmt
Total Net Invst Incm$35,256TotalNetInvstIncmAmt
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$2,516AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,516AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$928TaxesRevAndExpnssAmt
Taxes Net Invst Incm$88TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,885OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$220OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,549TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,736TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,499TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,686TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,243ExcessRevenueOverExpensesAmt
Net Investment Income$27,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,580CashBOYAmt
Cash EOY$34,055CashEOYAmt
Cash EOYFMV$34,055CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,675SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,981SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,981SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$333,517CorporateStockBOYAmt
Corporate Stock EOY$311,646CorporateStockEOYAmt
Corporate Stock EOYFMV$669,010CorporateStockEOYFMVAmt
Other Investments BOY$13,153OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$369,925TotalAssetsBOYAmt
Total Assets EOY$350,682TotalAssetsEOYAmt
Total Assets EOYFMV$708,046TotalAssetsEOYFMVAmt
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$369,925RetainedEarningBOYAmt
Retained Earning EOY$350,682RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$369,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$350,682TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$369,925TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$350,682TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$369,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,243ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$350,682SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$350,682TotNetAstOrFundBalancesEOYAmt

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
MORGAN STANLEY SHORT TERMP$22,864$28,508-$5,644-$5,644
MORGAN STANLEY LONG TERMP$119,190$89,240$29,950$29,950
MORGAN STANLEY CAP GAIN DISTP$32$32
FieldValueIRS element (for citing)
Capital Gain Net Income$24,338CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
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$379TaxDueAmt

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 BooksDDK COMPANY LLPIndividualWithBooksNm
Phone2129770600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
CAROL LEDERMAN
30 EAST 65TH STNEW YORKNY10065DIRECTOR2.00$0$0$0
JUDY LEDERMAN KLONER
301 EAST 69TH STREETNEW YORKNY10021TRUSTEE2.00$0$0$0
AMY LEDERMAN VERSCHLEISER
944 FIFTH AVENEW YORKNY10021TRUSTEE2.00$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$612,564AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,091AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$646,655TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$646,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,700CashDeemedCharitableAmt
Net Vl Noncharitable Assets$636,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$379TaxBasedOnInvestmentIncomeAmt
Total Tax$379TotalTaxAmt
Distributable Before Adj$31,469DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,469DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,469DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,686ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,686QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,686AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,469DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,091ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,083ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,209ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,673ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,489ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,545TotalExcessDistributionCyovAmt
Qualifying Distributions$45,686QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,469AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,217RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$59,762TotalCorpusAmt
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$16,091ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$43,671ExcessDistriCyovToNextYrAmt
Excess From Year4$6,083ExcessFromYear4Amt
Excess From Year3$1,209ExcessFromYear3Amt
Excess From Year2$18,673ExcessFromYear2Amt
Excess From Year1$3,489ExcessFromYear1Amt
Excess From Current Year$14,217ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128NONEEXEMPTCHARITABLE$2,500
ALZHEIMER'S DISEASE RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEEXEMPTCHARITABLE$200
ATLANTIC GOLF CLUB FOUNDATION
PO BOX 1890BRIDGEHAMPTONNY11932NONEEXEMPTCHARITABLE$500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLNEW YORKNY10006NONEEXEMPTCHARITABLE$250
MOUNT SINAI HEALTH SYSTEM
555 W 57TH STNEW YORKNY10019NONEEXEMPTCHARITABLE$1,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 NORTH OCEANPALM BEACHFL33480NONEEXEMPTCHARITABLE$5,000
PARK EAST SYNAGOGUE
163 EAST 67TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$1,925
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$2,500
SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE
PO BOX 832SOUTHAMPTONNY11969NONEEXEMPTCHARITABLE$600
TEMPLE ISRAEL
112 EAST 75TH STNEW YORKNY10021NONEEXEMPTCHARITABLE$5,000
THE BIRCH WATHEN LENOX SCHOOL
210 EAST 77TH STREETNEW YORKNY10075NONEEXEMPTCHARITABLE$15,000
THE HARMONIE PRESERVATION FOUNDATION
4 EAST 60TH STREETNEW YORKNY10022NONEEXEMPTCHARITABLE$400
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONEEXEMPTCHARITABLE$1,500
UJA FEDERATION OF NY
130 E 59TH STNEW YORKNY10022NONEEXEMPTCHARITABLE$2,500
UPPER EAST SIDE HATZOLAH
125 E 85TH STNEW YORKNY10028NONEEXEMPTCHARITABLE$1,000
NEW YORK WEIL CORNELL MEDICAL CENTER
1300 YORK AVE - BOX 314NEW YORKNY10065NONEEXEMPTCHARITABLE$2,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEEXEMPTCHARITABLE$575
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,950TotalGrantOrContriPdDurYrAmt
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$10,918ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,338ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,256ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,256TotalIncomeProducingActyAmt

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$2,516Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,516DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY BROKERAGEStockNm
EOY Book Value$311,646EOYBookValueAmt
EOYFMV$669,010EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$7,885$7,885$0
FILING FEES$125$0$125
OFFICE$95$0$95

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$88$88$0
EXCISE TAXES$840$0$0

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