LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-20
IRS object ID
202512329349100101
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)
Return2025-08-20T04:22:06-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW BOCA RATON BLVDAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334316632ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256869915EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LU-BEN COHEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLU-BBusinessNameControlTxt
Phone4843207805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 RADNOR CORP CTR 105AddressLine1Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENJAMIN COHENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4843207805PhoneNum
Signature2025-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL V GARBERPreparerPersonNm
PTINP01629387PTIN
Phone5613671040PhoneNum
Preparation2025-07-15PreparationDt
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$1,013,969FMVAssetsEOYAmt
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$4,797DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,797DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,367NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$67,296GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,367CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,164TotalRevAndExpnssAmt
Total Net Invst Incm$8,164TotalNetInvstIncmAmt
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$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Taxes Net Invst Incm$76TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,018OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,018OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,844TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,918ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,918ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,762TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,844TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,918TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,598ExcessRevenueOverExpensesAmt
Net Investment Income$5,320NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,534CashBOYAmt
Cash EOY$2,866CashEOYAmt
Cash EOYFMV$2,866CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,191SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,915SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,915SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$174,090CorporateStockBOYAmt
Corporate Stock EOY$139,079CorporateStockEOYAmt
Corporate Stock EOYFMV$169,946CorporateStockEOYFMVAmt
Other Investments BOY$1,227,342OtherInvestmentsBOYAmt
Other Investments EOY$1,227,342OtherInvestmentsEOYAmt
Other Investments EOYFMV$837,242OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,421,157TotalAssetsBOYAmt
Total Assets EOY$1,373,202TotalAssetsEOYAmt
Total Assets EOYFMV$1,013,969TotalAssetsEOYFMVAmt
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$1,421,157RetainedEarningBOYAmt
Retained Earning EOY$1,373,202RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,421,157TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,373,202TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,421,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,373,202TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,421,157TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,598ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,400,559SubtotalAmt
Other Decreases$27,357OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,373,202TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MILL CREEK #1177 - DETAIL UPON REQUEST$36,755$34,865$1,890$1,890
MILL CREEK #1177 - DETAIL UPON REQUEST$30,541$29,064$1,477$1,477
FieldValueIRS element (for citing)
Capital Gain Net Income$3,367CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$74InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$74SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$893EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$893TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$819OverpaymentAmt
Applied To ES Tax$819AppliedToESTaxAmt
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 StatePAOrgReportOrRegisterStateCd
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 BooksBEN COHENIndividualWithBooksNm
Phone4843207805PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 RADNOR CORPORATE CENTER SUITE 105AddressLine1Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
BEN COHEN
1350 FENIMORE LANEGLADWYNEPA19036TRUSTEE0.10$0$0$0
LOUIS COHEN
1520 ISLAND BLVDAVENTURAFL33160TRUSTEE0.10$0$0$0
MARCIA COHEN
3760 NORTH EAST 199TH TERRACEAVENTURAFL33180TRUSTEE0.10$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$170,518AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,912AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$837,242FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,022,672TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,022,672AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,340CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,007,332NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Total Tax$74TotalTaxAmt
Distributable Before Adj$50,293DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,293DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,918ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,918QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,293DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,696ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$296,389ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,110ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$23,509ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$384,704TotalExcessDistributionCyovAmt
Qualifying Distributions$25,918QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,918AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$24,375ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$24,375ExcessDistributionCyovAppCYAmt
Total Corpus$360,329TotalCorpusAmt
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$8,321ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$352,008ExcessDistriCyovToNextYrAmt
Excess From Year4$296,389ExcessFromYear4Amt
Excess From Year3$32,110ExcessFromYear3Amt
Excess From Year1$23,509ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARCIA COHENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O ENDURANCE REAL ESTATE 4 RANDORAddressLine1Txt
Address Line2CORPORATE CENTERAddressLine2Txt
CityS RANDNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6105258836RecipientPhoneNum
Form And Info And MaterialsLETTER SHOULD INCLUDE REQUESTED AMOUNT AND PROPOSED USE FOR CONTRIBUTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF MAGEN DAVID ADOM
3300 PGA BOULEVARD 970WEST PALM BEACHFL33410501(C)(3)MAGEN DAVID ADOM IS AN ORGANIZATION OF TRAINED VOLUNTEER AND PROFESSIONAL MEDICAL RESPONDERS MANDATED BY THE ISRAELI GOVERNMENT TO PROVIDE THE NATION'S PRE-HOSPITAL EMERGENCY MEDICAL CARE, INCLUDING DISASTER, AMBULANCE AND BLOOD SERVICES.$5,400
ASPCA
520 EIGHTH AVENUE 7TH FLOORNEW YORKNY10018501(C)(3)TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES.$500
HAR ZION TEMPLE
1500 HAGYS FORD RDPENN VALLEYPA19072501(C)(3)TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY.$43
IMAGINATION PRODUCTIONS INC
11110 W OAKLAND PARK BLVD 288SUNRISEFL33351501(C)(3)TO STRENGTHEN YOUNG PEOPLE'S UNDERSTANDING OF, AND ENDURING CONNECTION TO, ISRAEL, JUDAISM AND THE JEWISH PEOPLE, AND TO ADDRESS THE CHALLENGES YOUNG JEWS FACE TODAY.$5,000
JAFCO
4200 N UNIVERSITY DRFORT LAUDERDALEFL33351501(C)(3)TO PROVIDE SUPPORT FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS.$8,300
THE WILLIE & CELIA TRUMP SYNAGOGUE
3000 ISLAND BLVDAVENTURAFL33160501(C)(3)TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY.$6,225
JFCS
2150 POST STREETSAN FRANCISCOCA94115501(C)(3)TO FUND CHARITABLE PURPOSE OF ORGANIZATION.$100
BIRTHRIGHT ISRAEL FOUNDATION
711 3RD AVE STE 10NEW YORKNY10017501(C)(3)TO FUND CHARITABLE PURPOSE OF ORGANIZATION.$250
ADRIANE ARSH CENTER
1300 BISCAYNE BLVDMIAMIFL33132501(C)(3)TO FUND CHARITABLE PURPOSE OF ORGANIZATION.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,918TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,797ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,164ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,164TotalIncomeProducingActyAmt

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 EXPENSESCategoryTxt
Amt$1,750Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$139,079EOYBookValueAmt
EOYFMV$169,946EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINSURANCE POLICYCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,227,342BookValueAmt
EOYFMV$837,242EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$27,357Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$1,018RevenueAndExpensesPerBooksAmt
Net Investment Income$1,018NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$76Amt
Net Investment Income$76NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.