SCOTT M PANZER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCOTT M PANZER FOUNDATION INC (EIN 82-3615701)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-13
IRS object ID
202131339349102613
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)
Return2021-05-13T14:29:47-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141745230PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ SELIG & ZERONDA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133 CENTURY HILL DRIVEAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP121102113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823615701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT M PANZER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone9178590987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVE NO 802AddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PANZER PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9178590987PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastPANZER PRESIDENTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM LUTZ CPAPreparerPersonNm
PTINP00143055PTIN
Phone5187837200PhoneNum
Preparation2021-05-13PreparationDt

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$2,135,129FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$206ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,517DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,517DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$439,961GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,079TotalRevAndExpnssAmt
Total Net Invst Incm$47,873TotalNetInvstIncmAmt
Total Adj Net Incm$31,517TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$495TaxesRevAndExpnssAmt
Taxes Net Invst Incm$289TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,200OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,489TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,489TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,891ExcessRevenueOverExpensesAmt
Net Investment Income$27,384NetInvestmentIncomeAmt
Adjusted Net Income$31,517AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,394SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,394SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,961,961OtherInvestmentsBOYAmt
Other Investments EOY$2,109,736OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,109,735OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,975,557TotalAssetsBOYAmt
Total Assets EOY$2,135,130TotalAssetsEOYAmt
Total Assets EOYFMV$2,135,129TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,975,557NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,135,130NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,975,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,135,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,975,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,135,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,975,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,891ExcessRevenueOverExpensesAmt
Other Increases$234,464OtherIncreasesAmt
Subtotal$2,135,130SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,135,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH ST COVERED 35432020-12-312020-12-31$126,924$130,699-$3,775-$3,775
MERRILL LYNCH LT COVERED 35432020-12-312020-12-31$224,854$203,069$21,785$21,785
MERRILL LYNCH ST COVERED 35382020-12-312020-12-31$87,063$89,837-$2,774-$2,774
CAPITAL GAINS DIVIDENDS$1,120$1,120$1,120P
FieldValueIRS element (for citing)
Capital Gain Net Income$16,356CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$6,549NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$381InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$381SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
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$381TaxDueAmt

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 StateCTOrgReportOrRegisterStateCd
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 Line1SCOTT M PANZERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9178590987PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVEAddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT M PANZER
5000 NORTH OCEAN DRIVESINGER ISLANDFL33404PRESIDENT1.00$0$0$0
LEONARD PANZER
88 RANDOM FARMS DRIVECHAPPAQUANY10514VICE PRESIDENT1.00$0$0$0
MURRAY PANZER
415 E 54TH ST APT 20MNEW YORKNY10022TREASURER1.00$0$0$0
CHARITO M STACEY
111-05 66TH ROAD APT 2AFOREST HILLSNY11375SECRETARY1.00$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$1,954,855AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,050AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,970,905TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,970,905AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,941,341NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$381TaxBasedOnInvestmentIncomeAmt
Total Tax$381TotalTaxAmt
Distributable Before Adj$96,686DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$96,686DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$96,686DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$99,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$96,686DistributableAsAdjustedAmt
Undistributed Income PY$66,359UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$99,000QualifyingDistributionsAmt
Applied To Year1$66,359AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,641AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$64,045UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CREATIVE ART WORKS 13-3638436
520 EIGHTH AVE SUITE 201ANEW YORKNY10018PCYOUTH EMPLOYMENT PROGRAM$1,500
JAMES LENOX HOUSE ASSN INC 13-1624148
49 E 73RD STREETNEW YORKNY10021PCSUPPORT NEED FOR REASONABLY PRICED HOUSING FOR SENIOR CITIZENS$4,000
RONALD MCDONALD HOUSE 13-2933654
405 EAST 73RD STREETNEW YORKNY10021PCSUPPORT FOR FAMILIES AS THEIR CHILDREN BATTLE TERMINAL ILLNESSES$27,000
ST FRANCIS FOOD PANTRY 80-0458866
450 SEVENTH AVE SUITE 601NEW YORKNY10123PCFOR SUPPORTED CHARIITES$2,000
JACOBS & CUSHMAN 20-4374495
9850 DISTRIBUTIONS AVESAN DIAGOCA921212320PCFOOD BANK$1,000
GIVING BANK FUND 04-3367888
5757 W CENTURY BLVDLOS ANGELESCA90045PCFOOD BANK$1,000
THE LEUKEMIA LYMPHOMA SOCIETY 13-5644916
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCSUPPORT FOR PATIENTS AND FAMILIES BATTLING CANCER$10,000
OASIS A HAVEN FOR WOMEN AND CHILDREN 22-3491573
50 MILL STPATERSONNJ07501PCSUPPORT FOR VICTIMS OF DOMESTIC ABUSE$5,000
NY CARES INC 13-3444193
65 BROADWAY 19TH FLNEW YORKNY10006PCFOR SUPPORTED CHARITIES$20,000
FOOD BANK FOR NYC 13-3179546
39 BRPADWAU 10TH FLNEW YORKNY10006PCFOOD BANK$20,000
LOGGERHEAD MARINE LIFE CENTER 59-2445926
14200 US HWY ONEJUNO BEACHFL33408PCSUPPORT FOR MARINE LIFE CENTER$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,000TotalGrantOrContriPdDurYrAmt
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$31,517ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,356ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,873ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,873TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementINVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSESRelationshipStatementTxt

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)
CategoryPROFESSSIONAL FEESCategoryTxt
Amt$3,225Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH INVESTMENTS 3538FMV$1,251,010$1,251,010
MERRILL LYNCH INVESTMENTS 3543FMV$858,726$858,725

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE AND INVESTMENT ADMIN FEES$20,200$20,200$0$0
REGISTRATION & LICENSES$50$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTO ADJUST BOOK VALUE OF INVESTMENTS FROM COST TO MARKET UNREALIZED GAINDesc
Amt$234,464Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$289$289$0$0
2019 TAXES$206$0$0$0

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