BETA

JAMES AND VICTORIA CHANG FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES AND VICTORIA CHANG FAMILY FOUNDATION (EIN 27-4811784)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-02-18
IRS object ID
202510499349100616
Schema version
2023v6.0
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)
Return2025-02-18T13:25:42-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274811784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND VICTORIA CHANG FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone2127441354PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 FIFTH AVE 14AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CHANGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127441354PhoneNum
Signature2025-02-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL SORKINPreparerPersonNm
PTINP01327877PTIN
Phone2129498700PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,380,208FMVAssetsEOYAmt
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$226,468DividendsRevAndExpnssAmt
Dividends Net Invst Incm$226,468DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$604,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,737,686GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$786,367CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$831,207TotalRevAndExpnssAmt
Total Net Invst Incm$1,012,835TotalNetInvstIncmAmt
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$8,963AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,378AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,585AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$20,976OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,666OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$310OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,044TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,895TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,333,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,333,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,362,939TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,044TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,336,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$531,732ExcessRevenueOverExpensesAmt
Net Investment Income$986,791NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,717CashBOYAmt
Cash EOY$50,854CashEOYAmt
Cash EOYFMV$50,854CashEOYFMVAmt
Rcvbl From Officers BOY$150RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$150RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$150RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$8,192,750CorporateStockBOYAmt
Corporate Stock EOY$7,612,881CorporateStockEOYAmt
Corporate Stock EOYFMV$14,329,204CorporateStockEOYFMVAmt
Total Assets BOY$8,195,617TotalAssetsBOYAmt
Total Assets EOY$7,663,885TotalAssetsEOYAmt
Total Assets EOYFMV$14,380,208TotalAssetsEOYFMVAmt
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$8,195,617RetainedEarningBOYAmt
Retained Earning EOY$7,663,885RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,195,617TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,663,885TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,195,617TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,663,885TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,195,617TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$531,732ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,663,885SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,663,885TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
495 SHS APPLE INCD2024-04-15$86,129$6,103$80,026$80,026
500 SHS APPLE NCD2024-05-06$86,499$6,165$80,334$80,334
250 SHS ISHARES CORE S&P 500 ETFP2024-06-06$133,374$84,634$48,740$48,740
100 SHS APPLE INCP2024-06-12$20,499$1,233$19,266$19,266
52 SHS VANGUARD INDEX FUNDS S&P 500P2024-07-10$26,597$24,557$2,040$2,040
8 SHS SUPER MICRO COMPUTER INCP2024-08-30$3,567$6,944-$3,377-$3,377
371 SHS ISHARES CORE S&P 500 ETFP2024-09-04$205,583$86,723$118,860$118,8602020-03-18
357 SHS ISHARES CORE S&P 500 ETFP2024-08-30$201,291$83,450$117,841$117,8412020-03-18
123 SHS ISHARES CORE S&P 500 ETFP2024-08-23$69,197$28,752$40,445$40,4452020-03-18
10 SHS ISHARES CORE S&P 500 ETFP2024-08-23$5,626$3,380$2,246$2,2462020-02-20
232 SHS ISHARES CORE S&P 500 ETFP2024-08-23$130,519$78,729$51,790$51,7902020-02-19
8 SHS ISHARES CORE S&P 500 ETFP2024-06-06$4,290$2,715$1,575$1,5752020-02-19
39 SHS ISHARES CORE S&P 500 ETFP2024-05-14$20,471$13,203$7,268$7,2682020-02-18
2 SHS ISHARES CORE S&P 500 ETFP2024-05-09$1,043$677$366$3662020-02-18
194 SHS ISHARES CORE S&P 500 ETFP2024-04-01$101,767$65,676$36,091$36,0912020-02-18
8 SHS ISHARES CORE S&P 500 ETFP2024-02-29$4,082$2,708$1,374$1,3742020-02-18
8 SHS ISHARES CORE S&P 500 ETFP2024-02-21$3,971$2,708$1,263$1,2632020-02-18
88 SHS ISHARES CORE S&P 500 ETFP2024-01-29$43,268$29,791$13,477$13,4772020-02-18
55 SHS ISHARES CORE S&P 500 ETFP2024-01-08$26,143$18,620$7,523$7,5232020-02-18
1073 SHS ISHARES CORE S&P 500 ETFP2023-12-20$507,247$363,250$143,997$143,9972020-02-18
97 SHS ISHARES CORE S&P 500 ETFP2023-12-15$45,909$32,838$13,071$13,0712020-02-18
25 SHS ISHARES CORE S&P 500 ETFP2023-10-24$10,614$8,463$2,151$2,1512020-02-18
FieldValueIRS element (for citing)
Capital Gain Net Income$786,367CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,716InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,716SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,716TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,102EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,102TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$8,614TaxDueAmt

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 BooksJAMES CHANGIndividualWithBooksNm
Phone2127441354PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 777AddressLine1Txt
CityREMSENBURGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11960ZIPCd
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
JAMES CHANG
26 CEDAR LN WREMSENBURGNY11960PRESIDENT10.00$0$0$0
MELISSA GUNN
205 EAST 85TH STREET 12CDNEW YORKNY10028DIRECTOR5.00$0$0$0
ALLISON CHANG
1115 FIFTH AVENEW YORKNY10128DIRECTOR5.00$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$13,183,712AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,307AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,234,019TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,234,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$198,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,035,509NetVlNoncharitableAssetsAmt
Minimum Investment Return$651,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$651,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,716TaxBasedOnInvestmentIncomeAmt
Total Tax$13,716TotalTaxAmt
Distributable Before Adj$638,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$638,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$638,059DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,336,895ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,336,895QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$638,059DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$372,570ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$372,570TotalExcessDistributionCyovAmt
Qualifying Distributions$1,336,895QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$638,059AppliedToCurrentYearAmt
Remaining Distri From Corpus$698,836RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,071,406TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,071,406ExcessDistriCyovToNextYrAmt
Excess From Year3$372,570ExcessFromYear3Amt
Excess From Current Year$698,836ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
APEX FOR YOUTH INC
80 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL SUPPORT$800,000
MIT
600 MEMORIAL DRIVECAMBRIDGEMA02139PUBLIC CHARITYGENERAL SUPPORT$20,000
MUSEUM OF CHINESE IN AMERICA
215 CENTRE STNEW YORKNY10013PUBLIC CHARITYGENERAL SUPPORT$400,000
NATIONAL BOARD OF REVIEW
40 WEST 37TH STREET SUITE 501NEW YORKNY10018PUBLIC CHARITYGENERAL SUPPORT$43,000
PREP FOR PREP
328 W 71ST STNEW YORKNY10023PUBLIC CHARITYGENERAL SUPPORT$10,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028PUBLIC CHARITYGENERAL SUPPORT$10,000
TRUSTEES OF TUFTS COLLEGE
169 HOLLAND STSOMERVILLEMA02144PUBLIC CHARITYGENERAL SUPPPORT$25,000
BALLET THEATRE FOUNDATION INC
890 BROADWAY 3RD FLOORNEW YORKNY10003PUBLIC CHARITYGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,333,000TotalGrantOrContriPdDurYrAmt
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$226,468ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$604,739ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$831,207ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$831,207TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$8,963Amt
Net Investment Income$5,378NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,585DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$7,612,881EOYBookValueAmt
EOYFMV$14,329,204EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$20,201$20,201$0
FILING FEES$775$465$310

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