BETA

DR S JEROME & JUDITH D TAMKIN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DR S JEROME & JUDITH D TAMKIN FOUNDATION (EIN 46-5211327)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349104649
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)
Return2021-11-12T16:58:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953416914PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIVEN & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13029 WILSHIRE BLVD STE 200AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465211327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR SJEROME & JUDITH D TAMKINBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDRSJBusinessNameControlTxt
Phone3104792555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13029 WILSHIRE BLVD SUITE 200AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH D TAMKINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3104792555PhoneNum
Signature2021-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastTAMKINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER GOLDBERGPreparerPersonNm
PTINP00020952PTIN
Phone3108287547PhoneNum

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$896,140FMVAssetsEOYAmt
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$14,672DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,672DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,172NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$157,632GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,172CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,844TotalRevAndExpnssAmt
Total Net Invst Incm$22,844TotalNetInvstIncmAmt
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$12,610AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,410AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,872OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,872OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,482TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,072TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,410TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,072TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,638ExcessRevenueOverExpensesAmt
Net Investment Income$13,772NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,618CashBOYAmt
Sav And Temp Cash Invst BOY$77,638SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$182,078SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$182,078SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$145,354USGovernmentObligationsBOYAmt
US Government Obligations EOY$140,171USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$141,680USGovtObligationsEOYFMVAmt
Corporate Stock BOY$439,613CorporateStockBOYAmt
Corporate Stock EOY$295,336CorporateStockEOYAmt
Corporate Stock EOYFMV$368,272CorporateStockEOYFMVAmt
Corporate Bonds BOY$116,436CorporateBondsBOYAmt
Corporate Bonds EOY$116,436CorporateBondsEOYAmt
Corporate Bonds EOYFMV$124,816CorporateBondsEOYFMVAmt
Other Investments BOY$77,736OtherInvestmentsBOYAmt
Other Investments EOY$77,736OtherInvestmentsEOYAmt
Other Investments EOYFMV$79,294OtherInvestmentsEOYFMVAmt
Total Assets BOY$863,395TotalAssetsBOYAmt
Total Assets EOY$811,757TotalAssetsEOYAmt
Total Assets EOYFMV$896,140TotalAssetsEOYFMVAmt
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$863,395RetainedEarningBOYAmt
Retained Earning EOY$811,757RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$863,395TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$811,757TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$863,395TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$811,757TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$863,395TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,638ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$811,757SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$811,757TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
SPDR S&P 500 EFT2019-07-302020-07-14$151,491$144,277$7,214$7,214
VANGUARD SHORT TERM TREASURY ETF2019-08-192020-07-16$5,283$5,183$100$100
FIDUCIARY TRUST2019-08-132020-12-29$353$353$353
FIDUCIARY TRUST2019-08-132020-12-29$505$505$505
FieldValueIRS element (for citing)
Capital Gain Net Income$8,172CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$191InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$191SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,509EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,509TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,318OverpaymentAmt
Applied To ES Tax$2,318AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksJUDITH D TAMKINIndividualWithBooksNm
Phone3104792555PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13029 WILSHIRE BLVD STE 200AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
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

FieldValueIRS element (for citing)
PersonJUDITH D TAMKINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13019 WILSHIRE BLVD STE 200AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.10AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$737,497AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,662AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$883,159TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$883,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,247CashDeemedCharitableAmt
Net Vl Noncharitable Assets$869,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,496MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,496MinimumInvestmentReturnAmt
Tax Based On Investment Income$191TaxBasedOnInvestmentIncomeAmt
Total Tax$191TotalTaxAmt
Distributable Before Adj$43,305DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,305DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,305DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,410ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,410QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,410AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,305DistributableAsAdjustedAmt
Undistributed Income PY$35,360UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$55,410QualifyingDistributionsAmt
Applied To Year1$35,360AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,050AppliedToCurrentYearAmt
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$23,255UndistributedIncomeCYAmt
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)
Contributing ManagerJUDITH D TAMKINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AISH LA
1458 S ROBERTSONLOS ANGELESCA90035NONEEDUCATION$7,500
STEPHEN WISE TEMPLE
15500 STEPHEN S WISE DRLOS ANGELESCA90077NONEGENERAL SUPPORT$10,000
UCSD SHILEY EYE INSTITUE
9500 GILMAN DRIVE 0940LA JOLLACA920930940NONERESEARCH$7,500
MOREHOUSE SCHOOL OF MEDICINE
720 WESTVIEW DRATLANTAGA30310NONEEDUCATION$7,500
VIDA ANIMAL SHELTER
19142 E WALNUT DR NROWLAND HEIGHTSCA91748NONEGENERAL SUPPORT$3,500
SCLERODERMA FOUNDATION SO CAL CHAPTER
8929 S SEPULVEDA BLVD STE 412LOS ANGELESCA90045NONESUPPORT, EDUCATION, RESEARCH$2,000
WOODBURY UNIVERSITY
7500 N GLENOAKS BLVDBURBANKCA91504NONEEDUCATION$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,000TotalGrantOrContriPdDurYrAmt
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$14,672ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,172ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,844ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,844TotalIncomeProducingActyAmt

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$12,610Amt
Net Investment Income$3,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,410DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISHARES INTERMEDIATE TERM CORPBondNm
EOY Book Value$116,436EOYBookValueAmt
EOYFMV$124,816EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSPDR S&P 500 EFTStockNm
EOY Book Value$295,336EOYBookValueAmt
EOYFMV$368,272EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$140,171USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$141,680USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES MBS ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$77,736BookValueAmt
EOYFMV$79,294EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFIDUCIARY TRUST FEESDesc
Revenue And Expenses Per Books$5,872RevenueAndExpensesPerBooksAmt
Net Investment Income$5,872NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$10,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
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.