CORWIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CORWIN FAMILY FOUNDATION (EIN 95-4076122)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202001679349100530
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T14:55:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412119150 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J FOGELMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 STONECREEK CT | AddressLine1Txt |
| City | LAKE SHERWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913615145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954076122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORWIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORW | BusinessNameControlTxt |
| Phone | 3108582800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 N SIERRA DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI CORWIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J FOGELMAN | PreparerPersonNm |
| PTIN | P00070738 | PTIN |
| Phone | 8054978760 | PhoneNum |
| Preparation | 2020-06-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,171,827 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,158 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $556 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $118,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,165 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $25,089 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,081 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,979 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,930,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,815,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,160,848 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,951,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,826,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,171,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,951,180 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,826,484 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,951,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,826,484 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,951,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,826,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,951,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,438 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,826,742 | SubtotalAmt |
| Other Decreases | $258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,826,484 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CNB | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $378,417 | GrossSalesPriceAmt |
| Cost Or Other Basis | $325,637 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,780 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,780 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,563,005 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,221,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,210,555 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149662 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,689 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,309,335 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.132654 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $276,179 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,589,261 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.173778 | DistributionYr5Rt |
| Total Distribution | 0.646079 | TotalDistributionRt |
| Average Distribution | 0.129216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,245,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $290,135 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,001 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $291,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $202,920 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,002 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,002 | SubtotalAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,702 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,702 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,700 | OverpaymentAmt |
| Applied To ES Tax | $3,700 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J FOGELMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8054978760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 279 STONECREEK COURT | AddressLine1Txt |
| City | LAKE SHERWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913615145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| TONI CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANIEL CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,109,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,279,539 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,279,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,245,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,002 | TotalTaxAmt |
| Distributable Before Adj | $110,265 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,265 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,265 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,920 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,920 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $202,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,265 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $200,060 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $109,436 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,690 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,291 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $578,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,920 | QualifyingDistributionsAmt |
| Applied To Current Year | $110,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,655 | RemainingDistriFromCorpusAmt |
| Total Corpus | $670,917 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $200,060 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $470,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $109,436 | ExcessFromYear4Amt |
| Excess From Year3 | $121,690 | ExcessFromYear3Amt |
| Excess From Year2 | $57,785 | ExcessFromYear2Amt |
| Excess From Year1 | $89,291 | ExcessFromYear1Amt |
| Excess From Current Year | $92,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 N SIERRA DR | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | TO FURTHER THE EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $202,920 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,920 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $556 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,165 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CNB | StockNm |
| EOY Book Value | $1,815,505 | EOYBookValueAmt |
| EOYFMV | $2,160,848 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT | Desc |
| Amt | $258 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ATTORNEY GENERAL | $150 | |
| BANK FEES | $21 | |
| INVESTMENT COSTS | $13,081 | $13,081 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN INCOME TAX | $79 |
| STATE INCOME TAX | $10 |
| FEDERAL INCOME TAX | $25,000 |
Comments