BETA

BSH FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BSH FOUNDATION INC (EIN 52-1617564)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-03-26
IRS object ID
202030869349100603
Schema version
2018v3.1
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)
Return2020-03-26T09:48:47-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521358943PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GARY R BOZEL & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1501 WASHINGTON AVE STE 300AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP212044536ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521617564EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BSH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBSHFBusinessNameControlTxt
Phone4106023422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18417 STEVENSON ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE S HOFFBERGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4109251988PhoneNum
Signature2020-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY A DEROSE CPAPreparerPersonNm
PTINP01634110PTIN
Phone4105837900PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$153,235FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,074DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,074DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,968NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,968GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,968CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,062TotalRevAndExpnssAmt
Total Net Invst Incm$18,062TotalNetInvstIncmAmt
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$804AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$237TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,041TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,925ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,925ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,966TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,904ExcessRevenueOverExpensesAmt
Net Investment Income$18,062NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,396CashBOYAmt
Cash EOY$9,492CashEOYAmt
Cash EOYFMV$9,492CashEOYFMVAmt
Other Investments BOY$5,345OtherInvestmentsBOYAmt
Other Investments EOY$5,345OtherInvestmentsEOYAmt
Other Investments EOYFMV$143,743OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,741TotalAssetsBOYAmt
Total Assets EOY$14,837TotalAssetsEOYAmt
Total Assets EOYFMV$153,235TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,741RetainedEarningBOYAmt
Retained Earning EOY$14,837RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,741TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,741TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,741TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,904ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,837SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$16,968GrossSalesPriceAmt
Gain Or Loss$16,968GainOrLossAmt
Gains Minus Excess Or Losses$16,968GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,968CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,813AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$176,841NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.225134DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,861AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$180,486NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.126664DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,858AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$184,263NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.210883DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,234AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$214,801NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.094199DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,754AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$225,037NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083337DistributionYr5Rt
Total Distribution0.740217TotalDistributionRt
Average Distribution0.148043AverageDistributionRt
Net Vl Noncharitable Assets$150,778NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,322AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$181NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,503AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,925QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$181InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$181SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$181TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$181TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
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 BooksBRUCE S HOFFBERGERIndividualWithBooksNm
Phone4106023422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18417 STEVENSON ROADAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRUCE S HOFFBERGER
8417 STEVENSON ROADBALTIMOREMD21208PRESIDENT1.00$0$0$0
CAREN HOFFBERGER
8417 STEVENSON ROADBALTIMOREMD21208SECRETARY1.00$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$134,714AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,074TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$153,074AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,296CashDeemedCharitableAmt
Net Vl Noncharitable Assets$150,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,539MinimumInvestmentReturnAmt
Tax Based On Investment Income$181TaxBasedOnInvestmentIncomeAmt
Total Tax$181TotalTaxAmt
Distributable Before Adj$7,358DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,358DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,358DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,925QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$181PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,744AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,358DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,994ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,226ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,129ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,115ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,445ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,909TotalExcessDistributionCyovAmt
Qualifying Distributions$24,925QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,358AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,567RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$111,476TotalCorpusAmt
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$7,994ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,482ExcessDistriCyovToNextYrAmt
Excess From Year4$10,226ExcessFromYear4Amt
Excess From Year3$30,129ExcessFromYear3Amt
Excess From Year2$14,115ExcessFromYear2Amt
Excess From Year1$31,445ExcessFromYear1Amt
Excess From Current Year$17,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRUCE S HOFFBERGERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE HUMANE SOCIETY
1601 NICODEMUS ROADREISTERSTOWNMD21136PUBLIC CHARITYGENERAL OPERATING SUPPORT$2,500
BALTIMORE SYMPHONY ORCHESTRA INC
1212 CATHEDRAL STBALTIMOREMD21201PUBLIC CHARITYGENERAL OPERATING SUPPORT$3,100
BETH EL CONGREGATION
8101 PARK HEIGHTS AVENUEBALTIMOREMD21208PUBLIC CHARITYGENERAL OPERATING SUPPORT$3,275
UNIVERSITY OF MARYLAND COLLEGE PARK
UNIVERSITY OF MARYLANDCOLLEGE PARKMD20742PUBLIC ORGANIZATIONGENERAL OPERATING SUPPORT$13,700
UNIVERSITY OF MIAMI SCHOOL OF BUSINESS
5250 UNIVERSITY DRIVEMIAMIFL33146PUBLIC CHARITYGENERAL OPERATING SUPPORT$1,200
BELIEVE IN MUSIC
211 EAST LOMBARD STREET SUITE 162BALTIMOREMD21202PUBLIC CHARITYGENERAL OPERATING SUPPORT$150
JEWISH COMMUNITY CENTER OF GREATER BALTIMORE
3506 GWYNNBROOK AVEOWINGS MILLSMD21117PUBLIC CHARITYGENERAL OPERATING SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,925TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,074ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,062ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,062TotalIncomeProducingActyAmt

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)
CategoryGARY BOZEL & ASSOCCategoryTxt
Amt$804Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDAVIS NEW YORK VENTURE FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$5,345BookValueAmt
EOYFMV$143,743EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$237Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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