CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-22
IRS object ID
202031139349100113
Schema version
2019v5.1
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)
Return2020-04-22T13:51:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521645472PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Weil Akman Baylin & Coleman PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 West Padonia Rd Suite 600AddressLine1Txt
CityTimoniumCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210932186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522232281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Charles and Edna LevineBusinessNameLine1Txt
Business Name Line2Family FoundationIncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone4104868999PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13111 Hatton RoadAddressLine1Txt
CityBaltimoreCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personcharles levinePersonNm
Person TitleTrusteePersonTitleTxt
Phone4104868999PhoneNum
Signature2020-04-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey Coleman JD CPAABV CVAPreparerPersonNm
PTINP00026041PTIN
Phone4105614411PhoneNum
Preparation2020-04-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$445,126FMVAssetsEOYAmt
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$8,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,070NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,070CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,813TotalRevAndExpnssAmt
Total Net Invst Incm$19,091TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,693OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,693OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,693TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,380ExcessRevenueOverExpensesAmt
Net Investment Income$13,398NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,767CashBOYAmt
Cash EOY$10,925CashEOYAmt
Cash EOYFMV$10,925CashEOYFMVAmt
Corporate Stock BOY$329,953CorporateStockBOYAmt
Corporate Stock EOY$320,415CorporateStockEOYAmt
Corporate Stock EOYFMV$434,201CorporateStockEOYFMVAmt
Total Assets BOY$341,720TotalAssetsBOYAmt
Total Assets EOY$331,340TotalAssetsEOYAmt
Total Assets EOYFMV$445,126TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$529,223CapitalStockBOYAmt
Capital Stock EOY$529,223CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$187,503RetainedEarningBOYAmt
Retained Earning EOY-$197,883RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$341,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$331,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$341,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$331,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$341,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,380ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$331,340SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$331,340TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Invesco Oppenheimer Intl GrowthP2011-12-022019-12-09$1,915$1,201$714$714
Emerald Growth InstitutionalP2015-08-192019-12-09$631$522$109$109
Loomis Sayles GrowthP2017-03-162019-12-09$5,224$3,768$1,456$1,456
Principal Real EstateP2014-05-072019-12-09$1,669$1,234$435$435
Delaware Value FundP2018-04-262019-12-10$1,002$967$35$35
Delaware Tax FreeP2011-06-292019-12-10$603$589$14$14
IShares CoreP2010-02-042019-12-10$8,554$2,917$5,637$5,637
IShares Russell 2000P2010-02-042019-12-10$815$299$516$516
IShares Trust CoreP2013-06-202019-12-10$1,292$1,044$248$248
Vanguard Real EstateP2013-06-202019-12-10$837$548$289$289
AMG Managers Skyline SpecialP2018-12-272019-05-10$1,248$1,323-$75-$75
Diamond Hill Small Cap FundP2019-01-012019-05-10$683$717-$34-$34
AMG managers Skyline SpecialP2018-05-092019-05-10$8,279$8,779-$500-$500
Diamond Hill Small Cap FundP2018-05-092019-05-10$6,851$7,188-$337-$337
Capital Gains DividendsP$3,563$3,563$3,563
FieldValueIRS element (for citing)
Capital Gain Net Income$12,070CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,271AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$441,059NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050494DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$424,201NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038897DistributionYr2Rt
Adjusted Qlfy Distri Yr3$17,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$390,928NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043486DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,864AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$404,949NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061400DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,246AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$424,830NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052364DistributionYr5Rt
Total Distribution0.246641TotalDistributionRt
Average Distribution0.049328AverageDistributionRt
Net Vl Noncharitable Assets$426,783NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,052AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$134NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,186AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$134SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$571EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$571TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$437OverpaymentAmt
Applied To ES Tax$437AppliedToESTaxAmt
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 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 RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJeffrey M ColemanIndividualWithBooksNm
Phone4104868999PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13111 Hatton 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 (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCountryForeignAddress/CountryCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Richard M Levine
3 Bilu KatamonISPresident/Trustee0.00$0$0$0
Jerrold S Levine
Vice-President/Trustee0.00$0$0$01909 Oak Crest DriveOaklandCA94602
Susan Henri Levine Coleman
Secretary-Treasurer/Truste0.00$0$0$03111 Hatton RoadBaltimoreMD21208
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$422,875AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,407AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$433,282TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$433,282AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,499CashDeemedCharitableAmt
Net Vl Noncharitable Assets$426,783NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,339MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,339MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$21,205DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,205DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,205DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$25,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$134PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,366AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,205DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$180ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$180TotalExcessDistributionCyovAmt
Qualifying Distributions$25,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,205AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,295RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,475TotalCorpusAmt
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$4,475ExcessDistriCyovToNextYrAmt
Excess From Year1$180ExcessFromYear1Amt
Excess From Current Year$4,295ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU
125 Broad StreetNew YorkNY10004NONE501(c)3Protect the bill of rights, constitution and the rule of law$3,000
Ahavas Yisrael Charity Fund
3706 Clarks LaneBaltimoreMD21215NONE501(c)3Provide assistance to needy families$2,000
Alameda County Community Food Bank
PO Box 2599OaklandCA94614None501(c)3Provide food for needy people$3,000
Central Fund of Israel
980 6th AveNew YorkNY10018nONE501(c)3Promoting charitable activities in Israel$3,500
Chasday Naomy USA Friends
10101 Fondren Road Suite 400HoustonTX10101NONE501(c)3Supports sick children, orphans, families that cannot afford them, etc.$2,000
Friends of the Israel
60 East 42nd Street Suite 1820New YorkNY10165501(c)3To offer educational, cultural, recreational,social services, programs, and facilities to support soldiers.$1,200
Netivot Shalom
7602 Labyrinth RdPikesvilleMD21208NONEPublic CharityTo assist religous and charitable activity$2,300
PEF - Israel Endowment Funds Inc
317 Madison Ave - Suite 607New YorkNY10017NONE501(c)3Provides food & various services for needy people$5,000
Planned Parenthood
123 William StreetNew YorkNY10038NONE501(c)3Education for women and men$2,500
Akiva School
809 Percy Warner BlvdNashvilleTN37208NONE501(c)3Serving Nashville with a nuturing educational environment that embraces the Jewish people's love of learning$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,500TotalGrantOrContriPdDurYrAmt
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$8,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,070ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,813ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,813TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate Securities/Mutual FundsStockNm
EOY Book Value$320,415EOYBookValueAmt
EOYFMV$434,201EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment Advisory feesDesc
Revenue And Expenses Per Books$5,693RevenueAndExpensesPerBooksAmt
Net Investment Income$5,693NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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