BETA

KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KINSEY FAMILY FOUNDATION (EIN 77-0526511)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-02
IRS object ID
202041549349100729
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)
Return2020-06-02T15:39:59-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIA PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W EL CAMINO REAL STE 315AddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP940871975ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770526511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KINSEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EDWARD KINSEYInCareOfNm
Business Name ControlKINSBusinessNameControlTxt
Phone4082148570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 996AddressLine1Txt
CityPEBBLE BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93953ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA KINSEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4082148570PhoneNum
Signature2020-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY MINERPreparerPersonNm
PTINP00342684PTIN
Phone4082148570PhoneNum
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$230,271FMVAssetsEOYAmt
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$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,556DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,556DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,845NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,845CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,414TotalRevAndExpnssAmt
Total Net Invst Incm$28,414TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,873OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$710TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$437OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$412OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,520TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,785TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,785TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$54,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,606ExcessRevenueOverExpensesAmt
Net Investment Income$21,629NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,944SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,141SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,141SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$162,052CorporateStockBOYAmt
Corporate Stock EOY$126,250CorporateStockEOYAmt
Corporate Stock EOYFMV$219,130CorporateStockEOYFMVAmt
Total Assets BOY$170,996TotalAssetsBOYAmt
Total Assets EOY$137,391TotalAssetsEOYAmt
Total Assets EOYFMV$230,271TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$170,997NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$137,391NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$170,997TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$170,997TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,391TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$170,997TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,606ExcessRevenueOverExpensesAmt
Subtotal$137,391SubtotalAmt
Tot Net Ast Or Fund Balances EOY$137,391TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #3280$12,231$14,143-$1,912-$1,912
MORGAN STANLEY #3280$28,067$15,592$12,475$12,475
MORGAN STANLEY #3280$20,350$6,068$14,282$14,282
FieldValueIRS element (for citing)
Capital Gain Net Income$24,845CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,707AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$299,334NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.182762DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$304,500NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.085386DistributionYr2Rt
Adjusted Qlfy Distri Yr3$73,403AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$297,549NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.246692DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,039AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$364,365NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.118121DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,354AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$378,154NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059113DistributionYr5Rt
Total Distribution0.692074TotalDistributionRt
Average Distribution0.138415AverageDistributionRt
Net Vl Noncharitable Assets$232,638NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,201AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$216NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,417AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$216InvestmentIncomeExciseTaxAmt
Subtotal$216SubtotalAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$307EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$307TotalPaymentsAndCreditsAmt
Overpayment$91OverpaymentAmt
Applied To ES Tax$91AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDWARD KINSEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082148570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 996AddressLine1Txt
CityPEBBLE BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93953ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
LISA KINSEY
PO BOX 996PEBBLE BEACHCA93953PRESIDENT / SECRETARY0$0$0$0
EDWARD KINSEY
PO BOX 996PEBBLE BEACHCA93953CFO0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$224,214AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,967AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$236,181TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$236,181AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,543CashDeemedCharitableAmt
Net Vl Noncharitable Assets$232,638NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,632MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,632MinimumInvestmentReturnAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Tax$216TotalTaxAmt
Distributable Before Adj$11,416DistributableBeforeAdjAmt
Distributable Before Ded$11,416DistributableBeforeDedAmt
Distributable As Adjusted$11,416DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$216PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,284AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,416DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,008ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,663ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$58,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,953ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$40,326ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$139,550TotalExcessDistributionCyovAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$11,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,084RemainingDistriFromCorpusAmt
Total Corpus$182,634TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,008ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$178,626ExcessDistriCyovToNextYrAmt
Excess From Year4$25,663ExcessFromYear4Amt
Excess From Year3$58,600ExcessFromYear3Amt
Excess From Year2$10,953ExcessFromYear2Amt
Excess From Year1$40,326ExcessFromYear1Amt
Excess From Current Year$43,084ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLISA KINSEYContributingManagerNm
Contributing ManagerEDWARD KINSEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FEED MY STARVING CHILDREN
401 93RD AVENUE NWCOON RAPIDSMN55433PCMEALS FOR CHILDREN AROUND THE WORLD$20,000
SOF SUPPORT FOUNDATION
1655 FORT MYER DR STE 700ARLINGTONVA22209PCSPECIAL OPERATION FORCES$20,000
HARVARD BUSINESS SCHOOL ASSOCIATION
1259 EL CAMINO REAL 242MENLO PARKCA94025PCBUSINESS COLLEGE CONTRIBUTION$2,500
SIGMA CHI FOUNDATION
1714 HINMAN AVENUEEVANSTONIL60201PCSCHOLARSHIP FUNDS$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,556ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,845ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,414ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,414TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY - SECURITIESStockNm
EOY Book Value$126,250EOYBookValueAmt
EOYFMV$219,130EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$412$412
REGISTRY OF CHARITABLE TRUSTS$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY ADVISORY FEESCategoryTxt
Amt$2,873Amt
Net Investment Income$2,873NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAXES WITHHELD$117
INTERNAL REVENUE SERVICE$593

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