MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC (EIN 95-4619031)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202001359349100720
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)
Return2020-05-14T11:59:18-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIVERA JAMJIAN & ASSOC LLP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 W 6TH STREET SUITE 201AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954619031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALICE PETROSSIANInCareOfNm
Business Name ControlMINBusinessNameControlTxt
Phone8189560423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE PETROSSIANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189560423PhoneNum
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARMANDO JAMJIAN CPAPreparerPersonNm
PTINP00438749PTIN
Phone2134122002PhoneNum
Preparation2020-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.153.57.106IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95661920201355000003FederalOriginalSubmissionId
Federal Original Submission Id2020-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD892A0AF3171E1E41B049710205532E6F88CDE38AtSubmissionCreationDeviceId
At Submission Filing Device IdD892A0AF3171E1E41B049710205532E6F88CDE38AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,242,844FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$68ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,176DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,176DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$482,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,439TotalRevAndExpnssAmt
Total Net Invst Incm$23,176TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,257AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,257AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,721OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,721OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,004TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$85OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,067TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,064TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,217TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,064TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$71,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,778ExcessRevenueOverExpensesAmt
Net Investment Income$18,112NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,275CashBOYAmt
Cash EOY$4,623CashEOYAmt
Cash EOYFMV$4,623CashEOYFMVAmt
Corporate Stock BOY$665,331CorporateStockBOYAmt
Corporate Stock EOY$728,869CorporateStockEOYAmt
Corporate Stock EOYFMV$1,080,031CorporateStockEOYFMVAmt
Corporate Bonds BOY$240,508CorporateBondsBOYAmt
Corporate Bonds EOY$149,911CorporateBondsEOYAmt
Corporate Bonds EOYFMV$158,190CorporateBondsEOYFMVAmt
Total Assets BOY$947,114TotalAssetsBOYAmt
Total Assets EOY$883,403TotalAssetsEOYAmt
Total Assets EOYFMV$1,242,844TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$947,114RetainedEarningBOYAmt
Retained Earning EOY$883,403RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$947,114TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$883,403TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$947,114TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$883,403TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$947,114TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,778ExcessRevenueOverExpensesAmt
Other Increases$88OtherIncreasesAmt
Subtotal$883,424SubtotalAmt
Tot Net Ast Or Fund Balances EOY$883,424TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO ADVISORS 1087P$149,512$140,791$7,847$8,721
WELLS FARGO ADVISORS 1087P$35,105$35,112-$7-$7
WELLS FARGO ADVISORS 1087P$298,237$315,903-$17,666-$17,666
CAPITAL GAIN DIVIDENDSP$21
FieldValueIRS element (for citing)
Capital Gain Net Income-$9,805CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$110,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$287,231NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.383837DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$69,074NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.805658DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,370AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$66,808NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.529428DistributionYr3Rt
Adjusted Qlfy Distri Yr4$42,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,390NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.600938DistributionYr4Rt
Adjusted Qlfy Distri Yr5$68,077AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$327NetVlNoncharitableAssetsYr5Amt
Distribution Yr5208.186544DistributionYr5Rt
Total Distribution210.506405TotalDistributionRt
Average Distribution42.101281AverageDistributionRt
Net Vl Noncharitable Assets$244,849NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,308,457AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$181NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,308,638AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,150QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$362InvestmentIncomeExciseTaxAmt
Subtotal$362SubtotalAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$362TaxDueAmt

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 Line1ALICE PETROSSIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189560423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
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
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
ALICE PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206PRESIDENT2.0$0$0$0
CHRISTOPHER PETROSSIAN
863 BERKSHIRELA CANADACA91011SECRETARY/TREASURER2.0$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$90,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$158,190FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$248,578TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$248,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,729CashDeemedCharitableAmt
Net Vl Noncharitable Assets$244,849NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,242MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,242MinimumInvestmentReturnAmt
Tax Based On Investment Income$362TaxBasedOnInvestmentIncomeAmt
Total Tax$362TotalTaxAmt
Distributable Before Adj$11,880DistributableBeforeAdjAmt
Distributable Before Ded$11,880DistributableBeforeDedAmt
Distributable As Adjusted$11,880DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$71,150QualifyingDistributionsAmt
Adjusted Qualifying Distri$71,150AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,880DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$40,800ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,330ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$35,370ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,650ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,878ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$271,028TotalExcessDistributionCyovAmt
Qualifying Distributions$71,150QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$11,880AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,270RemainingDistriFromCorpusAmt
Total Corpus$330,298TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,800ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$289,498ExcessDistriCyovToNextYrAmt
Excess From Year4$42,330ExcessFromYear4Amt
Excess From Year3$35,370ExcessFromYear3Amt
Excess From Year2$55,650ExcessFromYear2Amt
Excess From Year1$96,878ExcessFromYear1Amt
Excess From Current Year$59,270ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMINA HACOB SHIRVANIAN FAMILY FOUNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8189560423RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIAN EDUCATIONAL FOUNDATION
600 WEST BROADWAY SUITE 130GLENDALECA91204SOCIAL SERVICES$6,000
ARMENIAN CULTURAL FOUNDATION WESTERN USA
104 NO BELMONT ST 300GLENDALECA91206SOCIAL SERVICES$1,750
ARMENIAN NATIONAL COMMITTEE WESTER REGION
104 NO BELMONT ST 200 CA 91206GLENDALECA91206SOCIAL SERVICES$6,500
ADVENTIST HEALTH GLENDALE FOUNDATION
1509 WILSON TERRACEGLENDALECA91206SOCIAL SERVICES$13,000
ARMENIAN WOUNDED HEROES FUND
PO BOX 484FAIR LAWNNJ07410SOCIAL SERVICES$10,000
WESTERN PRELACY ARMENIAN CHURCH
6252 HONOLULU AVELA CRESCENTACA91214SOCIAL SERVICES$5,000
ARMENIAN MEDIA NETWORK
1203 NO VERMONT AVELOS ANGELESCA90029SOCIAL SERVICES$500
AURORA HUMANITARIAN INITIATIVE FUND
1900 K STREET NWWASHINGTONDC20006SOCIAL SERVICES$10,000
HOLY MARTYRS FERRAHIAN SCHOOL
5300 WHITE OAK AVEENCINOCA91316SOCIAL SERVICES$5,500
HOUSE OF ARMENIA
346 N CENTRAL AVEGLENDALECA91203SOCIAL SERVICES$5,000
USC INSTITUTE OF ARMENIAN STUDIES
3518 TROUSDALE PKWYLOS ANGELESCA90089SOCIAL SERVICES$3,000
CHILDREN OF ARMENIA FUND
149 5TH AVE 500NEW YORKNY10010SOCIAL SERVICES$1,500
ARMENIAN RELIEF SOCIETY
517 W GLENOAKS BLVDGLENDALECA91202SOCIAL SERVICES$1,000
ORRAN BENEVOLENT ORGANIZATION
22017 OBSERVATORY AVELOS ANGELESCA90027SOCIAL SERVICES$1,000
AMERICAN UNIVERSITY OF ARMENIA
1000 BROADWAY 280OAKLANDCA94607SOCIAL SERVICES$700
WESTERN PRELACY
6252 HONOLULU AVEGLENDALECA91214SOCIAL SERVICES$500
GLENDALE ADVENTIST ACADEMY
700 KIMLIN DRGLENDALECA91206SOCIAL SERVICES$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,176ExclusionAmt
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-$9,826ExclusionAmt
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$13,350ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,350TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,257Amt
Net Investment Income$1,257NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$149,911EOYBookValueAmt
EOYFMV$158,190EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS, OPTIONS & ETFS$713,869$1,065,031
MUTUAL FUNDS$15,000$15,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ATTORNEY GENERAL FEES$75$75
FRANCHISE TAX$10$10

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISC ADJUSTMENTDesc
Amt$88Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$3,721Amt
Net Investment Income$3,721NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1$1
FEDERAL TAXES$1,003

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