SAMUEL AND ESTELLE SYLVETSKY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SAMUEL AND ESTELLE SYLVETSKY FOUNDATION (EIN 46-1556912)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202003159349100710
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-10T07:53:33-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821206589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRUDEN & COMPANY CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122112523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461556912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL AND ESTELLE SYLVETSKYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5184624556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CRUDEN CO 12 CORPWOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL M SYLVETSKYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5183821118PhoneNum
Signature2020-10-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEX W CRUDEN CPAPreparerPersonNm
PTINP00285967PTIN
Phone5184624556PhoneNum
Preparation2020-10-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.109.40.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm07:53:33IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id537FE69CCC60998145F40357E9B908D2B74277C7AtSubmissionCreationDeviceId
At Submission Filing Device Id537FE69CCC60998145F40357E9B908D2B74277C7AtSubmissionFilingDeviceId
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$885,905FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,185InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,185InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,043DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,133NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,715GrossSalesPriceAmt
Total Rev And Expnss$2,366TotalRevAndExpnssAmt
Total Net Invst Incm$11,228TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,295AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,295AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$217TaxesRevAndExpnssAmt
Taxes Net Invst Incm$106TaxesNetInvstIncmAmt
Taxes Adj Net Incm$112TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$10OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,417TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,110ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,110ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,682TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$156TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,417TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$52,110TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,316ExcessRevenueOverExpensesAmt
Net Investment Income$11,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$355,665SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$314,440SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$314,442SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,610PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,499PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,499PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$402,827CorporateStockBOYAmt
Corporate Stock EOY$391,847CorporateStockEOYAmt
Corporate Stock EOYFMV$569,964CorporateStockEOYFMVAmt
Total Assets BOY$760,102TotalAssetsBOYAmt
Total Assets EOY$707,786TotalAssetsEOYAmt
Total Assets EOYFMV$885,905TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$760,102NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$707,786NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$760,102TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$707,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$760,102TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$707,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$760,102TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,316ExcessRevenueOverExpensesAmt
Subtotal$707,786SubtotalAmt
Tot Net Ast Or Fund Balances EOY$707,786TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,253AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$874,873NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055154DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,785AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$866,453NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056304DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,256AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$855,596NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052894DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,481AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$931,788NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054176DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,255AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$973,541NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048539DistributionYr5Rt
Total Distribution0.267067TotalDistributionRt
Average Distribution0.053413AverageDistributionRt
Net Vl Noncharitable Assets$857,680NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,811AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$111NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,922AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,110QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,610EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,610TotalPaymentsAndCreditsAmt
Overpayment$1,499OverpaymentAmt
Applied To ES Tax$1,499AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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
Individual With BooksCRUDEN CO CPA'SIndividualWithBooksNm
Phone5184624556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SAMUEL M SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
ESTELLE K SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
DAN FINKLE
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$514,985AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$354,257AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,499FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$870,741TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$870,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$857,680NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,884MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,884MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$42,773DistributableBeforeAdjAmt
Distributable Before Ded$42,773DistributableBeforeDedAmt
Distributable As Adjusted$42,773DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,110ExpensesAndContributionsAmt
Qualifying Distributions$52,110QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$111PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,999AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,773DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$79ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,644ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,912ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,023ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,658TotalExcessDistributionCyovAmt
Qualifying Distributions$52,110QualifyingDistributionsAmt
Applied To Current Year$42,773AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,337RemainingDistriFromCorpusAmt
Total Corpus$22,995TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$22,995ExcessDistriCyovToNextYrAmt
Excess From Year4$79ExcessFromYear4Amt
Excess From Year3$2,644ExcessFromYear3Amt
Excess From Year2$5,912ExcessFromYear2Amt
Excess From Year1$5,023ExcessFromYear1Amt
Excess From Current Year$9,337ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALPERT JEWISH FAMILY & CHILDCARE
5841 COPORATE WAY STE 200WEST PALM BEACHFL33407DONATION$1,000
AMEGO INC
33 PERRY AVEATTLEBOROMA02703DONATION$250
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA503402018DONATION$1,000
ANTI DEFAMATION LEAGUE
605 3RD AVE 10NEW YORKNY10158DONATION$1,000
BIRTHRIGHT ISREAL FOUNDATION
PO BOX 5892HICKSVILLENY11802DONATION$1,000
CARIDAD CENTER
8645 W BOYNTON BEACH BLVBOYNTON BEACHFL33472DONATION$5,000
HADASSAH
PO BOX 1100NEW YORKNY10268DONATION$360
JETT FOUNDATION
68 EVERGREEN STKINGSTONMA02364DONATION$2,500
JEWISH ADOPTION AND FAMILY CARE
4200 N UNIVERSITY DRSUNRISEFL33351DONATION$4,400
KRAVIS CENTER
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401DONATION$1,000
LAPPIN FOUNDATION
29 CONGRESS STSALEMMA01970DONATION$500
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVERLANTANAFL33462DONATION$500
PLANNED PARENTHOOD
PO BOX 97166WASINGTONDC200907166DONATION$1,000
SPONSOR A SCHOLAR
1 UNITED WAYALBANYNY12205DONATION$500
STAND WITH US
PO BOX 341069LOS ANGELESCA900341069DONATION$500
TEMPLE EMANU-EL OF PALM BEACH
190 N COUNTY RDPALM BEACHFL33480DONATION$3,600
UNITED JEWISH FEDERATION OF NENY
184 WASHINGTON AVE EXTALBANYNY12203DONATION$14,000
UNITED JEWISH FEDERATION OF PBC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417DONATION$12,000
US DEPARTMENT OF STATE
OFFICE OF DIRECTORWASHINGTONDC20520DONATION$1,000
TRUSTBRIDGE HOSPICE FDN
5300 EAST AVENUEWEST PALM BEACHFL33407DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,110TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,185RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,314RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$9,133RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,366RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,366TotalIncomeProducingActyAmt

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$2,295Amt
Adjusted Net Income$2,295AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MORGAN STANLEY ST COVERED2019-02PURCHASE2019-12$40,039$48,768-$8,729
SHIRE PLC ADR2016-06PURCHASE2019-01$18,676$19,080-$404

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLIC SECURITIESStockNm
EOY Book Value$391,847EOYBookValueAmt
EOYFMV$569,964EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
FILING FEES
INVESTMENT$50$50
MISCELLANEOUS$10$10

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES$106$106
INCOME TAXES$111$112

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