ARC FOUNDATION IRRV TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ARC FOUNDATION IRRV TR (EIN 37-6496750)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-21
IRS object ID
202003269349100100
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)
Return2020-11-21T07:27:30-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042202844PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RUBIN AND RUDMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line153 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376496750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCFBusinessNameControlTxt
Phone6177686619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017721432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA KUPRISSPersonNm
Person TitlePRESIDENT, CLERK & DIRECTORPersonTitleTxt
Phone6177786619PhoneNum
Signature2020-11-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW A BERLINPreparerPersonNm
PTINP01394450PTIN
Phone6173307000PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.121.36.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-21IPDt
IP Tm08:27:23IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD51C734BDDB989D02FD7086D4C8CE00E2128FA8EAtSubmissionCreationDeviceId
At Submission Filing Device IdD51C734BDDB989D02FD7086D4C8CE00E2128FA8EAtSubmissionFilingDeviceId
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$1,743,673FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10,017InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,017InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,789DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,021NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$258,969GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,021CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,827TotalRevAndExpnssAmt
Total Net Invst Incm$61,827TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,819LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,819LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,461TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,461TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,711OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,711OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,991TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,991TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$133,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$133,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$151,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,991TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$90,164ExcessRevenueOverExpensesAmt
Net Investment Income$42,836NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$136,919SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,054SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,044,658CorporateStockBOYAmt
Corporate Stock EOY$955,055CorporateStockEOYAmt
Corporate Stock EOYFMV$1,357,833CorporateStockEOYFMVAmt
Corporate Bonds BOY$205,560CorporateBondsBOYAmt
Corporate Bonds EOY$256,917CorporateBondsEOYAmt
Corporate Bonds EOYFMV$251,604CorporateBondsEOYFMVAmt
Other Investments BOY$50,909OtherInvestmentsBOYAmt
Other Investments EOY$50,252OtherInvestmentsEOYAmt
Other Investments EOYFMV$51,180OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,438,046TotalAssetsBOYAmt
Total Assets EOY$1,345,280TotalAssetsEOYAmt
Total Assets EOYFMV$1,743,673TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$199CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,438,046RetainedEarningBOYAmt
Retained Earning EOY$1,345,081RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,438,046TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,345,280TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,438,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,345,280TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,438,046TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$90,164ExcessRevenueOverExpensesAmt
Other Increases$47,699OtherIncreasesAmt
Subtotal$1,395,581SubtotalAmt
Other Decreases$50,301OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,345,280TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #507-XXX-XX-XXXXP2018-09-062019-08-13$95,699$108,250-$12,551-$12,551
MORGAN STANLEY #507-XXX-XX-XXXXP2018-08-082019-12-16$51,347$58,608-$7,261-$7,261
MORGAN STANLEY #507-XXX-XX-XXXXP2012-05-172019-12-16$86,620$43,787$42,833$42,833
MORGAN STANLEY #507-XXX-XX-XXXXP2012-08-222019-02-15$25,000$25,000$0$0
MORGAN STANLEY #507-XXX-XX-XXXXP2012-08-222019-06-15$303$303$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$23,021CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$857InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$857SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$857TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,240EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,240TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,383OverpaymentAmt
Applied To ES Tax$900AppliedToESTaxAmt
Refund$1,483RefundAmt

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 StateMAOrgReportOrRegisterStateCd
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 BooksANITA KUPRISSIndividualWithBooksNm
Phone6177686619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
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 Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ANITA KUPRISS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE & SECRETARY0.01$0$0$0
RICHARD H DOUGLAS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE2.00$0$0$0
CHRISTOPHER LEE DOUGLAS
TRUSTEE0.01$0$0$09 CLEARWATER PLACEOXFORDOX2 7NLUK
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$1,613,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,827AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,700,431TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,700,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,506CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,674,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$83,746MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$83,746MinimumInvestmentReturnAmt
Tax Based On Investment Income$857TaxBasedOnInvestmentIncomeAmt
Total Tax$857TotalTaxAmt
Distributable Before Adj$82,889DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$82,889DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$82,889DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$133,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$133,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,889DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,249ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,352ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,692ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,501ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,794TotalExcessDistributionCyovAmt
Qualifying Distributions$133,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$82,889AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,111RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$182,905TotalCorpusAmt
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$182,905ExcessDistriCyovToNextYrAmt
Excess From Year4$2,249ExcessFromYear4Amt
Excess From Year3$38,352ExcessFromYear3Amt
Excess From Year2$41,692ExcessFromYear2Amt
Excess From Year1$50,501ExcessFromYear1Amt
Excess From Current Year$50,111ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LABYRINTH CHOIR
122 MAIN STREETSOUTHBOROUGHMA01772NONEEXEMPTCULTURALCULTURALCUTURAL$80,000
SUDBURY VALLEY SCHOOL
2 WINCH STFRAMINGHAMMA01701NONEEXEMPTEDUCATIONALEDUCATIONAL$4,000
RENAISSANCE MEN INC
PETER SHILLING 15 MILK STREETWESTWOODMA02090NONENON PROFITCULTURAL$1,500
LATIVIAN CUTURAL ASSN TILTS
2 MERRY HILL ROADPOUGHKEEPSINY12603NONEEXEMPTCUTURAL$2,500
UNIVERSITY OF MICHIGAN
FLEMING ADMINISRATION BLDGANN ARBORMI48109NONEEXEMPTEDUCATIONAL$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$133,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,017RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,789ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,021RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,789ExclusionAmt
Related Or Exempt Function Incm$33,038RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,827TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDEND INCOME
7NON DIVIDEND INCOME
8CAPITAL GAIN INCOME

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDSBondNm
EOY Book Value$256,917EOYBookValueAmt
EOYFMV$251,604EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES (STOCK)StockNm
EOY Book Value$955,055EOYBookValueAmt
EOYFMV$1,357,833EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UNIT INVESTMENT TRUSTSAT COST$50,252$48,379
ACCRUD INTERESTAT COST$0$2,801

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRUBIN AND RUDMANCategoryTxt
Legal Fees$4,819LegalFeesAmt
Net Investment Income$4,819NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
2018 CHECKS CLEARED IN 2019$45,000
2018 CHECK OUTSTANDING AS OF 12/31/18$2,500
ACCRUED INTEREST PAID$2,801

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY FEE$7,176$7,176$0
PC ANNUAL FILING FEE$35$35$0
REIMBURSEMENT EXPENSE$1,500$1,500$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
2019 CHECKS OUTSTANDING AS OF 12/31/2019$47,500
BASIS ADJUSTMENT$199

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX W/H$302$302$0
U S TREASURY$5,159$5,159$0

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