HENRY & ARLINE GLUCK FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HENRY & ARLINE GLUCK FOUNDATION (EIN 95-4509348)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-15
IRS object ID
202512589349100336
Schema version
2024v5.2
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)
Return2025-09-15T14:01:41-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680300457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACIAS GINI & O'CONNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954509348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY AND ARLINE GLUCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone3102773373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY GLUCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102773373PhoneNum
Signature2025-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BLAKEMANPreparerPersonNm
PTINP01053938PTIN
Phone3102773373PhoneNum
Preparation2025-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,311,664FMVAssetsEOYAmt
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$66,752DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,752DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,743NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,247GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,743CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,495TotalRevAndExpnssAmt
Total Net Invst Incm$68,495TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,850TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,645ExcessRevenueOverExpensesAmt
Net Investment Income$68,465NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,620CashBOYAmt
Cash EOY$78,770CashEOYAmt
Cash EOYFMV$78,770CashEOYFMVAmt
Sav And Temp Cash Invst BOY$44,927SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,202SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,202SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$901,046CorporateStockBOYAmt
Corporate Stock EOY$1,047,146CorporateStockEOYAmt
Corporate Stock EOYFMV$2,199,692CorporateStockEOYFMVAmt
Total Assets BOY$1,029,593TotalAssetsBOYAmt
Total Assets EOY$1,159,118TotalAssetsEOYAmt
Total Assets EOYFMV$2,311,664TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,029,593RetainedEarningBOYAmt
Retained Earning EOY$1,159,118RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,029,593TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,159,118TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,029,593TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,159,118TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,029,593TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,645ExcessRevenueOverExpensesAmt
Other Increases$83,880OtherIncreasesAmt
Subtotal$1,159,118SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,159,118TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BANK OF AMERICA CORP2003-10-282024-09-20$17,972$16,504$1,468$1,468
CAPITAL GAINS DIVIDENDS$275$275$275P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,743CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$952InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$952SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$952TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$952ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$952TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 BooksMACIAS GINI O'CONNELL LLPIndividualWithBooksNm
Phone3102773373PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
HENRY GLUCK
2121 AVENUE OF THE STARS 2200LOS ANGELESCA900675046DIR./PRES.0.50$0$0$0
ARLINE GLUCK
2121 AVENUE OF THE STARS 2200LOS ANGELESCA900675046DIR./V.P/SEC.0.50$0$0$0
TRACEY GLUCK
2121 N BEVERLY DRIVEBEVERLY HILLSCA90210DIR./CFO/SEC.0.50$0$0$0
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$1,838,310AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,830AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,938,140TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,938,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,072CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,909,068NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,453MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,453MinimumInvestmentReturnAmt
Tax Based On Investment Income$952TaxBasedOnInvestmentIncomeAmt
Total Tax$952TotalTaxAmt
Distributable Before Adj$94,501DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,501DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,501DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,820ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,820QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,501DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$95,294ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$118,630ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$6,193ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,199ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$242,316TotalExcessDistributionCyovAmt
Qualifying Distributions$22,820QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$71,681ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$71,681ExcessDistributionCyovAppCYAmt
Total Corpus$170,635TotalCorpusAmt
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$23,613ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$147,022ExcessDistriCyovToNextYrAmt
Excess From Year4$118,630ExcessFromYear4Amt
Excess From Year2$6,193ExcessFromYear2Amt
Excess From Year1$22,199ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY GLUCKContributingManagerNm
Contributing ManagerARLINE GLUCKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY ARLINE GLUCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 2200AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900675046ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3102773373RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS SHOULD BE IN WRITING & INCLUDE STATEMENT OF CHARITABLE PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL CONTRIBUTION$21,670
THE PENNSYLVANIA GAZETTE
2929 WALNUT STREET SUITE 300PHILADELPHIAPA19014NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,752ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$275ExclusionAmt
Related Or Exempt Function Incm$1,468RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,027ExclusionAmt
Related Or Exempt Function Incm$1,468RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,495TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER HERE TO ELECT UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEAR BEFORE 2016 OR TO APPLY TO CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
11995 SHRS OF BANK OF AMERICA$396,391$527,180
5,564 SHRS OF SIMON PROPERTY GROUP INC$412,188$958,176
2,980 SHRS OF JPMORGAN CHASE & CO.$238,567$714,336

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT IN CASHDesc
Amt$83,880Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$50Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

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