JAY & BLUM CHARITY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAY & BLUM CHARITY FOUNDATION INC (EIN 46-4433898)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-01
IRS object ID
202011539349101306
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)
Return2020-06-01T15:48:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133624679PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID FISCH & CO CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13854 FLATLANDS AVEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11234ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464433898EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAY & BLUM CHARITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAY&BusinessNameControlTxt
Phone8457827494PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 RUZHIN RD RM/STE 301AddressLine1Txt
CityMONROECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10950ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL CHAIMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8457827494PhoneNum
Signature2020-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAVROHOM FISCHPreparerPersonNm
PTINP01871253PTIN
Phone7183384900PhoneNum
Preparation2020-05-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.191.180.40IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-01IPDt
IP Tm15:48:29IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5822E28C3723F9ED90A8CDAC9BDBDDE891F5FDADAtSubmissionCreationDeviceId
At Submission Filing Device Id5822E28C3723F9ED90A8CDAC9BDBDDE891F5FDADAtSubmissionFilingDeviceId
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$575,088FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,341DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,341DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,341DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,351NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,192GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$2,894NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$154,993TotalRevAndExpnssAmt
Total Net Invst Incm$6,344TotalNetInvstIncmAmt
Total Adj Net Incm$9,238TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$70OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$375TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,548ExcessRevenueOverExpensesAmt
Net Investment Income$6,274NetInvestmentIncomeAmt
Adjusted Net Income$9,238AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$395,867CashBOYAmt
Cash EOY$445,893CashEOYAmt
Cash EOYFMV$445,896CashEOYFMVAmt
Corporate Stock BOY$134,272CorporateStockBOYAmt
Corporate Stock EOY$138,794CorporateStockEOYAmt
Corporate Stock EOYFMV$129,192CorporateStockEOYFMVAmt
Total Assets BOY$530,139TotalAssetsBOYAmt
Total Assets EOY$584,687TotalAssetsEOYAmt
Total Assets EOYFMV$575,088TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$530,139RetainedEarningBOYAmt
Retained Earning EOY$584,687RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$530,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$584,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$530,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$584,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$530,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,548ExcessRevenueOverExpensesAmt
Subtotal$584,687SubtotalAmt
Tot Net Ast Or Fund Balances EOY$584,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
110 SHARES OF APPLIED MATERIALSP2019-05-162019-09-10$5,403$4,735$668$668
100 SHARES OF APPLIED MATERIALSP2019-05-162019-11-08$5,418$4,304$1,114$1,114
300 SHARES OF NEWELL BRANDS INCP2019-09-102019-12-19$5,630$5,629$1$1
70 SHARES OF QUALCOMM INCP2019-04-022019-07-02$5,287$4,176$1,111$1,111
70 SHARES OF APPLIED MATERIALSP2018-08-272019-09-10$3,438$3,192$246$246
475 SHARES OF NEWELL BRANDS INCP2018-03-292019-12-12$9,151$12,240-$3,089-$3,089
125 SHARES OF NEWELL BRANDS INCP2018-08-202019-12-12$2,408$2,764-$356-$356
10 SHARES OF NEWELL BRANDS INCP2018-08-202019-12-12$189$221-$32-$32
280 SHARES OF NEWELL BRANDS INCP2018-08-202019-12-19$5,255$6,192-$937-$937
100 SHARES OF QUALCOMM INCP2018-02-122019-05-16$8,076$6,671$1,405$1,405
30 SHARES OF QUALCOMM INCP2018-02-122019-07-02$2,266$2,001$265$265
365.282 SHARES OF BUSINESS DEVELOPMP2014-03-172019-02-15$2,995$4,071-$1,076-$1,076
210.579 SHARES OF BUSINESS DEVELOPMP2014-03-172019-08-22$1,676$2,347-$671-$671
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,351CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,894NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$71,897AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$412,406NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.174335DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$327,034NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.121990DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,971AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$240,201NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103959DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,105AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$177,922NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056795DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,761AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$191,324NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.103286DistributionYr5Rt
Total Distribution0.560365TotalDistributionRt
Average Distribution0.112073AverageDistributionRt
Net Vl Noncharitable Assets$443,777NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,735AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49,798AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$63InvestmentIncomeExciseTaxAmt
Subtotal$63SubtotalAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$147EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$147TotalPaymentsAndCreditsAmt
Overpayment$84OverpaymentAmt
Applied To ES Tax$84AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOEL CHAIMIndividualWithBooksNm
Phone8457827494PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126 RUZHIN ROADAddressLine1Txt
Address Line2UNIT 301AddressLine2Txt
CityMONROECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10950ZIPCd
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 HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOEL CHAIM
26 RUZHIN ROADUNIT 301MONROENY10950DIRECTOR000.00$0$0$0
BLIMA CHAIM
26 RUZHIN ROAD301MONROENY10950DIRECTOR000.00$0$0$0
YOEL WERZBERGER
25 BLUEBERRY LANEHIGHLAND MILLSNY10930DIRECTOR000.00$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$110,275AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$340,260AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$450,535TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$450,535AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,758CashDeemedCharitableAmt
Net Vl Noncharitable Assets$443,777NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,189MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,189MinimumInvestmentReturnAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Total Tax$63TotalTaxAmt
Distributable Before Adj$22,126DistributableBeforeAdjAmt
Distributable Before Ded$22,126DistributableBeforeDedAmt
Distributable As Adjusted$22,126DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,000ExpensesAndContributionsAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$63PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$99,937AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,126DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,258ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,334ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,097ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$23,753ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,483ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$99,925TotalExcessDistributionCyovAmt
Qualifying Distributions$100,000QualifyingDistributionsAmt
Applied To Current Year$22,126AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,874RemainingDistriFromCorpusAmt
Total Corpus$177,799TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,258ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$167,541ExcessDistriCyovToNextYrAmt
Excess From Year4$1,334ExcessFromYear4Amt
Excess From Year3$13,097ExcessFromYear3Amt
Excess From Year2$23,753ExcessFromYear2Amt
Excess From Year1$51,483ExcessFromYear1Amt
Excess From Current Year$77,874ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonTHE OJC FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11303 53RD STAddressLine1Txt
Address Line2303AddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNONERecipientFoundationStatusTxt
Grant Or Contribution PurposeTO SUPPORT VARIOUS JEWISH ORGINAZATIGrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,341ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion-$1,351ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,993ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,993TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOEL CHAIMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line126 RUZHIN ROADAddressLine1Txt
Address Line2UNIT 301AddressLine2Txt
CityMONROECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10950ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BUSINESS DEVELOPMENT CORP OF AMERICA$42,681$33,239
BENEFIT STREET PARTNERS REALTY TR$51,340$40,869
APPLIED MATERIALS
QUALCOM
NEWWELL BRANDS
FORTINET$11,055$10,676
THE TRADE DESK$6,713$8,573
WESTERN DIGITAL$12,244$14,281
ADVANCED MICRO DEVICES$14,761$21,554

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTEMNT FEESCategoryTxt
Amt$70Amt
Net Investment Income$70NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
STATE FILLING FEE$125
FEDERAL TAXES$250

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