MAISEL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MAISEL FOUNDATION (EIN 38-3133484)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349106216
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)
Return2020-11-16T14:17:12-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942427229PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL W WHIPPLE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151626AddressLine1Txt
CitySAN RAFAELCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94915ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383133484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MAISEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAISBusinessNameControlTxt
Phone2482582838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129260 FRANKLIN RDAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAN MAISELPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael W Whipple CPAPreparerPersonNm
PTINP00175165PTIN
Phone4154596966PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$337,318FMVAssetsEOYAmt
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$332InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$332InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,400DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,400DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,399NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$325,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,399CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,131TotalRevAndExpnssAmt
Total Net Invst Incm$17,131TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,783OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,783OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$152TaxesRevAndExpnssAmt
Taxes Net Invst Incm$152TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,935TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,435TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,935TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,304ExcessRevenueOverExpensesAmt
Net Investment Income$13,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,302CashBOYAmt
Cash EOY$1,477CashEOYAmt
Cash EOYFMV$1,477CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,223SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,547SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$75,688CorporateStockBOYAmt
Corporate Stock EOY$160,529CorporateStockEOYAmt
Corporate Stock EOYFMV$180,027CorporateStockEOYFMVAmt
Other Investments BOY$203,765OtherInvestmentsBOYAmt
Other Investments EOY$95,997OtherInvestmentsEOYAmt
Other Investments EOYFMV$99,267OtherInvestmentsEOYFMVAmt
Total Assets BOY$316,978TotalAssetsBOYAmt
Total Assets EOY$314,550TotalAssetsEOYAmt
Total Assets EOYFMV$337,318TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$316,978RetainedEarningBOYAmt
Retained Earning EOY$314,550RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$316,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$314,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$316,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$314,550TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$316,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,304ExcessRevenueOverExpensesAmt
Subtotal$314,674SubtotalAmt
Other Decreases$124OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$314,550TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - SHORT TERMP2019-01-012019-01-01$310,030$300,944$9,086$9,086
PUBLICLY TRADED SECURITIES - LONG TERMP2001-01-012019-12-31$15,387$15,084$303$303
Capital Gain Dividends$10
FieldValueIRS element (for citing)
Capital Gain Net Income$9,399CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$9,086NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$359,251NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04732DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$373,974NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04038DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,375AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$362,405NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04518DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,375AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$384,465NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05040DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,106AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$403,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04979DistributionYr5Rt
Total Distribution0.233071TotalDistributionRt
Average Distribution0.046614AverageDistributionRt
Net Vl Noncharitable Assets$368,505NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,177AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$132NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,309AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$264InvestmentIncomeExciseTaxAmt
Subtotal$264SubtotalAmt
Tax Based On Investment Income$264TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Tax Due$64TaxDueAmt

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
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 Line1JAN MAISELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4154351424PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129260 FRANKLIN ROADAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48034ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAN MAISEL
150 HACIENDA DRTIBURONCA94920President0.00$0
ROBIN MAISEL
27 CHESTNUTBROOKLINEMA02445Secretary0.00$0
RICHARD MAISEL
932 DELAWARE STBERKELEYCA94710Treasurer0.00$0
ALAN MAISEL
190 DEL MAR SHORES TERSOLANA BEACHCA92075Director0.00$0
DONALD MAISEL
4875 VENNER RDMARTINEZCA94553Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$329,571AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$374,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$374,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$368,505NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,425MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,425MinimumInvestmentReturnAmt
Tax Based On Investment Income$264TaxBasedOnInvestmentIncomeAmt
Total Tax$264TotalTaxAmt
Distributable Before Adj$18,161DistributableBeforeAdjAmt
Distributable Before Ded$18,161DistributableBeforeDedAmt
Distributable As Adjusted$18,161DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,500ExpensesAndContributionsAmt
Qualifying Distributions$15,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,161DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$522ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$263ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$785TotalExcessDistributionCyovAmt
Qualifying Distributions$15,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$785ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$785ExcessDistributionCyovAppCYAmt
Undistributed Income CY$1,876UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATIO
125 BROAD ST 18TH FLNEW YORKNY10004NONEPCTO DEFEND & PRESERVE INDIVIDUAL RIGHTS & LIBERTIES IN THE UNITED STATES$850
AMERICAN JEWISH WORLD SERVICE
45 W 36TH STNEW YORKNY10018NONEPCTO PROVIDE ASSISTANCE WITH GLOBAL SOCIETAL PROGRAMS$1,000
BERKELEY EMERGENCY FOOD & HOUSING PROJEC
2140 DWIGHT WAYBERKELEYCA94704NONEPCTO PROVIDE FOOD & SHELTER TO INDIGENT INDIVIDUALS$200
CONGREGATION BNAI TIKAV
25 HILCROFT WAYWALNUT CREEKCA94596NONEPCTO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY$1,000
CONGREGATION SHERITH ISRAEL
2266 CALIFORNIA STSAN FRANCISCOCA94115NONEPCTO PROVIDE RELIGIOUS GUIDANCE TO THE COMMUNITY$600
CONTRA COSTA FOOD BANK
PO BOX 6324CONCORDCA94524NONEPCTO REDUCE FOOD WASTE & INCREASE HUNGER AWARENESS$150
CONTRA COSTA MIDRASHA
74 ECKLEY LNWALNUT CREEKCA94596NONEPCGUIDE TEENS THROUGH GROWING UP$100
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117NONEPCTO IMPROVE THE HEALTH & LIVES OF PEOPLE AFFECTED BY POVERTY OR EMERGENCY SITUATIONS BY MOBILIZING & PROVIDING ESSENTIAL MEDICAL RESOURCES NEEDED FOR THEIR CARE$300
EAST BAY AGENCY FOR CHILDREN
303 VAN BUREN AVEOAKLANDCA94610NONEPCFOR THE HEALTH & WELL BEING OF CHILDREN$250
HEBREW DAY SCHOOL
3630 AFTON RDSAN DIEGOCA92123NONEPCTO PROVIDE SCHOLORSHIPS TO DESERVING STUDENTS$1,400
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVEROXBURYMA02119NONEPCFOR THE ASSURANCE OF THE HEALTH & WELL BEING OF CHILDREN$500
JEWISH FAMILY & CHILDRENS SERVICES - EB
2484 SHATTUCK AVE STE 210BERKELEYCA94704NONEPCTO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS$1,650
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STSAN FRANCISCOCA94115NONEPCTO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS$2,500
JEWISH FAMILY & CHILDRENS SERVICES
1430 MAIN STWALTHAMMA02451NONEPCTO PROVIDE HUMAN SERVICE & HEALTHCARE PROGRAMS$1,000
JEWISH VOCATIONAL & CAREER COUNSELING
225 BUSH ST STE 400SAN FRANCISCOCA94104NONEPCTO BRING PEOPLE & WORK TOGETHER$300
KEHILLA COMMUNITY SYNAGOGUE
1300 GRAND AVEOAKLANDCA94610NONEPCSHARE RICHES OF JUDAISM & ENCOURAGE SPIRITUALITY$550
MEDECINS SANS FRONTIERES
333 7TH AVENEW YORKNY10001NONEPCTO HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE$400
MOTHERS AGAINST DRUNK DRIVING
10731 TREENA ST STE 100SAN DIEGOCA92131NONEPCTO END DRUNK DRIVING & SUPPORT THE VICTIMS$850
OXFAM AMERICA
226 CAUSEWAY ST 5TH FLRBOSTONMA02114NONEPCTO DEVELOP LASTING SOLUTIONS TO POVERTY & HUNGER$200
RAPHAEL HOUSE
1065 SUTTER STSAN FRANCISCOCA94109NONEPCTO HELP AT-RISK FAMILIES ACHIEVE STABLE HOUSING$250
SENIOR OUTREACH SERVICE
1300 CIVIC DRIVEWALNUT CREEKCA94596NONEPCTO MAINTAIN HEALTH & WELLNESS SAFETY NETS FOR AGING PERSONS$300
UNITED JEWISH FEDERATION OF SAN DIEGO
4950 MURPHY CANYONSAN DIEGOCA92123NONEPCTO HELP IMPROVE THE LIVES OF JEWISH PEOPLE$850
350ORG
20 JAY ST STE 732BROOKLYNNY11201NONEPCTO PROMOTE RENEWABLE ENERGY PROJECTS$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$332ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,400ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,399ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,131ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,131TotalIncomeProducingActyAmt

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 RETURNCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHEDStockNm
EOY Book Value$160,529EOYBookValueAmt
EOYFMV$180,027EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$95,997BookValueAmt
EOYFMV$99,267EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$124Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$2,783Amt
Net Investment Income$2,783NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID ON INVESTMENTS$108$108
IRS$44$44

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