BEVERLY K & JEROME M FINE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEVERLY K & JEROME M FINE FOUNDATION INC (EIN 35-2383776)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-03
- IRS object ID
- 202522469349100622
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T14:36:30-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520818026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352383776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY K & JEROME M FINE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 4104940100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS F FRIEDMAN | PersonNm |
| Person Title | PRES./TREAS. | PersonTitleTxt |
| Phone | 4104940100 | PhoneNum |
| Signature | 2025-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS F FRIEDMAN | PreparerPersonNm |
| PTIN | P00282449 | PTIN |
| Phone | 4104940100 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,274,028 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $173,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $173,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $501,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,501,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $501,361 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $689,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $689,787 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $21,602 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $21,602 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $70,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $542 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $122,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $697,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $607,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $290,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,959,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,900,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,931,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,249,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,242,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,274,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,249,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,242,537 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,249,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,242,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,249,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,242,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,249,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,242,537 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,242,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $501,361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,439 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,439 | SubtotalAmt |
| Tax Based On Investment Income | $8,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,561 | OverpaymentAmt |
| Applied To ES Tax | $2,561 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LOUIS F FRIEDMAN | IndividualWithBooksNm |
| Phone | 4104940100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOUIS F FRIEDMAN | ||||||||
| 409 WASHINGTON AVE STE 900 | TOWSON | MD | 21204 | PRES./TREAS. | 3.00 | $0 | $0 | $0 |
| PHYLLIS C FRIEDMAN | ||||||||
| 409 WASHINGTON AVE STE 900 | TOWSON | MD | 21204 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN & FRIEDMAN LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 WASHINGTON AVE STE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & ACCTG | ServiceTypeTxt |
| Compensation | $61,602 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,812,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $386,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,198,395 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,198,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,976 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,985,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $699,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $699,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,439 | TotalTaxAmt |
| Distributable Before Adj | $690,832 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $690,832 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $690,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $600,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $690,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $568,203 | UndistributedIncomePYAmt |
| Qualifying Distributions | $600,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $568,203 | AppliedToYear1Amt |
| Applied To Current Year | $31,797 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $659,035 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY RD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $100,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | RADIATION ONCOLOGY CENTER | $200,000 |
| WEEKEND BACKPACKS | ||||||
| PO BOX 21486 | BALTIMORE | MD | 21282 | PC | OPERATIONS | $5,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | NURSE EDUCATION FUND | $30,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | SURGICAL SIMULATION ROOM | $50,000 |
| NOTRE DAME OF MARYLAND UNIVERSITY | ||||||
| 4701 N CHARLES STREET | BALTIMORE | MD | 21201 | PC | OPERATIONS | $20,000 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | OPERATIONS | $10,000 |
| MEALS ON WHEELS OF CENTRAL MARYLAND | ||||||
| 515 SOUTH HAVEN STREET | BALTIMORE | MD | 21224 | PC | OPERATIONS | $10,000 |
| MISSION OF MERCY INC | ||||||
| 22 S MARKET STREET 6D | FREDERICK | MD | 21701 | PC | OPERATIONS | $10,000 |
| GREATER BALTIMORE MEDICAL CENTER | ||||||
| 6701 NORTH CHALRES STREET | BALTIMORE | MD | 21204 | PC | PATIENT EMERGENCY FUND | $20,000 |
| INNER COUNTY OUTREACH | ||||||
| 529 EDMUND STREET | ABERDEEN | MD | 21001 | PC | PROJECT PARADISE | $20,000 |
| THE ASSOCIATED JEWISH COMM FED | ||||||
| 5700 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | CENTENNIAL CAMPAIGN | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STEVENSON UNIVERSITY | ||||||
| 1525 GREENSPRING VLY RD | STEVENSON | MD | 21153 | PC | PERFORMING ARTS CENTER | $200,000 |
| UM ST JOSEPH MEDICAL CENTER | ||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | PC | RADIATION ONCOLOGY CENTER | $1,300,000 |
| SINAI HOSPITAL OF BALTIMORE | ||||||
| 2401 WEST BELVEDERE AVE | BALTIMORE | MD | 21215 | PC | SURGICAL SIMULATION ROOM | $150,000 |
| THE ASSOCIATED JEWISH COMM FED | ||||||
| 5700 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | PC | CENTENNIAL CAMPAIGN | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,050,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,190 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $501,361 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $689,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $689,787 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SUPPLEMENTAL STMT 5 | StockNm |
| EOY Book Value | $5,900,093 | EOYBookValueAmt |
| EOYFMV | $13,931,584 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRIEDMAN & FRIEDMAN, LLP | CategoryTxt |
| Legal Fees | $21,602 | LegalFeesAmt |
| Net Investment Income | $21,602 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| T. ROWE PRICE - INVESTMENT MGMT | $28,324 | $28,324 | |
| GILMAN HILL - INVESTMENT MGMT | $17,217 | $17,217 | |
| FRIEDMAN & FRIEDMAN - GRANT MGMT | $25,000 | $25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FORM 990-PF TAX DUE | $3,449 | |
| FORM 990-PF ESTIMATED TAXES | $11,000 | |
| FOREIGN TAXES | $542 | $542 |
Comments