JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC (EIN 22-3630232)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-15
IRS object ID
202021979349101872
Schema version
2018v3.3
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)
Return2020-07-15T14:33:12-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEFFLER RADETICH & SAITTA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 MARKET STREET SUITE 1700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223630232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Jirair S and Elizabeth Hovnanian FamilyBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlJIRABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 Birchfield DriveAddressLine1Txt
CityMount LaurelCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN J HOVNANIANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8562358444PhoneNum
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUSSELL H STROEMELPreparerPersonNm
PTINP00707131PTIN
Phone2156658870PhoneNum
Preparation2020-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.161.241.161IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id23220120201975000254FederalOriginalSubmissionId
Federal Original Submission Id2020-07-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id32F31F008527E0021B6A9FC04526449A03AE2462AtSubmissionCreationDeviceId
At Submission Filing Device Id986254DC67692546708D3F289E850ADEF678F861AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,266,778FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$961ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$100,478DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,478DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$146,784NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,295,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$146,784CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$248,223TotalRevAndExpnssAmt
Total Net Invst Incm$247,262TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,645LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,645LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$37,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$37,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$70,097OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,097OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,343TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,370TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$330OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$330OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$116,915TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$330TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$324,266ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$324,266ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$441,181TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,612TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$324,596TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$192,958ExcessRevenueOverExpensesAmt
Net Investment Income$133,650NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Corporate Stock BOY$5,532,977CorporateStockBOYAmt
Corporate Stock EOY$5,390,906CorporateStockEOYAmt
Corporate Stock EOYFMV$6,266,778CorporateStockEOYFMVAmt
Total Assets BOY$5,532,977TotalAssetsBOYAmt
Total Assets EOY$5,390,906TotalAssetsEOYAmt
Total Assets EOYFMV$6,266,778TotalAssetsEOYFMVAmt
Other Liabilities BOY$244,758OtherLiabilitiesBOYAmt
Other Liabilities EOY$312,591OtherLiabilitiesEOYAmt
Total Liabilities BOY$244,758TotalLiabilitiesBOYAmt
Total Liabilities EOY$312,591TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,288,219CapitalStockBOYAmt
Capital Stock EOY$5,078,315CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,288,219TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,078,315TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,532,977TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,390,906TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,288,219TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$192,958ExcessRevenueOverExpensesAmt
Subtotal$5,095,261SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,095,261TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT-TERM; SEE W/P ATTACHEDP2019-06-30$489,129$442,736$46,393$46,393
LONG-TERM; SEE W/P ATTACHEDP2019-06-30$805,876$705,485$100,391$100,391
FieldValueIRS element (for citing)
Capital Gain Net Income$146,784CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$300,088AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,002,755NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049992DistributionYr1Rt
Adjusted Qlfy Distri Yr2$269,810AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,079,920NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044377DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,679AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,403,113NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.007714DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,567,214NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.006691DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,930AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,742,928NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.006943DistributionYr5Rt
Total Distribution0.115717TotalDistributionRt
Average Distribution0.023143AverageDistributionRt
Net Vl Noncharitable Assets$5,834,005NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$135,016AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,337NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$136,353AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$324,596QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,337InvestmentIncomeExciseTaxAmt
Subtotal$1,337SubtotalAmt
Tax Based On Investment Income$1,337TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$58EsPenaltyAmt
Tax Due$1,395TaxDueAmt

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
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8562358444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 BIRCHFIELD DRIVEAddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12013UndistributedIncomePY1Yr
Undistributed Income PY22014UndistributedIncomePY2Yr
Undistributed Income PY32015UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN J HOVNANIAN
900 Birchfield DriveMount LaurelNJ08054TRUSTEE0$0$0$0
PETER J HOVNANIAN
900 Birchfield DriveMount LaurelNJ08054TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,922,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,922,848TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,922,848AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,843CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,834,005NetVlNoncharitableAssetsAmt
Minimum Investment Return$291,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$291,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,337TaxBasedOnInvestmentIncomeAmt
Total Tax$1,337TotalTaxAmt
Distributable Before Adj$290,363DistributableBeforeAdjAmt
Distributable Before Ded$290,363DistributableBeforeDedAmt
Distributable As Adjusted$290,363DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$324,596ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$324,596QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,337PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$323,259AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$290,363DistributableAsAdjustedAmt
Undistributed Income PY$297,186UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$643,761TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$324,596QualifyingDistributionsAmt
Applied To Year1$297,186AppliedToYear1Amt
Applied To Prior Years$324,596AppliedToPriorYearsAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$319,165PriorYearUndistributedIncmAmt
Taxable1$319,165Taxable1Amt
Undistributed Income CY$290,363UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ARMENIAN SISTERS ACADEMY
440 Upper Gulph RoadRadnorPA19087NONEPCUNRESTRICTED$3,150
ARMENIAN ASSEMBLY OF AMERICA INC
1334 G ST NW NO 200WASHINGTONDC20005NONEPCUNRESTRICTED$1,000
CARZ N TOYZ INC
51 HADDONFIELD ROAD SUITE 200CHERRY HILLNJ08002NONEPCUNRESTRICTED$3,250
ST GREGORY THE ILLUMINATOR ARMENIAN APOSTOLIC CH
8701 RIDGE AVENUEPHILADELPHIAPA19128NONEPCUNRESTRICTED$800
DIRECT HELP TO ARMENIAN PEOPLE INC
100 WEST 93RD STREET APT 29BNEW YORKNY10025NONEPCUNRESTRICTED$1,000
THE JOSEPH FUND INC
2907 FEDERAL STREETCAMDENNJ08105NONEPCUNRESTRICTED$750
CENTER FOR THE ADVANCEMENT OF NATURAL DISCOVERIES
NONEPCUNRESTRICTED$170,00031 ACHARYANYEREVANAM0040
ARMENIAN GENOCIDE WALK COMMITTEE
175 PICKET POST LNPHOENIXVILLEPA19460NONEPCUNRESTRICTED$5,000
ARMENIAN MISSIONARY ASSOCIATION OF AMERICA INC
31 W CENTURY RDPARAMUSNJ07652NONEPCUNRESTRICTED$2,591
THE HIRAIR AND ANNA HOVNANIAN FOUNDATION INC
4000 ROUTE 66TINTON FALLSNJ07753NONEPCUNRESTRICTED$92,000
MATTHEW P PELLEGRINO II MEMORIAL FOUNDATION
915 DELAWARE AVENUEDELANCONJ08075NONEPCUNRESTRICTED$225
SOCIETY FOR ORPHANED ARMENIAN RELIEF MUSIC THERAPY
150 N RADNOR CHESTER RDRADNORPA19087NONEPCUNRESTRICTED$29,500SUITE F200
SOCIETY FOR ORPHANED ARMENIAN RELIEF - ART THERAPY
150 N RADNOR CHEST RDRADNORPA19087NONEPCUNRESTRICTED$15,000SUITE F200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$324,266TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,478ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$146,784ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$247,262ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$247,262TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$37,500Amt
Net Investment Income$37,500NetInvestmentIncomeAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionUNDER REGULATION SECTION 53.4942(A)-3(D)(2) THE TAXPAYER ELECTS TO APPLY QUALIFYING DISTRIBUTIONS FIRST TO YEARS PRIOR TO 2017ElectionDesc

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,645LegalFeesAmt
Net Investment Income$2,645NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$330RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$330DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$70,026$70,026
ADR FEES$41$41
REGISTRATION FEES$30$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES PAID$2,973
TAXES - FOREIGN WITHHELD$3,370$3,370

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