BETA

ASBED B ZAKARIAN & MARGARET ZAKARIAN CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ASBED B ZAKARIAN & MARGARET ZAKARIAN CHARITABLE FOUNDATION (EIN 04-6918749)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202021979349102087
Schema version
2019v5.1
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)
Return2020-07-15T16:55:35-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046918749EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASBED B ZAKARIAN & MARGARETBusinessNameLine1Txt
Business Name Line2ZAKARIAN CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlASBEBusinessNameControlTxt
Phone5083669100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line197 PLEASANT STREETAddressLine1Txt
CityMEREDITHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHERBERT S ALEXANDER TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5083669100PhoneNum
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA ENGLANDPreparerPersonNm
PTINP01606226PTIN
Phone5083669100PhoneNum
Preparation2020-07-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address40.70.31.102IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-13IPDt
IP Tm12:31:22IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id67FD54DCEB6CBC14265FA3262D2D1D14C69EA041AtSubmissionCreationDeviceId
At Submission Filing Device Id2A9010E3A6A0BB3B06F86C59D67A72AD6F64F0F5AtSubmissionFilingDeviceId
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$2,686,569FMVAssetsEOYAmt
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$61,598DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,598DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$922,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,211CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$158,809TotalRevAndExpnssAmt
Total Net Invst Incm$158,809TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$20,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,317OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,317OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,352TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,035TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,627TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,317TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,182ExcessRevenueOverExpensesAmt
Net Investment Income$145,492NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,913CashBOYAmt
Cash EOY$67,186CashEOYAmt
Cash EOYFMV$67,186CashEOYFMVAmt
Other Investments BOY$1,757,652OtherInvestmentsBOYAmt
Other Investments EOY$1,801,072OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,619,383OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,826,565TotalAssetsBOYAmt
Total Assets EOY$1,868,258TotalAssetsEOYAmt
Total Assets EOYFMV$2,686,569TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,489AccountsPayableBOYAmt
Total Liabilities BOY$3,489TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,823,076NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,868,258NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,823,076TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,868,258TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,826,565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,868,258TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,823,076TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,182ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,868,258SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,868,258TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 7012P$60,339$56,572$3,767$3,767
FIDELITY 7012P$683,873$677,403$6,470$6,470
UBS 04609P$72,174$14,284$57,890$57,890
UBS 08305P$100,863$76,874$23,989$23,989
CAPITAL GAINS DIVIDENDSP$5,095$5,095$5,095
FieldValueIRS element (for citing)
Capital Gain Net Income$97,211CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$164,451AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,468,501NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066620DistributionYr1Rt
Adjusted Qlfy Distri Yr2$122,676AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,350,485NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052192DistributionYr2Rt
Adjusted Qlfy Distri Yr3$136,610AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,168,327NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063002DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,201,233NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.019989DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,056AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,637,902NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022014DistributionYr5Rt
Total Distribution0.223817TotalDistributionRt
Average Distribution0.044763AverageDistributionRt
Net Vl Noncharitable Assets$2,488,798NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,406AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,455NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$112,861AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,310QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,094EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,094TotalPaymentsAndCreditsAmt
Es Penalty$57EsPenaltyAmt
Tax Due$1,873TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5083669100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HERBERT S ALEXANDER
97 PLEASANT STREETMEREDITHNH03253TRUSTEE1.00$0$0$0
EDWARD ATAMIAN
16 KALAMAT FARMS CIRCLESHREWSBURYMA01545TRUSTEE1.00$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$2,375,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,585AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,526,698TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,526,698AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,488,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,910TaxBasedOnInvestmentIncomeAmt
Total Tax$2,910TotalTaxAmt
Distributable Before Adj$121,530DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,530DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$100,310QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,310AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,530DistributableAsAdjustedAmt
Undistributed Income PY$20,596UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$100,310QualifyingDistributionsAmt
Applied To Year1$20,596AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,714AppliedToCurrentYearAmt
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$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$41,816UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIAN CHURCH OF OUR SAVIOR
91 SALISBURY STREETWORCESTERMA01609PUBLICLY SUPPORTEDTO SUPPORT THE CHURCH'S NONPROFIT RELIGIOUS MISSION.$24,500
ARMENIAN HERITAGE FOUNDATION
25 FLANDERS ROADBELMONTMA02478PUBLICLY SUPPORTEDTO ESTABLISH THE ASBED B. AND MARGARET M. ZAKARIAN ENDOWMENT TO BE USED FOR THE MAINTENANCE AND PRESERVATION OF THE PARK.$25,000
ARMENIAN MUSEUM OF AMERICA
65 MAIN STREETWATERTOWNMA02472PUBLICLY SUPPORTEDTO SUPPORT THE NON-PROFIT MISSION OF THE MUSEUM.$10,000
DIOCESE OF THE ARMENIAN CHURCH OF AMERICA (EASTERN)
630 SECOND AVENUENEW YORKNY10016PUBLICLY SUPPORTEDCONTINUED SUPPORT OF ARMENIAN CAUSES.$20,775
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,275TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,598ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,211ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$158,809ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$158,809TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAAFCategoryTxt
Amt$20,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,801,072BookValueAmt
EOYFMV$2,619,383EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FORM PCDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AAF WEALTH MANAGEMENT$6,477$6,477$0
UBS$6,840$6,840$0

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