CRITIC SEES LTD: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CRITIC SEES LTD (EIN 47-4632174)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-28
IRS object ID
202022419349101007
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)
Return2020-08-28T12:16:23-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271957427PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATHSTONE FAMILY OFFICEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52047AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474632174EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRITIC SEES LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRITBusinessNameControlTxt
Phone2126432036PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 WEST END AVENUE NO 2BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD SELIGMANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2126432036PhoneNum
Signature2020-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN PEAKEPreparerPersonNm
PTINP01671561PTIN
Phone4045920180PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.99.50.36IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-27IPDt
IP Tm12:11:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-01-07 14:23:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,185,053FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$40,684InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,401InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$24,401InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$49,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,029DividendsNetInvstIncmAmt
Dividends Adj Net Incm$44,029DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10,711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,136,035GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,711CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,112NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$101,027TotalRevAndExpnssAmt
Total Net Invst Incm$79,141TotalNetInvstIncmAmt
Total Adj Net Incm$69,542TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$55,589CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$55,589CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$228,401OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$228,401OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$29,832PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$29,832PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$600AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,799OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,799OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$6,799OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,531TaxesRevAndExpnssAmt
Taxes Net Invst Incm$120TaxesNetInvstIncmAmt
Taxes Adj Net Incm$120TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$18,411TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,477TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,477TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,866PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$1,866PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$160,980OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$160,980OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$508,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,519TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$7,519TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500,556TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,519TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$7,519TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$500,556TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$407,048ExcessRevenueOverExpensesAmt
Net Investment Income$71,622NetInvestmentIncomeAmt
Adjusted Net Income$62,023AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,235CashBOYAmt
Cash EOY$104,359CashEOYAmt
Cash EOYFMV$104,359CashEOYFMVAmt
US Government Obligations BOY$905,201USGovernmentObligationsBOYAmt
US Government Obligations EOY$499,676USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$524,032USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,411,242CorporateStockBOYAmt
Corporate Stock EOY$1,153,635CorporateStockEOYAmt
Corporate Stock EOYFMV$1,204,258CorporateStockEOYFMVAmt
Corporate Bonds BOY$758CorporateBondsBOYAmt
Corporate Bonds EOY$331,726CorporateBondsEOYAmt
Corporate Bonds EOYFMV$352,404CorporateBondsEOYFMVAmt
Total Assets BOY$2,417,436TotalAssetsBOYAmt
Total Assets EOY$2,089,396TotalAssetsEOYAmt
Total Assets EOYFMV$2,185,053TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,417,436NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,089,396NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,417,436TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,089,396TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,417,436TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,089,396TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,417,436TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$407,048ExcessRevenueOverExpensesAmt
Other Increases$112,459OtherIncreasesAmt
Subtotal$2,122,847SubtotalAmt
Other Decreases$33,451OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,089,396TotNetAstOrFundBalancesEOYAmt

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 - 1789 ST TRANSACTIONSP$270,594$267,187$3,407$3,407
FIDELITY - 1789 LT TRANSACTIONSP$95,599$94,548$1,051$1,051
FIDELITY - 3272 ST TRANSACTIONSP$433,149$435,444-$2,295-$2,295
FIDELITY - 3272 LT TRANSACTIONSP$332,409$328,145$4,264$4,264
CAPITAL DIVIDENDSP$4,284$4,284$4,284
FieldValueIRS element (for citing)
Capital Gain Net Income$10,711CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,112NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$213,266AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,399,406NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088883DistributionYr1Rt
Adjusted Qlfy Distri Yr2$650,607AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,655,991NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.244958DistributionYr2Rt
Adjusted Qlfy Distri Yr3$314,607AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$195,393NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.610124DistributionYr3Rt
Total Distribution1.943965TotalDistributionRt
Average Distribution0.647988AverageDistributionRt
Net Vl Noncharitable Assets$2,302,795NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,492,184AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$716NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,492,900AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$500,556QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,432InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,432SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,432TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$55EsPenaltyAmt
Tax Due$1,487TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.4COLUMNS.ORGWebsiteAddressTxt
Individual With BooksJULIE EVANOFFIndividualWithBooksNm
Phone2126432036PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 WEST END AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET SUNDELL
520 WEST END AVENUENEW YORKNY10024PRESIDENT30.00$55,589$0$0
REINALDO LADDAGA
520 WEST END AVENUENEW YORKNY10024SECRETARY3.00$0$0$0
HOWARD SELIGMAN
230 WEST 38TH STREETNEW YORKNY10018TREASURER1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
BRIAN PARKS
24 PROSPECT PLACEBROOKLYNNY11217EDITOR40.00$80,751$0$0
ANIA SZREMSKI
68-10 FOREST AVE 2DRIDGEWOODNY11385MANAGING EDITOR40.00$56,651$0$0
MELISSA ANDERSON
394 LINCOLN PLACE C3BROOKLYNNY11238FILM EDITOR30.00$55,621$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION AIMS TO HONOR AND SUPPORT THE INDISPENSIBLE ROLE THAT CRITICISM PLAYS IN MAINTAINIG A VIBRANT CULTURE OF THE ARTS AND TO PROMOTE EXCELLENCE IN CRITICISM AS A LITERARY FORM IN ITS OWN RIGHT AT THE MOMENT WHEN THE INTERNET IS INCREASINGLY THE DOMINANT OUTLET FOR CRITICS AND CRITICISM. TO ACHIEVE THIS, THE ORGANIZATION WILL PUBLISH A CULTURAL CRITICISM BLOG THAT WILL UTILIZE THE RESOURCES OF ONLINE TECHNOLOGY BUT IN A MANNER THAT REDRESSES SHORTCOMINGS IN THE FILED.Description1Txt
Expenses1$500,556Expenses1Amt

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$2,185,763AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,337,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,337,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,068CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,302,795NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,140MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,556ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$500,556QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$500,556AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$62,023CurrentYearAmt
Year1$119,970Year1Amt
Year2$132,800Year2Amt
Year3$9,770Year3Amt
Total$324,563TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$52,720CurrentYearAmt
Year1$101,975Year1Amt
Year2$112,880Year2Amt
Year3$8,305Year3Amt
Total$275,879TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$500,556CurrentYearAmt
Year1$213,266Year1Amt
Year2$650,607Year2Amt
Year3$314,607Year3Amt
Total$1,679,036TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$500,556CurrentYearAmt
Year1$213,266Year1Amt
Year2$650,607Year2Amt
Year3$314,607Year3Amt
Total$1,679,036TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,185,498CurrentYearAmt
Year1$2,399,406Year1Amt
Year2$2,655,991Year2Amt
Year3$195,393Year3Amt
Total$7,436,288TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$2,185,498CurrentYearAmt
Year1$2,399,406Year1Amt
Year2$2,655,991Year2Amt
Year3$195,393Year3Amt
Total$7,436,288TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,684ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,632ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,711ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$101,027ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$101,027TotalIncomeProducingActyAmt

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)
Amt$600Amt
Net Investment Income$600NetInvestmentIncomeAmt
Adjusted Net Income$600AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$331,726EOYBookValueAmt
EOYFMV$352,404EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockACTIVELY MANAGED PORTFOLIO (FIDELITY)StockNm
EOY Book Value$1,153,635EOYBookValueAmt
EOYFMV$1,204,258EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$499,676USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$524,032USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK V TAX INCOME ADJUSTMENTSDesc
Amt$33,451Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$3,710$0$0$3,710
INSURANCE$2,262$0$0$2,262
BANK FEES$75$0$0$75
CONSULTING FEES$153,169$0$0$153,169
FEES & LICENSES$42$0$0$42
UTILITIES$1,685$0$0$1,685
MISCELLANEOUS$37$0$0$37

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUREALIZED GAIN/LOSSDesc
Amt$112,459Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$6,799Amt
Net Investment Income$6,799NetInvestmentIncomeAmt
Adjusted Net Income$6,799AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$120$120$120$0
PAYROLL TAXES$18,411$0$0$18,411

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