BETA

BULLER FAM FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BULLER FAM FOUNDATION TR (EIN 11-6598655)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202033179349100908
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)
Return2020-11-12T07:58:19-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 MELVILLE PARK RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116598655EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BULLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SEETA LOCHANInCareOfNm
Business Name ControlBULLBusinessNameControlTxt
Phone6312494900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O-MARJAM SUPPLY- 885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEETA LOCHANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6312494900PhoneNum
Signature2020-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARLA ESANPreparerPersonNm
PTINP00367254PTIN
Phone6314144000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.19.127.190IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id12486720203175000000FederalOriginalSubmissionId
Federal Original Submission Id2020-11-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0C38342DB16B38D913E42CDCB0F3C4681FBBC50FAtSubmissionCreationDeviceId
At Submission Filing Device Id0C38342DB16B38D913E42CDCB0F3C4681FBBC50FAtSubmissionFilingDeviceId
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$2,654,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$929InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$929InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,269DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,830DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,134,419GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,087CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$110,285TotalRevAndExpnssAmt
Total Net Invst Incm$100,846TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,336OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,336OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,907TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,907TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$438OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$438OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,681TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,243TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$438TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,331TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,243TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$128,088TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,046ExcessRevenueOverExpensesAmt
Net Investment Income$94,603NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,617SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,849SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,849SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,131,281CorporateStockBOYAmt
Corporate Stock EOY$2,109,003CorporateStockEOYAmt
Corporate Stock EOYFMV$2,604,619CorporateStockEOYFMVAmt
Total Assets BOY$2,184,898TotalAssetsBOYAmt
Total Assets EOY$2,158,852TotalAssetsEOYAmt
Total Assets EOYFMV$2,654,468TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,184,898CapitalStockBOYAmt
Capital Stock EOY$2,158,852CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,184,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,158,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,184,898TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,158,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,184,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,046ExcessRevenueOverExpensesAmt
Subtotal$2,158,852SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,158,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-STP$361,820$378,551-$16,731-$16,731
PUBLICLY TRADED SECURITIES- LTP$759,268$694,781$64,487$64,487
FieldValueIRS element (for citing)
Capital Gain Net Income$61,087CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,522,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041823DistributionYr1Rt
Adjusted Qlfy Distri Yr2$106,505AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,408,471NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044221DistributionYr2Rt
Adjusted Qlfy Distri Yr3$96,105AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,053,805NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046794DistributionYr3Rt
Adjusted Qlfy Distri Yr4$112,121AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,995,279NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056193DistributionYr4Rt
Adjusted Qlfy Distri Yr5$292,222AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,933,389NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.074293DistributionYr5Rt
Total Distribution0.263324TotalDistributionRt
Average Distribution0.052665AverageDistributionRt
Net Vl Noncharitable Assets$2,525,740NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$133,018AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$946NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$133,964AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$128,088QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,892InvestmentIncomeExciseTaxAmt
Subtotal$1,892SubtotalAmt
Tax Based On Investment Income$1,892TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$973EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,973TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$78OverpaymentAmt
Applied To ES Tax$78AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateNYOrgReportOrRegisterStateCd
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 Line1SEETA LOCHANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6312494900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SARAH BEATTY-BULLER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
CARMEN ARGUELLES
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
SEETA LOCHAN
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0
JAMES HOLIBER
C/O MARJAM SUPPLY - 885 CONKLIN STFARMINGDALENY11735TRUSTEE0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,489,806AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,564,203TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,564,203AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,463CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,525,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,287MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,287MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,892TaxBasedOnInvestmentIncomeAmt
Total Tax$1,892TotalTaxAmt
Distributable Before Adj$124,395DistributableBeforeAdjAmt
Distributable Before Ded$124,395DistributableBeforeDedAmt
Distributable As Adjusted$124,395DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$128,088ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$128,088QualifyingDistributionsAmt
Adjusted Qualifying Distri$128,088AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,395DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$101,935ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,142ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$117,077TotalExcessDistributionCyovAmt
Qualifying Distributions$128,088QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$124,395AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,693RemainingDistriFromCorpusAmt
Total Corpus$120,770TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$101,935ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,835ExcessDistriCyovToNextYrAmt
Excess From Year4$15,142ExcessFromYear4Amt
Excess From Current Year$3,693ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK BULLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEETA LOCHANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6312494900RecipientPhoneNum
Form And Info And MaterialsMAIL in applicationFormAndInfoAndMaterialsTxt
Submission Deadlinesn/aSubmissionDeadlinesTxt
Restrictions On Awardsn/aRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT BBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O-MARJAM SUPPLY- 885 CONKLIN STAddressLine1Txt
CityFARMINGDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11735ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE STATEMENT BGrantOrContributionPurposeTxt
Amt$127,650Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,650TotalGrantOrContriPdDurYrAmt

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$929ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,269ExclusionAmt
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$61,087ExclusionAmt
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$110,285ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,285TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3(e)LineNumberTxt
Relationship StatementMUNICIPAL TAX EXEMPT INCOMERelationshipStatementTxt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SEC- STATEMENT AStockNm
EOY Book Value$2,109,003EOYBookValueAmt
EOYFMV$2,604,619EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS PUBLICATION COSTS$160$160
NEW YORK FILING FEE$250$250
MISCELLANEOUS EXPENSE$28$28

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$4,336Amt
Net Investment Income$4,336NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAXES$2,000
FOREIGN TAXES PAID$1,907$1,907

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.