JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC (EIN 65-0894674)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349103238
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:28:24-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650406502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DASZKAL BOLTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 NW BOCA RATON BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316639 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650894674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES H AND MARTA T BATMASIAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5613928920 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY NO 1 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTA T BATMASIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613928920 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL I DASZKAL | PreparerPersonNm |
| PTIN | P00050966 | PTIN |
| Phone | 5613671040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.135.94.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 09:09:38 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4BD38E43CEA0E19332B7D9AE9ED57D7D643715A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA71FCE88EED80482A7C9962D1287EF009809A3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,493,995 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,300,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,387 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,387 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$116,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,988,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,253,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,387 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,387 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,461,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,461,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,476,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,461,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $776,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,387 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,355 | CashBOYAmt |
| Cash EOY | $2,217,961 | CashEOYAmt |
| Cash EOYFMV | $2,217,961 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,357,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,048,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,009,056 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $310,344 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $266,978 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,817,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,528,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,493,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,817,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,528,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,817,329 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,528,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,817,329 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,528,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,817,329 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $776,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,594,253 | SubtotalAmt |
| Other Decreases | $65,344 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,528,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 367 SH ABIOMED INC | P | 2018-04-10 | 2019-01-07 | $114,304 | $111,614 | $2,690 | $2,690 |
| 337 SH ADOBE INC | P | 2019-07-22 | 2019-10-07 | $93,258 | $103,880 | -$10,622 | -$10,622 |
| 5180 SH ADVANCED MICRO DEVICES INC COM | P | 2018-07-13 | 2019-01-07 | $105,374 | $84,342 | $21,032 | $21,032 |
| 416 SH ALIGN TECHNOLOGY | P | 2018-04-10 | 2019-01-07 | $78,230 | $108,389 | -$30,159 | -$30,159 |
| 110 SH ALPHABET INC | P | 2019-05-20 | 2019-07-22 | $128,298 | $127,799 | $499 | $499 |
| 56 SH AMAZON.COM INC | P | 2019-05-20 | 2019-10-07 | $97,341 | $104,396 | -$7,055 | -$7,055 |
| 1137 SH AMERICAN WATER WORKSCOMPANY | P | 2019-01-07 | 2019-05-20 | $127,054 | $101,418 | $25,636 | $25,636 |
| 1289 SH ANHEUSER-BUSCH | P | 2019-05-20 | 2019-07-22 | $122,276 | $104,957 | $17,319 | $17,319 |
| 131 SH APPLE INC | P | 2019-05-20 | 2019-10-07 | $34,946 | $24,006 | $10,940 | $10,940 |
| 3242 SH AT&T INC | P | 2019-05-20 | 2019-07-22 | $104,323 | $105,138 | -$815 | -$815 |
| 122 SH AUTOZONE INC | P | 2019-01-07 | 2019-05-20 | $119,903 | $101,282 | $18,621 | $18,621 |
| 4529 SH BANK OF AMERICA CORP | P | 2019-05-20 | 2019-07-22 | $136,899 | $128,894 | $8,005 | $8,005 |
| 238 SH BOEING CO COM | P | 2019-05-20 | 2019-07-22 | $88,802 | $84,080 | $4,722 | $4,722 |
| 427.81 SH BROADCOM INC | P | 2019-01-07 | 2019-05-20 | $119,558 | $102,685 | $16,873 | $16,873 |
| 1225.24 SH CHURCH & DWIGHT COM | P | 2019-01-07 | 2019-05-20 | $90,897 | $80,817 | $10,080 | $10,080 |
| 538.13 SH CIGNA CORP | P | 2019-01-07 | 2019-05-20 | $82,993 | $101,115 | -$18,122 | -$18,122 |
| 346 SH CITIGROUP INC | P | 2019-10-07 | 2019-12-11 | $26,152 | $23,563 | $2,589 | $2,589 |
| 4064.74 SH COCA COLA CO | P | 2019-05-20 | 2019-07-22 | $213,627 | $208,872 | $4,755 | $4,755 |
| 53 SH COSTCO WHOLESALE CORP | P | 2019-07-22 | 2019-10-07 | $15,543 | $14,877 | $666 | $666 |
| 623.15 SH CRACKER BARREL | P | 2019-01-07 | 2019-05-20 | $102,422 | $102,688 | -$266 | -$266 |
| 800 SH DECKERS OUTDOOR CORPCOM | P | 2019-01-07 | 2019-05-20 | $114,787 | $100,927 | $13,860 | $13,860 |
| 247 SH DELTA AIR LINES INC | P | 2019-07-22 | 2019-12-11 | $13,614 | $13,614 | $0 | $0 |
| 787.88 SH DISNEY WALT CO, | P | 2019-05-20 | 2019-10-07 | $102,218 | $105,793 | -$3,575 | -$3,575 |
| 1381 SH EXXON MOBIL CORP | P | 2019-05-20 | 2019-07-22 | $103,204 | $104,798 | -$1,594 | -$1,594 |
| 572 SH FACEBOOK INC-CLASS A, | P | 2019-05-20 | 2019-10-07 | $102,830 | $104,832 | -$2,002 | -$2,002 |
| 2840.5 SH FASTENAL CO | P | 2018-10-01 | 2019-01-07 | $149,394 | $164,187 | -$14,793 | -$14,793 |
| 618 SH FERRARI N V EUR0.01 | P | 2019-07-22 | 2019-10-07 | $92,376 | $103,681 | -$11,305 | -$11,305 |
| 1266 SH FIVE BELOW INC COM | P | 2018-07-13 | 2019-01-07 | $146,872 | $128,151 | $18,721 | $18,721 |
| 1769 SH FORTINET INC COM | P | 2018-04-10 | 2019-01-07 | $123,992 | $99,729 | $24,263 | $24,263 |
| 858 SH F5 NETWORKS INC COM | P | 2018-10-01 | 2019-01-07 | $141,354 | $163,380 | -$22,026 | -$22,026 |
| 112 SH GOLDMAN SACHS GROUP | P | 2019-10-07 | 2019-12-11 | $24,784 | $22,434 | $2,350 | $2,350 |
| 112.521 SH GUGGENHEIM FLOATING RATE | P | 2019-01-01 | 2019-08-21 | $2,841 | $2,958 | -$117 | -$117 |
| 9517.816 SH HARTFORD WORLD BOND FUND | P | 2019-01-01 | 2019-05-20 | $101,555 | $100,321 | $1,234 | $1,234 |
| 754 SH HELEN OF TROY CORP COM | P | 2019-01-07 | 2019-05-20 | $104,500 | $100,730 | $3,770 | $3,770 |
| 766.97 SH HERSHEY COMPANY | P | 2019-01-07 | 2019-05-20 | $98,923 | $81,316 | $17,607 | $17,607 |
| 100 SH HOME DEPOT INC | P | 2019-05-20 | 2019-10-07 | $22,695 | $19,222 | $3,473 | $3,473 |
| 637.66 SH HUNTINGTON INGALLS | P | 2018-10-01 | 2019-01-07 | $125,188 | $163,473 | -$38,285 | -$38,285 |
| 445 SH ILLUMINA INC COM | P | 2018-07-13 | 2019-01-07 | $138,118 | $136,816 | $1,302 | $1,302 |
| 2096 SH INTEGRATED DEVICE TECH | P | 2019-01-07 | 2019-04-01 | $102,704 | $101,057 | $1,647 | $1,647 |
| 2377 SH INTEL CORP COM | P | 2019-05-20 | 2019-07-22 | $121,125 | $104,732 | $16,393 | $16,393 |
| 284 SH INTUITIVE SURGICAL INC | P | 2018-10-01 | 2019-01-07 | $135,695 | $162,996 | -$27,301 | -$27,301 |
| 588.44 SH LANCASTER COLONY | P | 2019-01-07 | 2019-05-20 | $87,622 | $101,358 | -$13,736 | -$13,736 |
| 49 SH LOCKHEED MARTIN | P | 2019-07-22 | 2019-10-07 | $18,799 | $17,494 | $1,305 | $1,305 |
| 17814.727 SH LORD ABBETT SHORT DURATION | P | 2019-01-07 | 2019-12-11 | $75,000 | $73,787 | $1,213 | $1,213 |
| 2712 SH LUMENTUM HLDGS INC | P | 2018-10-01 | 2019-01-07 | $113,869 | $163,314 | -$49,445 | -$49,445 |
| 463.98 SH MARKETAXESS HLDGS INC | P | 2019-01-07 | 2019-05-20 | $136,023 | $101,403 | $34,620 | $34,620 |
| 764 SH MARRIOTT INTERNATIONAL INC | P | 2019-07-22 | 2019-10-07 | $90,834 | $103,960 | -$13,126 | -$13,126 |
| 413.51 SH MASTERCARD INC CL A | P | 2019-05-20 | 2019-10-07 | $112,223 | $105,079 | $7,144 | $7,144 |
| 1518.22 SH MAXIMUS INC COM | P | 2019-01-07 | 2019-05-20 | $110,173 | $101,429 | $8,744 | $8,744 |
| 486.66 SH MCDONALDS CORP | P | 2019-07-22 | 2019-10-07 | $103,202 | $104,249 | -$1,047 | -$1,047 |
| 1354.24 SH MERCK & CO INC NEW | P | 2019-01-07 | 2019-10-07 | $114,126 | $103,109 | $11,017 | $11,017 |
| 2281 SH METLIFE INC COM | P | 2019-10-07 | 2019-12-11 | $114,461 | $103,085 | $11,376 | $11,376 |
| 239 SH MICROSOFT CORP | P | 2019-05-20 | 2019-10-07 | $35,009 | $30,409 | $4,600 | $4,600 |
| 1099 SH MOLINA HEALTHCARE INC | P | 2018-10-01 | 2019-01-07 | $140,409 | $163,040 | -$22,631 | -$22,631 |
| 1906.55 SH NETAPP INC COM | P | 2018-07-13 | 2019-01-07 | $114,054 | $157,534 | -$43,480 | -$43,480 |
| 299 SH NETFLIX COM | P | 2019-05-20 | 2019-07-22 | $92,501 | $105,181 | -$12,680 | -$12,680 |
| 563.25 SH NVIDIA CORP | P | 2018-04-10 | 2019-01-07 | $81,259 | $133,560 | -$52,301 | -$52,301 |
| 1005.67 SH OLD DOMINION FGHT LINES INC | P | 2018-07-13 | 2019-01-07 | $125,506 | $152,290 | -$26,784 | -$26,784 |
| 876 SH PAYPAL HLDGS INC | P | 2019-07-22 | 2019-10-07 | $89,155 | $103,856 | -$14,701 | -$14,701 |
| 846.8 SH PEPSICO INC | P | 2019-10-07 | 2019-12-11 | $110,332 | $110,403 | -$71 | -$71 |
| 15050.22 SH PIMCO INCOME FUND INSTITUTIONAL FUND | P | 2019-01-07 | 2019-01-31 | $179,982 | $178,226 | $1,756 | $1,756 |
| 2530.1 SH PNM RESOURCES INC | P | 2019-01-07 | 2019-05-20 | $119,569 | $102,377 | $17,192 | $17,192 |
| 782.25 SH POOL CORP COM | P | 2018-10-01 | 2019-01-07 | $117,807 | $130,612 | -$12,805 | -$12,805 |
| 1111.7 SH PROCTER AND GAMBLE CO | P | 2019-01-07 | 2019-05-20 | $119,750 | $102,533 | $17,217 | $17,217 |
| 12536.98 SH PUTNAM ULTRA SHORT DURATION INCOME | P | 2019-01-01 | 2019-10-07 | $126,113 | $126,131 | -$18 | -$18 |
| 331 SH REGENERON PHARMACEUTICALS | P | 2018-10-01 | 2019-01-07 | $131,985 | $130,621 | $1,364 | $1,364 |
| 902.24 SH RESMED INC, RMD | P | 2019-01-07 | 2019-05-20 | $101,438 | $100,586 | $852 | $852 |
| 613 SH SBA COMMUNICATIONS CORP | P | 2019-01-07 | 2019-05-20 | $123,335 | $100,761 | $22,574 | $22,574 |
| 26 SH SHERWIN WILLIAMS CO, | P | 2019-10-07 | 2019-12-11 | $14,879 | $14,252 | $627 | $627 |
| 484 SH TARGET CORP COM | P | 2019-07-22 | 2019-10-07 | $56,577 | $42,306 | $14,271 | $14,271 |
| 1287.88 SH TYSON FOODS INC CL A, | P | 2019-07-22 | 2019-10-07 | $105,553 | $104,343 | $1,210 | $1,210 |
| 575 SH ULTA BEAUTY INC COM | P | 2018-10-01 | 2019-01-07 | $154,419 | $163,295 | -$8,876 | -$8,876 |
| 94 SH UNITED PARCEL SVC INC CL B | P | 2019-10-07 | 2019-12-11 | $11,001 | $10,984 | $17 | $17 |
| 1407 SH VECTREN CORP CASH MERGER | P | 2019-01-07 | 2019-02-05 | $101,304 | $101,038 | $266 | $266 |
| 1931 SH VERIZON COMMUNICATIONS | P | 2019-05-20 | 2019-07-22 | $108,080 | $114,763 | -$6,683 | -$6,683 |
| 849 SH VERTEX PHARMACEUTCLSINC | P | 2018-10-01 | 2019-01-07 | $148,779 | $163,364 | -$14,585 | -$14,585 |
| 638.88 SH VISA INC COM CL A | P | 2019-05-20 | 2019-10-07 | $111,506 | $105,086 | $6,420 | $6,420 |
| 508 SH WELLCARE HEALTH PLANS INC | P | 2018-10-01 | 2019-01-07 | $119,348 | $163,173 | -$43,825 | -$43,825 |
| 4023.994 SH GUGGENHEIM FLOATING RATE STRTGS FD INSTL | P | 2018-01-01 | 2019-08-21 | $101,606 | $105,772 | -$4,166 | -$4,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$116,165 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$111,999 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,307,534 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,538,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.288094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,189 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,535,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,460,646 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.346943 | TotalDistributionRt |
| Average Distribution | 0.115648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,207,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,885 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $371,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,461,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $562 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTA BATMASIAN | IndividualWithBooksNm |
| Phone | 5613928920 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR, VP, TREASURER | 10.00 | $0 | $0 | $0 |
| MARTA T BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR, PRESIDENT, SECRE | 10.00 | $0 | $0 | $0 |
| JAMES G BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARMEN A BATMASIAN | ||||||||
| 215 N FEDERAL HIGHWAYE SUITE 1 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ARTHUR R REDGRAVE | ||||||||
| 120 E PALMETTO PARK RD STE 400 | BOCA RATON | FL | 33432 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,987,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,721 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,255,856 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,255,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,207,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $541 | TotalTaxAmt |
| Distributable Before Adj | $159,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,461,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,461,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $541 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,460,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,058,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,058,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,461,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,301,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,359,622 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,359,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,058,432 | ExcessFromYear1Amt |
| Excess From Current Year | $1,301,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTA BATMASIAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FEDERAL HIGHWAY | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5613928920 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT DIRECTLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AID TO VICTIMS OF DOMESTIC ABUSE INC | ||||||
| PO BOX 6161 | DELRAY BEACH | FL | 33482 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $7,500 |
| BREAKING THE CHAINS OUTREACH MINISTRY INC | ||||||
| 201 W PALMETTO PARK RD | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| CHILDREN OF ARMENIA FUND | ||||||
| 149 5TH AVE SUITE 500 | NEW YORK | NY | 10010 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $200,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 625 NE MIZNER BLVD | BOCA RATION | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $25,500 |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION | ||||||
| 777 GLADES ROAD ADM 295 | BOCA RATON | FL | 33431 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $55,000 |
| FUND FOR ARMENIAN RELIEF | ||||||
| 630 SECOND AVENUE | NEW YORK | NY | 10016 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $500,000 |
| GEORGE SNOW SCHOLARSHIP FUND | ||||||
| 201 PLAZA REAL 260 | BOCA RATION | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| NATIONAL ASSOCIATION FOR ARMENIAN STUDIES & RESEARCH | ||||||
| 395 CONCORD AVE | BELMONT | MA | 02478 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $200,000 |
| PALM BEACH BOOK FESTIVAL | ||||||
| 777 GLADES ROAD | BOCA RATION | FL | 33431 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $25,000 |
| ST DAVID ARMENIAN CHURCH INC | ||||||
| 2300 NW 51ST ST | BOCA RATION | FL | 33431 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $15,000 |
| BEACH KEEPERS INC | ||||||
| 135 SE 5TH AVE STE 107 | DELRAY BEACH | FL | 33483 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $3,000 |
| BOCA RATON CHRISTIAN SCHOOL | ||||||
| 470 NW 4TH AVE | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $10,000 |
| CENTER FOR THE ARTZ AT MIZNER PARK INC | ||||||
| 222 YAMATO ROAD 106-137 | BOCA RATON | FL | 33431 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $25,000 |
| BOCA RATON REGIONAL HOSPITAL | ||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $15,000 |
| 4KIDS INC | ||||||
| 2717 W CYPRESS CREEK RD | FT LAUDERDALE | FL | 33309 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| ARMENIAN GENERAL BENEVOLENT UNION | ||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $30,200 |
| DIOCESE OF THE ARMENIAN CHURCH OF AMERICA | ||||||
| 630 2ND AVE | NEW YORK | NY | 10016 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $200,000 |
| DIXIE MANOR CHILDRENS FUND | ||||||
| 1350 N DIXIE HWY | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $6,000 |
| SP JACKSON FAMILY FOUNDATION | ||||||
| 499 E PALMETTO PARK RD STE 212 | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $18,000 |
| JC'S RECOVERY HOUSE | ||||||
| 1835 SHERMAN ST | HOLLYWOOD | FL | 33020 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $45,300 |
| JUNIOR LEAGUE OF BOCA RATON | ||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| MAS IS MORE FOUNDATION | ||||||
| 1515 S FEDERAL HWY SUITE 406 | BOCA RATON | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $3,000 |
| PATHWAYS 2 WORK LLC | ||||||
| 6031 NW 44TH LANE | COCONUT CREEK | FL | 33073 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,500 |
| THE PROMISE FUND OF FLORIDA | ||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $10,000 |
| TO SAVE A LIFE FOUNDATION | ||||||
| 6162 GOLF VILLAS DR | BOYNTON BEACH | FL | 33437 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| SCENTSABILITY CANDLES | ||||||
| 11480 W SAMPLE RD | CORAL SPRINGS | FL | 33065 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,500 |
| ST NERSESS ARMENIAN SEMINARY | ||||||
| 486 BEDFORD RD | ARMONK | NY | 10504 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| YMCA | ||||||
| 6631 PALMETTO CIR S | BOCA RATION | FL | 33433 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $11,500 |
| RMIC LLC | ||||||
| 101 N CHERRY ST SUITE 101 | WINSTON SALEM | NC | 27101 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $2,000 |
| CROT | ||||||
| 8231 EMERALD WINDS CIRCLE | BOYNTON BEACH | FL | 33473 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $1,000 |
| EMA | ||||||
| 1101 NW 33 ST | POMPANO BEACH | FL | 33064 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $5,000 |
| BLACK REPUBLICAN CAUCAS OF FLORIDA FOUNDATION | ||||||
| 499 E PALMETTO PARK RD STE 212 | BOCA RATION | FL | 33432 | PC | FURTHER THE CHARITABLE ORGANIZATION'S EFFORTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,461,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$116,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$46,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN EQUITIES | StockNm |
| EOY Book Value | $2,048,263 | EOYBookValueAmt |
| EOYFMV | $2,009,056 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $262,685 | BookValueAmt |
| EOYFMV | $266,978 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $65,344 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $15,298 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,298 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments