CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC (EIN 47-5210479)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-29
IRS object ID
202043039349100324
Schema version
2019v5.0
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)
Return2020-10-29T13:07:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232706776PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'HARA WARD & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11036 MILL CREEK DRAddressLine1Txt
CityFEASTERVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475210479EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERNOWITZ MEDICAL RESEARCHBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHERBusinessNameControlTxt
Phone8009018658PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11392 S VINE STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD JACOBYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2157400870PhoneNum
Signature2020-10-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTI SHARPEPreparerPersonNm
PTINP01317490PTIN
Phone2153225558PhoneNum
Preparation2020-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.30.233.195IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm13:07:08IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id19FE6059E3018A24818943B405D3F40DAB0EBF1BAtSubmissionCreationDeviceId
At Submission Filing Device IdC154B24E48196CCAD582F5CBF527FFA872B4E9B4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,274,102FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$814,021ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$219,554DividendsRevAndExpnssAmt
Dividends Net Invst Incm$219,554DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,445NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$751,301GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,694CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,041,020TotalRevAndExpnssAmt
Total Net Invst Incm$259,248TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,004CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$36,700CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$88,304CompOfcrDirTrstAdjNetIncmAmt
Pension Empl Bnft Rev And Expnss$9,563PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,869PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$6,694PensionEmplBnftAdjNetIncmAmt
Other Prof Fees Rev And Expnss$7,220OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,220OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,313TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,313TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$45,727OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$43,584OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,143OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$189,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92,686TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$97,141TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$330,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$330,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$520,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92,686TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$97,141TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$330,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$520,793ExcessRevenueOverExpensesAmt
Net Investment Income$166,562NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,357,551SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$468,384SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$468,384SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$417,207USGovernmentObligationsBOYAmt
US Government Obligations EOY$558,686USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$558,686USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,672,353CorporateStockBOYAmt
Corporate Stock EOY$5,684,141CorporateStockEOYAmt
Corporate Stock EOYFMV$5,684,141CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,442,797CorporateBondsBOYAmt
Corporate Bonds EOY$3,562,891CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,562,891CorporateBondsEOYFMVAmt
Total Assets BOY$8,889,908TotalAssetsBOYAmt
Total Assets EOY$10,274,102TotalAssetsEOYAmt
Total Assets EOYFMV$10,274,102TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,889,908NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,274,102NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,889,908TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,274,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,889,908TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,274,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,889,908TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$520,793ExcessRevenueOverExpensesAmt
Other Increases$863,401OtherIncreasesAmt
Subtotal$10,274,102SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,274,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$39,694CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$75,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,756,559NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.008565DistributionYr1Rt
Total Distribution0.008565TotalDistributionRt
Average Distribution0.008565AverageDistributionRt
Net Vl Noncharitable Assets$9,438,276NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,839AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,666NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$82,505AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$330,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,666InvestmentIncomeExciseTaxAmt
Subtotal$1,666SubtotalAmt
Tax Based On Investment Income$1,666TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$63EsPenaltyAmt
Overpayment$1,271OverpaymentAmt
Applied To ES Tax$1,271AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
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 AddressWWW.CHERNOWITZ.ORGWebsiteAddressTxt
Individual With BooksJACK PLATTIndividualWithBooksNm
Phone8009018658PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1410 ACCOMAC ROADAddressLine1Txt
CityWYNCOTECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19095ZIPCd
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
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD JACOBY
1392 SOUTH VINE STREETDENVERCO80210TRUSTEE4.00$45,000$0$0
JACK PLATT
410 ACCOMAC ROADWYNCOTEPA19095TRUSTEE4.00$45,000$0$0
BENJAMIN JACOBY
3964 YATES STREETDENVERCO80212TRUSTEE2.00$35,004$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,669,038AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,912,968AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,582,006TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,582,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,438,276NetVlNoncharitableAssetsAmt
Minimum Investment Return$471,914MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$471,914MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,666TaxBasedOnInvestmentIncomeAmt
Total Tax$1,666TotalTaxAmt
Distributable Before Adj$470,248DistributableBeforeAdjAmt
Distributable Before Ded$470,248DistributableBeforeDedAmt
Distributable As Adjusted$470,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$330,400ExpensesAndContributionsAmt
Qualifying Distributions$330,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,666PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$328,734AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$470,248DistributableAsAdjustedAmt
Undistributed Income PY$359,952UndistributedIncomePYAmt
Qualifying Distributions$330,400QualifyingDistributionsAmt
Applied To Year1$330,400AppliedToYear1Amt
Taxable2$29,552Taxable2Amt
Undistributed Income CY$470,248UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET5TH FLOORPHILADELPHIAPA19104501(C)(3)MEDICAL RESEARCH$180,400
UNIVERSITY OF COLORADO
PO BOX 910238DENVERCO80291501(C)(3)MEDICAL RESEARCH$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$330,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$219,554ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,445RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$219,554ExclusionAmt
Related Or Exempt Function Incm$7,445RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$226,999TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF EDITH CHERNOWITZContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11392 SOUTH VINE STREETAddressLine1Txt
CityDEVNERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$814,021TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FIDELITY GLOBAL EQUITYPURCHASE$163,697$182,084-$18,387
FIDELITY GLOBAL EQUITYPURCHASE$94,498$112,448-$17,950
FIDELITY CASH MANAGEMENTPURCHASE$333$333
FIDELITY BIOTECHPURCHASE$361,282$297,845$63,437
FIDELTIY BIOTECHPURCHASE$91,797$151,479-$59,682

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,562,891EOYBookValueAmt
EOYFMV$3,562,891EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$5,684,141EOYBookValueAmt
EOYFMV$5,684,141EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$558,686USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$558,686USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
WEBSITE$796$796
PAYROLL SERVICE FEES$1,384$969$415
ACCOUNT SERVICE FEES$43,007$43,007
MISCELLANEOUS$540$378$162

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$863,401Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$7,220Amt
Net Investment Income$7,220NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,313Amt
Net Investment Income$2,313NetInvestmentIncomeAmt

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