ARYA FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ARYA FAMILY FOUNDATION (EIN 11-3296769)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349101714
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)
Return2020-11-16T08:59:42-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273121426PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KK MEHTA CPA ASSOCIATES PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 RING RD STE 300AddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113296769EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARYA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARYABusinessNameControlTxt
Phone5166635990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA COURTAddressLine1Txt
CityOLD WESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11568ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonYASHPAL ARYAPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5166635990PhoneNum
Signature2020-11-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonK K MEHTA CPAPreparerPersonNm
PTINP00286954PTIN
Phone5166635990PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.74.55.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm08:59:42IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEEF895B7200BF45FFC26D093C6CB884981BA9D1FAtSubmissionCreationDeviceId
At Submission Filing Device IdD39034AB1AE972265925D67E0E3AD6FC4C0836ADAtSubmissionFilingDeviceId
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$4,209,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$230,400ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$162,663DividendsRevAndExpnssAmt
Dividends Net Invst Incm$153,229DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$388,747TotalRevAndExpnssAmt
Total Net Invst Incm$153,232TotalNetInvstIncmAmt
Taxes Rev And Expnss$3,623TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,300OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,923TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$276,591ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$276,591ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$281,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$276,591TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$107,233ExcessRevenueOverExpensesAmt
Net Investment Income$153,232NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$303,887CashBOYAmt
Cash EOY$3,152CashEOYAmt
Cash EOYFMV$3,152CashEOYFMVAmt
Corporate Stock BOY$3,037,718CorporateStockBOYAmt
Corporate Stock EOY$3,645,686CorporateStockEOYAmt
Corporate Stock EOYFMV$4,206,577CorporateStockEOYFMVAmt
Total Assets BOY$3,341,605TotalAssetsBOYAmt
Total Assets EOY$3,648,838TotalAssetsEOYAmt
Total Assets EOYFMV$4,209,729TotalAssetsEOYFMVAmt
Grants Payable EOY$200,000GrantsPayableEOYAmt
Total Liabilities EOY$200,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,341,605RetainedEarningBOYAmt
Retained Earning EOY$3,448,838RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,341,605TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,448,838TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,341,605TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,648,838TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,341,605TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$107,233ExcessRevenueOverExpensesAmt
Subtotal$3,448,838SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,448,838TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,065InvestmentIncomeExciseTaxAmt
Subtotal$3,065SubtotalAmt
Tax Based On Investment Income$3,065TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$3,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$95EsPenaltyAmt
Overpayment$40OverpaymentAmt
Applied To ES Tax$40AppliedToESTaxAmt

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 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
Individual With BooksDR YASHPAL ARYAIndividualWithBooksNm
Phone5166635990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA COURTAddressLine1Txt
CityOLD WESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11568ZIPCd
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 PY12017UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsYes (true)JeopardyInvestmentsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
YASHPAL ARYA
2 DEBRA CTOLD WESTBURYNY11568DIRECTOR5.00$0$0$0
URMILESH ARYA
2 DEBRA CTOLD WESTBURYNY11568DIRECTOR5.00$0$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$3,852,961AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,222AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,920,183TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,920,183AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,861,380NetVlNoncharitableAssetsAmt
Minimum Investment Return$193,069MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$193,069MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,065TaxBasedOnInvestmentIncomeAmt
Total Tax$3,065TotalTaxAmt
Distributable Before Adj$190,004DistributableBeforeAdjAmt
Distributable Before Ded$190,004DistributableBeforeDedAmt
Distributable As Adjusted$190,004DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$276,591ExpensesAndContributionsAmt
Qualifying Distributions$276,591QualifyingDistributionsAmt
Adjusted Qualifying Distri$276,591AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$190,004DistributableAsAdjustedAmt
Undistributed Income PY$183,776UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Total For Prior Years$10,244TotalForPriorYearsAmt
Qualifying Distributions$276,591QualifyingDistributionsAmt
Applied To Year1$183,776AppliedToYear1Amt
Applied To Current Year$92,815AppliedToCurrentYearAmt
Prior Year Undistributed Incm$10,244PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$10,244PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$97,189UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerYASHPAL URMILESH ARYAContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR YASHPAL ARYA XXX-XX-XXXXRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA COURTYAddressLine1Txt
CityOLD WESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11568ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7188210643RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST FROM THE INSTITUTES OR INDIVIDUALS FOR THE AMOUNT DESIRED AND SUBMITTING THE PROJECT REPORTS AND DETAILS OF USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARYA SAMAJ OF LONG ISLAND
319 JERUSALAM AVENYHICKSVILLENY11801NONEEXEMPTCHARITY$40,500
EKAL VIDYALAYA
1712HIGHWAY 6 SOUTHSUITE AHOUSTONTX77077NONEEXEMPTCHARITY$1,000
HINDU CENTER
4552 KISSENA BOULEVARDNYFLUSHINGNY11355NONEEXEMPTCHARITY$1,240
AKHIL VISHWA HINDI SAMITI
108-1568TH DRFOREST HILLSNY11375NONEEXEMPTCHARITY$600
ROTARY CLUB OF HICKSVILLE
76NHICKSVILLENY11590NONEEXEMPTCHARITY$520
DROPADI JIGYASU ASHRAM
4349SMART STREETFLUSHINGNY11355NONEEXEMPTCHARITY$500
VEDIC HERITGE INC
111JERUSALEM AVEHEMPSTEADNY11550NONEEXEMPTCHARITY$250
ASSOCIATION OF INDIANS IN AMERICA
26 PLEASANT LANEOYSTER BAYOYSTER BAYNY11771NONEEXEMPTCHARITY$13,550
IDP EDUCATION
1818 MARKET ST 3230PHILADELPHIAPHILADELPHIAPA19103NONEEXEPMTCHARITY$1,000
RANA
1313 N MILPITAS BLVD 285MILPITASMILPITASCA95035NONEEXEMPTCHARITY$130
INDUS EDUCATIONAL EMPOWERMENT
2056 ROCKY HOLLOW DR2056 ROCKY HOLLOW DRMARVINNC281735021NONEEXEMPTCHARITY$203,000
RAJMAAI RAJASTHAN MEDICAL ALUMNI A
89 SHORE ROADMANHASSETMANHASSETNY11030NONEEXEMPTCHARITY$100
SANKARA EYE FOUNDATION
1900 MCCARTHY BLVD STE302MILPITASCA95035NONEEXEMPTCHARITY$1,000
PARAM SHAKTI PEETH OF AMERICA FOUND
28016 RIDGEBROOK COURT28016 RIDGEBROOK COURTRANCHO PALOS VERDESCA90275NONEEXEMPTCHARITY$1,000
STONY BROOK CENTER FOR INDIA STUDIE
SUNY AT STONY BRKSUNY AT STONY BRKSTONY BROOKNY11794NONEEXEMPTCHARITY$2,500
SRINIKETAN FOUNDATION
146-29HAWTHRONE AVENUEFLUSHINGNY11355NONEEXEMPTCHARITY$150
AIMS FOR SEVA
PO BOX 639PO BOX 639SAYLORSBURGPA18353NONEEXEMPTCHARITY$101
CHRISTHAVA TAMIL KOIL
7911 CALDWELL AVE7911 CALDWELL AVEMIDDLE VILLAGENY11379NONECHARITYEXEMPT$100
ARYA SAMAJ HILLSIDE
15022 HILLSIDE AVENUE15022 HILLSIDE AVENUEJAMAICANY11432NONEEXEMPTCHARITY$250
NEW YORK INTERNATIONAL PUNJABI SOCI
PO BOX 342PO BOX 342GLEN HEADNY11545NONEEXEMPTCHARITY$1,000
AMERICAN INDIA FOUNDATION
216 EAST 45TH STREET7TH FLOORNEW YORKNY10017NONEEXEMPTCHARITY$500
OM YOG SANSATHAN
24532 BAY CREEK LANE24532 BAY CREEK LANEPLAINFIELDIL60586NONEEXEMPTCHARITY$2,500
ARPAN FOUNDATION
556 DIAMOND BAR BLVD201-BDIAMOND BARCA91765NONEEXEMPTCHARITY$5,000
IALI
93 EASTOLD COUNTRY ROADHICKSVILLENY11801NONEEXEMPTCHARITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$276,591TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,663ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt
Related Or Exempt Function Incm-$4,319RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescACCOUNT FEE REVERSALDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$162,666ExclusionAmt
Related Or Exempt Function Incm-$4,319RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$158,347TotalIncomeProducingActyAmt

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 PersonDRS YASHPAL URMILES ARYAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12 DEBRA CTAddressLine1Txt
CityOLD WESTBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11568ZIPCd
FieldValueIRS element (for citing)
Total Contributions$230,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JP MORGAN49222010-02PURCHASE2019-10$50,000$50,000
JP MORGAN49222003-08PURCHASE2019-01$7$78-$71
JP MORGAN49222003-08PURCHASE2019-02$6$74-$68
JP MORGAN49222003-08PURCHASE2019-03$6$70-$64
JP MORGAN49222003-08PURCHASE2019-04$9$98-$89
JP MORGAN49222003-08PURCHASE2019-05$7$78-$71
JP MORGAN49222003-08PURCHASE2019-06$6$73-$67
JP MORGAN49222003-08PURCHASE2019-07$7$80-$73
JP MORGAN49222003-08PURCHASE2019-08$216$2,476-$2,260
JP MORGAN49222003-08PURCHASE2019-09$6$64-$58
JP MORGAN49222003-08PURCHASE2019-10$6$64-$58
JP MORGAN49222003-08PURCHASE2020-11$134$1,529-$1,395
JP MORGAN49222003-08PURCHASE2019-12$4$49-$45
JP MORGAN49222017-07PURCHASE2019-06$6,364$6,364
JP MORGAN49222013-07PURCHASE2019-04$100,000$100,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY
JP MORGAN$3,645,686$4,206,577

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MS 2062- ACCOUNT TRANSFER FE
JP4922 INVEST EXP
CLEANING$1,300

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY$3,073
NYS DEPARTMENT OF LAW$550

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