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ARYA FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ARYA FAMILY FOUNDATION (EIN 11-3296769)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349105170
Schema version
2018v3.1
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)
Return2019-11-15T15:08:12-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonK K MEHTA CPAPreparerPersonNm
PTINP00286954PTIN
Phone5166635990PhoneNum
Preparation2019-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.56.11.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm15:08:12IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEEF895B7200BF45FFC26D093C6CB884981BA9D1FAtSubmissionCreationDeviceId
At Submission Filing Device Id6508817D6745396BEC3071F9FC640578423F9526AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,733,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$244,400ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$136,467DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,865DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$43,910NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,126GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$95OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$337,052TotalRevAndExpnssAmt
Total Net Invst Incm$123,879TotalNetInvstIncmAmt
Taxes Rev And Expnss$275TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$374TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,905ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,905ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,279TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$254,773ExcessRevenueOverExpensesAmt
Net Investment Income$123,879NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$621,138CashBOYAmt
Cash EOY$303,887CashEOYAmt
Cash EOYFMV$303,887CashEOYFMVAmt
Corporate Stock BOY$2,465,694CorporateStockBOYAmt
Corporate Stock EOY$3,037,718CorporateStockEOYAmt
Corporate Stock EOYFMV$3,429,629CorporateStockEOYFMVAmt
Total Assets BOY$3,086,832TotalAssetsBOYAmt
Total Assets EOY$3,341,605TotalAssetsEOYAmt
Total Assets EOYFMV$3,733,516TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,086,832RetainedEarningBOYAmt
Retained Earning EOY$3,341,605RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,086,832TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,341,605TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,086,832TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,341,605TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,086,832TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$254,773ExcessRevenueOverExpensesAmt
Subtotal$3,341,605SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,341,605TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$14CapitalGainNetIncomeAmt

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$2,478InvestmentIncomeExciseTaxAmt
Subtotal$2,478SubtotalAmt
Tax Based On Investment Income$2,478TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$45EsPenaltyAmt
Tax Due$2,523TaxDueAmt

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 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 (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$3,535,168AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$246,643AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,781,811TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,781,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,727CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,725,084NetVlNoncharitableAssetsAmt
Minimum Investment Return$186,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$186,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,478TaxBasedOnInvestmentIncomeAmt
Total Tax$2,478TotalTaxAmt
Distributable Before Adj$183,776DistributableBeforeAdjAmt
Distributable Before Ded$183,776DistributableBeforeDedAmt
Distributable As Adjusted$183,776DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,905ExpensesAndContributionsAmt
Qualifying Distributions$81,905QualifyingDistributionsAmt
Adjusted Qualifying Distri$81,905AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,776DistributableAsAdjustedAmt
Undistributed Income PY$92,149UndistributedIncomePYAmt
Qualifying Distributions$81,905QualifyingDistributionsAmt
Applied To Year1$81,905AppliedToYear1Amt
Taxable2$10,244Taxable2Amt
Undistributed Income CY$183,776UndistributedIncomeCYAmt

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 (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARYA SAMAJ OF LONG ISLAND
319 JERUSALAM AVENYHICKSVILLENY11801NONEEXEMPTCHARITY$1,763
EKAL VIDYALAYA
1712HIGHWAY 6 SOUTHSUITE AHOUSTONTX77077NONEEXEMPTCHARITY$150
HINDU CENTER
4552 KISSENA BOULEVARDNYFLUSHINGNY11355NONEEXEMPTCHARITY$1,130
INDIAN ASSOCIATION OF LONG ISLAND
92EAST OLD COUNTRY ROADHICKSVILLENY11801NONEEXEMPTCHARITY$1,250
AKHIL VISHWA HINDI SAMITI
108-1568TH DRFOREST HILLSNY11375NONEEXEMPTCHARITY$1,000
THE INTERNATIONAL HINDI ASSOCIATION
4902FOOTE ROADMEDINAOH44256NONEEXEMPTCHARITY$300
ROTARY CLUB OF HICKSVILLE
76NHICKSVILLENY11590NONEEXEMPTCHARITY$1,160
DROPADI JIGYASU ASHRAM
4349SMART STREETFLUSHINGNY11355NONEEXEMPTCHARITY$500
VEDIC HERITGE INC
111JERUSALEM AVEHEMPSTEADNY11550NONEEXEMPTCHARITY$500
BAPS CHARITIES
43-38BOWNE STFLUSHINGNY11355NONEEXEMPTCHARITY$101
INTERNATIONAL HUMAN BENEFIT SERVICE
101PIERMONT ROADTENAFLYNJ07670NONEEXEMPTCHARITY$500
JAF FOUNDATION
PO BOX1307SOUTHAMPTONNY11969NONEEXEMPTCHARITY$251
CENTER FOR INDIA STUDIES
SUNY AT STONY BRKSTONY BROOKSTONY BROOKNY11794NONEEXEMPTCHARITY$3,000
ATA
2009 COLLEGE POINT BLVDCOLLEGE POINTCOLLEGE POINTNY11356NONEEXEMPTCHARITY$1,000
WESTBURY FIRE DEPARTMENT
355 MAPLE AVEWESTBURYWESTBURYNY11590NONEEXEMPTCHARITY$100
SHAM KAR EYE FDN
NYNYNYNY10001NONEEXEMPTCHARITY$1,000
ASAMAI TEMPLE
80E BARCLAY STHICKSVILLEHICKSVILLENY11801NONEEXEMPTCHARITY$500
IAAC INDO AMERICAN ARTS COUNCIL
517 E 87TH ST 1BNEWYORKNEW YORKNY10128NONEEXEMPTCHARITY$500
ASSOCIATION OF INDIANS IN AMERICA
26 PLEASANT LANEOYSTER BAYOYSTER BAYNY11771NONEEXEMPTCHARITY$6,950
IDP EDUCATION
1818 MARKET ST 3230PHILADELPHIAPHILADELPHIAPA19103NONEEXEPMTCHARITY$250
HEART AND HAND FOR HANDICAPPED
PO BOX 520230FLUSHINGFLUSHINGNY11352NONEEXEMPTCHARITY$500
RANA
1313 N MILPITAS BLVD 285MILPITASMILPITASCA95035NONEEXEMPTCHARITY$1,000
BRAHMA KUMARIS
306 5TH AVE 2ND FLOORNEWYORKNEW YORKNY10001NONEEXEMPTCHARITY$500
INDIAN AMERICAN FORUM
5 BAYBERRY AVEGARDEN CITYGARDEN CITYNY11530NONEEXEMPTCHARITY$500
ALLEGHENY HEALTH NETWORK
120 FIFTH AVENUE SUITE 2SUITE 2900PITTSBURGHPA15222NONEEXEMPTCHARITY$2,000
INDUS EDUCATIONAL EMPOWERMENT
2056 ROCKY HOLLOW DR2056 ROCKY HOLLOW DRMARVINNC281735021NONEEXEMPTCHARITY$50,000
RAJMAAI RAJASTHAN MEDICAL ALUMNI A
89 SHORE ROADMANHASSETMANHASSETNY11030NONEEXEMPTCHARITY$100
PARMANAND MISSIION
18 OVERHILL DRN BRUNSWICKN BRUNSWICKNJ08902NONEEXEMPTCHARITY$1,000
MAUGIOR SEITT MEAUAT
2 DEBRA COURT2 DEBRA COURTOLD WESTBURYNY11568NONEEXEMPTCHARITY$4,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,905TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,467ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt
Related Or Exempt Function Incm-$43,924RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescACCOUNT FEE REVERSALDesc
Exclusion14ExclusionCd
Exclusion$95ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$136,576ExclusionAmt
Related Or Exempt Function Incm-$43,924RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,652TotalIncomeProducingActyAmt

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$229,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
MS20622017-01PURCHASE2018-01$33$33
MS 20622009-07PURCHASE2018-01$25,000$164$24,836
JP MORGAN49222016-04PURCHASE2018-06$20,000-$30,000$50,000
JP MORGAN49222016-06PURCHASE2018-10$13,000$500$12,500
JP MORGAN49222010-03PURCHASE2018-06$10,000-$15,000$25,000
JP MORGAN49222008-12PURCHASE2018-12$60,000$300$59,700
JP MORGAN 49222017-01PURCHASE2018-12$79$79

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY
JP MORGAN$3,037,718$3,429,629

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MS 2062- ACCOUNT TRANSFER FE$95
JP4922 INVEST EXP$4

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescACCOUNT FEE REVERSALDesc
Revenue And Expenses Per Books$95RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY
NYS DEPARTMENT OF LAW$275

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