THE LIPTAK FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE LIPTAK FAMILY FOUNDATION (EIN 81-4647233)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201913119349100341
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)
Return2019-11-07T12:49:46-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113266576PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRASSI & CO CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1488 MADISON AVENUE 21ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814647233EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIPTAK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIPTBusinessNameControlTxt
Phone9176033314PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 EAST 63RD ST NO PHAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID LIPTAKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9176033314PhoneNum
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY DATTOMAPreparerPersonNm
PTINP00237982PTIN
Phone2126616166PhoneNum
Preparation2019-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.193.146.197IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-07IPDt
IP Tm09:01:31IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id76894BBD50F3E43A2C54514D0F7D199774C9E645AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,717,077FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$146ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46,374InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49,284InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,942DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,942DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$22,984NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,940,701GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,478TotalRevAndExpnssAmt
Total Net Invst Incm$61,226TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,528AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,264AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,264AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$499TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$146OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,173TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,264TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,264TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$230,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,264TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,264TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$194,695ExcessRevenueOverExpensesAmt
Net Investment Income$58,962NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,080,783SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$874,183SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$874,183SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,997,224USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,041,686USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,041,686USGovtObligationsEOYFMVAmt
Corporate Stock BOY$324,401CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$501,438CorporateBondsBOYAmt
Corporate Bonds EOY$793,284CorporateBondsEOYAmt
Corporate Bonds EOYFMV$793,284CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$7,924OtherAssetsEOYAmt
Other Assets EOYFMV$7,924OtherAssetsEOYFMVAmt
Total Assets BOY$4,903,846TotalAssetsBOYAmt
Total Assets EOY$4,717,077TotalAssetsEOYAmt
Total Assets EOYFMV$4,717,077TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,173OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,173TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,900,673UnrestrictedBOYAmt
Unrestricted EOY$4,717,077UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,900,673TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,717,077TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,903,846TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,717,077TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,900,673TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$194,695ExcessRevenueOverExpensesAmt
Other Increases$11,099OtherIncreasesAmt
Subtotal$4,717,077SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,717,077TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NATIONAL FINANCIAL SERVICES-VARIOUS TRADES2017-11-272018-04-06$297,886$324,401-$26,515-$26,515
NATIONAL FINANCIAL SERVICES-VARIOUS TRADES2017-01-062018-12-31$2,500,000$2,496,875$3,125$3,125
NATIONAL FINANCIAL SERVICES-VARIOUS TRADES2018-09-172018-12-10$142,815$142,409$406$406
FieldValueIRS element (for citing)
Capital Gain Net Income-$22,984CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$134,627AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,017,779NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.026830DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,925,345NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.026830TotalDistributionRt
Average Distribution0.013415AverageDistributionRt
Net Vl Noncharitable Assets$4,710,273NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$63,188AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$590NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$63,778AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$227,264QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$590InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$590SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$126EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,126TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$1,527OverpaymentAmt
Applied To ES Tax$1,527AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID LIPTAKIndividualWithBooksNm
Phone9176033314PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line126 EAST 63RD ST APT PHAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
DAVID LIPTAK
26 EAST 63RD ST APT PHNEW YORKNY10065DIRECTOR0.50$0$0$0
JANETTE LIPTAK
26 EAST 63RD ST APT PHNEW YORKNY10065DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,077,253AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$704,750AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,782,003TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,782,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,730CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,710,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$235,514MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$235,514MinimumInvestmentReturnAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Total Tax$590TotalTaxAmt
Distributable Before Adj$234,924DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$234,924DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$234,924DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,264ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$227,264QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$590PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$226,674AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$234,924DistributableAsAdjustedAmt
Undistributed Income PY$126,980UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$227,264QualifyingDistributionsAmt
Applied To Year1$126,980AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,284AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$134,640UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CROSSING THRESHHOLDS
168 A IRVING AVENUEPORT CHESTERNY10573PCEDUCATIONAL$50,000
SO THEY CAN
151 EAST CREEK DRIVEMENLO PARKCA94025PCSOCIAL PROGRAMS$50,000
BROWNING SCHOOL
52 EAST 62ND STREETNEW YORKNY10065PCEDUCATIONAL$10,000
CARDINAL SHEHAN CENTER
1494 MAIN STREETBRIDGEPORTVT06604PCEDUCATIONAL$15,000
HARLEM UNITED
306 LENOX AVENEW YORKNY10027PCSOCIAL PROGRAMS$25,000
MARYMOUNT SCHOOL
1026 5TH AVENUENEW YORKNY10028PCEDUCATION$25,000
CARDINAL SHEHAN CENTER
1494 MAIN STREETBRIDGEPORTVT06604PCEDUCATION$25,000
HARLEM UNITED
306 LENOX AVENEW YORKNY10027PCSOCIAL PROGRAMS$15,000
HARLEM UNITED
306 LENOX AVENEW YORKNY10027PCSOCIAL PROGRAMS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,374ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,942ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$22,984ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,332ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,332TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$4,528Amt
Net Investment Income$2,264NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,264DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE DELAWARE ATTORNEY GENERAL DOES NOT REQUIRE THE FILING OF A COPY OF THE ORGANIZATION'S FEDERAL FORM 990-PF.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE NOTESBondNm
EOY Book Value$793,284EOYBookValueAmt
EOYFMV$793,284EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,041,686USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,041,686USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUN-REALIZED GAIN ON SECURITIESDesc
EOY Book Value$7,924EOYBookValueAmt
EOYFMV$7,924EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDUESDesc
Revenue And Expenses Per Books$146RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$11,099Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUN-REALIZED LOSS ON SECURITIESDesc
BOY Book Value$3,173BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$499Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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