ARC FOUNDATION IRRV TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARC FOUNDATION IRRV TR (EIN 37-6496750)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202503189349103895
Schema version
2024v5.2
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)
Return2025-11-14T14:28:13-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042694095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITMANGERSON ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376496750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARC FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARCFBusinessNameControlTxt
Phone5083973836PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP017721432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANITA KUPRISSPersonNm
Person TitlePRESIDENT, CLERK & DIRECTORPersonTitleTxt
Phone6177786619PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSONG HAN CPAPreparerPersonNm
PTINP01598747PTIN
Phone6177385200PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,486,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,057DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,057DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$262,576GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$145,089CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$164,165TotalRevAndExpnssAmt
Total Net Invst Incm$164,165TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,580LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,580LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$402TaxesRevAndExpnssAmt
Taxes Net Invst Incm$402TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,990TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$281,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$281,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$286,490TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,990TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$281,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$122,325ExcessRevenueOverExpensesAmt
Net Investment Income$159,175NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$147,962SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,364SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$767,270CorporateStockBOYAmt
Corporate Stock EOY$675,641CorporateStockEOYAmt
Corporate Stock EOYFMV$1,335,146CorporateStockEOYFMVAmt
Other Investments BOY$30,204OtherInvestmentsBOYAmt
Other Investments EOY$23,649OtherInvestmentsEOYAmt
Other Investments EOYFMV$24,844OtherInvestmentsEOYFMVAmt
Total Assets BOY$945,436TotalAssetsBOYAmt
Total Assets EOY$825,654TotalAssetsEOYAmt
Total Assets EOYFMV$1,486,354TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$100,475CapitalStockBOYAmt
Capital Stock EOY$100,475CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$844,961RetainedEarningBOYAmt
Retained Earning EOY$725,179RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$945,436TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$825,654TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$945,436TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$825,654TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$945,436TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$122,325ExcessRevenueOverExpensesAmt
Other Increases$2,543OtherIncreasesAmt
Subtotal$825,654SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$825,654TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY #507-XXX-XX-XXXX2012-05-172024-09-19$15,577$2,993$12,584$12,584
MORGAN STANLEY #507-XXX-XX-XXXX2016-01-202024-09-19$18,400$7,216$11,184$11,184
MORGAN STANLEY #507-XXX-XX-XXXX2012-12-042024-01-12$11,772$2,122$9,650$9,650
MORGAN STANLEY #507-XXX-XX-XXXX2022-12-042024-09-19$41,522$5,517$36,005$36,005
MORGAN STANLEY #507-XXX-XX-XXXX2012-05-172024-03-07$24,419$15,127$9,292$9,292
MORGAN STANLEY #507-XXX-XX-XXXX2022-03-172024-03-07$6,977$10,344-$3,367-$3,367
MORGAN STANLEY #507-XXX-XX-XXXX2012-05-172024-09-19$42,007$16,844$25,163$25,163
MORGAN STANLEY #507-XXX-XX-XXXX2013-07-152024-09-19$34,512$23,983$10,529$10,529
MORGAN STANLEY #507-XXX-XX-XXXX2022-09-222024-01-12$10,631$2,570$8,061$8,061
MORGAN STANLEY #507-XXX-XX-XXXX2013-07-152024-09-19$22,981$12,653$10,328$10,328
MORGAN STANLEY #507-XXX-XX-XXXX2014-06-232024-06-05$33,778$18,118$15,660$15,660
FieldValueIRS element (for citing)
Capital Gain Net Income$145,089CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,213InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,213SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$528EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$528TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,685TaxDueAmt

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 StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANITA KUPRISSIndividualWithBooksNm
Phone6177686619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1122 MAIN STREETAddressLine1Txt
CitySOUTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01772ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ANITA KUPRISS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE & SECRETARY0.01$0$0$0
RICHARD H DOUGLAS
122 MAIN STREETSOUTHBOROUGHMA01772TRUSTEE2.00$0$0$0
CHRISTOPHER LEE DOUGLAS
TRUSTEE0.01$0$0$09 CLEARWATER PLACEOXFORDOX2 7NLUK
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$1,427,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,002AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,518,885TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,518,885AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,783CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,496,102NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,805MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,805MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Total Tax$2,213TotalTaxAmt
Distributable Before Adj$72,592DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$72,592DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$72,592DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$281,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$281,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,592DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$50,111ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,900ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$155,275ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,179ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$46,012ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$313,477TotalExcessDistributionCyovAmt
Qualifying Distributions$281,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,592AppliedToCurrentYearAmt
Remaining Distri From Corpus$208,908RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$522,385TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$50,111ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$472,274ExcessDistriCyovToNextYrAmt
Excess From Year4$19,900ExcessFromYear4Amt
Excess From Year3$155,275ExcessFromYear3Amt
Excess From Year2$42,179ExcessFromYear2Amt
Excess From Year1$46,012ExcessFromYear1Amt
Excess From Current Year$208,908ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LABYRINTH CHOIR
122 MAIN STREETSOUTHBOROUGHMA01772NONEEXEMPTCULTURAL$215,000
LATVIAN CULTURAL ASSOCIATION
2 MERRY HILL ROADPOUGHKEEPSINY12603NONECULTURAL$2,500
SUDBURY VALLEY SCHOOL
2 WINCH STREETFRAMINGHAMMA01701NONEEDUCATIONAL$4,000
UNIVERSITY OF MICHIGAN
1109 GEDDES AVEANN ARBORMI48109NONEEXEMPTEDUCATIONAL$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$281,500TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,057ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$145,089ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$164,165ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,165TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME
4DIVIDEND INCOME
8CAPITAL GAIN INCOME

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES (STOCK)StockNm
EOY Book Value$675,641EOYBookValueAmt
EOYFMV$1,335,146EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemUNIT INVESTMENT TRUSTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$23,649BookValueAmt
EOYFMV$24,844EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRUBIN AND RUDMANCategoryTxt
Legal Fees$4,580LegalFeesAmt
Net Investment Income$4,580NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY 146874 731Desc
Revenue And Expenses Per Books$16RevenueAndExpensesPerBooksAmt
Net Investment Income$16NetInvestmentIncomeAmt
Adjusted Net Income$16AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK VS. TAX INCOME ADJUSTMENTDesc
Amt$2,543Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEYCategoryTxt
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$402Amt
Net Investment Income$402NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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