BETA

BETTY & NORMAN F LEVY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BETTY & NORMAN F LEVY FOUNDATION INC (EIN 13-2553674)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-02-11
IRS object ID
201920429349100367
Schema version
2017v2.3
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)
Return2019-02-11T15:34:52-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN132553674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BETTY & NORMAN F LEVY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% FRANCIS LEVYInCareOfNm
Business Name ControlBETTBusinessNameControlTxt
Phone2127519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WITHUMSMITHBROWN1411 BDWY SuiAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCIS LEVYPersonNm
Person TitleCO-PRES/DIRECTORPersonTitleTxt
Phone2127519100PhoneNum
Signature2018-12-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT DEMMETT CPAPreparerPersonNm
PTINP00103809PTIN
Phone2127519100PhoneNum
Preparation2018-12-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.124.179.67IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220190425000048FederalOriginalSubmissionId
Federal Original Submission Id2019-02-11FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id30237BF50CD8902BD48E89EAB6F47DA476E3AD5EAtSubmissionCreationDeviceId
At Submission Filing Device Id2B41DBF7EE39E881A20E306F07B8071EC36B2789AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$404,082FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,954InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,954InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,954TotalRevAndExpnssAmt
Total Net Invst Incm$6,954TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$228TaxesRevAndExpnssAmt
Taxes Net Invst Incm$128TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$174OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$102OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$72OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,202TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,030TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$172TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$143,202TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,030TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$140,172TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$136,248ExcessRevenueOverExpensesAmt
Net Investment Income$3,924NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$540,005SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$403,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$403,757SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$325OtherAssetsBOYAmt
Other Assets EOY$325OtherAssetsEOYAmt
Other Assets EOYFMV$325OtherAssetsEOYFMVAmt
Total Assets BOY$540,330TotalAssetsBOYAmt
Total Assets EOY$404,082TotalAssetsEOYAmt
Total Assets EOYFMV$404,082TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$540,330CapitalStockBOYAmt
Capital Stock EOY$404,082CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$540,330TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$404,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$540,330TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$404,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$540,330TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$136,248ExcessRevenueOverExpensesAmt
Subtotal$404,082SubtotalAmt
Tot Net Ast Or Fund Balances EOY$404,082TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$127,472AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$572,855NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.222521DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$669,766NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.078386DistributionYr2Rt
Adjusted Qlfy Distri Yr3$84,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$738,204NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.114128DistributionYr3Rt
Adjusted Qlfy Distri Yr4$544,223AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$838,621NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.64895DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,851AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$790,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.013722DistributionYr5Rt
Total Distribution1.077707TotalDistributionRt
Average Distribution0.215541AverageDistributionRt
Net Vl Noncharitable Assets$426,842NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$92,002AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$39NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,041AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$140,172QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$39InvestmentIncomeExciseTaxAmt
Subtotal$39SubtotalAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$39TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FRANCIS LEVYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127519100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WITHUMSMITHBROWN PC1411 BDWYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANCIS N LEVY
C/O WSBPC 1411 BROADWAY 9TH FLNEW YORKNY10018CO-PRES/DIRECTOR1.0$0$0$0
JEANNE LEVY CHURCH
C/O WSBPC 1411 BROADWAY 9TH FLNEW YORKNY10018CO-PRES/DIRECTOR0.0$0$0$0
HALLIE D COHEN
C/O WSBPC 1411 BROADWAY 9TH FLNEW YORKNY10018SECTY/TREASURER/DIRECTOR1.0$0$0$0
KENNETH LEVY CHURCH
C/O WSBPC 1411 BROADWAY 9TH FLNEW YORKNY10018VP/DIRECTOR0.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$433,017AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$325FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$433,342TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$433,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$426,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$39TaxBasedOnInvestmentIncomeAmt
Total Tax$39TotalTaxAmt
Distributable Before Adj$21,303DistributableBeforeAdjAmt
Distributable Before Ded$21,303DistributableBeforeDedAmt
Distributable As Adjusted$21,303DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,172ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$140,172QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$39PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,133AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,303DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$502,292ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$47,340ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,012ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$98,885ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$667,529TotalExcessDistributionCyovAmt
Qualifying Distributions$140,172QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$21,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$118,869RemainingDistriFromCorpusAmt
Total Corpus$786,398TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$786,398ExcessDistriCyovToNextYrAmt
Excess From Year4$502,292ExcessFromYear4Amt
Excess From Year3$47,340ExcessFromYear3Amt
Excess From Year2$19,012ExcessFromYear2Amt
Excess From Year1$98,885ExcessFromYear1Amt
Excess From Current Year$118,869ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
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
MACALESTER COLLEGE ANNUAL FUND
1600 GRAND AVENUEST PAULMN55105NONEPCUNRESTRICTED$5,000
AMERICAN ACADEMY IN ROME
7 EAST 60TH STREETNEW YORKNY10022NONEPCUNRESTRICTED$5,000
THE BRONX FREEDOM FUND - THE BAIL PROJECT
360 EAST 161ST STREETBRONXNY10451NONEPCUNRESTRICTED$5,000
MARYMOUNT MANHATTAN COLLEGE
221 EAST 71ST STREETNEW YORKNY10021NONEPCUNRESTRICTED$125,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,954ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,954ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,954TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT/BOOKEEPING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$2,800NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATIONAL EXPENSEDesc
BOY Book Value$325BOYBookValueAmt
EOY Book Value$325EOYBookValueAmt
EOYFMV$325EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OVERDRAFT INTEREST$29$29
OFFICE EXPENSES$145$73$72

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$228Amt
Net Investment Income$128NetInvestmentIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

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