SANDEL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SANDEL FAMILY FOUNDATION (EIN 46-7034940)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349105795
Schema version
2024v5.0
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)
Return2025-11-17T16:03:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954009917PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HASKELL & DAVIS CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121731 VENTURA BLVD STE 200AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913645111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN467034940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone3104573260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127422 PACIFIC COAST HIGHWAYAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTALI SANDELPersonNm
Person TitleCEO/PRESIDENTPersonTitleTxt
Phone3104573260PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON L DECKPreparerPersonNm
PTINP00744314PTIN
Phone8189902490PhoneNum
Preparation2025-11-17PreparationDt
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$2,622,859FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,887DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,887DividendsNetInvstIncmAmt
Dividends Adj Net Incm$56,887DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$73,594NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,459GrossSalesPriceAmt
Total Rev And Expnss$130,481TotalRevAndExpnssAmt
Total Net Invst Incm$56,887TotalNetInvstIncmAmt
Total Adj Net Incm$56,887TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$11,819LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,917TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,202OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,938TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,430ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,430ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,430TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,113ExcessRevenueOverExpensesAmt
Net Investment Income$56,887NetInvestmentIncomeAmt
Adjusted Net Income$56,887AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,105CashBOYAmt
Cash EOY$15,944CashEOYAmt
Cash EOYFMV$15,944CashEOYFMVAmt
Corporate Stock BOY$1,462,048CorporateStockBOYAmt
Corporate Stock EOY$1,501,373CorporateStockEOYAmt
Corporate Stock EOYFMV$2,606,794CorporateStockEOYFMVAmt
Other Investments BOY$8OtherInvestmentsBOYAmt
Other Investments EOY$10OtherInvestmentsEOYAmt
Other Investments EOYFMV$10OtherInvestmentsEOYFMVAmt
Other Assets BOY$79OtherAssetsBOYAmt
Other Assets EOY$111OtherAssetsEOYAmt
Other Assets EOYFMV$111OtherAssetsEOYFMVAmt
Total Assets BOY$1,500,240TotalAssetsBOYAmt
Total Assets EOY$1,517,438TotalAssetsEOYAmt
Total Assets EOYFMV$2,622,859TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,500,240RetainedEarningBOYAmt
Retained Earning EOY$1,517,438RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,500,240TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,517,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,500,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,517,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,500,240TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,113ExcessRevenueOverExpensesAmt
Subtotal$1,518,353SubtotalAmt
Other Decreases$915OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,517,438TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$791InvestmentIncomeExciseTaxAmt
Subtotal$791SubtotalAmt
Tax Based On Investment Income$791TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$42EsPenaltyAmt
Tax Due$833TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 Line1SHANNON L DECK CPA MSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189902490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121731 VENTURA BLVD SUITE 200AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91364ZIPCd
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 PYfalseUndistributedIncomePYInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TALI SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265CEO/PRESIDEN000.00$0$0$0
ARI SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265CFO/TREASURE000.00$0$0$0
JOYCE SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265SECRETARY000.00$0$0$0
DAN SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265CHAIRPERSON000.00$0$0$0
LEE SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265DIRECTOR000.00$0$0$0
MAYA SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265DIRECTOR000.00$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$2,541,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,581AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,579,013TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,579,013AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,685CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,540,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,016MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,016MinimumInvestmentReturnAmt
Tax Based On Investment Income$791TaxBasedOnInvestmentIncomeAmt
Total Tax$791TotalTaxAmt
Distributable Before Adj$126,225DistributableBeforeAdjAmt
Distributable Before Ded$126,225DistributableBeforeDedAmt
Distributable As Adjusted$126,225DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,430ExpensesAndContributionsAmt
Qualifying Distributions$91,430QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,225DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$34,513ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$46,656ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$81,169TotalExcessDistributionCyovAmt
Qualifying Distributions$91,430QualifyingDistributionsAmt
Applied To Current Year$91,430AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$34,795ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,795ExcessDistributionCyovAppCYAmt
Total Corpus$46,374TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$46,374ExcessDistriCyovToNextYrAmt
Excess From Year1$46,374ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVELOS ANGELESCA90011NONEPUBLIC CHAIRGENERAL SUPPORT$3,500
AMERICAN FRIENDS OF MAGEN DAVID
20 W 36TH STREETNEW YORKNY10018NONEPUBLIC CHAIRGENERAL SUPPORT$3,000STE 1100
AMERICAN FRIENDS OF SHEBA
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHAIRGENERAL SUPPORT$1,000STE 615
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVELOS ANGELESCA90077NONEPUBLIC CHAIRGENERAL SUPPORT$2,500
AMERICANS FOR PEACE NOW
5870 W OLYMPIC BLVDLOS ANGELESCA90036NONEPUBLIC CHAIRGENERAL SUPPORT$2,500
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001NONEPUBLIC CHAIRGENERAL SUPPORT$1,000
AORN FOUNDATION
2170 S PARKER ROADDENVERCO80231NONEPUBLIC CHAIRGENERAL SUPPORT$15,000STE 400
ASPCA
424 EAST 92ND STREETNEW YORKNY10128NONEPUBLIC CHAIRGENERAL SUPPORT$300
BOYS & GIRLS OF MALIBU
PO BOX 6393MALIBUCA90264NONEPUBLIC CHAIRGENERAL SUPPORT$1,000
CEDARS SINAI
6500 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHAIRGENERAL SUPPORT$15,000STE 1600
CHOSA
220 N KENTER AVELOS ANGELESCA90049NONEPUBLIC CHAIRGENERAL SUPPORT$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLRNEW YORKNY10001NONEPUBLIC CHAIRGENERAL PUBLIC SUPPORT$2,000
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163NONEPUBLIC CHAIRGENERAL SUPPORT$5,000
GREATER LOS ANGELES ZOO
5333 ZOO DRIVELOS ANGELESCA90027NONEPUBLIC CHAIRGENERAL SUPPORT$1,500
HARMONY PROJECT
4322 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHAIRGENERAL SUPPORT$2,500STE 101
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLIC CHAIRGENERAL SUPPORT$500
J STREET EDUCATION FUND
PO BOX 6673WASHINGTONDC20035NONEPUBLIC CHAIRGENERAL PUBLIC SUPPORT$5,000
JEWISH FREE LOAN ASSOCIATION
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHAIRGENERAL SUPPORT$1,800STE 715
JEWS UNITED FOR DEMOCRACY
4659 BALBOA AVEENCINOCA91316NONEPUBLIC CHAIRGENERAL SUPPORT$500
KESHET CHAIM DANCE ENSEMBLE
5551 BALBOA BLVDSHERMAN OAKSCA91423NONEPUBLIC CHAIRGENERAL PUBLIC SUPPORT$7504155 DIXIE CANYON AVENUE
L A C M A
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPUBLIC CHAIRGENERAL SUPPORT$2,500
LA FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058NONEPUBLIC CHAIRGENERAL SUPPORT$3,000
LACPCA
1223 WILSHIRE BLVDSANTA MONICACA90403NONEPUBLIC CHAIRGENERAL SUPPORT$275STE 435
LOS ANGELES JEWISH HEALTH
7150 TAMPA AVERESEDACA91335NONEPUBLIC CHAIRGENERAL SUPPORT$1,300
MALIBU FOUNDATION
8383 WILSHIRE BLVDBEVERLY HILLSCA90211NONENONEGENERAL SUPPORT$1,500STE 400
PARTNERS FOR PROGRESSIVE ISRAEL
601 WEST 26TH STREETNEW YORKNY10001NONEPUBLIC CHAIRGENERAL SUPPORT$3,000SUITE 325-30
SETON LASALLE CATHOLIC HIGH SCHOOL
1000 MCNEILLY ROADMOUNT LEBANONPA15226NONEPUBLIC CHAIRGENERAL SUPPORT$500
SHERWOOD CARES
320 W STAFFORD RDTHOUSAND OAKSCA91361NONEPUBLIC CHAIRGENERAL SUPPORT$2,000
THE HUMANE SOCIETY
1255 23RD STGLENDALECA91204NONEPUBLIC CHAIRGENERAL SUPPORT$375
MUSEUM OF CONTEMPORARY ART
250 SOUTH GRAND AVELOS ANGELESCA90012NONEPUBLIC CHAIRGENERAL SUPPORT$1,380
UCLA
10889 WILSHIRE BLVDLOS ANGELESCA90024NONEPUBLIC CHAIRGENERAL SUPPORT$2,500STE 1000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACWASHINGTONDC20024NONEPUBLIC CHAIRGENERAL PUBLIC SUPPORT$5,000
USC MARSHALL FOUNDATION
3670 TROUSDALE PKWYLOS ANGELESCA90089NONEPUBLIC CHAIRGENERAL SUPPORT$2,500
WORLD WILD LIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPUBLIC CHAIRGENERAL PUBLIC SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,430TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$56,887RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$73,594RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130,481RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,481TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JP MORGAN 5003PURCHASE$170,941$98,426$72,515
JP MORGAN 5003PURCHASE$18,518$17,439$1,079

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJ.P. MORGAN ACCOUNT 5003StockNm
EOY Book Value$1,501,373EOYBookValueAmt
EOYFMV$2,606,794EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDIVIDENDS RECEIVABLE PER 1099CategoryOrItemTxt
Book Value$10BookValueAmt
EOYFMV$10EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$11,819LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED DIVIDENDSDesc
BOY Book Value$79BOYBookValueAmt
EOY Book Value$111EOYBookValueAmt
EOYFMV$111EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES$795
NON DEDUCTIBLE EXPENSES$120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MANAGEMENT FEES$7,202

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,917Amt

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