MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INC (EIN 95-4619031)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349101688
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)
Return2019-05-15T13:37:06-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIVERA JAMJIAN & ASSOC LLP CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11125 W 6TH STREET SUITE 201AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954619031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINA & HACOB SHIRVANIAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALICE PETROSSIANInCareOfNm
Business Name ControlMINABusinessNameControlTxt
Phone8182413990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE PETROSSIANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARMANDO JAMJIAN CPAPreparerPersonNm
PTINP00438749PTIN
Phone2134122002PhoneNum
Preparation2019-05-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.153.57.106IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95661920191355000003FederalOriginalSubmissionId
Federal Original Submission Id2019-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id96D64DDCC38F38B1005F6540418403CD9F493F54AtSubmissionCreationDeviceId
At Submission Filing Device Id358BE53463108FAA9815D17138EC9BC51A6E1ACDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,000,183FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$785,975ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,881DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,028NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$47,015GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,028CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$839,884TotalRevAndExpnssAmt
Total Net Invst Incm$53,909TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,206OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,206OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Taxes Rev And Expnss$2TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,410TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,410TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,410TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$110,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$725,224ExcessRevenueOverExpensesAmt
Net Investment Income$49,499NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,488CashBOYAmt
Cash EOY$41,275CashEOYAmt
Cash EOYFMV$41,275CashEOYFMVAmt
Corporate Stock BOY$93,825CorporateStockBOYAmt
Corporate Stock EOY$665,331CorporateStockEOYAmt
Corporate Stock EOYFMV$731,690CorporateStockEOYFMVAmt
Corporate Bonds BOY$149,561CorporateBondsBOYAmt
Corporate Bonds EOY$240,508CorporateBondsEOYAmt
Corporate Bonds EOYFMV$227,218CorporateBondsEOYFMVAmt
Total Assets BOY$267,874TotalAssetsBOYAmt
Total Assets EOY$947,114TotalAssetsEOYAmt
Total Assets EOYFMV$1,000,183TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$267,874RetainedEarningBOYAmt
Retained Earning EOY$947,114RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$267,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$947,114TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$267,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$947,114TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$267,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$725,224ExcessRevenueOverExpensesAmt
Subtotal$993,098SubtotalAmt
Other Decreases$45,984OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$947,114TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHARES - BECTON DICKINSON &COP2010-09-072018-03-22$21,699$6,987$14,712$14,712
CAPITAL GAIN DIVIDENDSP$25,316
FieldValueIRS element (for citing)
Capital Gain Net Income$40,028CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,650AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$69,074NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.805658DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,370AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$66,808NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.529428DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$70,390NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.600938DistributionYr3Rt
Adjusted Qlfy Distri Yr4$68,077AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$327NetVlNoncharitableAssetsYr4Amt
Distribution Yr4208.186544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$43,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution210.122568TotalDistributionRt
Average Distribution42.024514AverageDistributionRt
Net Vl Noncharitable Assets$287,231NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,070,743AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$495NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,071,238AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$110,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$990InvestmentIncomeExciseTaxAmt
Subtotal$990SubtotalAmt
Tax Based On Investment Income$990TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$1,003TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1ALICE PETROSSIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189560423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
ALICE PETROSSIAN
1547 GOLF CLUB DRIVEGLENDALECA91206PRESIDENT5.0$0$0$0
CHRISTOPHER PETROSSIAN
863 BERKSHIRELA CANADACA91011SECRETARY/TREASURER5.0$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$60,947AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$227,218FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$291,605TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$291,605AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,374CashDeemedCharitableAmt
Net Vl Noncharitable Assets$287,231NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$990TaxBasedOnInvestmentIncomeAmt
Total Tax$990TotalTaxAmt
Distributable Before Adj$13,372DistributableBeforeAdjAmt
Distributable Before Ded$13,372DistributableBeforeDedAmt
Distributable As Adjusted$13,372DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$110,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$110,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,372DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr5$43,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,800ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$42,330ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$35,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,650ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$217,550TotalExcessDistributionCyovAmt
Qualifying Distributions$110,250QualifyingDistributionsAmt
Applied To Current Year$13,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,878RemainingDistriFromCorpusAmt
Total Corpus$314,428TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$43,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$271,028ExcessDistriCyovToNextYrAmt
Excess From Year4$40,800ExcessFromYear4Amt
Excess From Year3$42,330ExcessFromYear3Amt
Excess From Year2$35,370ExcessFromYear2Amt
Excess From Year1$55,650ExcessFromYear1Amt
Excess From Current Year$96,878ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHACOB MINA SHIRVANIAN FAMILY FOUNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11547 GOLF CLUB DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91206ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8189560423RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED AND THE NATURE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIAN EDUCATIONAL FOUNDATION
600 WEST BROADWAY SUITE 130GLENDALECA91204SOCIAL SERVICES$25,500
ARMENIAN CULTURAL FOUNDATION WESTERN USA
104 NO BELMONT ST 300GLENDALECA91206SOCIAL SERVICES$21,000
HOMENETMEN ARARAT CHAPTER
3347 N SAN FERNANDO RDLOS ANGELESCA90065SOCIAL SERVICES$15,000
CHAMLIAN ARMENIAN SCHOOL
4444 LOWELL AVEGLENDALECA91214SOCIAL SERVICES$10,000
ARMENIAN NATIONAL COMMITTEE WESTER REGION
104 NO BELMONT ST 200 CA 91206GLENDALECA91206SOCIAL SERVICES$10,000
ADVENTIST HEALTH GLENDALE FOUNDATION
1509 WILSON TERGLENDALECA91206SOCIAL SERVICES$8,250
ARMENIAN WOUNDED HEROES FUND
PO BOX 484FAIR LAWNNJ07410SOCIAL SERVICES$5,000
WESTERN PRELACY ARMENIAN CHURCH
6252 HONOLULU AVELA CRESCENTACA91214SOCIAL SERVICES$5,000
ARMENIAN MEDIA NETWORK
1203 NO VERMONT AVELOS ANGELESCA90029SOCIAL SERVICES$5,000
ST MARY'S ARMENIAN CHURCH
500 S CENTRAL AVEGLENDALECA91204SOCIAL SERVICES$4,000
GLENDALE COLLEGE FOUNDATION
1500 NO VERDUGO RDGLENDALECA91208SOCIAL SERVICES$500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901SOCIAL SERVICES$500
ARMENIAN OBSERVER
6646 HOLLYWOOOD BLVDLOS ANGELESCA90028SOCIAL SERVICES$250
CALIFORNIA COURIER
PO BOX 5390GLENDALECA91221SOCIAL SERVICES$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,881ExclusionAmt
FieldValueIRS element (for citing)
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,316ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,197ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,197TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$240,508EOYBookValueAmt
EOYFMV$227,218EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS, OPTIONS & ETFS$366,832$476,412
MUTUAL FUNDS$298,499$255,278

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$45,984Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$3,206Amt
Net Investment Income$3,206NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt

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