DG FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DG FAMILY FOUNDATION INC (EIN 35-2431688)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-06-12
- IRS object ID
- 201941639349100219
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-12T13:31:21-07:00 | ReturnTs |
| Tax Period End | 2018-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHWARGER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 278 CEDAR BRIDGE AVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352431688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DG Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DGFA | BusinessNameControlTxt |
| Phone | 7329012280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1508 Malibu Drive | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YOEL GARBER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7329012280 | PhoneNum |
| Signature | 2019-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOSHE ROCHWARGER CPA | PreparerPersonNm |
| PTIN | P00550802 | PTIN |
| Phone | 7329012280 | PhoneNum |
| Preparation | 2019-06-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.84.130.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-12 | IPDt |
| IP Tm | 13:31:15 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 69932FBC9FB946D2B1E486F551A0FCE5C6D06251 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A9DEBC3EE406ABF202EA102380BE539444E8ACA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,611 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $770 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $6,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,514 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $573 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $573 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $573 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,948 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $24,391 | CashEOYAmt |
| Cash EOYFMV | $24,391 | CashEOYFMVAmt |
| Other Investments BOY | $113,116 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $82,220 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $113,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,611 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,097 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $102,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,585 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,744 | OtherIncreasesAmt |
| Subtotal | $107,585 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo | P | 2016-12-31 | 2017-10-15 | $9,149 | $0 | $9,758 | -$609 | $0 | $0 | $0 | -$609 |
| Wells Fargo | P | 2016-12-31 | 2018-07-31 | $37,584 | $0 | $30,231 | $7,353 | $0 | $0 | $0 | $7,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,744 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$609 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $102,542 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $103,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $103,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011151 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,063 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,486 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.140139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $101,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.281461 | DistributionYr5Rt |
| Total Distribution | 0.497088 | TotalDistributionRt |
| Average Distribution | 0.099418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $104,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,373 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,923 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138 | SubtotalAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $138 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | YOEL GARBER | IndividualWithBooksNm |
| Phone | 7328867182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1508 Malibu Drive | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| YOEL GARBER | ||||||||
| 1508 Malibu Drive | Lakewood | NJ | 08701 | Trustee | 0 | $0 | $0 | $0 |
| ADINA GARBER | ||||||||
| 1508 Malibu Drive | Lakewood | NJ | 08701 | Trustee | 0 | $0 | $0 | $0 |
| DAVID GARBER | ||||||||
| 1839 53rd St | Brooklyn | NY | 11204 | Trustee | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Foundation makes grants to religious organizations andneedy individuals to support the indigent, ReligiousJewish Education, or Jewish Congregational Services. | Description1Txt |
| Expenses1 | $500 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,055 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $5,127 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $104,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $5,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,923 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,923 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,079 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,666 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,721 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,923 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,923 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,156 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,156 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,721 | ExcessFromYear4Amt |
| Excess From Year1 | $804 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Congregation Zichron Binyamin | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Princeton Ave | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Public | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EducationalReligious andpurposes | GrantOrContributionPurposeTxt |
| Amt | $500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $770 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Funds are invested in a low risk investment | $73,006 | $73,006 |
| stock Portfolio | $10,188 | $9,214 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain | Desc |
| Amt | $6,744 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Margin Loan | Desc |
| BOY Book Value | $11,097 | BOYBookValueAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Margin Loan | Desc |
| BOY Book Value | $11,097 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Net Investment Income | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Comments