SAMUEL AND ESTELLE SYLVETSKY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SAMUEL AND ESTELLE SYLVETSKY FOUNDATION (EIN 46-1556912)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201833179349102308
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)
Return2018-11-13T18:05:46-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821206589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRUDEN & COMPANY CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122112523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461556912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL AND ESTELLE SYLVETSKYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5184624556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CRUDEN CO 12 CORPWOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL M SYLVETSKYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5183821118PhoneNum
Signature2018-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEX W CRUDEN CPAPreparerPersonNm
PTINP00285967PTIN
Phone5184624556PhoneNum
Preparation2018-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.109.40.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm17:05:46IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id537FE69CCC60998145F40357E9B908D2B74277C7AtSubmissionCreationDeviceId
At Submission Filing Device Id537FE69CCC60998145F40357E9B908D2B74277C7AtSubmissionFilingDeviceId
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$886,550FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$335InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$335InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,742DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,742DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$314,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,938CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,490OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,490OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$22,505TotalRevAndExpnssAmt
Total Net Invst Incm$22,505TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$959AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$959AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Taxes Adj Net Incm$219TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$100OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,278TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,010ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,010ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,278TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$49,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,808ExcessRevenueOverExpensesAmt
Net Investment Income$22,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$118,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$303,818SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$303,818SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,092PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,873PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,873PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$692,743CorporateStockBOYAmt
Corporate Stock EOY$479,643CorporateStockEOYAmt
Corporate Stock EOYFMV$580,859CorporateStockEOYFMVAmt
Total Assets BOY$813,142TotalAssetsBOYAmt
Total Assets EOY$785,334TotalAssetsEOYAmt
Total Assets EOYFMV$886,550TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$813,142UnrestrictedBOYAmt
Unrestricted EOY$785,334UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$813,142TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$785,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$813,142TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$785,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$813,142TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,808ExcessRevenueOverExpensesAmt
Subtotal$785,334SubtotalAmt
Tot Net Ast Or Fund Balances EOY$785,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
MORGAN STANLEY - ST COVEREDP$115,881$129,910-$14,029-$14,029
MORGAN STANLEY - LT COVEREDP$199,033$170,521$28,512$28,512
OPTION ADJUSTMENTP$4,545-$4,545-$4,5452017-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$9,938CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,256AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$855,596NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052894DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,481AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$931,788NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054176DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,255AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$973,541NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048539DistributionYr3Rt
Adjusted Qlfy Distri Yr4$42,883AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$907,066NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047277DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$886,500NetVlNoncharitableAssetsYr5Amt
Total Distribution0.202886TotalDistributionRt
Average Distribution0.050722AverageDistributionRt
Net Vl Noncharitable Assets$866,453NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,948AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$225NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,173AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$225InvestmentIncomeExciseTaxAmt
Subtotal$225SubtotalAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,092EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,092TotalPaymentsAndCreditsAmt
Overpayment$1,867OverpaymentAmt
Applied To ES Tax$1,867AppliedToESTaxAmt

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
Individual With BooksCRUDEN CO CPA'SIndividualWithBooksNm
Phone5184624556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 CORPORATE WOODS BLVDAddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
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

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 AllwncExpenseAccountOtherAllwncAmt
SAMUEL M SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR2.00$0$0$0
ESTELLE K SYLVETSKY
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR2.00$0$0$0
DAN FINKLE
12 CORPORATE WOODS BLVDALBANYNY12211DIRECTOR1.00$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$604,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$273,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,873FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$879,648TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$879,648AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$866,453NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,323MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,323MinimumInvestmentReturnAmt
Tax Based On Investment Income$225TaxBasedOnInvestmentIncomeAmt
Total Tax$225TotalTaxAmt
Distributable Before Adj$43,098DistributableBeforeAdjAmt
Distributable Before Ded$43,098DistributableBeforeDedAmt
Distributable As Adjusted$43,098DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,010ExpensesAndContributionsAmt
Qualifying Distributions$49,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$225PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,785AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,098DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$79ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,644ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,723TotalExcessDistributionCyovAmt
Qualifying Distributions$49,010QualifyingDistributionsAmt
Applied To Current Year$43,098AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,912RemainingDistriFromCorpusAmt
Total Corpus$8,635TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,635ExcessDistriCyovToNextYrAmt
Excess From Year2$79ExcessFromYear2Amt
Excess From Year1$2,644ExcessFromYear1Amt
Excess From Current Year$5,912ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
UNITED JEWISH FEDERATION OF NENY
184 WASHINGTON AVE EXTALBANYNY12203DONATION$14,000
UNITED JEWISH FEDERATION OF PBC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417DONATION$12,000
KRAVIS CENTER
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401DONATION$1,000
ANTI DEFAMATION LEAGUE
605 3RD AVE 10NEW YORKNY10158DONATION$1,000
JETT FOUNDATION
68 EVERGREEN STKINGSTONMA02364DONATION$2,500
LAPPIN FOUNDATION
29 CONGRESS STSALEMMA01970DONATION$500
BIRTHRIGHT ISREAL FOUNDATION
PO BOX 5892HICKSVILLENY11802DONATION$1,000
HADASSAH
PO BOX 1100NEW YORKNY10268DONATION$360
JEWISH ADOPTION AND FAMILY CARE
4200 N UNIVERSITY DRSUNRISEFL33351DONATION$3,600
AMEGO INC
33 PERRY AVEATTLEBOROMA02703DONATION$250
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA503402018DONATION$3,000
TEMPLE EMANU-EL OF PALM BEACH
190 N COUNTY RDPALM BEACHFL33480DONATION$1,800
CARIDAD CENTER
8645 W BOYNTON BEACH BLVBOYNTON BEACHFL33472DONATION$5,000
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVERLANTANAFL33462DONATION$500
PLANNED PARENTHOOD
PO BOX 97166WASINGTONDC200907166DONATION$1,000
STAND WITH US
PO BOX 341069LOS ANGELESCA900341069DONATION$500
US DEPARTMENT OF STATE
OFFICE OF DIRECTORWASHINGTONDC20520DONATION$1,000NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,010TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$335RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,742RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,938RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLEGAL SETTLEMENTDesc
Related Or Exempt Function Incm$1,490RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,505RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,505TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$959Amt
Adjusted Net Income$959AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLIC SECURITIESStockNm
EOY Book Value$479,643EOYBookValueAmt
EOYFMV$580,859EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
FILING FEES$100$100

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLEGAL SETTLEMENTDesc
Revenue And Expenses Per Books$1,490RevenueAndExpensesPerBooksAmt
Net Investment Income$1,490NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES$25$25
INCOME TAXES$219$219

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.