JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC (EIN 22-3630232)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201821359349103772
Schema version
2016v3.1
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)
Return2018-05-15T16:00:11-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEFFLER RADETICH & SAITTA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 MARKET STREET SUITE 1700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223630232EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Jirair S and Elizabeth Hovnanian FamilyBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlJIRABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 Birchfield DriveAddressLine1Txt
CityMount LaurelCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN J HOVNANIANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8562358444PhoneNum
Signature2018-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUSSELL H STROEMELPreparerPersonNm
PTINP00707131PTIN
Phone2156658870PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,017,127FMVAssetsEOYAmt
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$73InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$99,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,491DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,719NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,711,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,719CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,283TotalRevAndExpnssAmt
Total Net Invst Incm$143,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$950LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$70,345OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,345OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,434TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,434TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$76,729TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,779TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$270,485ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$270,485ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$347,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,779TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$270,485TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$203,931ExcessRevenueOverExpensesAmt
Net Investment Income$67,504NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,012,934CashBOYAmt
Cash EOY$964,609CashEOYAmt
Cash EOYFMV$964,609CashEOYFMVAmt
Corporate Stock BOY$4,487,774CorporateStockBOYAmt
Corporate Stock EOY$4,332,168CorporateStockEOYAmt
Corporate Stock EOYFMV$5,052,518CorporateStockEOYFMVAmt
Total Assets BOY$5,500,708TotalAssetsBOYAmt
Total Assets EOY$5,296,777TotalAssetsEOYAmt
Total Assets EOYFMV$6,017,127TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,500,708CapitalStockBOYAmt
Capital Stock EOY$5,296,777CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$5,500,708TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,296,777TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,500,708TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,296,777TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,500,708TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$203,931ExcessRevenueOverExpensesAmt
Subtotal$5,296,777SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,296,777TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
SHORT-TERM (SEE ATTACHED)2017-12-31$368,388$322,249$46,139$46,139
LONG-TERM (SEE ATTACHED)2017-12-31$1,342,639$1,344,982-$2,343-$2,343
TEJON RANCH WARRANT2017-12-31$0$77-$77-$772013-08-28
FieldValueIRS element (for citing)
Capital Gain Net Income$43,719CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,679AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,403,113NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.007714DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,567,214NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.006691DistributionYr2Rt
Adjusted Qlfy Distri Yr3$32,930AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,742,928NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.006943DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,375AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,242,627NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.008574DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,524AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,149,696NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.004294DistributionYr5Rt
Total Distribution0.034216TotalDistributionRt
Average Distribution0.006843AverageDistributionRt
Net Vl Noncharitable Assets$6,079,920NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,605AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$675NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,280AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$270,485QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$675InvestmentIncomeExciseTaxAmt
Subtotal$675SubtotalAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$689TaxDueAmt

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 StateNJOrgReportOrRegisterStateCd
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 Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8562358444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1900 BIRCHFIELD DRIVEAddressLine1Txt
CityMOUNT LAURELCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08054ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12013UndistributedIncomePY1Yr
Undistributed Income PY22014UndistributedIncomePY2Yr
Undistributed Income PY32015UndistributedIncomePY3Yr
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
STEPHEN J HOVNANIAN
900 Birchfield DriveMount LaurelNJ08054TRUSTEE1.0$0$0$0
PETER J HOVNANIAN
900 Birchfield DriveMount LaurelNJ08054TRUSTEE1.0$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$5,452,649AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$719,859AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,172,508TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,172,508AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,588CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,079,920NetVlNoncharitableAssetsAmt
Minimum Investment Return$303,996MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$303,996MinimumInvestmentReturnAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Tax$675TotalTaxAmt
Distributable Before Adj$303,321DistributableBeforeAdjAmt
Distributable Before Ded$303,321DistributableBeforeDedAmt
Distributable As Adjusted$303,321DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$270,485ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$270,485QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$675PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$269,810AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$303,321DistributableAsAdjustedAmt
Undistributed Income PY$269,735UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$624,230TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$270,485QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$270,485AppliedToPriorYearsAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$353,745PriorYearUndistributedIncmAmt
Taxable1$353,745Taxable1Amt
Taxable2$269,735Taxable2Amt
Undistributed Income CY$303,321UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMENIAN SISTERS ACADEMY
440 Upper Gulph RoadRadnorPA19087NONEPCUNRESTRICTED$78,515
VIRTUA FOUNDATION
50 LAKE CENTER 401 RTE 73 NORTH SUIMARLTONNJ08053NONEPCUNRESTRICTED$150,000
ARMENIAN ASSEMBLY OF AMERICA INC
1334 G ST NW NO 200WASHINGTONDC20005NONEPCUNRESTRICTED$1,000
CARZ N TOYZ INC
51 HADDONFIELD ROAD SUITE 200CHERRY HILLNJ08002NONEPCUNRESTRICTED$7,250
HOVNANIAN SCHOOL INC
817 RIVER ROADNEW MILFORDNJ07646NONEPCUNRESTRICTED$30,000
ST GREGORY THE ILLUMINATOR ARMENIAN APOSTOLIC CH
8701 RIDGE AVENUEPHILADELPHIAPA19128NONEPCUNRESTRICTED$270
SAINT STEPANOS ARMENIAN CHURCH
1184 OCEAN AVENUELONG BRANCHNJ07740NONEPCUNRESTRICTED$500
DIRECT HELP TO ARMENIAN PEOPLE INC
100 WEST 93RD STREET APT 29BNEW YORKNY10025NONEPCUNRESTRICTED$500
HEART TO HEART INTERNATIONAL
13250 WEST 98TH STREETLENEXAKS66215NONEPCUNRESTRICTED$500
THE JOSEPH FUND INC
2907 FEDERAL STREETCAMDENNJ08105NONEPCUNRESTRICTED$500
PHILADELPHIA BELLES
PO BOX 530BENSALEMPA19020NONEPCUNRESTRICTED$1,000
SAMARITAN HEALTHCARE & HOSPICE INC
5 EVES DRIVE NO 300MARLTONNJ08053NONEPCUNRESTRICTED$450
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$270,485TotalGrantOrContriPdDurYrAmt

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$73ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,491ExclusionAmt
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$43,719ExclusionAmt
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$143,283ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,283TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionUNDER REGULATION SECTION 53.4942(A)-3(D)(2), THE TAXPAYER IS ELECTING TO APPLY QUALIFYING DISTRIBUTIONS FIRST TO YEARS PRIOR TO 2015.ElectionDesc

Depreciation Schedule DepreciationSchedule

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$950LegalFeesAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$70,345Amt
Net Investment Income$70,345NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - FOREIGN WITHHELDCategoryTxt
Amt$5,434Amt
Net Investment Income$5,434NetInvestmentIncomeAmt

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