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THE ACHIM FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE ACHIM FAMILY FOUNDATION (EIN 47-2369212)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-31
IRS object ID
201822129349100832
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)
Return2018-07-31T15:07:26-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472369212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The ACHIM Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlACHIBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAIM WASSERMANPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-07-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,125,193FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$28,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$511InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$511InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,327NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,238GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,327CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,575TotalRevAndExpnssAmt
Total Net Invst Incm$6,575TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,248OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,248OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,804OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,804OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,804TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,248TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,804TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,519ExcessRevenueOverExpensesAmt
Net Investment Income$5,327NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,101,509SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$819,047SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$819,047SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$289,981CorporateStockEOYAmt
Corporate Stock EOYFMV$306,146CorporateStockEOYFMVAmt
Total Assets BOY$1,101,509TotalAssetsBOYAmt
Total Assets EOY$1,109,028TotalAssetsEOYAmt
Total Assets EOYFMV$1,125,193TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,101,509RetainedEarningBOYAmt
Retained Earning EOY$1,109,028RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,101,509TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,109,028TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,101,509TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,109,028TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,101,509TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,519ExcessRevenueOverExpensesAmt
Subtotal$1,109,028SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,109,028TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$20,238GrossSalesPriceAmt
Cost Or Other Basis$17,911CostOrOtherBasisAmt
Gain Or Loss$2,327GainOrLossAmt
Gains Minus Excess Or Losses$2,327GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,327CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,384AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$520,622NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.010341DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,432AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$212,984NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044285DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$51,959NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.054626TotalDistributionRt
Average Distribution0.018209AverageDistributionRt
Net Vl Noncharitable Assets$1,104,547NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,113AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$53NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,166AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,804QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$53InvestmentIncomeExciseTaxAmt
Subtotal$53SubtotalAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$53ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$53TotalPaymentsAndCreditsAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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

FieldValueIRS element (for citing)
PersonChaim WassermanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres / Dir / Sec / TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$147,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$973,842AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,121,368TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,121,368AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,104,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Tax$53TotalTaxAmt
Distributable Before Adj$55,174DistributableBeforeAdjAmt
Distributable Before Ded$55,174DistributableBeforeDedAmt
Distributable As Adjusted$55,174DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,804ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,804QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$53PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,751AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,174DistributableAsAdjustedAmt
Undistributed Income PY$22,164UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$25,804QualifyingDistributionsAmt
Applied To Year1$22,164AppliedToYear1Amt
Applied To Current Year$3,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$51,534UndistributedIncomeCYAmt
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 ManagerChaim WassermanContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHABAD OF THE FIVE TOWNS INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line174 MAPLE AVEAddressLine1Txt
CityCEDARHURSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11516ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral & UnrestrictedGrantOrContributionPurposeTxt
Amt$18,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt

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$511ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,737ExclusionAmt
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$2,327ExclusionAmt
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$6,575ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,575TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWasserman ChaimContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Foundation Source 55 Walls DrAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Total Contributions$28,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INFORMATION TECHNOLOG$14,785$16,473
ISHARES MSCI EMERGING MARKETS$6,130$6,319
ISHARES MSCI EAFE SMALL CAP IN$9,011$9,740
VANGUARD FTSE EUROPEAN ETF$8,970$9,287
OPPENHEIMER INTL GROWTH I$6,825$7,223
ISHARES MSCI EAFE VALUE INX$8,987$9,330
SELECT SECTOR SPDR-HEALTH CARE$15,051$15,378
VANGUARD 500 INDEX FUND ADM$45,804$49,485
ISHARES MSCI USA QUALITY$15,015$16,724
JP MORGAN EQUITY FOCUS FUND CL$7,903$8,084
CHILTON STRATEGIC EUROPEAN EQU$3,000$3,020
BROWN ADVISORY WMC JAPAN ALPHA$3,262$3,359
JOHN HANCOCK FDS II ABSOLURTE$3,030$2,956
NEUBERGER BERMAN ALTRNTIVE FDS$4,500$4,679
JPMORGAN INTERNATIONAL EQTY IN$6,115$6,318
AQR LONG-SHORT EQUITY FUND CLA$4,905$4,838
AQR MANAGED FUTURES STRATEGY H$3,000$3,207
TRANSAMERICA INT'L EQUITY I2$6,969$7,134
JPM GROWTH ADVANTAGE FUND R6$7,824$8,343
ISHARES CORE DIVIDEND GROWTH$14,999$16,451
FINANCIAL SELECT SECTOR SPDR F$12,016$13,369
OAKMARK INTERNATIONAL FUND$13,947$14,378
AMERICAN BEACON FDS GLG TOTAL$6,042$5,991
DIAMOND HILL LARGE CAP INSTITU$15,750$16,221
BLACKROCK INDEX FDS INTL FD K$46,141$47,839

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,779$7,779
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$1,248Amt
Net Investment Income$1,248NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2016CategoryTxt
Amt$4Amt

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