LEVRX TECHNOLOGY INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LEVRX TECHNOLOGY INC (EIN 81-4799371)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349101254
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T08:58:18-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141555429PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS NY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 TOWER PLACE EXECUTIVE PARK 7THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814799371EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGRAWAL FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O VIKASH AGRAWALBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAGRABusinessNameControlTxt
Phone5189612113PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line137 EAST COBBLE HILL ROADAddressLine1Txt
CityLOUDONVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIKASH AGRAWALPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5189612113PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEOFFREY MULLENPreparerPersonNm
PTINP00749247PTIN
Phone5184493166PhoneNum
Preparation2018-05-10PreparationDt
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$780,625FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$362InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$362InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$362InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,665DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,665DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,181NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,561GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,181CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,208TotalRevAndExpnssAmt
Total Net Invst Incm$11,208TotalNetInvstIncmAmt
Total Adj Net Incm$8,027TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,000AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$781OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$781OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$781OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$979OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$979OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$979OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,760TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,760TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,941ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,941ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,701TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,760TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,760TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,941TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,507ExcessRevenueOverExpensesAmt
Net Investment Income$8,448NetInvestmentIncomeAmt
Adjusted Net Income$5,267AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$750,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,236SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,236SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$679,278OtherInvestmentsEOYAmt
Other Investments EOYFMV$706,389OtherInvestmentsEOYFMVAmt
Total Assets BOY$750,007TotalAssetsBOYAmt
Total Assets EOY$753,514TotalAssetsEOYAmt
Total Assets EOYFMV$780,625TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$750,007UnrestrictedBOYAmt
Unrestricted EOY$753,514UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$750,007TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$753,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$750,007TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$753,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$750,007TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,507ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$753,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$753,514TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
735 BAIRD ULTRA SHORT BONDP2017-05-152017-06-22$7,387$0$7,380$7$7
CAPITAL GAINS DIVIDENDSP$3,174$3,174$3,174
FieldValueIRS element (for citing)
Capital Gain Net Income$3,181CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$738,757NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$743,735NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$84NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,941QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$84InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$84SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$84TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIKASH AGRAWALIndividualWithBooksNm
Phone5189612113PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line137 EAST COBBLE HILL ROADAddressLine1Txt
CityLOUDONVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12211ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
VIKASH AGRAWAL
37 EAST COBBLE HILL ROADLOUDONVILLENY12211PRESIDENT, TREASURER2.00$0$0$0
VIKRAM AGRAWAL
36 SHELBOURNE DRIVECLIFTON PARKNY12065VICE PRESIDENT, SECRETARY0.50$0$0$0
BHAGAWATI PRASAD AGRAWAL
C/O 37 EAST COBBLE HILL ROADLOUDONVILLENY12211DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$274,738AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$480,323AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$755,061TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$755,061AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$743,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,187MinimumInvestmentReturnAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Tax$84TotalTaxAmt
Distributable Before Adj$37,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,103DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,103DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,941ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,941QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$84PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,857AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,103DistributableAsAdjustedAmt
Undistributed Income PY$911UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,941QualifyingDistributionsAmt
Applied To Year1$911AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,030AppliedToCurrentYearAmt
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$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$32,073UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVIKASH AGRAWALContributingManagerNm
Contributing ManagerVIKRAM AGRAWALContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE ALBANY ACADEMIES
135 ACADEMY ROADALBANYNY12208PCGENERAL CONTRIBUTION$500
RONALD MCDONALD HOUSE CHARITIES OF THE CAPITAL REGION
139 S LAKE AVEALBANYNY12208PCGENERAL CONTRIBUTION$60
TRICITY INDIA ASSOCIATION
PO BOX 5476ALBANYNY12205PCGENERAL CONTRIBUTION$400
HINDU TEMPLE SOCIETY
450 ALBANY SHAKER RDALBANYNY12211PCGENERAL CONTRIBUTION$4,381
ALBANY MEDICAL CENTER FOUNDATION
43 NEW SCOTLAND AVEALBANYNY12208PCGENERAL CONTRIBUTION$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,941TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$362ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,665ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,181ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,208ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,208TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$1,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemKEYBANK A/C 2156566CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$679,278BookValueAmt
EOYFMV$706,389EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS CHAR-500 FEE$100$100$100$0
US TREASURY REGISTRATION FEE$850$850$850$0
BANK FEES$29$29$29$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENTCategoryTxt
Amt$781Amt
Net Investment Income$781NetInvestmentIncomeAmt
Adjusted Net Income$781AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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