BETA

THE MESHBERG FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE MESHBERG FOUNDATION INC (EIN 46-1457680)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201813139349100516
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)
Return2018-11-09T10:23:52-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591488101PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LKD - CPAS & CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 UNIVERSITY BLVD SUITE 215AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461457680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MESHBERG FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5617438661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE NO 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD MESHBERGPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone5617438661PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARTH E ROSENKRANCEPreparerPersonNm
PTINP00174743PTIN
Phone5616941040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.188.65IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm10:06:59IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9E27A47595FEBDF71C4035B9723017BF7CC55F5DAtSubmissionCreationDeviceId
At Submission Filing Device Id37A2F2DEA4ADD2B97A52497D2E50AF1BF534FB16AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,516,538FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$82InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$82InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,842DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,842DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$253,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,443,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$253,285CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$308,209TotalRevAndExpnssAmt
Total Net Invst Incm$308,209TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,225AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,503OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,097TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,097TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,825TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,825TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$209,159ExcessRevenueOverExpensesAmt
Net Investment Income$286,384NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$77,108CashBOYAmt
Cash EOY$53,971CashEOYAmt
Cash EOYFMV$53,971CashEOYFMVAmt
Corporate Stock BOY$1,993,033CorporateStockBOYAmt
Corporate Stock EOY$2,225,284CorporateStockEOYAmt
Corporate Stock EOYFMV$2,462,567CorporateStockEOYFMVAmt
Total Assets BOY$2,070,141TotalAssetsBOYAmt
Total Assets EOY$2,279,255TotalAssetsEOYAmt
Total Assets EOYFMV$2,516,538TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,070,141RetainedEarningBOYAmt
Retained Earning EOY$2,279,255RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,070,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,279,255TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,070,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,279,255TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,070,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$209,159ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$2,279,301SubtotalAmt
Other Decreases$46OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,279,255TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SHORT TERM TRANSACTIONS - UBS FIN'L SERVICES$70,456$61,392$9,064$9,064
LONG TERM TRANSACTIONS - UBS FIN'L SERVICES$311,192$289,340$21,852$21,852
SHORT TERM TRANSACTIONS - MERRILL LYNCH$785,228$740,621$44,607$44,607
LONG TERM TRANSACTIONS - MERRILL LYNCH$1,276,173$1,098,453$177,720$177,720
CAPITAL GAINS DIVIDENDS$42$42$42P
FieldValueIRS element (for citing)
Capital Gain Net Income$253,285CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,519AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,982,571NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053223DistributionYr1Rt
Adjusted Qlfy Distri Yr2$101,127AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,012,840NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050241DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,760AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,829,453NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.027746DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,887AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$444,364NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062757DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.193967TotalDistributionRt
Average Distribution0.038793AverageDistributionRt
Net Vl Noncharitable Assets$2,316,123NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$89,849AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,864NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,713AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,225QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,728InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,728SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,728TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,986EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,986TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,742TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksRONALD MESHBERGIndividualWithBooksNm
Phone2032475760PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408PRESIDENT/TREASURER/DIRECT0.00$0$0$0
TINA MESHBERG
185 ISLAND DRIVEJUPITERFL33477VICE PRESIDENT/SECRETARY/D0.00$0$0$0
NATHAN MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$0$0$0
LEAH MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,298,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,351,394TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,351,394AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,316,123NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,728TaxBasedOnInvestmentIncomeAmt
Total Tax$5,728TotalTaxAmt
Distributable Before Adj$110,078DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,078DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,078DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,225QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$77,225AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,078DistributableAsAdjustedAmt
Undistributed Income PY$18,124UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$77,225QualifyingDistributionsAmt
Applied To Year1$18,124AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,101AppliedToCurrentYearAmt
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$50,977UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRONALD MESHBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032475760RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION EXPLAINING THE NOT-FOR-PROFIT CHARITABLE, RELIGIOUS AND/OR EDUCATIONAL PURPOSE, AND THE MANNER IN WHICH FUNDS WILL BE DISBURSED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE IS NO CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUPITER MEDICAL FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458UNRESTRICTEDPUBLIC CHARITY$20,000
BENZAITEN CENTER FOR CREATIVE ARTS INC
1105 2ND AVE SLAKE WORTHFL33460UNRESTRICTEDPUBLIC CHARITY$15,000
CENTER FOR CREATIVE EDUCATION
425 24TH STREETWEST PALM BEACHFL33407UNRESTRICTEDPUBLIC CHARITY$10,000
THE CORNING MUSEUM OF GLASS
ONE MUSEUM WAYCORNINGNY14830UNRESTRICTEDPUBLIC CHARITY$10,000
THE CORNING MUSEUM OF GLASS
ONE MUSEUM WAYCORNINGNY14830UNRESTRICTEDPUBLIC CHARITY$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt
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$82ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,842ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$253,285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$308,209ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$308,209TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$4,450Amt
Net Investment Income$2,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,225DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$2,225,284EOYBookValueAmt
EOYFMV$2,462,567EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR TIMING DIFFERENCESDesc
Amt$46Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF PRIOR YEAR TIMING DIFFERENCESDesc
Amt$1Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$15,503Amt
Net Investment Income$15,503NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$2,097$2,097$0
TAX ON INVESTMENT INCOME$2,000$2,000$0

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