KCEG FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KCEG FOUNDATION (EIN 13-7103161)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-07
IRS object ID
201823119349100922
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)
Return2018-11-07T12:19:18-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133358774PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Bernath & Rosenberg PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11430 Broadway 7th FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100183308ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137103161EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KCEG FOUNDATION THEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKCEGBusinessNameControlTxt
Phone8454257676PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 ROBERT PITT DRIVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEPHRAIM GROSSMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames H BernathPreparerPersonNm
PTINP00187297PTIN
Phone2122211140PhoneNum
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$2,426,895FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,020InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,020InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,651DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,651DividendsNetInvstIncmAmt
Total Rev And Expnss$1,502,671TotalRevAndExpnssAmt
Total Net Invst Incm$2,671TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,015AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$507AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$508AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,162OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$662OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,169TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,008TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$640,341ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$640,341ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$642,618TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,169TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$641,349TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$860,053ExcessRevenueOverExpensesAmt
Net Investment Income$1,502NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,315,325CashBOYAmt
Cash EOY$511,774CashEOYAmt
Cash EOYFMV$511,774CashEOYFMVAmt
Sav And Temp Cash Invst BOY$74,873SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$217,785SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$217,785SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$75,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$75,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$75,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$75,000OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$101,659OtherInvestmentsBOYAmt
Other Investments EOY$1,622,351OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,622,336OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,566,857TotalAssetsBOYAmt
Total Assets EOY$2,426,910TotalAssetsEOYAmt
Total Assets EOYFMV$2,426,895TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,566,857RetainedEarningBOYAmt
Retained Earning EOY$2,426,910RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,566,857TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,426,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,566,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,426,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,566,857TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$860,053ExcessRevenueOverExpensesAmt
Subtotal$2,426,910SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,426,910TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$532,957AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$781,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.68172DistributionYr1Rt
Adjusted Qlfy Distri Yr2$430,796AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$417,328NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.03227DistributionYr2Rt
Adjusted Qlfy Distri Yr3$330,107AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$597,875NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.55213DistributionYr3Rt
Adjusted Qlfy Distri Yr4$208,787AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$367,630NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.56793DistributionYr4Rt
Adjusted Qlfy Distri Yr5$189,101AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$140,512NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.34580DistributionYr5Rt
Total Distribution4.179848TotalDistributionRt
Average Distribution0.835970AverageDistributionRt
Net Vl Noncharitable Assets$1,297,807NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,084,928AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,084,943AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$641,349QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$156EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$156TotalPaymentsAndCreditsAmt
Overpayment$126OverpaymentAmt
Applied To ES Tax$126AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EPHRAIM GROSSMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8454257676PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line127 ROBERT PITT DRIVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
EPHRAIM GROSSMAN
16 SUNRISE DRIVEMONSEYNY10952Trustee1.25$0
HENDEL GROSSMAN
16 SUNRISE DRIVEMONSEYNY10952Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$123,772AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,193,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,317,571TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,317,571AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,764CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,297,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$64,860DistributableBeforeAdjAmt
Distributable Before Ded$64,860DistributableBeforeDedAmt
Distributable As Adjusted$64,860DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$641,349ExpensesAndContributionsAmt
Qualifying Distributions$641,349QualifyingDistributionsAmt
Adjusted Qualifying Distri$641,349AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,860DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$182,109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$190,405ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$300,261ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$409,974ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$493,868ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,576,617TotalExcessDistributionCyovAmt
Qualifying Distributions$641,349QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,860AppliedToCurrentYearAmt
Remaining Distri From Corpus$576,489RemainingDistriFromCorpusAmt
Total Corpus$2,153,106TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$182,109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,970,997ExcessDistriCyovToNextYrAmt
Excess From Year4$190,405ExcessFromYear4Amt
Excess From Year3$300,261ExcessFromYear3Amt
Excess From Year2$409,974ExcessFromYear2Amt
Excess From Year1$493,868ExcessFromYear1Amt
Excess From Current Year$576,489ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
BAIS MALKA
40 Grandview AveSpring ValleyNY10977NONEEXEMPTCHARITABLE$51,600
BELZ
4303 15th AveBrooklynNY11219NONEEXEMPTCHARITABLE$53,780
Yeshiva Bais Yehudah
72 Main StreetMonseyNY10952NONEEXEMPTCHARITABLE$53,000
Talmud Torah Machzikei Hadas
2 Warren CtMonseyNY10952NONEEXEMPTCHARITABLE$51,570
VARIOUS CHARITABLE ORGANIZATIONS
MonseymonseyNY10952NONEEXEMPTCHARITABLE$165,776
Kollel Belz
12 MAPLE TERMONSEYNY10952NONEEXEMPTCHARITABLE$24,530
MERKAS OLUMI BELZ
1301 47TH STREETBROOKLYNNY11219NONEEXEMPTCHARITABLE$13,980
Congregation Machzikei Hadas
3 NORTH COLESPRING VALLEYNY10977NONEEXEMPTCHARITABLE$10,500
Congregation Kehal Adas Nasaud
5 Horizon Ct 101MonseyNY10952NONEEXEMPTCHARITABLE$12,000
American Friends of Belz
1301 47th StBrooklynNY11219NONEEXEMPTCHARITABLE$70,000
Kupath Chasanim of New Square
14 Taft LaneNew SquareNY10977NONEEXEMPTCHARITABLE$11,000
Mosdos Chaside Belz
NONEEXEMPTCHARITABLE$20,000Van Spangen Straat 6AntwerpenAntwerpBE2018
Chasidei Belz of Antwerp
NONEEXEMPTCHARITABLE$20,000Van Spangen StraatANTWERPANTWERPBE3027 BG
Kupath Hadayanim
1 ALPINE CTSPRING VALLEYNY10977NONEEXEMPTCHARITABLE$10,830
Congregation Zichron Shlome
5014 16TH AVEBROOKLYNNY11204NONEEXEMPTCHARITABLE$11,775
Congregation Ohr Hatzofim
1467 48TH STBROOKLYNNY11219NONEEXEMPTCHARITABLE$40,000
Congregation Kehilas Aharon
1350 39TH STBROOKLYNNY11218NONEEXEMPTCHARITABLE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$640,341TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,020ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,651ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,671ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,671TotalIncomeProducingActyAmt

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 PersonEPHRAIM GROSSMANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116 SUNRISE DRIVEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeeCategoryTxt
Amt$1,015Amt
Net Investment Income$507NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$508DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MASS MUTUAL LIFE INSURANCE POLICYAT COST$137,351$137,351
MERRILL LYNCHAT COST$1,485,000$1,484,985

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$662$662
FILING FEE-CHAR500$500$500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$100Amt

Comments

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