J&H GROSS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
J&H GROSS FAMILY FOUNDATION (EIN 11-3344451)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-11-08
IRS object ID
201823129349100227
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)
Return2018-11-08T10:39:50-06:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112473984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LESHKOWITZ & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113344451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J&H GROSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJ&HGBusinessNameControlTxt
Phone8453622006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN GROSSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8453622006PhoneNum
Signature2018-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH LESHKOWITZPreparerPersonNm
PTINP00586169PTIN
Phone2125325550PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.105.216.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-05IPDt
IP Tm15:08:29IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id82A2B0F2574FE3A472C145C5A700059E751A2778AtSubmissionCreationDeviceId
At Submission Filing Device IdBA86948479A1C971173B7B3126E83A09D4AEBCE0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$248,919FMVAssetsEOYAmt
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$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,825DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$97OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$97OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,936TotalRevAndExpnssAmt
Total Net Invst Incm$4,936TotalNetInvstIncmAmt
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$8,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,580AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,370AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$983TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$18,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,200OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,800OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,246OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,246OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,179TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,416TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,056ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,056ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,235TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,472TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,299ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,466CashBOYAmt
Cash EOY$11,271CashEOYAmt
Cash EOYFMV$11,271CashEOYFMVAmt
Sav And Temp Cash Invst BOY$50,918SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,019SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$158,561CorporateStockBOYAmt
Corporate Stock EOY$163,356CorporateStockEOYAmt
Corporate Stock EOYFMV$234,629CorporateStockEOYFMVAmt
Total Assets BOY$234,945TotalAssetsBOYAmt
Total Assets EOY$177,646TotalAssetsEOYAmt
Total Assets EOYFMV$248,919TotalAssetsEOYFMVAmt
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$234,945RetainedEarningBOYAmt
Retained Earning EOY$177,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$234,945TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$177,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$234,945TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$177,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$234,945TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$177,646SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$177,646TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$136,797AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$276,732NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.494330DistributionYr1Rt
Adjusted Qlfy Distri Yr2$154,385AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$300,783NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.513277DistributionYr2Rt
Adjusted Qlfy Distri Yr3$168,004AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$340,070NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.494028DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,144AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$287,309NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.362481DistributionYr4Rt
Adjusted Qlfy Distri Yr5$195,970AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$354,511NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.552790DistributionYr5Rt
Total Distribution2.416906TotalDistributionRt
Average Distribution0.483381AverageDistributionRt
Net Vl Noncharitable Assets$252,429NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,019AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,019AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,472QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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$0TaxDueAmt

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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJH GROSS FAMILY FOUNDATIONIndividualWithBooksNm
Phone8453622006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN GROSS
14 FIELDCREST DRIVEWESLEY HILLSNY10952TRUSTEE3.00$0$0$0
HEDDY GROSS
14 FIELDCREST DRIVEWESLEY HILLSNY10952TRUSTEE1.00$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$201,401AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,872AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$256,273TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$256,273AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,844CashDeemedCharitableAmt
Net Vl Noncharitable Assets$252,429NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,621MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,621MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$12,621DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,621DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,621DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,472ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,472QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,472AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,621DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$178,244ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,717ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$151,562ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$139,762ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$124,168ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$684,453TotalExcessDistributionCyovAmt
Qualifying Distributions$50,472QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,621AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,851RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$722,304TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$178,244ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$544,060ExcessDistriCyovToNextYrAmt
Excess From Year4$90,717ExcessFromYear4Amt
Excess From Year3$151,562ExcessFromYear3Amt
Excess From Year2$139,762ExcessFromYear2Amt
Excess From Year1$124,168ExcessFromYear1Amt
Excess From Current Year$37,851ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN GROSSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJH GROSS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8453622006RecipientPhoneNum
Form And Info And MaterialsLETTERS; PURPOSE OF ORGANIZATION, AND USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JH GROSS FAMILY FOUNDATION 1224AddressLine1Txt
Address Line2EAST 24TH STREETAddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusAVAIALBLE UPON REQUERecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING BUDGETGrantOrContributionPurposeTxt
Amt$31,056Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,056TotalGrantOrContriPdDurYrAmt
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$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,825ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,936ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,936TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,950Amt
Net Investment Income$3,580NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,370DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$163,356EOYBookValueAmt
EOYFMV$234,629EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$2,855$0$2,855
REPAIRS$136$0$136
FILING FEES$100$0$100
ADVERTISING EXPENSES$155$0$155

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SECURITIES LITIGATION$23$23$23
BANKRUPCY PROCEEDS$74$74$74

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$983Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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