LOWENBRAUN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LOWENBRAUN FAMILY FOUNDATION (EIN 45-6655433)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-15
IRS object ID
201710469349100301
Schema version
2015v3.0
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)
Return2017-02-15T06:43:04-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456655433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOWENBRAUN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWEBusinessNameControlTxt
Phone7183091423PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11202 EAST 22ND STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAIM LOWENBRAUNPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin BergerPreparerPersonNm
PTINP00236799PTIN
Phone2122211140PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,979,811FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,757,105ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$55,550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,607,458GrossSalesPriceAmt
Total Rev And Expnss$1,716,733TotalRevAndExpnssAmt
Total Net Invst Incm$15,178TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,088AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,044AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,044AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,159OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,159OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,505TaxesRevAndExpnssAmt
Taxes Net Invst Incm$317TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$210OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,962TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,520TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,254TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$183,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$183,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,520TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,129TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,517,896ExcessRevenueOverExpensesAmt
Net Investment Income$2,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,563CashBOYAmt
Cash EOY$58,655CashEOYAmt
Cash EOYFMV$58,655CashEOYFMVAmt
Corporate Stock BOY$343,700CorporateStockBOYAmt
Corporate Stock EOY$1,473,004CorporateStockEOYAmt
Corporate Stock EOYFMV$1,567,656CorporateStockEOYFMVAmt
Other Investments EOY$353,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$353,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$367,263TotalAssetsBOYAmt
Total Assets EOY$1,885,159TotalAssetsEOYAmt
Total Assets EOYFMV$1,979,811TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$367,263CapitalStockBOYAmt
Capital Stock EOY$1,885,159CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$367,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,885,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,885,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,517,896ExcessRevenueOverExpensesAmt
Subtotal$1,885,159SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,885,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 1366P2015-07-012016-06-30$1,060,406$1,078,493-$18,087-$18,087
CHARLES SCHWAB 1366P2014-07-012016-06-30$486,857$520,316-$33,459-$33,459
CHARLES SCHWAB 5967P2015-07-012016-06-30$46,299$64,199-$17,900-$17,900
Capital Gain Dividends$13,896
FieldValueIRS element (for citing)
Capital Gain Net Income-$55,550CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$35,987NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$237,299AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$505,291NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.46963DistributionYr1Rt
Adjusted Qlfy Distri Yr2$245,772AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$890,633NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.27595DistributionYr2Rt
Adjusted Qlfy Distri Yr3$175,919AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$720,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.24432DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,047AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$818,823NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05379DistributionYr4Rt
Total Distribution1.043692TotalDistributionRt
Average Distribution0.260923AverageDistributionRt
Net Vl Noncharitable Assets$1,610,053NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$420,100AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$27NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$420,127AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$185,129QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53InvestmentIncomeExciseTaxAmt
Subtotal$53SubtotalAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$749EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$800AppliedToEsTaxAmt
Total Payments And Credits$1,549TotalPaymentsAndCreditsAmt
Overpayment$1,496OverpaymentAmt
Applied To ES Tax$1,496AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1CHAIM LOWENBRAUNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7183091423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11202 East 22nd StreetAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
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
CHAIM LOWENBRAUN
1202 E 22ND STREETBROOKLYNNY11210Trustee1.00$0
MIRIAM LOWENBRAUN
1202 East 22nd STREETBROOKLYNNY11210Trustee1.00$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$869,243AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$411,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$353,500FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,634,572TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,634,572AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,519CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,610,053NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Tax$53TotalTaxAmt
Distributable Before Adj$80,450DistributableBeforeAdjAmt
Distributable Before Ded$80,450DistributableBeforeDedAmt
Distributable As Adjusted$80,450DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,129ExpensesAndContributionsAmt
Qualifying Distributions$185,129QualifyingDistributionsAmt
Adjusted Qualifying Distri$185,129AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,450DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$22,489ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$140,577ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$213,252ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$212,912ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$589,230TotalExcessDistributionCyovAmt
Qualifying Distributions$185,129QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,679RemainingDistriFromCorpusAmt
Total Corpus$693,909TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$693,909ExcessDistriCyovToNextYrAmt
Excess From Year4$22,489ExcessFromYear4Amt
Excess From Year3$140,577ExcessFromYear3Amt
Excess From Year2$213,252ExcessFromYear2Amt
Excess From Year1$212,912ExcessFromYear1Amt
Excess From Current Year$104,679ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHAIM LOWENBRAUNContributingManagerNm
Contributing ManagerMIRIAM LOWENBRAUNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VARIOUS MISC CHARITIES UNDER 5000
BROOKLYN NYBROOKLYNNY11230NONEEXEMPTCHARITABLE$53,575
CONG SHAAREI ELIEZER
1880 NEW YORK AVEBROOKLYNNY11210NONEEXEMPTCHARITABLE$28,800
YESHIVA OHR SHRAGA MOSDOS VERETZKY
1102 AVE LBROOKLYNNY11230NONEEXEMPTCHARITABLE$18,000
MASORES BAIS YAAKOV
1395 OCEAN AVEBROOKLYNNY11230NONEEXEMPTCHARITABLE$18,000
OHR NAAVA
2201 East 23rd StreetBROOKLYNNY11229NONEEXEMPTCHARITABLE$42,300
KEREN EZER L'NEFESH
506 CARANETTA DRIVELAKEWOODNJ08701NONEEXEMPTCHARITABLE$7,200
American Friends of Zichron Kelm
1103 Somerset AveLAKEWOODNJ08701NONEEXEMPTCHARITABLE$6,000
Machon Pri Eitz Chaim Inc
12 Sequoia StLakewoodNJ08701NONEEXEMPTCHARITABLE$5,000
KHLAL ADAS YEREIM
122-31 Metropolitan AveKEW GARDENSNY11415NONEEXEMPTCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$183,875TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$55,550ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$40,372ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$40,372TotalIncomeProducingActyAmt

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 PersonCHAIM LOWENBRAUNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11259 E 31ST STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,757,105TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,088Amt
Net Investment Income$1,044NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,044DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLoan ReceivableCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$353,500BookValueAmt
EOYFMV$353,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$200$200
OFFICE EXPENSE$10$10

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$11,159Amt
Net Investment Income$11,159NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
foreign tax$317$317
Taxes$1,188

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