KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KENNETH AND HARRIET R KUPFERBERG FAMILY FOUNDATION (EIN 06-1636085)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-04-14
IRS object ID
201711049349100646
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)
Return2017-04-14T15:50:22-05:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1445 BROAD HOLLOW ROAD STE 300AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP117473601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061636085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH AND HARRIET R KUPFERBERG FAMILY FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARK KUPFERBERGInCareOfNm
Business Name ControlKENNBusinessNameControlTxt
Phone7184617000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK KUPFERBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7184617000PhoneNum
Signature2017-04-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott ThompsettPreparerPersonNm
PTINP00741490PTIN
Phone6312496001PhoneNum
Preparation2017-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,098,337FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$33InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$83,061DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$58,548NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$172,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,343CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,546TotalRevAndExpnssAmt
Total Net Invst Incm$191,437TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,268AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,067AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,201AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,270TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,270TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$12,385OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,904OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,481OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,923TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,241TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,682TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,660ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,583TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,241TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$65,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,037ExcessRevenueOverExpensesAmt
Net Investment Income$181,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,375CashBOYAmt
Cash EOY$60,407CashEOYAmt
Cash EOYFMV$60,407CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,104,659SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,304,474SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,304,474SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,650,431CorporateStockBOYAmt
Corporate Stock EOY$1,419,815CorporateStockEOYAmt
Corporate Stock EOYFMV$1,733,456CorporateStockEOYFMVAmt
Total Assets BOY$2,796,465TotalAssetsBOYAmt
Total Assets EOY$2,784,696TotalAssetsEOYAmt
Total Assets EOYFMV$3,098,337TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Retained Earning BOY$2,796,465RetainedEarningBOYAmt
Retained Earning EOY$2,784,696RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,796,465TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,784,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,796,465TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,784,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,796,465TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,037ExcessRevenueOverExpensesAmt
Other Increases$39,268OtherIncreasesAmt
Subtotal$2,784,696SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,784,696TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLONG TERM PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2008-03-25AcquiredDt
Sold2016-08-02SoldDt
Gross Sales Price$172,068GrossSalesPriceAmt
Cost Or Other Basis$63,725CostOrOtherBasisAmt
Gain Or Loss$108,343GainOrLossAmt
Gains Minus Excess Or Losses$108,343GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$108,343CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,294AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,092,826NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032105DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,378AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,251,585NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01211DistributionYr2Rt
Adjusted Qlfy Distri Yr3$79,580AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,137,849NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.025361DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,165AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,799,124NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.014829DistributionYr4Rt
Adjusted Qlfy Distri Yr5$118,227AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,900,006NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020038DistributionYr5Rt
Total Distribution0.104443TotalDistributionRt
Average Distribution0.020889AverageDistributionRt
Net Vl Noncharitable Assets$2,896,831NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$60,512AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,812NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$62,324AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,342QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,812InvestmentIncomeExciseTaxAmt
Subtotal$1,812SubtotalAmt
Tax Based On Investment Income$1,812TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,973EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,973TotalPaymentsAndCreditsAmt
Overpayment$2,161OverpaymentAmt
Applied To ES Tax$2,161AppliedToESTaxAmt

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
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 Line1MARK KUPFERBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7184617000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARK KUPFERBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131-38 SANFORD AVEAddressLine1Txt
CityFLUSHINGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11355ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,707,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,233,740AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,940,945TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,940,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,896,831NetVlNoncharitableAssetsAmt
Minimum Investment Return$144,842MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$144,842MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,812TaxBasedOnInvestmentIncomeAmt
Total Tax$1,812TotalTaxAmt
Distributable Before Adj$143,030DistributableBeforeAdjAmt
Distributable Before Ded$143,030DistributableBeforeDedAmt
Distributable As Adjusted$143,030DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,342ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$65,342QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,812PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$63,530AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,030DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Qualifying Distributions$65,342QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$65,342AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$77,688UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
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
COLUMBIA COLLEGE FUND
622 WEST 113TH STREETNEW YORKNY10025NO RELATIONSHIPPCGENERAL SUPPORT$10,000
TEMPLE BETH EL
5 OLD MILL ROADGREAT NECKNY11023NO RELATIONSHIPPCGENERAL SUPPORT$21,800
UJA FEDERATION OF NEW YORK Inc
130 East 59th StreetNEW YORKNY100221302NO RELATIONSHIPPCGENERAL SUPPORT$10,000
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346NO RELATIONSHIPPCGENERAL SUPPORT$5,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
90 PARK AVENUE 16TH FLOORNEW YORKNY10016NO RELATIONSHIPPCGENERAL SUPPORT$360
COLUMBIA BARNARD HILLEL Inc
606 W 115TH STREET 3RD FLOORNEW YORKNY10025NO RELATIONSHIPPCGENERAL SUPPORT$1,000
SPECIAL OLYMPICS NEW YORK INC
504 BALLTOWN ROADSCHENECTADYNY12304NO RELATIONSHIPPCGENERAL SUPPORT$500
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NO RELATIONSHIPPCGENERAL SUPPORT$1,000
CITIZENS UNITED FOR RESEARCH IN EPILEPSY
430 W ERIE STREET SUITE 210CHICAGOIL60654NO RELATIONSHIPPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,660TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,061ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$58,548ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$24,546ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,546TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryGRANT THORNTON LLPCategoryTxt
Amt$8,268Amt
Net Investment Income$2,067NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,201DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$1,419,815EOYBookValueAmt
EOYFMV$1,733,456EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FAMILY OFFICE$11,308$2,827$8,481
INVESTMENT EXPENSES$1,077$1,077

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHECKS WRITTEN IN 2016 BUT UNCLEARED$0
PRIOR TO YEAR END$39,268

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,270Amt
Net Investment Income$4,270NetInvestmentIncomeAmt

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