BETA

BETA FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BETA FOUNDATION (EIN 83-1731278)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349102012
Schema version
2024v5.2
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)
Return2025-11-11T12:15:46-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043236498PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTER SHUFFAIN ADVISORS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE INTERNATIONAL PLACE SUITE 1010AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021102602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831731278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BETA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone2022431000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116192 COASTAL HIGHWAYAddressLine1Txt
CityLEWESCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELI GOTTESDIENERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2022431000PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC GASHINPreparerPersonNm
PTINP00936357PTIN
Phone6174472700PhoneNum
Preparation2025-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,064,692FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$206,979DividendsRevAndExpnssAmt
Dividends Net Invst Incm$206,979DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$265,956NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,005,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$265,956CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$472,935TotalRevAndExpnssAmt
Total Net Invst Incm$472,935TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,770TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,770TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,770TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,770TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$485,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$485,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$487,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,770TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$485,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,535ExcessRevenueOverExpensesAmt
Net Investment Income$471,165NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$66,631SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,860SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,860SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,971,740CorporateStockBOYAmt
Corporate Stock EOY$3,381,188CorporateStockEOYAmt
Corporate Stock EOYFMV$7,654,367CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,128,559CorporateBondsBOYAmt
Corporate Bonds EOY$2,743,347CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,426,780CorporateBondsEOYFMVAmt
Other Investments BOY$955,685OtherInvestmentsBOYAmt
Other Investments EOY$955,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$955,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,122,615TotalAssetsBOYAmt
Total Assets EOY$7,108,080TotalAssetsEOYAmt
Total Assets EOYFMV$11,064,692TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,122,615RetainedEarningBOYAmt
Retained Earning EOY$7,108,080RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,122,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,108,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,122,615TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,108,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,122,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,535ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,108,080SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,108,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD BROKERAGE - LT COVEREDPropertyDesc
How AcquiredDHowAcquiredCd
Sold2024-12-31SoldDt
Gross Sales Price$1,005,000GrossSalesPriceAmt
Cost Or Other Basis$739,044CostOrOtherBasisAmt
Gain Or Loss$265,956GainOrLossAmt
Gains Minus Excess Or Losses$265,956GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$265,956CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,549InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,549SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,549TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,957EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,957TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,592TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 BooksELI GOTTESDIENERIndividualWithBooksNm
Phone2022431000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116192 COASTAL HWYAddressLine1Txt
CityLEWESCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELI GOTTESDIENERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1929 PRESIDENT STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$9,740,948AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,920AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$955,685FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,746,553TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,746,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,198CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,585,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,268MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,268MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,549TaxBasedOnInvestmentIncomeAmt
Total Tax$6,549TotalTaxAmt
Distributable Before Adj$522,719DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$522,719DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$522,719DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$485,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$485,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$522,719DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$691,477ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$800,837ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,492,314TotalExcessDistributionCyovAmt
Qualifying Distributions$485,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$485,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,019ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,019ExcessDistributionCyovAppCYAmt
Total Corpus$1,455,295TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,455,295ExcessDistriCyovToNextYrAmt
Excess From Year3$654,458ExcessFromYear3Amt
Excess From Year2$800,837ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELI GOTTESDIENERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PUBLIC CHARITYEDUCATIONAL SUPPORT$10,000
CENTER FOR BOOK ARTS INC
28 W 27TH STNEW YORKNY10001PUBLIC CHARITYEDUCATIONAL SUPPORT$3,000
FRACTURED ATLAS
248 W 35TH STNEW YORKNY10001PUBLIC CHARITYGENERAL SUPPORT$6,000
HERITAGE PROJECTS FOUNDATION INC
155 W 70 STREET 8BNEW YORKNY10023PUBLIC CHARITYGENERAL SUPPORT$10,000
HOME START INC
105 CHAUNCY STREET SUITE 502BOSTONMA02111PUBLIC CHARITYSHELTER SUPPORT$20,000
OPEN SPACE INSTITUTE
1350 BROADWAY ROOM 201NEW YORKNY10018PUBLIC CHARITYGENERAL SUPPORT$1,000
PROTEZ FOUNDATION
3510 HOPKINS PI W130DOAKDALEMN55128PUBLIC CHARITYGENERAL SUPPORT$10,000
SEATTLE CHAMBER ORCHESTRA
4327 170TH PI SEBELLEVUEWA98006PUBLIC CHARITYGENERAL SUPPORT$10,000
THE OLD STONE HOUSE
336 3RD STBROOKLYNNY11215PUBLIC CHARITYGENERAL SUPPORT$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE RM 1500NEW YORKNY10017PUBLIC CHARITYGENERAL SUPPORT$150,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3931 FABIAN WAYPALO ALTOCA94303PUBLIC CHARITYGENERAL SUPPORT$133,000
SOUTHHOLD FIRE DEPARTMENT
PO BOX 1860SOUTHOLDNY11971PUBLIC CHARITYGENERAL SUPPORT$500
ELM FOUNDATION INC
191 N 14TH STBROOKLYNNY11249PUBLIC CHARITYGENERAL SUPPORT$10,000
EDWARD R MURROW HS
1600 AVE LBROOKLYNNY11230PUBLIC CHARITYGENERAL SUPPORT$5,000
HUDSON INSTITUTE
1201 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PUBLIC CHARITYGENERAL SUPPORT$60,000
COMMENTARY INC
200 WEST 84TH STREET 1MNEW YORKNY10024PUBLIC CHARITYGENERAL SUPPORT$50,000
THE SHED
545 WEST 30TH STREETNEW YORKNY10001PUBLIC CHARITYGENERAL SUPPORT$1,100
#ENDJEWHATRED THE LAWFARE PROJECT
633 3RD AVENUE 21ST FLOORNEW YORKNY10017PUBLIC CHARITYGENERAL SUPPORT$1,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$485,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$206,979ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$265,956ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$472,935ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$472,935TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD BONDSBondNm
EOY Book Value$2,743,347EOYBookValueAmt
EOYFMV$2,426,780EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD MUTUAL FUNDSStockNm
EOY Book Value$3,381,188EOYBookValueAmt
EOYFMV$7,654,367EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIFE BIOSCIENCE LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$955,685BookValueAmt
EOYFMV$955,685EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$1,770Amt
Net Investment Income$1,770NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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