GAYDA FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GAYDA FAMILY FOUNDATION (EIN 20-6766686)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201613209349102246
Schema version
2015v2.1
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)
Return2016-11-15T13:50:41-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133791592PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERELSON WEINER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE DAG HAMMARSKJOLD PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172286ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206766686EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GAYDA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAYDBusinessNameControlTxt
Phone9084329697PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line178 WISTERIA WAYAddressLine1Txt
CityBASKING RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL GAYDAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9089039585PhoneNum
Signature2016-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L TOBEYPreparerPersonNm
PTINP00239870PTIN
Phone2126053100PhoneNum
Preparation2016-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$946,995FMVAssetsEOYAmt
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$26,184DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,184DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,184TotalRevAndExpnssAmt
Total Net Invst Incm$26,184TotalNetInvstIncmAmt
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$452TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$30TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,980ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,980ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,432TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,248ExcessRevenueOverExpensesAmt
Net Investment Income$26,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,118CashBOYAmt
Cash EOY$4,685CashEOYAmt
Cash EOYFMV$4,685CashEOYFMVAmt
Sav And Temp Cash Invst BOY$349,489SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$235,674SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$235,674SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$480,857CorporateStockBOYAmt
Corporate Stock EOY$480,857CorporateStockEOYAmt
Corporate Stock EOYFMV$614,758CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$100,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$91,878CorporateBondsEOYFMVAmt
Total Assets BOY$847,464TotalAssetsBOYAmt
Total Assets EOY$821,216TotalAssetsEOYAmt
Total Assets EOYFMV$946,995TotalAssetsEOYFMVAmt
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$847,464RetainedEarningBOYAmt
Retained Earning EOY$821,216RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$847,464TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$821,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$847,464TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$821,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$847,464TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,248ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$821,216SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$821,216TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,680AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,063,280NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048604DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,940AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,026,050NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049647DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,855AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,005,252NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050589DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,521AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,038,234NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045771DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,136AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,025,987NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050815DistributionYr5Rt
Total Distribution0.245426TotalDistributionRt
Average Distribution0.049085AverageDistributionRt
Net Vl Noncharitable Assets$1,001,834NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,175AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$262NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49,437AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$262InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$262SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$262TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$450AppliedToEsTaxAmt
Total Payments And Credits$450TotalPaymentsAndCreditsAmt
Overpayment$188OverpaymentAmt
Applied To ES Tax$188AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9084329697PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line178 WISTERIA WAYAddressLine1Txt
CityBASKING RIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07920ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL D GAYDAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 BRADLEY PLACE PH-1AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DURING THE YEAR ENDED DECEMBER 31, 2015,THE FOUNDATION MADE GRANTS TO VARIOUS CHARITABLE ORGANIZATIONS TO SUPPORT AND PROMOTE THEIR PROGRAMS AND CAUSES. TOTAL CONTRIBUTIONS MADE BY THE FOUNDATION WERE $51,980.Description1Txt
Expenses1$0Expenses1Amt

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$705,465AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$311,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,017,090TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,017,090AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,001,834NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$262TaxBasedOnInvestmentIncomeAmt
Total Tax$262TotalTaxAmt
Distributable Before Adj$49,830DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,830DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,830DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$262PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,748AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,830DistributableAsAdjustedAmt
Undistributed Income PY$51,278UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,010QualifyingDistributionsAmt
Applied To Year1$51,278AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$732AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$49,098UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL D GAYDAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL D GAYDARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 BRADLEY PLACE PH-1AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9089039585RecipientPhoneNum
Recipient Email AddressMDGAYDA@GMAIL,COMRecipientEmailAddressTxt
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON UNIVERSITY SCHOOL OF LAW
765 COMMONWEALTH AVEBOSTONMA02215PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$5,000
CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION
6300 STATE UNIVERSITY DR STE 332LONG BEACHCA90815PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
CENTER FOR CREATIVE EDUCATION
425 24TH STWEST PALM BEACHFL33407PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
CHANDLER HALL
99 BARCLAY STNEWTOWNPA18944PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$500
COMMUNITY FOOD BANK OF NEW JERSEY INC
31 EVANS TERMINAL RDHILLSIDENJ07205PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$2,000
FAR HILLS RACE MEETING ASSOCIATION
50 US 202FAR HILLSNJ07931PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$880
HOMELESS SOLUTIONS
1 JEAN STMORRISTOWNNJ07960PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$20,100
NATIONAL CENTER FOR LEARNING DISABILITIES
381 PARK AVE S STE 1420NEW YORKNY10016PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
PALM BEACH ROWING ASSOCIATION
PO BOX 3883WEST PALM BEACHFL33402PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
RAMONA CONVENT SECONDARY SCHOOL
1701 W RAMONA RDALHAMBRACA91803PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$2,000
RAPTOR TRUST
1390 WHITEBRIDGE RDMILLINGTONNJ07946PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
SMILE TRAIN INC
41 MADISON AVE FL 28NEW YORKNY10010PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
ST JOSEPH'S PREPARATORY HIGH SCHOOL
1733 W GIRARD AVEPHILADELPHIAPA19130PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$10,000
THE LORD'S PLACE
2808 N AUSTRALIAN AVEWEST PALM BEACHFL33407PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$2,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$2,500
VILLAGE BAPTIST CHURCH
3600 VILLAGE BLVDWEST PALM BEACHFL33407PCUNRESTRICTED GIFT TO SUPPORT ENTITY'S PROGRAMS.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,980TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,184ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$26,184ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,184TotalIncomeProducingActyAmt

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)
BondMORGAN STANLEYBondNm
EOY Book Value$100,000EOYBookValueAmt
EOYFMV$91,878EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$480,857EOYBookValueAmt
EOYFMV$614,758EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEW JERSEY FILING FEE$30$0$30
TAX ON INVESTMENT INCOME$422$0$0

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