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MICHAEL AND MERLE ORLOVE FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MICHAEL AND MERLE ORLOVE FAMILY FOUNDATION INC (EIN 65-1032895)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201631349349101718
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)
Return2016-05-13T11:40:56-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 FORUM PLACE 9TH FLOORAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN651032895EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL & MERLE ORLOVE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MICHAEL ORLOVEInCareOfNm
Business Name ControlMICHBusinessNameControlTxt
Phone3059338787PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 ISLAND BLVD Suite PH 2AddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonL MICHAEL ORLOVEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9542941933PhoneNum
Signature2016-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORRIS D GOTTLIEBPreparerPersonNm
PTINP00167423PTIN
Phone9542941933PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$83,858FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$89,997NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$130,485GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$89,997CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,015TotalRevAndExpnssAmt
Total Net Invst Incm$90,015TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,800OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,115TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,115TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,915TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,915TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,042ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,042ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$134,957TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,915TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$132,042TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,942ExcessRevenueOverExpensesAmt
Net Investment Income$87,100NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88,312CashBOYAmt
Cash EOY$83,858CashEOYAmt
Cash EOYFMV$83,858CashEOYFMVAmt
Total Assets BOY$88,312TotalAssetsBOYAmt
Total Assets EOY$83,858TotalAssetsEOYAmt
Total Assets EOYFMV$83,858TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$88,312RetainedEarningBOYAmt
Retained Earning EOY$83,858RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,312TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,858TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,312TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,858TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,312TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,942ExcessRevenueOverExpensesAmt
Other Increases$40,488OtherIncreasesAmt
Subtotal$83,858SubtotalAmt
Tot Net Ast Or Fund Balances EOY$83,858TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1380 SHARES TEVA PHARMACEUTICALS2015-03-23$86,235$2,208$84,027$84,027
1000 SHARES ORACLE CORP2015-03-23$44,250$38,280$5,970$5,970
FieldValueIRS element (for citing)
Capital Gain Net Income$89,997CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,860AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$82,862NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.215539DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,096AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$95,644NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.461043DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,505AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$139,269NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.319561DistributionYr3Rt
Adjusted Qlfy Distri Yr4$172,075AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$273,301NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.629617DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,016AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$359,760NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.133467DistributionYr5Rt
Total Distribution1.759227TotalDistributionRt
Average Distribution0.351845AverageDistributionRt
Net Vl Noncharitable Assets$84,794NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,834AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$871NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,705AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$132,042QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$871InvestmentIncomeExciseTaxAmt
Subtotal$871SubtotalAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$18EsPenaltyAmt
Tax Due$889TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL ORLOVEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3059338787PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12600 ISLAND BLVDAddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
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
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)
PersonL MICHAEL ORLOVEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 ISLAND BLVDAddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$86,085TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$86,085AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,240MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,240MinimumInvestmentReturnAmt
Tax Based On Investment Income$871TaxBasedOnInvestmentIncomeAmt
Total Tax$871TotalTaxAmt
Distributable Before Adj$3,369DistributableBeforeAdjAmt
Distributable Before Ded$3,369DistributableBeforeDedAmt
Distributable As Adjusted$3,369DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,042ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$132,042QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$871PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$131,171AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,369DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,241ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$161,714ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,148ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,430ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,396ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$286,929TotalExcessDistributionCyovAmt
Qualifying Distributions$132,042QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$3,369AppliedToCurrentYearAmt
Remaining Distri From Corpus$128,673RemainingDistriFromCorpusAmt
Total Corpus$415,602TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,241ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$384,361ExcessDistriCyovToNextYrAmt
Excess From Year4$161,714ExcessFromYear4Amt
Excess From Year3$38,148ExcessFromYear3Amt
Excess From Year2$40,430ExcessFromYear2Amt
Excess From Year1$15,396ExcessFromYear1Amt
Excess From Current Year$128,673ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMICHAEL ORLOVERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12600 ISLAND BLVD PH2AddressLine1Txt
CityAVENTURACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33160ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3059338787RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137PCCHARITABLE DONATION$10,000
BROWARD PERFORMING ARTS FOUNDATION
201 SW FIFTH AVENUEFT LAUDERDALEFL33312PCCHARITABLE DONATION$2,500
DAVID POSNACK JEWISH COMMUNITY CENTER
5850 SOUTH PINE ISLAND ROADDAVIEFL33328PCCHARITABLE DONATION$25,000
COMMUNITIES IN SCHOOLS OF MIAMI
11965 SW 142ND TERRACE 102MIAMIFL33186PCCHARITABLE DONATION$1,000
GOODMAN JFS OF BROWARD
100 S PINE ISLAND RD 230PLANTATIONFL33324PCCHARITIABLE DONATION$500
SYLVESTER COMPREHENSIVE CANCER
PO BOX 016960 M-867MIAMIFL33101PCCHARITABLE DONATION$118
PAUL & MAGGIE FISCHER HS
5810 S Pine Island RoadDavieFL33328NCCHARITABLE DONATION$10,000
DAVID POSNACK JEWISH COMMUNITY CENTER
5850 SOUTH PINE ISLAND ROADDAVIEFL33328NCCHARITABLE DONATION$50,000
JAFCO
4200 N UNIVERSITY DRSUNRISEFL33351PCCHARITABLE DONATION$1,800
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139PCCHARITABLE DONATION$25,000
AJC
165 EAST 56TH STREETNEW YORKNY10022PCCHARITABLE DONATION$1,500
JCS
735 NE 125TH STNORTH MIAMIFL33161PCCHARITABLE DONATION$500
EDUCATIONAL THEARTER CO INC
1718 S TAYLOR STREET 102ARLINGTONVA22204NCCHARITABLE DONATION$2,000
TEMPLE BETH EMET
4807 S FLAMINGO RDCOOPER CITYFL33330PCCHARITABLE DONATION$324
VICTORY CENTER INC
18900 NE 25TH AVEMIAMIFL33180NCCHARITABLE DONATION$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$132,042TotalGrantOrContriPdDurYrAmt

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$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
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$89,997ExclusionAmt
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$90,015ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,015TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX GAIN ON SECURITIESDesc
Amt$40,488Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMORGAN STANLEY MNGT FEECategoryTxt
Amt$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,115Amt
Net Investment Income$1,115NetInvestmentIncomeAmt

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