FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-06
IRS object ID
201641279349100824
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)
Return2016-05-06T10:58:31-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113061778PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WAGNER FERBER FINE & ACKERMAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1237 WEST 35TH STREET SUITE 1001AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311803252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FUCHS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUCHBusinessNameControlTxt
Phone2033395027PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O R FUCHS 975 BANKS NORTH RDAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06430ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2033395027PhoneNum
Signature2016-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL FERBER CPAPreparerPersonNm
PTINP00631972PTIN
Phone2125761829PhoneNum
Preparation2016-04-29PreparationDt
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$2,417,246FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$59,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,965DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,007NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$455,697GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,007CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$89,010TotalRevAndExpnssAmt
Total Net Invst Incm$89,010TotalNetInvstIncmAmt
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$2,966TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,966TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,966TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$273,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$273,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$276,466TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$187,456ExcessRevenueOverExpensesAmt
Net Investment Income$86,044NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$53,116SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$292,351SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$292,351SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,998,137CorporateStockBOYAmt
Corporate Stock EOY$1,571,446CorporateStockEOYAmt
Corporate Stock EOYFMV$2,124,895CorporateStockEOYFMVAmt
Total Assets BOY$2,051,253TotalAssetsBOYAmt
Total Assets EOY$1,863,797TotalAssetsEOYAmt
Total Assets EOYFMV$2,417,246TotalAssetsEOYFMVAmt
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$2,051,253RetainedEarningBOYAmt
Retained Earning EOY$1,863,797RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,051,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,863,797TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,051,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,863,797TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,051,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$187,456ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,863,797SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,863,797TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3,000 SHS EXXON MOBIL CORPP2012-01-062015-02-18$273,418$256,790$16,628$16,628
2,000 SHS EXXON MOBIL CORPP2012-01-112015-02-18$182,279$169,900$12,379$12,379
FieldValueIRS element (for citing)
Capital Gain Net Income$29,007CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$270,807AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,753,776NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.098340DistributionYr1Rt
Adjusted Qlfy Distri Yr2$266,720AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,644,174NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.100871DistributionYr2Rt
Adjusted Qlfy Distri Yr3$142,130AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,522,797NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056338DistributionYr3Rt
Adjusted Qlfy Distri Yr4$145,442AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,659,917NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054679DistributionYr4Rt
Adjusted Qlfy Distri Yr5$201,171AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,586,311NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077783DistributionYr5Rt
Total Distribution0.388011TotalDistributionRt
Average Distribution0.077602AverageDistributionRt
Net Vl Noncharitable Assets$2,718,303NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$210,946AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$860NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$211,806AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$273,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$860InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$860SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,084EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,084TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$224OverpaymentAmt
Applied To ES Tax$224AppliedToESTaxAmt
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 StateCTOrgReportOrRegisterStateCd
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 BooksRUSSELL FUCHSIndividualWithBooksNm
Phone9145920055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1975 BANKS NORTH ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06430ZIPCd
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)
PersonRUSSELL FUCHSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1975 BANKS ROAD NORTHAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06430ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/SECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
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$2,371,042AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$388,656AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,759,698TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,759,698AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,395CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,718,303NetVlNoncharitableAssetsAmt
Minimum Investment Return$135,915MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$135,915MinimumInvestmentReturnAmt
Tax Based On Investment Income$860TaxBasedOnInvestmentIncomeAmt
Total Tax$860TotalTaxAmt
Distributable Before Adj$135,055DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,055DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,055DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$860PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$272,640AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,055DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$79,813ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,084ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,237ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$137,391ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$134,144ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$383,669TotalExcessDistributionCyovAmt
Qualifying Distributions$273,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$135,055AppliedToCurrentYearAmt
Remaining Distri From Corpus$138,445RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$522,114TotalCorpusAmt
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$79,813ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$442,301ExcessDistriCyovToNextYrAmt
Excess From Year4$15,084ExcessFromYear4Amt
Excess From Year3$17,237ExcessFromYear3Amt
Excess From Year2$137,391ExcessFromYear2Amt
Excess From Year1$134,144ExcessFromYear1Amt
Excess From Current Year$138,445ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUSSELL FUCHSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ISRAEL EDUCATION FUND
251 H STREETWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL FUND$60,000
CHORDOMA FOUNDATION
PO BOX 2127DURHAMNC27702NONEPUBLIC CHARITYGENERAL FUND$80,000
DRAVET SYNDROME FOUNDATION
11 NANCY DRIVEMONROECT06468NONEPUBLIC CHARITYGENERAL FUND$2,000
FIDELITY CHARITABLE GIFT FUND
100 CROSBY PKWYCOVINGTONKY41015NONEPUBLIC CHARITYGENERAL FUND$1,000
JEWISH SENIOR SERVICESJEWISH HOME FOR THE ELDERLY
175 JEFFERSON STREETFAIRFIELDCT06825NONEPUBLIC CHARITYGENERAL FUND$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYGENERAL FUND$30,000
NORMA F PFRIEM BREAST CARE CENTER INC
267 GRANT STREETBRIDGEPORTCT06610NONEPUBLIC CHARITYGENERAL FUND$60,000
WOOSTER SCHOOL
91 MIRY BROOK ROADDANBURYCT06810NONEPUBLIC CHARITYGENERAL FUND$7,500
FAIRFIELD COUNTY HOSPICE HOUSE
ONE DEN ROADSTAMFORDCT06903NONEPUBLIC CHARITYGENERAL FUND$15,000
PINK AID INC
P O BOX 5157WESTPORTCT06881NONEPUBLIC CHARITYGENERAL FUND$5,000
SHATTERPROOF
101 MERRITT 7 CORPORATE PARKNORWALKCT06851NONEPUBLIC CHARITYGENERAL FUND$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$273,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,007ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,010ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,010TotalIncomeProducingActyAmt

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHEDULE 2 ATTACHEDStockNm
EOY Book Value$1,571,446EOYBookValueAmt
EOYFMV$2,124,895EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX ON DIVIDENDSCategoryTxt
Amt$2,966Amt
Net Investment Income$2,966NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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