BETA

HINDA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HINDA FOUNDATION (EIN 46-1869460)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201641349349102619
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)
Return2016-05-13T14:38:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133731832PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNSTEIN & PINCHUK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 PENN PLAZA SUITE 830AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461869460EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HINDA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHINDBusinessNameControlTxt
Phone6098958888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 PLOWSHARE ROADAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN MILSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9084431478PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNEIL PINCHUKPreparerPersonNm
PTINP00220083PTIN
Phone2122797900PhoneNum
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$18,332,729FMVAssetsEOYAmt
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$375,131DividendsRevAndExpnssAmt
Dividends Net Invst Incm$330,925DividendsNetInvstIncmAmt
Dividends Adj Net Incm$375,131DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$67,384NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,609,460GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$307,747TotalRevAndExpnssAmt
Total Net Invst Incm$330,925TotalNetInvstIncmAmt
Total Adj Net Incm$375,131TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,650AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,650AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$2,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,650TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,880,185ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,880,185ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,882,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,650TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,650TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,880,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,575,088ExcessRevenueOverExpensesAmt
Net Investment Income$328,275NetInvestmentIncomeAmt
Adjusted Net Income$372,481AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
US Government Obligations BOY$6,694,628USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,632,539USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$5,626,416USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,758,418CorporateStockBOYAmt
Corporate Stock EOY$5,865,378CorporateStockEOYAmt
Corporate Stock EOYFMV$6,313,980CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,859,188CorporateBondsBOYAmt
Corporate Bonds EOY$3,354,322CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,337,808CorporateBondsEOYFMVAmt
Other Investments BOY$2,403,861OtherInvestmentsBOYAmt
Other Investments EOY$3,068,531OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,054,525OtherInvestmentsEOYFMVAmt
Total Assets BOY$19,716,095TotalAssetsBOYAmt
Total Assets EOY$17,920,770TotalAssetsEOYAmt
Total Assets EOYFMV$18,332,729TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$19,716,095UnrestrictedBOYAmt
Unrestricted EOY$17,920,770UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$19,716,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,920,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,716,095TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,920,770TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,716,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,575,088ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$18,141,007SubtotalAmt
Other Decreases$220,237OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,920,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
OPPENHEIMER - 90663P2015-01-012015-12-31$5,757,895$5,765,499-$7,604-$7,604
OPPENHEIMER - 90663P2014-01-012015-12-31$7,816,565$7,876,345-$59,780-$59,780
OPPENHEIMER - 90663P2015-01-012015-12-31$35,000$35,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$67,384CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$7,604NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,566InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,566SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,566TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$156EsPenaltyAmt
Tax Due$6,722TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHINDA FOUNDATIONIndividualWithBooksNm
Phone9084431478PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 PLOWSHARE RDAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN MILSTEIN
441 WEST END AVENUE APT 10ANEW YORKNY10024PRESIDENT0.00$0$0$0
EVE MILSTEIN
441 WEST END AVENUE APT 10ANEW YORKNY10024DIRECTOR0.00$0$0$0
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)
Description1NOT APPLICABLEDescription1Txt
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$18,260,810AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,260,810TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,260,810AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$273,912CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,986,898NetVlNoncharitableAssetsAmt
Minimum Investment Return$899,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$899,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,566TaxBasedOnInvestmentIncomeAmt
Total Tax$6,566TotalTaxAmt
Distributable Before Adj$892,779DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$892,779DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$892,779DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,880,185ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,880,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,880,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$892,779DistributableAsAdjustedAmt
Undistributed Income PY$982,574UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Total For Prior Years$879,610TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,880,185QualifyingDistributionsAmt
Applied To Year1$982,574AppliedToYear1Amt
Applied To Prior Years$879,610AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,001AppliedToCurrentYearAmt
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$874,778UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEPHEN MILSTEINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1441 WEST END AVENUE APT 10AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9084431478RecipientPhoneNum
Form And Info And MaterialsNOT APPLICABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesNOT APPLICABLESubmissionDeadlinesTxt
Restrictions On AwardsNOT APPLICABLERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATION OF GREATER METROWESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1901 NJ-10AddressLine1Txt
CityWHIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07981ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNON-PROFIT ORGANIZATIONRecipientRelationshipTxt
Recipient Foundation StatusPUBLIC FOUNDATIONRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE DONATIONGrantOrContributionPurposeTxt
Amt$1,880,185Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,880,185TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$375,131RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$67,384RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$307,747RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$307,747TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1THE HINDA FOUNDATION WAS FOUNDED IN SEPTEMBER OF 2012. THE FOUNDATION
1DID NOT START OPERATIONS UNTIL THE LATER PART OF 2013. THE INCOME
1SHOWN ABOVE IS USED TO DISTRIBUTE MONEY TO NON-PROFIT ORGANIZATIONS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,650Amt
Net Investment Income$2,650NetInvestmentIncomeAmt
Adjusted Net Income$2,650AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionCHECK#1026 FOR THE AMOUNT OF $1,880,185 WAS SEND TO THE JEWISH COMMUNITY FOUNDATION WHICH INCLUDED $879,610 IN PRIOR YEAR UNDISTRIBUTED INCOME.ElectionDesc

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED IN STATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OPPENHEIMER - 0663$3,350,697$3,334,183
FIDELITY$3,625$3,625

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$5,865,378EOYBookValueAmt
EOYFMV$6,313,980EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$116,202USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$116,202USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$5,516,337StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$5,510,214StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOPPENHEIMER - 0663CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,068,531BookValueAmt
EOYFMV$3,054,525EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS/GAINDesc
Amt$220,237Amt

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