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THE ALBERT AND LIN BILDNER FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE ALBERT AND LIN BILDNER FOUNDATION INC (EIN 65-0633272)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-17
IRS object ID
201641699349100704
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)
Return2016-06-17T13:18:42-04:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DOWNTOWN BUSINESS SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1429 LITHIA-PINECREST ROADAddressLine1Txt
CityBrandonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33511ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650633272EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALBERT AND LIN BILDNER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1880 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100214951ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERLINDA ILUSORIO-BILDNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6467257144PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID R PORTLOCKPreparerPersonNm
PTINP00923132PTIN
Phone8135304300PhoneNum
Preparation2016-06-17PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$1,138,170FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$57,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,688DividendsNetInvstIncmAmt
Dividends Adj Net Incm$57,688DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$436,174GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,272TotalRevAndExpnssAmt
Total Net Invst Incm$68,272TotalNetInvstIncmAmt
Total Adj Net Incm$57,688TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$7,113LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,113LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$7,113LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$7,113LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,200AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,200AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,521OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,521OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$18,521OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,521OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$784TaxesRevAndExpnssAmt
Taxes Net Invst Incm$784TaxesNetInvstIncmAmt
Taxes Adj Net Incm$784TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$784TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$787TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$787TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$787TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$787TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,093OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57,093OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$57,093OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$57,093OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$87,498TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$87,498TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$87,498TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$87,498TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,110ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$246,608TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$87,498TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$87,498TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$246,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$178,336ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,109CashBOYAmt
Cash EOY$18,467CashEOYAmt
Cash EOYFMV$18,467CashEOYFMVAmt
Sav And Temp Cash Invst BOY$217,041SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,553SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,430SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$8,687AcctRcvblAmt
Acct Rcvbl EOY$8,687AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$8,687AcctRcvblEOYFMVAmt
US Government Obligations BOY$201,765USGovernmentObligationsBOYAmt
US Government Obligations EOY$253,429USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$242,684USGovtObligationsEOYFMVAmt
Corporate Stock BOY$745,381CorporateStockBOYAmt
Corporate Stock EOY$722,824CorporateStockEOYAmt
Corporate Stock EOYFMV$833,902CorporateStockEOYFMVAmt
Total Assets BOY$1,216,296TotalAssetsBOYAmt
Total Assets EOY$1,037,960TotalAssetsEOYAmt
Total Assets EOYFMV$1,138,170TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,216,296UnrestrictedBOYAmt
Unrestricted EOY$1,037,960UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,216,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,037,960TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,216,296TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,037,960TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,216,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$178,336ExcessRevenueOverExpensesAmt
Subtotal$1,037,960SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,037,960TotNetAstOrFundBalancesEOYAmt

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
SECURITIES - DEUTSCHE BANK 630917P2015-01-022015-12-30$86,108$94,178-$8,070-$8,070
SECURITIES - DEUTSCHE BANK 630917P2012-04-272015-12-17$350,066$331,412$18,654$18,654
FieldValueIRS element (for citing)
Capital Gain Net Income$10,584CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8,070NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksERLINDA BILDNERIndividualWithBooksNm
Phone6467257144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 COBB ROADAddressLine1Txt
CityWATER MILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11976ZIPCd
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
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)
PersonERLINDA ILUSORIO-BILDNERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 COBB ROADAddressLine1Txt
CityWATER MILLCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11976ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FUNDS PROVIDED TO YALE UNIVERSITY DARTMOUTH COLLEGE AND CUNY GRADUATE CENTER FOR ADVANCEMENT OF EDUCATIONAL AND RESEARCH PURPOSESDescription1Txt
Expenses1$153,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$246,648ExpensesAndContributionsAmt
Qualifying Distributions$246,648QualifyingDistributionsAmt
Adjusted Qualifying Distri$246,648AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$246,648QualifyingDistributionsAmt
Remaining Distri From Corpus$246,648RemainingDistriFromCorpusAmt
Total Corpus$246,648TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$246,648ExcessDistriCyovToNextYrAmt
Excess From Current Year$246,648ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonERLINDA ILUSORIO-BILDNERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1880 FIFTH AVENUE 10DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10021ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6467257144RecipientPhoneNum
Form And Info And MaterialsLETTER ON ENTITY LETTERHEAD REQUESTING FUNDING WITH AN EXPLANATION OF THE PROPOSED USE OF THE FUNDS AND HOW IT PROVIDES FOR EDUCATIONAL, CULTURAL OR HUMANITARIAN NEEDS; SIGNED BY AN AUTHORIZED OFFICER OR DIRECTOR OF THE ENTITYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
COOPER HEWIT MUSEUM
2 E 91ST STREETNEW YORKNY10128NONECULTURAL$125
AMERICAN MUSEUM OF NATURAL HISTORY
1 W 79TH STREETNEW YORKNY10024NONECULTURAL$140
THE FRICK COLLECTION
1 E 70TH STREETNEW YORKNY10021NONECULTURAL$120
92ND STREET YMCA
1395 LEXINGTON AVENUENEW YORKNY10128NONEEDUCATIONAL$100
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEEDUCATIONAL$3,500
PARRISH MUSEUM
279 MONTAUK HWYWATER MILLNY11976NONECULTURAL$125
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVENUENEW YORKNY10021NONECULTURAL$250
GUILD HALL
158 MAIN STREETEAST HAMPTONNY11937NONECULTURAL$80
WATER MILL COMMUNITY CLUB
63 NOWEDONAH AVENUEWATER MILLNY11976NONECULTURAL$45
CUNY GRADUATE CENTER
365 FIFTH AVENUENEW YORKNY10003NONEEDUCATIONAL$100,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEEDUCATIONAL$50,000
CONGREGATION EMANU-EL
1 E 65TH STREETNEW YORKNY10065NONEHUMANITARIAN$1,590
WATER MILL MUSEUM
41 OLD MILL ROADWATER MILLNY11976NONECULTURAL$30
MORGAN LIBRARY MUSEUM
225 MADISON AVENUENEW YORKNY10016NONECULTURAL$150
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONECULTURAL$600
CENTER FOR HOLOCAUST EDUCATION
8401 MONTGOMERY ROADCINCINNATIOH45236NONEHUYMANITARIAN$1,000
SOUTHHAMPTON VOLUNTEER AMBULANCE
44 MEETINGHOUSE LANESOUTHAMPTONNY11968NONEHUMANITARIAN$100
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10024NONECULTURAL$90
ASSUMPTION ALUMNAE ASSOCIATION
NONECULTURAL$50SAN LORENZO DRIVESAN LORENZO VILLAGEMAKATI CITYRP
NEUE GALERIE
1048 FIFTH AVENUENEW YORKNY10028NONECULTURAL$275
WOUNDED WARRIOR PROJECT
PO BOX 758512TOPEKAKS66675NONEHUMANITARIAN$180
THE LOTOS CLUB
45-13 34TH AVENUELONG ISLAND CITYNY11101NONEEDUCATIONAL$100
MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONECULTURAL$360
FRIENDS OF FILIPINOS
1150 WALNUT STREETNEWTON HIGHLANDSMA02461NONEHUMANITARIAN$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,110TotalGrantOrContriPdDurYrAmt
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$57,688ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,272ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,272TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX FEESCategoryTxt
Amt$3,200Amt
Net Investment Income$3,200NetInvestmentIncomeAmt
Adjusted Net Income$3,200AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$722,824EOYBookValueAmt
EOYFMV$833,902EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$253,429StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$242,684StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,113LegalFeesAmt
Net Investment Income$7,113NetInvestmentIncomeAmt
Adjusted Net Income$7,113AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,113DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE LABOR$29,600$29,600$29,600$29,600
ADMINISTRATIVE EXPENSES$27,063$27,063$27,063$27,063
DUES & SUBSCRIPTIONS$430$430$430$430

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$3,550$3,550$3,550$3,550
APPRAISAL FEES$900$900$900$900
INVESTMENT ADVISORY FEES$13,171$13,171$13,171$13,171
MANAGEMENT FEES$900$900$900$900

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMISC TAX EXPENSECategoryTxt
Amt$784Amt
Net Investment Income$784NetInvestmentIncomeAmt
Adjusted Net Income$784AdjustedNetIncomeAmt
Disbursements Charitable Prps$784DisbursementsCharitablePrpsAmt

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