BETA

KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-12-15
IRS object ID
201523499349100012
Schema version
2014v5.0
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)
Return2015-12-15T14:47:46-08:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barak Richter & Dror CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15967 West Third Street 102AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956091565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KORNWASSER CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKORNBusinessNameControlTxt
Phone3239651510PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15670 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KORNWASSERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-12-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN DRORPreparerPersonNm
PTINP01403117PTIN
Phone3239339306PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,757,549FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$130,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,773DividendsNetInvstIncmAmt
Dividends Adj Net Incm$130,773DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$200,098NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$200,098GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$200,098CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$200,098NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$330,872TotalRevAndExpnssAmt
Total Net Invst Incm$330,872TotalNetInvstIncmAmt
Total Adj Net Incm$330,872TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,084AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,084AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$25,879OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,879OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss-$391TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl-$391TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$80OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$31,652TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,043TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl-$391TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$445,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$445,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$477,022TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,043TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$444,979TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$146,150ExcessRevenueOverExpensesAmt
Net Investment Income$298,829NetInvestmentIncomeAmt
Adjusted Net Income$330,872AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,826CashBOYAmt
Cash EOY$4,831CashEOYAmt
Cash EOYFMV$4,831CashEOYFMVAmt
Sav And Temp Cash Invst BOY$145,275SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$344,411SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$344,411SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$54,103USGovernmentObligationsBOYAmt
Corporate Bonds BOY$573,011CorporateBondsBOYAmt
Corporate Bonds EOY$449,587CorporateBondsEOYAmt
Corporate Bonds EOYFMV$457,375CorporateBondsEOYFMVAmt
Other Investments BOY$3,408,780OtherInvestmentsBOYAmt
Other Investments EOY$3,259,016OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,950,932OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,203,995TotalAssetsBOYAmt
Total Assets EOY$4,057,845TotalAssetsEOYAmt
Total Assets EOYFMV$4,757,549TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,203,995UnrestrictedBOYAmt
Unrestricted EOY$4,057,845UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,203,995TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,057,845TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,203,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,057,845TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,203,995TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$146,150ExcessRevenueOverExpensesAmt
Subtotal$4,057,845SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,057,845TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUS TRUST #66-02-201-1925700PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-01-01AcquiredDt
Sold2014-01-01SoldDt
Gross Sales Price$200,098GrossSalesPriceAmt
Gain Or Loss$200,098GainOrLossAmt
Gains Minus Excess Or Losses$200,098GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$200,098CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$200,098NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,977InvestmentIncomeExciseTaxAmt
Subtotal$5,977SubtotalAmt
Tax Based On Investment Income$5,977TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Tax Due$3,977TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BARAK RICHTER & DROR CPASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3239339306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15967 W 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH KORNWASSER
145 S FAIRFAX AVE 401LOS ANGELESCA90036President0.00$0
JUDY MOSKOVITS
145 S FAIRFAX AVE 401LOS ANGELESCA90036Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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
Reduction Claimed$0ReductionClaimedAmt
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)
Tax Based On Investment Income$5,977TaxBasedOnInvestmentIncomeAmt
Total Tax$5,977TotalTaxAmt
Distributable Before Adj$5,977DistributableBeforeAdjAmt
Distributable Before Ded$5,977DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$444,979ExpensesAndContributionsAmt
Qualifying Distributions$444,979QualifyingDistributionsAmt
Adjusted Qualifying Distri$444,979AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$197,975ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$231,794ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$429,769TotalExcessDistributionCyovAmt
Qualifying Distributions$444,979QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$444,979RemainingDistriFromCorpusAmt
Total Corpus$874,748TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$874,748ExcessDistriCyovToNextYrAmt
Excess From Year3$197,975ExcessFromYear3Amt
Excess From Year1$231,794ExcessFromYear1Amt
Excess From Current Year$444,979ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOBOVER YESHIVA BNEI ZION
1533 48TH STREETBROOKLYNNY11219NONEGENERAL$30,000
YESHIVA RAV ISSACSOHN
555 N LA BREA AVELOS ANGELESCA90036NO INDIVIDUALGENERAL$2,500
TELSHE YESHIVA
28400 EUCLID AVEWICKLIFFEOH44092NO INDIVIDUALGENERAL$2,500
KOLLEL LOS ANGELES
223 S FORMOSA AVELOS ANGELESCA90036NONEGENERAL$2,500
BAIS SHAINDEL HIGH SCHOOL
685 RIVER AVELAKEWOOD TOWNSHIPNJ08701NONEGENERAL$5,000
HACHNOSOS KALLAH OF GREATER LOS ANG
4929 WILSHIRE BLVDLOS ANGELESCA90010NONEGENERAL$1,000
YOUNG ISRAEL OF CENTURY CITY
9317 WEST PICO BLVDLOS ANGELESCA90035NONEGENERAL$80,000
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVDLOS ANGELESCA90036NONEGENERAL$56,000
LOS ANGELES CHEDER
801 NORTH LA BREALOS ANGELESCA90046NONEGENERAL$5,000
ORTHODOX UNION
11 BROADWAYNYNY10004NONEGENERAL$5,000
AMERICAN FRIENDS OF BEIT ISSIE SHAP
404 Park Ave S 7th F1New YorkNY10016NONEGENERAL$1,500
JEWS FOR JUDAISM
1801 AVENUE OF THE STARTS SUITE 535LOS ANGELESCA90067NONEGENERAL$4,000
EMEK HEBREW ACADEMY
15365 MAGNOLIA BLVDSHERMAN OAKSCA91403NONEGENERAL$5,000
AMIDEI ZION OF BOBOV INC
1533 48TH STBROOKLYNNY11219NONEGENERAL$18,000
BETH JACOBS CONGREGATION
9030 W OLYMPIC BLVDBEVERLY HILLSCA90211NONEGENERAL$1,500
BNOS DEVORAH HIGH SCHOOL
461 NORTH LA BREA BLVDLOS ANGELESCA90036NONEGENERAL$1,000
CHAI LIFELINE
9701 WEST PICO BLVD 120LOS ANGELESCA90035NONEGENERAL$18,000
EMUNAH OF AMERICA
7 PENN PLAZANEW YORKNY10001NONEGENERAL$4,300
ORTHODOX UNIONNCSY
9831 W PICO BLVDLOS ANGELESCA90035NONEGENERAL$1,800
SHEKEL HAKODESH
10 JEFFERSON AVENEW SQUARENY10977NONEGENERAL$30,000
SIMON WEISENTHAL CENTER
1399 SOUTH ROXBURY DRIVELOS ANGELESCA90035NONEGENERAL$5,000
YAVNEH HEBREW ACADEMY
5353 WEST 3RD STREETLOS ANGELESCA90020NONEGENERAL$18,000
YESHIVA UNIVERSITY
500 WEST 185TH STNEW YORK CITYNY10033NONEGENERAL$3,600
MOSDOS CHASIDEI SQUARE
105 HEYWARD STREETBROOKLYNNY11206NO INDIVIDUALGENERAL USE$750
BATYA- FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022NO INDIVIDUALGENERAL USE$2,500
YESHIVAS TORAS CHAIM TALMUDICAL
1555 STUART STDENVERCO80204NO INDIVIDUALGENERAL USE$1,000
HARKAM HILLEL HEBREW ACADEMY
9120 W OLYMPIC BLVDBEVERLY HILLSCA90212NO INDIVIDUALGENERAL USE$5,000
WEST COAST FRIENDS OF SANZ MEDICAL
9171 WILSHIRE BLVD 600BEVERLY HILLSCA90210NO INDIVIDUALGENERAL USE$25,000
AUTISM SPEAKS
6330 SAN VICENTE BLVD SUITE 401LOS ANGELESCA90048NO INDIVIDUALGENERAL USE$3,000
CITY OF HOPELA REAL ESTATECONST COU
1500 E DUARTE RDDUARTECA91010NO INDIVIDUALGENERAL USE$15,000
GEMACH EZRAS YISROEL
183 WILSON ST PMB 155BROOKLYNNY11211NO INDIVIDUALGENERAL USE$3,500
GEMILOS CHASODIM CHASDEI
1412 AVENUE M STE 2373BROOKLYNNY11230NO INDIVIDUALGENERAL USE$26,000
ISRAEL INITIATIVE 2020 INC
2711 CENTERVILLE RD STE 400WILMINGTONDE19808NO INDIVIDUALGENERAL USE$10,000
JEWISH NATIONAL FUND
7120 HAYVENHURST AVEVAN NUYSCA91406NO INDIVIDUALGENERAL USE$1,000
KEVER RACHEL FUND
PO BOX 1181TEANECKNJ07666NO INDIVIDUALGENERAL USE$1,120
RABBI JACOB JOSEPH SCHOOL
1 PLAINFIELD AVEEDISONNJ08817NO INDIVIDUALGENERAL USE$2,500
ROSENBAUM YESHIVA OF NORTH JERSEY
666 KINDERKAMACK RDRIVER EDGENJ07661NO INDIVIDUALGENERAL USE$1,000
SHALHEVET HIGH SCHOOL
910 S FAIRFAX AVELOS ANGELESCA90036NO INDIVIDUALGENERAL USE$600
SHELTERS FOR ISRAEL
LOS ANGELESLOS ANGELESCA90036NO INDIVIDUALGENERAL USE$1,800
UCLA FOUNDATION SCHOOL OF LAW
10920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024NO INDIVIDUALSCHOOL OF LAW$20,000
WEST COAST TORAH RETREAT AND CAMP
11400 W OLYMPIC BLVD FL 9LOS ANGELESCA90064NO INDIVIDUALGENERAL USE$5,000
WESTWOOD KEHILA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NO INDIVIDUALGENERAL USE$1,000
YAVNEH FAMILY SERVICES
5353 W 3RD STREETLOS ANGELESCA90020NO INDIVIDUALGENERAL USE$1,200
YESHIVA AHARON YAAKOV OHR ELIYAHU
241 S DETROIT STLOS ANGELESCA90036NO INDIVIDUALGENERAL USE$8,600
YESHIVA BAIS HATORAH NJ
1815 SWARTHMORE AVELAKEWOODNJ08701NO INDIVIDUALGENERAL USE$5,000
YESHIVA K'TANA OF WATERBURY
32 HILLSIDE AVEWATERBURYCT06710NO INDIVIDUALGENERAL USE$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$445,370TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130,773RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion3ExclusionCd
Exclusion$200,098ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$200,098ExclusionAmt
Related Or Exempt Function Incm$130,774RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$330,872TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$6,084Amt
Net Investment Income$6,084NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$449,587EOYBookValueAmt
EOYFMV$457,375EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ETFAT COST$519,090$519,090
CORPORATE STOCKSFMV$2,739,926$3,431,842

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$80RevenueAndExpensesPerBooksAmt
Net Investment Income$80NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$25,879Amt
Net Investment Income$25,879NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXESCategoryTxt
Amt$391Amt
Disbursements Charitable Prps-$391DisbursementsCharitablePrpsAmt

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