FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-06
IRS object ID
201541269349101009
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)
Return2015-05-06T14:16:34-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 RUSSELL FUCHS 975 BANKS NORTHAddressLine1Txt
Address Line2ROADAddressLine2Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06430ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2033395027PhoneNum
Signature2015-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL FERBER CPAPreparerPersonNm
PTINP00631972PTIN
Phone2125761829PhoneNum
Preparation2015-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,794,076FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,440ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,540DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,540DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,858NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$224,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,131TotalRevAndExpnssAmt
Total Net Invst Incm$54,549TotalNetInvstIncmAmt
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$4,678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,238TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$271,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$271,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$275,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$271,320TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$237,867ExcessRevenueOverExpensesAmt
Net Investment Income$51,311NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$206,335SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,116SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,116SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,082,785CorporateStockBOYAmt
Corporate Stock EOY$1,998,137CorporateStockEOYAmt
Corporate Stock EOYFMV$2,740,960CorporateStockEOYFMVAmt
Total Assets BOY$2,289,120TotalAssetsBOYAmt
Total Assets EOY$2,051,253TotalAssetsEOYAmt
Total Assets EOYFMV$2,794,076TotalAssetsEOYFMVAmt
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$2,289,120RetainedEarningBOYAmt
Retained Earning EOY$2,051,253RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,289,120TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,051,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,289,120TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,051,253TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,289,120TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$237,867ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,051,253SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,051,253TotNetAstOrFundBalancesEOYAmt

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
10000 BANK OF AMERICAP2014-01-062014-05-16$143,841$166,256-$22,415-$22,415
1000 PHILIP MORRIS INTERNATIONAL INCP2011-12-052014-03-14$80,227$75,670$4,557$4,557
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,858CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$266,720AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,644,174NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.100871DistributionYr1Rt
Adjusted Qlfy Distri Yr2$142,130AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,522,797NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056338DistributionYr2Rt
Adjusted Qlfy Distri Yr3$145,442AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,659,917NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054679DistributionYr3Rt
Adjusted Qlfy Distri Yr4$201,171AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,586,311NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077783DistributionYr4Rt
Adjusted Qlfy Distri Yr5$206,147AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,352,658NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087623DistributionYr5Rt
Total Distribution0.377294TotalDistributionRt
Average Distribution0.075459AverageDistributionRt
Net Vl Noncharitable Assets$2,753,776NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$207,797AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$513NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$208,310AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$271,320QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$513InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$513SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$513TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$1,084OverpaymentAmt
Applied To ES Tax$1,084AppliedToESTaxAmt
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 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
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$2,695,947AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,765AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,795,712TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,795,712AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,936CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,753,776NetVlNoncharitableAssetsAmt
Minimum Investment Return$137,689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$137,689MinimumInvestmentReturnAmt
Tax Based On Investment Income$513TaxBasedOnInvestmentIncomeAmt
Total Tax$513TotalTaxAmt
Distributable Before Adj$137,176DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$137,176DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$137,176DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,320ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$271,320QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$513PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$270,807AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137,176DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$89,294ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$79,813ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,084ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,237ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$137,391ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$338,819TotalExcessDistributionCyovAmt
Qualifying Distributions$271,320QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$137,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$134,144RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$472,963TotalCorpusAmt
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$89,294ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$383,669ExcessDistriCyovToNextYrAmt
Excess From Year4$79,813ExcessFromYear4Amt
Excess From Year3$15,084ExcessFromYear3Amt
Excess From Year2$17,237ExcessFromYear2Amt
Excess From Year1$137,391ExcessFromYear1Amt
Excess From Current Year$134,144ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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
DRAVET SYNDROME FOUNDATION
11 NANCY DRIVEMONROECT06468NONEPUBLIC CHARITYGENERAL FUND$1,000
FIDELITY CHARITABLE GIFT FUND
100 CROSBY PKWYCOVINGTONKY41015NONEPUBLIC CHARITYGENERAL FUND$4,000
HOLE IN THE WALL GANG
9401 WILSHIRE BLVDBEVERLY HILLSCA90212NONEPUBLIC CHARITYGENERAL FUND$4,920
INSPIRICA
141 FRANKLIN STREETSTAMFORDCT06901NONEPUBLIC CHARITYGENERAL FUND$75,000
JEWISH SENIOR SERVICESJEWISH HOME FOR THE ELDERLY
175 JEFFERSON STREETFAIRFIELDCT06825NONEPUBLIC CHARITYGENERAL FUND$5,500
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITYGENERAL FUND$30,000
MERKAZ
4200 PARK AVENUEBRIDGEPORTCT06604NONEPUBLIC CHARITYGENERAL FUND$5,000
NORMA F PFRIEM BREAST CARE CENTER INC
267 GRANT STREETBRIDGEPORTCT06610NONEPUBLIC CHARITYGENERAL FUND$53,000
ST VINCENT'S MEDICAL FOUNDATION
2800 MAIN STREETBRIDGEPORTCT06606NONEPUBLIC CHARITYGENERAL FUND$20,000
WOOSTER SCHOOL
91 MIRY BROOK ROADDANBURYCT06810NONEPUBLIC CHARITYGENERAL FUND$5,400
CHORDOMA FOUNDATION
PO BOX 2127DURHAMNC27702NONEPUBLIC CHARITYGENERAL FUND$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$271,320TotalGrantOrContriPdDurYrAmt
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$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,540ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$17,858ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$36,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,691TotalIncomeProducingActyAmt

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 II ATTACHEDStockNm
EOY Book Value$1,998,137EOYBookValueAmt
EOYFMV$2,740,960EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX ON NET INVESTMENT INCOME$1,440$0$0
FOREIGN TAX ON DIVIDENDS$3,238$3,238$0

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