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THE KAPLAN SISTERS FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE KAPLAN SISTERS FOUNDATION (EIN 20-6934832)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-29
IRS object ID
201422109349100107
Schema version
2013v3.0
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)
Return2014-07-29T09:24:41-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1
CityWHITE PLAINSCity
StateNYState
ZIP Code10604ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206934832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KAPLAN SISTERS FOUNDATIONBusinessNameLine1
Business Name Line2C/O FCG ADVISORS ATTJOHN COMBIASBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlKAPLBusinessNameControlTxt
Phone9736357374PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MAIN STREET NO 202AddressLine1
CityCHATHAMCity
StateNJState
ZIP Code07928ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLILLY COMBIASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9736357374PhoneNum
Signature2014-06-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD HROBERTSCPAPreparerPersonNm
PTINP00667378PTIN
Phone9149492990PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$931,872FMVAssetsEOYAmt
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$14,693DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,185DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$126,524GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,277TotalRevAndExpnssAmt
Total Net Invst Incm$53,769TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
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$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$100OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,190OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,190TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,790TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,190TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,513ExcessRevenueOverExpensesAmt
Net Investment Income$38,579NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$12,525CashEOYAmt
Cash EOYFMV$12,525CashEOYFMVAmt
Acct Rcvbl$560AcctRcvblAmt
Acct Rcvbl BOY$1,121AcctRcvblBOYAmt
Acct Rcvbl EOY$560AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$560AcctRcvblEOYFMVAmt
US Government Obligations BOY$189,823USGovernmentObligationsBOYAmt
US Government Obligations EOY$188,512USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$196,761USGovtObligationsEOYFMVAmt
Corporate Stock BOY$514,214CorporateStockBOYAmt
Corporate Stock EOY$497,562CorporateStockEOYAmt
Corporate Stock EOYFMV$722,026CorporateStockEOYFMVAmt
Total Assets BOY$705,158TotalAssetsBOYAmt
Total Assets EOY$699,159TotalAssetsEOYAmt
Total Assets EOYFMV$931,872TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,486OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,486TotalLiabilitiesBOYAmt
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$703,672RetainedEarningBOYAmt
Retained Earning EOY$699,159RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$703,672TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$699,159TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$705,158TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$699,159TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$703,672TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,513ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$699,159SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$699,159TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$122,922$84,940$37,982$37,982
CAPITAL GAINS DIVIDENDS$3,602$3,602$3,602P
FieldValueIRS element (for citing)
Capital Gain Net Income$41,584CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,098AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$806,225NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042293DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,964AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$815,786NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050214DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,930AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$875,976NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042159DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.134666TotalDistributionRt
Average Distribution0.033667AverageDistributionRt
Net Vl Noncharitable Assets$889,850NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,959AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$386NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,345AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$386InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$386SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$386TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$363AppliedToEsTaxAmt
Total Payments And Credits$386TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksCITRIN COOPERMAN COMPANY LLPIndividualWithBooksNm
Phone9149492990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1709 WESTCHESTER AVENUEAddressLine1
CityWHITE PLAINSCity
StateNYState
ZIP Code10604ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RUTH KAPLAN
5 PARADE LANERYE BROOKNY10573TRUSTEE0.00$0$0$0
SARA ABRAMSON
84 ISELIN TERRACELARCHMONTNY10538TRUSTEE0.00$0$0$0
LILLY COMBIAS
26 CRESCENT ROADMADISONNJ07904TRUSTEE0.00$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

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$849,677AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,724AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$903,401TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$903,401AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,551CashDeemedCharitableAmt
Net Vl Noncharitable Assets$889,850NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,493MinimumInvestmentReturnAmt
Tax Based On Investment Income$386TaxBasedOnInvestmentIncomeAmt
Total Tax$386TotalTaxAmt
Distributable Before Adj$44,107DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,107DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,107DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,600ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,600QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$386PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,214AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,107DistributableAsAdjustedAmt
Undistributed Income PY$5,183UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$45,600QualifyingDistributionsAmt
Applied To Year1$5,183AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,417AppliedToCurrentYearAmt
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$3,690UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOMA
1101 15TH STREET NWWASHINGTONDC20005NONE501C3GENERAL SUPPORT$3,000
BRIDGES OUTREACH INC
120 MORRIS AVENUESUMMITNJ07901NONEPUBLICGENERAL SUPPORT$5,000
GLOBAL LITERACY PROJECT INC
PO BOX 228NEW BRUNSWICKNJ08903NONE501C3GENERAL SUPPORT$5,000
MORRISTOWN MEMORIAL HEALTH FOUNDATION
100 MADISON AVENUEMORRISTOWNNJ07962NONEPUBLICTO SUPPORT MEDICAL PROGRAMS$7,500
NATIONAL EATING DISORDERS ASSOCIATION
165 WEST 46TH STREETNEW YORKNY10036NONE501(C)GENERAL$5,000
POPULATION COUNCIL INC
1 DAG HAMMARSKJOLD PLAZANEW YORKNY10017NONE501C3GENERAL SUPPORT$5,000
KIDS IN THE GAME
1569 SW NANCY WAY SUITE 2BENDOR97702NONE501(C)GENERAL$2,500
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONE501C3GENERAL PURPOSE$4,000
HAMPSHIRE COUNTRY SCHOOL
28 PATEY CIRCLERINDGENH03461NONE501(C)GENERAL PURPOSE$3,000
BOOMER ESIASON FOUNDATION
483 10TH AVENUENEW YORKNY10018NONE501(C)GENERAL PURPOSE$1,500
COLUMBIA PRESBYTERIANSLOAN KETTERING
161 FORT WASHINGTON AVENUENEW YORKNY10032NONE501(C)GENERAL PURPOSE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,500TotalGrantOrContriPdDurYrAmt
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$14,693ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,277ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,277TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY SECURITIESStockNm
EOY Book Value$497,562EOYBookValueAmt
EOYFMV$722,026EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$112,609USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$119,232USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$75,903StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$77,529StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEES 040355Desc
Revenue And Expenses Per Books$9,190RevenueAndExpensesPerBooksAmt
Net Investment Income$9,190NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOVERDRAFTDesc
BOY Book Value$1,486BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNYS FILING FEESCategoryTxt
Amt$100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

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