AMERICAN CHAI TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
AMERICAN CHAI TRUST (EIN 13-6130992)
Tax period
2024-03-01 to 2025-02-28
Filed
2026-01-15
IRS object ID
202600159349100510
Schema version
2024v5.5
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)
Return2026-01-15T21:37:48-06:00ReturnTs
Tax Period End2025-02-28TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133597814PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SKODY SCOT & CO CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1520 EIGHTH AVE SUITE 2200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136130992EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN CHAI TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone2128890575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PERLMAN 521 FIFTH AVE 30FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLIFFORD PERLMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128890575PhoneNum
Signature2026-01-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM SKODYPreparerPersonNm
PTINP00631754PTIN
Phone2129671100PhoneNum
Preparation2026-01-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,422,219FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$67,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,576DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,379GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$123,337TotalRevAndExpnssAmt
Total Net Invst Incm$123,337TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$27,017LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,105LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$18,912LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,830OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,830OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$350TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,733TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,391TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,233TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,391TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$114,992TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,896ExcessRevenueOverExpensesAmt
Net Investment Income$113,946NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,008CashBOYAmt
Cash EOY$35,638CashEOYAmt
Cash EOYFMV$35,638CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,377SavAndTempCashInvstBOYAmt
Corporate Stock BOY$537,313CorporateStockBOYAmt
Corporate Stock EOY$576,894CorporateStockEOYAmt
Corporate Stock EOYFMV$2,386,581CorporateStockEOYFMVAmt
Total Assets BOY$548,698TotalAssetsBOYAmt
Total Assets EOY$612,532TotalAssetsEOYAmt
Total Assets EOYFMV$2,422,219TotalAssetsEOYFMVAmt
Accounts Payable EOY$3,350AccountsPayableEOYAmt
Grants Payable EOY$20,500GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,850TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$548,698NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$588,682NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$548,698TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$588,682TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$548,698TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$612,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$548,698TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,896ExcessRevenueOverExpensesAmt
Other Increases$61,880OtherIncreasesAmt
Subtotal$588,682SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$588,682TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCOMMON STOCKSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$86,379GrossSalesPriceAmt
Cost Or Other Basis$30,618CostOrOtherBasisAmt
Gain Or Loss$55,761GainOrLossAmt
Gains Minus Excess Or Losses$55,761GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$55,761CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,584InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,584SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,584TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$54EsPenaltyAmt
Tax Due$1,638TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128890575PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PERLMAN 521 FIFTH AVE 30FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10175ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLIFFORD PERLMAN
521 FIFTH AVENEW YORKNY10175TRUSTEE1.00$0$0$0
AARON DOYNOW
28 RIDGE RDCOLTS NECKNY07722TRUSTEE1.00$0$0$0
MICHAEL COHN
95 DELANCEY STNEW YORKNJ10002TRUSTEE1.00$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)
Description1GRANTS TO 501(C)(3) NON-PROFIT ORGANIZATIONSDescription1Txt
Expenses1$114,992Expenses1Amt

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$2,469,660AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,084AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,485,744TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,485,744AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,286CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,448,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,584TaxBasedOnInvestmentIncomeAmt
Total Tax$1,584TotalTaxAmt
Distributable Before Adj$120,839DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,839DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,839DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$114,992ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$114,992QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,839DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,955ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,395ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,387ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,169ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$89,906TotalExcessDistributionCyovAmt
Qualifying Distributions$114,992QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,992AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,847ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,847ExcessDistributionCyovAppCYAmt
Total Corpus$84,059TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$84,059ExcessDistriCyovToNextYrAmt
Excess From Year3$14,503ExcessFromYear3Amt
Excess From Year2$48,387ExcessFromYear2Amt
Excess From Year1$21,169ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCLIFFORD PERLMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line141 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128890575RecipientPhoneNum
Form And Info And Materials1. A DESCRIPTION OF THE PROPOSED PROJECT INCLUDING A BUDGET, PROOF CONCERNING THE NEED FOR THE PROJECT AND THE PROJECT TIME THAT IT WILL REQUIRE TO COMPLETE SAID PROJECT. 2. A COPY OF THE IRS RULING THAT THE ORGANIZATION IS TAX EXEMPT AND IS NOT A PRIVATE FOUNDATION. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesOPEN FOR SUBMISSION ALL YEARSubmissionDeadlinesTxt
Restrictions On AwardsTHE MINIMUM AWARD IS $500 TO A MAXIMUM OF $12,000.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EAST SIDE HOUSE SETTLEMENT
337 ALEXANDER AVENUEBRONXNY10454NONEPCGENERAL SUPPORT$1,500
BROOKLYN ACACEMY OF MUSIC
30 LAFAYETTE AVEBROOKLYNNY11217NONEPCGENERAL SUPPORT$3,000
CHAMBER MUSIC SOCIETY
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCGENERAL SUPPORT$3,000
HERITAGE MANAGEMENT
810 W WASHINGTON BLVD SUITE 260CHICAGOIL06067NONEPCGENERAL SUPPORT$5,000
INTERNATIONAL PEACE INSTITUTE
777 UNITED NATIONS PLAZANEW YORKNY10017NONEPCGENERAL SUPPORT$5,000
NEW SCHOOL (VERA LIST CENTER)
66 WEST 12TH STREETNEW YORKNY10002NONEPCGENERAL SUPPORT$5,000
NEW MUSEUM
235 BOWERYNEW YORKNY10002NONEPCGENERAL SUPPORT$10,000
SAY - STUTTERING ASSOCIATION FOR THE YOUNG
205 S BUCKHOUT STIRVINGTONNY10533NONEPCGENERAL SUPPORT$10,000
HUNTER COLLEGE
695 PARK AVENUENEW YORKNY10065NONEPCGENERAL SUPPORT$12,500
AMERICAN FEDERATION OF ARTS
305 EAST 47TH STREETNEW YORKNY10017NONEPCGENERAL SUPPORT$15,000
MULTIPLE GRANTEES
C/O ORG PERLMAN 41 MADISON AVE 40FLNEW YORKNY10010NONEPCGENERAL SUPPORT$21,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KRISTI HOUSE
1265 NW 12 AVEMIAMIFL33136NONEPCGENERAL SUPPORT$3,000
MULTIPLE GRANTEES
C/O ORG PERLMAN 41 MADISON AVE 40FLNEW YORKNY10010NONEPCGENERAL SUPPORT$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$20,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,576ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,337ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,337TotalIncomeProducingActyAmt

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$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$576,894EOYBookValueAmt
EOYFMV$2,386,581EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$27,017LegalFeesAmt
Net Investment Income$8,105NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,912DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK AND PROCESSING FEESDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$36NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$61,880Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$3,830Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,830DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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