BETA

KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-01-23
IRS object ID
202600239349100410
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)
Return2026-01-23T14:51:58-06:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954809947PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15862 W 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900362837ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

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 BLVD 1250AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH KORNWASSERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3239339306PhoneNum
Signature2026-01-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN DRORPreparerPersonNm
PTINP01403117PTIN
Phone3239339306PhoneNum
Preparation2026-01-23PreparationDt
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$1,811,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,577DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$698NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$698GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$698CapGainNetIncmNetInvstIncmAmt
Incm Modifications Adj Net Incm$604IncmModificationsAdjNetIncmAmt
Total Rev And Expnss$56,275TotalRevAndExpnssAmt
Total Net Invst Incm$49,275TotalNetInvstIncmAmt
Total Adj Net Incm$604TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,540AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,534OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$48,903OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$198,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$198,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$270,672TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$198,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$214,397ExcessRevenueOverExpensesAmt
Net Investment Income$49,275NetInvestmentIncomeAmt
Adjusted Net Income$604AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,790SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$145,509SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$145,509SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$101,732CorporateBondsBOYAmt
Corporate Bonds EOY$190,521CorporateBondsEOYAmt
Corporate Bonds EOYFMV$151,063CorporateBondsEOYFMVAmt
Other Investments BOY$1,520,163OtherInvestmentsBOYAmt
Other Investments EOY$1,090,258OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,515,387OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,640,685TotalAssetsBOYAmt
Total Assets EOY$1,426,288TotalAssetsEOYAmt
Total Assets EOYFMV$1,811,959TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,640,685NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,426,288NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,640,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,426,288TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,640,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,426,288TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,640,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$214,397ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,426,288SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,426,288TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANELYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-06-01AcquiredDt
Sold2024-05-31SoldDt
Gross Sales Price$698GrossSalesPriceAmt
Gain Or Loss$698GainOrLossAmt
Gains Minus Excess Or Losses$698GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$698CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$685InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$685SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$685TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,305EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,305TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,620OverpaymentAmt
Applied To ES Tax$1,620AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksBARAK RICHTER DROR CPASIndividualWithBooksNm
Phone3239339306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15862 3RD STAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH KORNWASSER
5670 WILSHIRE BOULEVARD 1250LOS ANGELESCA90036PRESIDENT0.00$0$0$0
JUDY MOSKOVITS
5670 WILSHIRE BLVD STE 1250LOS ANGELESCA90036SECRETARY0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,150AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,720,273FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,802,423TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,802,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,775,387NetVlNoncharitableAssetsAmt
Minimum Investment Return$88,769MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$88,769MinimumInvestmentReturnAmt
Tax Based On Investment Income$685TaxBasedOnInvestmentIncomeAmt
Total Tax$685TotalTaxAmt
Distributable Before Adj$88,084DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$88,084DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$88,084DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$198,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$198,650QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,084DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$229,120ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$303,393ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$444,204ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$307,136ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$295,758ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,579,611TotalExcessDistributionCyovAmt
Qualifying Distributions$198,650QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,084AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,566RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,690,177TotalCorpusAmt
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$229,120ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,461,057ExcessDistriCyovToNextYrAmt
Excess From Year4$303,393ExcessFromYear4Amt
Excess From Year3$444,204ExcessFromYear3Amt
Excess From Year2$307,136ExcessFromYear2Amt
Excess From Year1$295,758ExcessFromYear1Amt
Excess From Current Year$110,566ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STREET SUITE 303NEW YORKNY10022NONEGENERAL$51,000
GEMILOS CHASODIM CHASDEI MOSHE
5314 16TH AVENUE STE 370BROOKLYNNY11204NONEGENERAL$44,600
MIKVAH YISROEL
1980 AVENUE LBROOKLYNNY11230NONEGENERAL$20,000
BOCA JEWISH CENTER INC
21065 POWERLINE ROADBOCA RATONFL33433NONEGENERAL$20,000RELIGIOUS
AMERICAN FRIENDS OF MEIR PANIM
5316 NEW UTRECHT AVENUEBROOKLYNNY11219NONEGENERAL$12,500
CHAI LIFELINE
9701 WEST PICO BLVD 120LOS ANGELESCA90035NONEGENERAL$10,000
LANIADO DEVELOPMENT FUND INC
1177 48TH STREETMONSEYNY11219NONEGENERAL$10,000
ONE FAMILY
PO BOX 822732PHILADELPHIAPA19182NONNEGENERAL$7,200
RABBINICAL COLLEGE OF TEISHI
28400 EUCLID AVENUEWICKLIFFEOH44092NONEGENERAL$5,000
YESHIVA GEDOLAH OF LOS ANGELES
5444 W OLYMPIC BLVDLOS ANGELESCA90036NONEGENERAL$5,000
CHINUCH YEHUDI
135 CABLES AVEWATERBURYCT06710NONEGENERAL$3,600
NSHEI BOBOV DBA TOV VICHESED
15 HOWARD DRSPRING VALLEYNY10977NONEGENERAL$3,600
KOLLEL YECHIEL YEHUDA
444 N LA BREA AVELOS ANGELESCA90036NONEGENERAL$3,600
EMES
7011 CLINTON STLOS ANGELESCA90036NONEGENERAL$1,800
MOSDOS CHASIDEI SQUARE
105 HEYWARD STREETBROOKLYNNY11206NONEGENERAL USE$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$198,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,577RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$698RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$49,275RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,275TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4EARNINGS FROM INVESTMENT ACTIVITIES
8GAINS FROM SALES OF SECURITIES

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$10,540Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$190,521EOYBookValueAmt
EOYFMV$151,063EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKSAT COST$478,899$951,609
ETFAT COST$15,000$15,000
JP MORGAN - 2008AT COST$364,211$528,350
JP MORGAN - 8008AT COST$232,148$20,428

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$8,055$0$0
CAPITAL CALL$40,848$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$12,284$0$0
OUTSIDE CONTRACT FEES$250$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREGISTRY OF CHARITABLE TRUSTSCategoryTxt
Amt$45Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.