BETA

JAMES AND VICTORIA CHANG FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JAMES AND VICTORIA CHANG FAMILY FOUNDATION (EIN 27-4811784)
Tax period
2024-10-01 to 2025-09-30
Filed
2026-02-09
IRS object ID
202610409349100716
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)
Return2026-02-09T11:32:02-06:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274811784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND VICTORIA CHANG FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone2127441354PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11115 FIFTH AVE 14AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES M CHANGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127441354PhoneNum
Signature2026-01-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY SORKINPreparerPersonNm
PTINP01284604PTIN
Phone2129498700PhoneNum
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$16,536,722FMVAssetsEOYAmt
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$176,630DividendsRevAndExpnssAmt
Dividends Net Invst Incm$176,630DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$126,982NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$429,154GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$153,048CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$303,612TotalRevAndExpnssAmt
Total Net Invst Incm$329,678TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$49,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$29,700CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$19,800CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,533AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,720AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,813AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,695TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,151OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,053OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$98OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$79,879TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,473TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,711TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,879TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,473TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$213,711TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,733ExcessRevenueOverExpensesAmt
Net Investment Income$291,205NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,854CashBOYAmt
Cash EOY$3,660CashEOYAmt
Cash EOYFMV$3,660CashEOYFMVAmt
Rcvbl From Officers BOY$150RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$150RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$150RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$7,612,881CorporateStockBOYAmt
Corporate Stock EOY$7,691,808CorporateStockEOYAmt
Corporate Stock EOYFMV$16,532,912CorporateStockEOYFMVAmt
Total Assets BOY$7,663,885TotalAssetsBOYAmt
Total Assets EOY$7,695,618TotalAssetsEOYAmt
Total Assets EOYFMV$16,536,722TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,663,885RetainedEarningBOYAmt
Retained Earning EOY$7,695,618RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,663,885TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,695,618TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,663,885TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,695,618TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,663,885TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,733ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,695,618SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,695,618TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE S&P 500 ETFP2020-03-182025-06-18$600$234$366$366
ISHARES CORE S&P 500 ETFP2020-03-182025-04-24$5,488$2,338$3,150$3,150
ISHARES CORE S&P 500 ETFP2020-03-182025-04-23$4,299$1,870$2,429$2,429
ISHARES CORE S&P 500 ETFP2020-03-182025-03-12$9,004$3,740$5,264$5,264
ISHARES CORE S&P 500 ETFP2020-03-182025-02-11$55,979$21,505$34,474$34,474
ISHARES CORE S&P 500 ETFP2020-03-182025-01-22$28,074$10,753$17,321$17,321
ISHARES CORE S&P 500 ETFP2020-03-182025-01-14$19,343$7,714$11,629$11,629
ISHARES CORE S&P 500 ETFP2020-03-182025-01-13$40,254$16,129$24,125$24,125
ISHARES CORE S&P 500 ETFP2020-03-182025-01-06$19,727$7,714$12,013$12,013
ISHARES CORE S&P 500 ETFP2020-03-182024-12-10$10,319$3,974$6,345$6,345
ISHARES CORE S&P 500 ETFP2020-03-182024-10-29$4,682$1,870$2,812$2,812
AMAZON.COM INCP2024-10-15$41,201$41,858-$657-$657
META PLATFORMS INCP2024-12-17$630$574$56$56
META PLATFORMS INCP2024-12-17$630$574$56$56
NVIDIA CORPORATION COMP2025-02-04$62,093$69,956-$7,863-$7,863
AMAZON.COM INCP2025-03-05$49,836$46,449$3,387$3,387
APPLE INCD2025-03-12$12,155$7,786$4,369$4,369
ISHARES CORE S&P 500 ETFP2025-03-25$13,248$7,786$5,462$5,462
ISHARES CORE S&P 500 ETFP2025-03-31$1,136$677$459$459
ISHARES CORE S&P 500 ETFP2025-04-03$1,130$677$453$453
ISHARES CORE S&P 500 ETFP2025-04-10$16,000$15,700$300$300
APPLE INCD2025-04-10$26,969$1,788$25,181$25,181
ISHARES CORE S&P 500 ETFP2025-06-04$2,392$2,409-$17-$17
ISHARES CORE S&P 500 ETFP2025-09-15$3,965$2,031$1,934$1,934
FieldValueIRS element (for citing)
Capital Gain Net Income$153,048CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,048InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,048SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,048TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,287EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,287TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,239OverpaymentAmt
Applied To ES Tax$6,239AppliedToESTaxAmt
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 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 BooksJAMES CHANGIndividualWithBooksNm
Phone2127441354PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 777AddressLine1Txt
CityREMSENBURGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11960ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
JAMES CHANG
26 CEDAR LN WREMSENBURGNY11960PRESIDENT10.00$49,500$0$0
MELISSA GUNN
205 EAST 85TH STREET 12CDNEW YORKNY10028DIRECTOR5.00$0$0$0
ALLISON CHANG
1115 FIFTH AVENEW YORKNY10128DIRECTOR5.00$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$14,822,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,474AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,828,010TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,828,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$222,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,605,590NetVlNoncharitableAssetsAmt
Minimum Investment Return$730,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$730,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,048TaxBasedOnInvestmentIncomeAmt
Total Tax$4,048TotalTaxAmt
Distributable Before Adj$726,232DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$726,232DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$726,232DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$213,711ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$213,711QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$726,232DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$372,570ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$698,836ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,071,406TotalExcessDistributionCyovAmt
Qualifying Distributions$213,711QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$213,711AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$512,521ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$512,521ExcessDistributionCyovAppCYAmt
Total Corpus$558,885TotalCorpusAmt
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$558,885ExcessDistriCyovToNextYrAmt
Excess From Year1$558,885ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
APEX FOR YOUTH INC
80 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL SUPPORT$10,000
BALLET THEATRE FOUNDATION INC
890 BROADWAY 3RD FLOORNEW YORKNY10003PUBLIC CHARITYGENERAL SUPPORT$20,000
MUSEUM OF CHINESE IN AMERICA
215 CENTRE STNEW YORKNY10013PUBLIC CHARITYGENERAL SUPPORT$25,000
NATIONAL BOARD OF REVIEW
40 WEST 37TH STREET SUITE 501NEW YORKNY10018PUBLIC CHARITYGENERAL SUPPORT$40,000
PREP FOR PREP
328 W 71ST STNEW YORKNY10023PUBLIC CHARITYGENERAL SUPPORT$10,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028PUBLIC CHARITYGENERAL SUPPORT$12,000
AMERICAN FRIENDS OF THE SHANGHAI MUSEUM
1115 FIFTH AVENEW YORKNY10128PUBLIC CHARITYGENERAL SUPPORT$15,000
HACKLEY SCHOOL
293 BENEDICT AVETARRYTOWNNY10591PUBLIC CHARITYGENERAL SUPPORT$15,000
LSA FAMILY HEALTH SERVICE
333 EAST 115TH STREETNEW YORKNY10029PUBLIC CHARITYGENERAL SUPPORT$10,000
PRESIDENT & FELLOWS OF HARVARD COLLEGE
PO BOX 419209BOSTONMA02241PUBLIC CHARITYGENERAL SUPPORT$15,000
RIVERDALE COUNTRY SCHOOL
5250 FIELDSTON ROADBRONXNY10471PUBLIC CHARITYGENERAL SUPPORT$15,000
FIFTH AVENUE COMMITTEE
621 DEGRAW STBROOKLYNNY11217PUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$176,630ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$126,982ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$303,612ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$303,612TotalIncomeProducingActyAmt

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$4,533Amt
Net Investment Income$2,720NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,813DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$7,691,808EOYBookValueAmt
EOYFMV$16,532,912EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$5,907$5,907$0
FILING FEES$244$146$98

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PFCategoryTxt
Amt$19,695Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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