JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JIRAIR S AND ELIZABETH HOVNANIAN FOUNDATION INC (EIN 22-3630232)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-04
- IRS object ID
- 202620639349100332
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Depreciation Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-04T21:30:01-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEFFLER RADETICH & SAITTA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 MARKET STREET SUITE 1700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223630232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jirair S and Elizabeth Hovnanian Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | JIRA | BusinessNameControlTxt |
| Phone | 2156658870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Birchfield Drive | AddressLine1Txt |
| City | Mount Laurel | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER HOVNANIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8562358444 | PhoneNum |
| Signature | 2026-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL H STROEMEL | PreparerPersonNm |
| PTIN | P00707131 | PTIN |
| Phone | 2156658870 | PhoneNum |
| Preparation | 2026-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,674,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22,341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,341 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $139,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $713,919 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,671,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $713,919 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $875,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,628 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $109,973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,658 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $443 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $443 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,845 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $132,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $383,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $383,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $516,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $1,120,490 | CashEOYAmt |
| Cash EOYFMV | $1,120,490 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,420,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,659,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,554,222 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,420,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,780,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,674,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,420,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,780,172 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,420,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,780,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,420,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,780,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,420,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,219 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,780,172 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,780,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL SALES | P | 2025-06-30 | $720,386 | $560,150 | $160,236 | $160,236 |
| LONG-TERM CAPITAL SALES | P | 2025-06-30 | $1,951,473 | $1,397,790 | $553,683 | $553,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $713,919 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,544 | SubtotalAmt |
| Tax Based On Investment Income | $10,544 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $559 | EsPenaltyAmt |
| Tax Due | $11,103 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8562358444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 BIRCHFIELD DRIVE | AddressLine1Txt |
| City | MOUNT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHAN HOVNANIAN | ||||||||
| 900 Birchfield Drive | Mount Laurel | NJ | 08054 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| PETER J HOVNANIAN | ||||||||
| 900 Birchfield Drive | Mount Laurel | NJ | 08054 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| JAKE DER HAGOPIAN | ||||||||
| 900 Birchfield Drive | Mount Laurel | NJ | 08054 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,026,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $575,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,601,993 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,601,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,457,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $472,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,544 | TotalTaxAmt |
| Distributable Before Adj | $462,354 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $462,354 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $462,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $383,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $380,455 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $380,455 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Applied To Current Year | $3,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $459,209 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARMENIAN SISTERS ACADEMY | ||||||||
| 440 Upper Gulph Road | Radnor | PA | 19087 | NONE | PC | UNRESTRICTED | $44,500 | |
| ARMENIAN EYECARE PROJECT | ||||||||
| 100 W FOOTHILL BLVD | SAN DIMAS | CA | 91773 | NONE | PC | UNRESTRICTED | $2,000 | SUITE 203 |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL | IRVING | TX | 75038 | NONE | PC | UNRESTRICTED | $20,000 | |
| HOLY TRINITY ARMENIAN CHURCH | ||||||||
| 11960 VICTORY BLVD | NORTH HOLLYWOOD | CA | 91606 | NONE | PC | UNRESTRICTED | $50,000 | |
| JOSEPH LACROCE FOUNDATION | ||||||||
| 75 LANE OF ACRES | HADDONFIELD | NJ | 08033 | NONE | PC | UNRESTRICTED | $4,600 | |
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | PC | UNRESTRICTED | $23,000 | |
| GROUNDS FOR SCULTPURE | ||||||||
| 80 SCULPTORS WAY | HAMILTON | NJ | 08619 | NONE | PC | UNRESTRICTED | $30,000 | |
| PERKINS CENTER FOR ARTS | ||||||||
| 395 KINGS HWY | MOORESTOWN | NJ | 08057 | NONE | PC | UNRESTRICTED | $10,000 | |
| ST GREGORY THE ILLUMINATOR ARMENIAN APOSTOLIC CH | ||||||||
| 8701 RIDGE AVENUE | PHILADELPHIA | PA | 19128 | NONE | PC | UNRESTRICTED | $50,000 | |
| ARMENIAN HERITAGE FOUNDATION OF PHILADELPHIA | ||||||||
| 1 BELMONT AVE | BALA CYNWYD | PA | 190041616 | NONE | PC | UNRESTRICTED | $100,000 | SUITE 314 |
| THERAPISTS FOR AMERICA INC | ||||||||
| 16 MIDDLE NECK RD 613 | GREAT NECK | NY | 11021 | NONE | PC | UNRESTRICTED | $17,500 | |
| JAWS YOUTH FUND INC | ||||||||
| 270 EAGLE POINT ROAD | WEST DEPTFORD | NJ | 08086 | NONE | PC | UNRESTRICTED | $2,000 | |
| ARMENIAN CHURCH ENDOWMENT FUND INC | ||||||||
| 630 SECOND AVENUE | NEW YORK | NY | 10016 | NONE | PC | UNRESTRCITED | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $383,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,341 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $713,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $875,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,628 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $109,658 | $109,658 |
| PROFESSIONAL FEES | $315 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN WITHHELD | $6,845 | $6,845 |
| TAXES - FEDERAL | $15,414 |
Comments