RONALD & ADELE TAUBER FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RONALD & ADELE TAUBER FOUNDATION (EIN 13-3199597)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-25
IRS object ID
202602379349100215
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-25T12:03:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FULVIO & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15 W 37TH STREET 4TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133199597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RONALD & ADELE TAUBER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RONALD S TAUBERInCareOfNm
Business Name ControlRONABusinessNameControlTxt
Phone2129089660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o HARMONY 767 3RD AVE 23-BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD TAUBERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone2129089660PhoneNum
Signature2026-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGennaro J Fulvio CPAPreparerPersonNm
PTINP00531238PTIN
Phone2124903113PhoneNum
Preparation2026-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$60,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,234ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$359DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,813NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,447GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,693CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,406TotalRevAndExpnssAmt
Total Net Invst Incm$31,052TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$795AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$624TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$83OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,127TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$845TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,745ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,745ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,872TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$658TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$51,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,466ExcessRevenueOverExpensesAmt
Net Investment Income$30,394NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$19,077SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,711SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,711SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,100CorporateStockBOYAmt
Total Assets BOY$67,177TotalAssetsBOYAmt
Total Assets EOY$60,711TotalAssetsEOYAmt
Total Assets EOYFMV$60,711TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Tot Net Ast Or Fund Balances BOY$67,177TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,711TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,177TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,711TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,177TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,466ExcessRevenueOverExpensesAmt
Subtotal$60,711SubtotalAmt
Tot Net Ast Or Fund Balances EOY$60,711TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$94,447GrossSalesPriceAmt
Cost Or Other Basis$87,634CostOrOtherBasisAmt
Gain Or Loss$30,693GainOrLossAmt
Gains Minus Excess Or Losses$6,813GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$30,693CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$422InvestmentIncomeExciseTaxAmt
Subtotal$422SubtotalAmt
Tax Based On Investment Income$422TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Tax Due$22TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RONALD S TAUBERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129089660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1HARMONY 767 3RD AVE 23-BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
RONALD S TAUBER
c/o HARMONY 767 3RD AVE 23-BNEW YORKNY10017TRUSTEE5.0$0$0$0
ADELE S TAUBER
c/o HARMONY 767 3RD AVE 23-BNEW YORKNY10017TRUSTEE5.0$0$0$0
RONALD S STEIN ESQ
7 HANOVER SQUARENEW YORKNY10004TRUSTEE5.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,178AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,566AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,744TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$95,744AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,436CashDeemedCharitableAmt
Net Vl Noncharitable Assets$94,308NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,715MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,715MinimumInvestmentReturnAmt
Tax Based On Investment Income$422TaxBasedOnInvestmentIncomeAmt
Total Tax$422TotalTaxAmt
Distributable Before Adj$4,293DistributableBeforeAdjAmt
Distributable Before Ded$4,293DistributableBeforeDedAmt
Distributable As Adjusted$4,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,590ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$51,590QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,293DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$29,716ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$73,270ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$48,315ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,671ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,750ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$202,722TotalExcessDistributionCyovAmt
Qualifying Distributions$51,590QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Treated As Distri From Corpus$51,590TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,293ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,293ExcessDistributionCyovAppCYAmt
Total Corpus$250,019TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,423ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$224,596ExcessDistriCyovToNextYrAmt
Excess From Year4$73,270ExcessFromYear4Amt
Excess From Year3$48,315ExcessFromYear3Amt
Excess From Year2$22,671ExcessFromYear2Amt
Excess From Year1$28,750ExcessFromYear1Amt
Excess From Current Year$51,590ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD S TAUBERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Congregation Kehilath Jeshurun
125 E 85th StNEW YORKNY10028NONEPCTO FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION$4,500
LIDO BEACH SYNAGOGUE
1 FAIRWAY RDLIDO BEACHNY11561NONEPCTO FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION$5,500
CONGREGATION SHEARITH ISRAEL
8 WEST 70TH STREETNEW YORKNY10023NONEPCTO FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION$6,800
MISC CONTRIBUTIONS UNDER 1000
c/o HARMANONYNew YorkNY10017NonePCTO HELP OGANIZATION IN ITS CHARITABLE PURPOSE$7,630767 3RD AVENUE 23B
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEPCTO HELP ORGANIZATION IN ITS CHARITABLE PURPOSE$1,000
CONGREGATION BETH ELOHIM
274 GARFIELD PLACEBROOKLYNNY11215NONEPCTO HELP ORG.IN ITS EXEMPT FUNCTION$4,000
ROMEMU
3080 BROADWAYNEW YORKNY10027NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$4,315
ISRAEL POLICY FORUM
122 E 42ND ST RM 3505NEW YORK CITYNY10168NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
OPHTHALMICEDGE INC
116E 66THE ST APT 10ENEW YORK CITYNY10065NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$2,000
AMERICAN COMMITTE FOR SHAARE ZEDEK
1040 AVENUE OF THE AMERICANEW YORK CITYNY10018NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000FL 23
AMERICAN FRIENDS OF BAR LLAN UNIVERSITY
160E 56STNEW YORK CITYNY10022NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
US FREIENDS OF YAD EZRAH INC
38 HILLTOP PLMONSEYNY10952NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
AMERICAN JEWISH HISTORICAL SOCIETY
15W 16TH STREETNEW YORKNY10011NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000FL 5
AMERICAN FRIENDS OF MATAN
1 SOUTH STBALTIMOREMD21202NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTON$2,000FL 27
ANTI DEFAMATION LEAGUE FOUNDATION
6053 3RD AVENUENEW YORK CITYNY10158NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
TOWN & VILLAGE SYNAGOGUE
334 E 14th StreetNEW YORKNY10003NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$5,000
STREET LAB
62 DEGRAW STREETBROOKLYNNY11231NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
GRASSROOT SOCCER INC
PO BOX 632HANOVERNH03755NONEPCTO HELP ORG. IN ITS EXEMPT FUNCTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,745TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$359ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,813ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,172ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,172TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$1,250$625$625
ADVERTISING$170$170

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGUALTIONS SEC. 59.4942(A)(D)(2) WE HEREBY ELECT UNDER REGUALTIONS SEC. 53.4942(A)-D(2) TO TREAT THE QUALIFYING DISTRIUTIONS MADE DURING THE YEAR ENDED 12/31/2025 OF $51,590 AS HAVING BEEN MADE OUT OF CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm
TOT INTL STOCK IX ADM -359.053
500 INDEX FUND ADM-121.272

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
DEPARTMENT OF LAW$50$50
BANK CHARGES$33$33

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAXES$224
ESTIMATE TAXES$400

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