SANDEL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SANDEL FAMILY FOUNDATION (EIN 46-7034940)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-05
IRS object ID
202632179349101018
Schema version
2025v4.0
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)
Return2026-08-05T17:04:17-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954009917PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DECK DAVIS & HASKELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121731 VENTURA BLVD STE 200AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913645111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN467034940EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDEL FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2TALI SANDELBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone3104977546PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 LORIMER STREET APT 4AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTALI SANDELPersonNm
Person TitleCEO/PRESIDENTPersonTitleTxt
Phone3104977546PhoneNum
Signature2026-08-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHANNON L DECKPreparerPersonNm
PTINP00744314PTIN
Phone8189902490PhoneNum
Preparation2026-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,066,747FMVAssetsEOYAmt
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$63,124DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,124DividendsNetInvstIncmAmt
Dividends Adj Net Incm$63,124DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$36,988NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$207,776GrossSalesPriceAmt
Total Rev And Expnss$100,112TotalRevAndExpnssAmt
Total Net Invst Incm$63,124TotalNetInvstIncmAmt
Total Adj Net Incm$63,124TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$175LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,830TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,666OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$129,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$139,351TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$129,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,239ExcessRevenueOverExpensesAmt
Net Investment Income$63,124NetInvestmentIncomeAmt
Adjusted Net Income$63,124AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,944CashBOYAmt
Cash EOY$9,082CashEOYAmt
Cash EOYFMV$9,082CashEOYFMVAmt
Corporate Stock BOY$1,501,373CorporateStockBOYAmt
Corporate Stock EOY$1,468,006CorporateStockEOYAmt
Corporate Stock EOYFMV$3,057,563CorporateStockEOYFMVAmt
Other Investments BOY$10OtherInvestmentsBOYAmt
Other Assets BOY$111OtherAssetsBOYAmt
Other Assets EOY$102OtherAssetsEOYAmt
Other Assets EOYFMV$102OtherAssetsEOYFMVAmt
Total Assets BOY$1,517,438TotalAssetsBOYAmt
Total Assets EOY$1,477,190TotalAssetsEOYAmt
Total Assets EOYFMV$3,066,747TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,517,438RetainedEarningBOYAmt
Retained Earning EOY$1,477,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,517,438TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,477,190TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,517,438TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,477,190TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,517,438TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,239ExcessRevenueOverExpensesAmt
Subtotal$1,478,199SubtotalAmt
Other Decreases$1,009OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,477,190TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$877InvestmentIncomeExciseTaxAmt
Subtotal$877SubtotalAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$38EsPenaltyAmt
Tax Due$915TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SHANNON L DECK CPA MSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189902490PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121731 VENTURA BLVD SUITE 200AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91364ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TALI SANDEL
532 LORIMER STREET APT 4ABROOKLYNNY11211CEO/PRESIDEN000.00$0$0$0
ARI SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265CFO/TREASURE000.00$0$0$0
JOYCE SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265SECRETARY000.00$0$0$0
DAN SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265CHAIRPERSON000.00$0$0$0
LEE SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265DIRECTOR000.00$0$0$0
MAYA SANDEL
27422 PACIFIC COAST HIGHWAYMALIBUCA90265DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,851,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,875,527TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,875,527AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,832,394NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,620MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$141,620MinimumInvestmentReturnAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Total Tax$877TotalTaxAmt
Distributable Before Adj$140,743DistributableBeforeAdjAmt
Distributable Before Ded$140,743DistributableBeforeDedAmt
Distributable As Adjusted$140,743DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$129,680ExpensesAndContributionsAmt
Qualifying Distributions$129,680QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,743DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$46,374ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$46,374TotalExcessDistributionCyovAmt
Qualifying Distributions$129,680QualifyingDistributionsAmt
Applied To Current Year$129,680AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,063ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,063ExcessDistributionCyovAppCYAmt
Total Corpus$35,311TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,311ExcessDistriCyovToNextYrAmt
Excess From Year2$35,311ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVELOS ANGELESCA90011NONEPCGENERAL SUPPORT$1,500
ACLU
125 BROAD STEET 18TH FLOONEW YORKNY10004NONEPCGENERAL SUPPORT$1,000
AMERICAN FRIENDS OF BEN GURION UNIV
1001 AVENUE OF THE AMERICNEW YORKNY10018NONEPCGENERAL SUPPORT$20,000
AMERICAN FRIENDS OF TEL AVIV UNIVER
8 W 40TH ST 8TH FLOORNEW YORKNY10018NONEPCGENERAL SUPPORT$10,000
AMERICAN HUMANE SOCIETY
1255 23RD STGLENDALECA91204NONEPCGENERAL SUPPORT$393
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVELOS ANGELESCA90077NONEPCGENERAL SUPPORT$2,500
AMERICANS FOR PEACE NOW
5870 W OLYMPIC BLVDLOS ANGELESCA90036NONEPCGENERAL SUPPORT$2,500
AMNESTY INTERNATIONAL
5 PENN PLAZANEW YORKNY10001NONEPCGENERAL SUPPORT$1,000
AORN FOUNDATION
2170 S PARKER ROADDENVERCO80231NONEPCGENERAL SUPPORT$15,000STE 400
ASPCA
424 EAST 92ND STREETNEW YORKNY10128NONEPCGENERAL SUPPORT$300
BOYS & GIRLS OF MALIBU
PO BOX 6393MALIBUCA90264NONEPCGENERAL SUPPORT$1,000
BOYS AND GILS CLUB OF HOLLYWOOD
850 N CAHUENGA BLVDLOS ANGELESCA90038NONEPCGENERAL SUPPORT$2,000
CEDARS SINAI
6500 WILSHIRE BLVDLOS ANGELESCA90048NONEPCGENERAL SUPPORT$15,000STE 1600
CITY HARVEST
150 52ND STREETBROOKLYNNY11232NONEPCGENERAL SUPPORT$500
COYOTE CLUB GIRLS SOCCER
PO BOX 8974CALABASASCA91372NONEPCGENERAL SUPPORT$2,900
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLRNEW YORKNY10001NONEPCGENERAL PUBLIC SUPPORT$1,000
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163NONEPCGENERAL SUPPORT$5,000
HARMONY PROJECT
4322 WILSHIRE BLVDLOS ANGELESCA90010NONEPCGENERAL SUPPORT$2,500STE 101
ISRAEL FILM FESTIVAL
PO BOX 66073WASHINGTONDC20035NONEPCGENERAL SUPPORT$1,500
J STREET EDUCATION FUND
PO BOX 6673WASHINGTONDC20035NONEPCGENERAL PUBLIC SUPPORT$5,000
JEWISH FREE LOAN ASSOCIATION
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPCGENERAL SUPPORT$6,000STE 715
JUDJ
11960 SUNSET BLVDLOS ANGELESCA90049NONEPCGENERAL SUPPORT$500
JWISH WORLD WATCH
5535 BALBOA BLVDENCINOCA91316NONEPCGENERAL SUPPORT$1,000STE 115
KESHET CHAIM DANCE ENSEMBLE
5551 BALBOA BLVDSHERMAN OAKSCA91423NONEPCGENERAL PUBLIC SUPPORT$7504155 DIXIE CANYON AVENUE
L A C M A
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPCGENERAL SUPPORT$2,500
LA FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058NONEPCGENERAL SUPPORT$2,000
LACPCA
1223 WILSHIRE BLVDSANTA MONICACA90403NONEPCGENERAL SUPPORT$275STE 435
LAFD
1700 STADIUM WAYLOS ANGELESCA90012NONEPCGENERAL SUPPORT$6,000UNIT 100
LOS ANGELES EMERGENCY PREPAREDNESS
404 S FIGUEROA STREET 5THLOS ANGELESCA90071NONEPCGENERAL SUPPORT$5,000STE 520B
MALIBU FOUNDATION
8383 WILSHIRE BLVDBEVERLY HILLSCA90211NONEPCGENERAL SUPPORT$500STE 400
MUSEUM OF CONTEMPORARY ART
250 SOUTH GRAND AVELOS ANGELESCA90012NONEPCGENERAL SUPPORT$1,380
PARTNERS FOR PROGRESSIVE ISRAEL
601 WEST 26TH STREETNEW YORKNY10001NONEPCGENERAL SUPPORT$3,000SUITE 325-30
TARZANA PROVIDENCE FOUNDATION
18321 CLARK STTARZANACA91356NONEPCGENERAL SUPPORT$1,000
THE FRICK COLLECTION
1 EAST 70TH STREETNEW YORKNY10021NONEPCGENERAL SUPPORT$2,250
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACWASHINGTONDC20024NONEPCGENERAL PUBLIC SUPPORT$5,000
UCLA
10889 WILSHIRE BLVDLOS ANGELESCA90024NONEPCGENERAL SUPPORT$2,500STE 1000
USC MARSHALL FOUNDATION
3670 TROUSDALE PKWYLOS ANGELESCA90089NONEPCGENERAL SUPPORT$2,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEPCGENERAL SUPPORT$1,250
WORLD WILD LIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCGENERAL PUBLIC SUPPORT$257
CHECKS NOT CLEARED FROM 2024
532 LORIMER STREETBROOKLYNNY11211NONEPCGENERAL SUPPORT-$4,575APT 4A
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$129,680TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,124RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,988RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100,112RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$100,112TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
JP MORGAN 5003PURCHASE$96,741$68,457$28,284
JP MORGAN 5003PURCHASE$111,035$102,331$8,704

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJ.P. MORGAN ACCOUNT 5003StockNm
EOY Book Value$1,468,006EOYBookValueAmt
EOYFMV$3,057,563EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDIVIDENDS RECEIVABLE PER 1099CategoryOrItemTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$175LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED DIVIDENDSDesc
BOY Book Value$111BOYBookValueAmt
EOY Book Value$102EOYBookValueAmt
EOYFMV$102EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES$889
NON DEDUCTIBLE EXPENSES$120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
MANAGEMENT FEES$7,666

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,830Amt

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