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MYRON S AND HELEN K SILVER FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MYRON S AND HELEN K SILVER FAMILY FOUNDATION (EIN 80-0519951)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202611289349102031
Schema version
2025v4.1
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)
Return2026-05-08T12:20:53-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332457480PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INSERO ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 THORNWOOD DRIVEAddressLine1Txt
CityITHACACityNm
State AbbreviationNYStateAbbreviationCd
ZIP14850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800519951EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MYRON S & HELEN K SILVERBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMYROBusinessNameControlTxt
Phone5852728060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 JEFFERSON ROADAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14623ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA SILVER-SHUMWAYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5852728060PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLEY HORNERPreparerPersonNm
PTINP00040965PTIN
Phone6072724444PhoneNum
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$646,073FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,438DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,438DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,487NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$412,618GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,487CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,938TotalRevAndExpnssAmt
Total Net Invst Incm$92,938TotalNetInvstIncmAmt
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$2,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,225AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,126OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,126OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$635TaxesRevAndExpnssAmt
Taxes Net Invst Incm$260TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$89OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$115OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,611TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,340TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,611TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,740TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,238ExcessRevenueOverExpensesAmt
Net Investment Income$85,327NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,481CashBOYAmt
Cash EOY$8,141CashEOYAmt
Cash EOYFMV$8,141CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,284SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,419SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,419SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$513,378CorporateStockBOYAmt
Corporate Stock EOY$584,821CorporateStockEOYAmt
Corporate Stock EOYFMV$629,513CorporateStockEOYFMVAmt
Total Assets BOY$546,143TotalAssetsBOYAmt
Total Assets EOY$601,381TotalAssetsEOYAmt
Total Assets EOYFMV$646,073TotalAssetsEOYFMVAmt
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$546,143RetainedEarningBOYAmt
Retained Earning EOY$601,381RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$546,143TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$601,381TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$546,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$601,381TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$546,143TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,238ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$601,381SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$601,381TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES ST #5262$67,028$64,447$2,581$2,581
PUBLICLY TRADED SECURITIES LT #5262$326,091$268,684$57,407$57,407
PUBLICLY TRADED SECURITIES LT #5262$53$53$53
CAPITAL GAINS DIVIDENDS$19,446$19,446$19,446P
FieldValueIRS element (for citing)
Capital Gain Net Income$79,487CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,186InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,186SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,186TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Tax Due$1,206TaxDueAmt

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 AddressNONEWebsiteAddressTxt
Individual With BooksBARBARA SILVER-SHUMWAYIndividualWithBooksNm
Phone5852728060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1633 JEFFERSON ROADAddressLine1Txt
CityROCHESTERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14623ZIPCd
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
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

FieldValueIRS element (for citing)
PersonBARBARA SILVER-SHUMWAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1633 WEST BLOOMFIELD ROADAddressLine1Txt
CityPITTSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14534ZIPCd
FieldValueIRS element (for citing)
TitleCO-TRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$591,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$623,030TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$623,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$613,685NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,684MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,684MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,186TaxBasedOnInvestmentIncomeAmt
Total Tax$1,186TotalTaxAmt
Distributable Before Adj$29,498DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,498DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,498DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,740ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,740QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,498DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,004ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,452ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$3,456TotalExcessDistributionCyovAmt
Qualifying Distributions$29,740QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$242RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,698TotalCorpusAmt
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$3,698ExcessDistriCyovToNextYrAmt
Excess From Year4$1,004ExcessFromYear4Amt
Excess From Year3$2,452ExcessFromYear3Amt
Excess From Current Year$242ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA SILVER-SHUMWAYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCGENERAL DONATION$750
BOYS AND GIRLS CLUB OF ROCHESTER
500 GENESEE STREETROCHESTERNY14611NONEPCGENERAL DONATION$500
BREAST CANCER COALITION
1048 UNIVERSITY AVENUEROCHESTERNY14607NONEPCGENERAL DONATION$3,000
BRIGHTON FOOD CUPBOARD
220 IDLEWOOD RDROCHESTERNY14618NONEPCGENERAL DONATION$500
CAMP GOOD DAYS AND SPECIAL TIMES INC
6430 TRANSIT ROAD SUITE 200BUFFALONY14043NONEPCGENERAL DONATION$500
FOODLINK INC
1999 MT READ BLVDROCHESTERNY14615NONEPCGENERAL DONATION$650
JEWISH COMMUNITY CENTER OF GREATER ROCHESTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONEPCGENERAL DONATION$1,000
JEWISH FAMILY SERVICE OF ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONEPCGENERAL DONATION$500
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPCGENERAL DONATION$1,000
THE CENTER FOR YOUTH SERVICES INC
905 MONROE AVEROCHESTERNY14620NONEPCGENERAL DONATION$500
WXXI PUBLIC BROADCASTING COUNCIL
280 STATE STREET PO BOX 20570ROCHESTERNY146020570NONEPCGENERAL DONATION$500
JEWISH HOME FOUNDATION
2021 S WINSTON RDROCHESTERNY14618NONEPCGENERAL DONATION$16,500
URBAN LEAGUE OF ROCHESTER
265 N CLINTON AVEROCHESTERNY14605NONEPCGENERAL DONATION$1,000
DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL
50 N PLYMOTH AVEROCHESTERNY14614NONEPCGENERAL DONATION$500
NATIONAL BRAILLE ASSOCIATES
21 GOODWAY DRIVE 142ROCHESTERNY14623NONEPCGENERAL DONATION$500
MULTI-USE COMMUNITY CULTURAL CENTER
142 ATLANTIC AVEROCHESTERNY14607NONEPCGENERAL DONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,438ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,487ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$92,938ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,938TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,450Amt
Net Investment Income$1,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,225DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$402,628$448,165
MUTUAL FUNDS$182,193$181,348

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSE-$26$0$0
NEW YORK STATE DEPARTMENT OF LAW - FILING FEE$100$0$100
BANK FEE$15$0$15

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSE - UBSCategoryTxt
Amt$6,126Amt
Net Investment Income$6,126NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS TAX PAYMENT$375$0$0
FOREIGN TAX PAID$260$260$0

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