BETA

LINDEMANN ABEND FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LINDEMANN ABEND FOUNDATION (EIN 20-8638461)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-04
IRS object ID
202621249349101612
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)
Return2026-05-04T10:54:35-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Line1505 SOUTH FLAGLER DRIVE SUITE 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208638461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDEMANN ABEND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone2125700404PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL ABENDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2125700404PhoneNum
Signature2026-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES FRIEDMANPreparerPersonNm
PTINP00708283PTIN
Phone5618329292PhoneNum
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$3,505,026FMVAssetsEOYAmt
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$211,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$211,370DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,019NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$35,019CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$246,389TotalRevAndExpnssAmt
Total Net Invst Incm$246,389TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,610AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,805AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,805AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$16,318OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,318OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,123TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,805TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$176,670ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$176,670ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$198,598TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,123TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$179,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$47,791ExcessRevenueOverExpensesAmt
Net Investment Income$227,266NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$23,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,911SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,404,295CorporateStockBOYAmt
Corporate Stock EOY$1,423,164CorporateStockEOYAmt
Corporate Stock EOYFMV$3,452,115CorporateStockEOYFMVAmt
Total Assets BOY$1,428,285TotalAssetsBOYAmt
Total Assets EOY$1,476,076TotalAssetsEOYAmt
Total Assets EOYFMV$3,505,026TotalAssetsEOYFMVAmt
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$1,428,285RetainedEarningBOYAmt
Retained Earning EOY$1,476,076RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,428,285TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,476,076TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,428,285TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,476,076TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,428,285TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$47,791ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,476,076SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,476,076TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - SHORT TERM2025-01-012025-12-31$1,733$1,733
CHARLES SCHWAB - LONG TERM2024-01-012025-12-31$33,286$33,286
FieldValueIRS element (for citing)
Capital Gain Net Income$35,019CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,159InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,159SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,159TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$917EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$917TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Tax Due$2,249TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMRS CAROL ABENDIndividualWithBooksNm
Phone2125700404PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
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)
PersonCAROL ABENDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 5TH AVENUE APT 12BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10075ZIPCd
FieldValueIRS element (for citing)
TitlePRES / DIR / SECTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$3,291,476AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,412AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,333,888TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,333,888AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,008CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,283,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,194MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,194MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,159TaxBasedOnInvestmentIncomeAmt
Total Tax$3,159TotalTaxAmt
Distributable Before Adj$161,035DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$161,035DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$161,035DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$179,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,035DistributableAsAdjustedAmt
Undistributed Income PY$100,139UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$179,475QualifyingDistributionsAmt
Applied To Year1$100,139AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,336AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$81,699UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCGENERAL & UNRESTRICTED$10,000
BARTLETT ARBORETUM & GARDENS
151 BROOKDALE ROADSTAMFORDCT06903NONEPCGENERAL & UNRESTRICTED$70
CENTRAL PARK CONSERVANCY
717 FIFTH AVE 5TH FLOORNEW YORKNY10022NONEPCGENERAL & UNRESTRICTED$1,000
CHABAD OF SOUTH PALM BEACH INC
224 S OCEAN BLVDLANTANAFL33462NONEPCGENERAL & UNRESTRICTED$500
CITYMEALS ON WHEELS
355 LEXINGTON AVE 3RD FLNEW YORKNY10017NONEPCGENERAL & UNRESTRICTED$1,000
COVENANT HOUSE
475 W 40TH ST 2ND FLOORNEW YORK CITYNY10018NONEPCGENERAL & UNRESTRICTED$600
DOE FUND INC
232 E 84TH STNEW YORKNY10028NONEPCGENERAL & UNRESTRICTED$1,000
JEWISH FEDERATION OF PALM BEACH COUNTY INC
4601 COMMUNITY DRIVEWEST PALM BEACHFL33417NONEPCGENERAL & UNRESTRICTED$1,400
MEALS ON WHEELS
1300 S OLIVE AVENUEWEST PALM BEACHFL33401NONEPCGENERAL & UNRESTRICTED$1,000
METROPOLITAN OPERA ASSOCIATION INC
30 LINCOLN CENTER PLZNEW YORKNY10023NONEPCGENERAL & UNRESTRICTED$20,000
NEW YORK PRESBYTERIAN HOSPITAL
525 E 68TH ST BOX 123NEW YORKNY10065NONEPCGENERAL & UNRESTRICTED$10,000
PALM BEACH OPERA INC
415 SOUTH OLIVE AVENUEWEST PALM BEACHFL33401NONEPCGENERAL & UNRESTRICTED$6,000
PLANNED PARENTHOOD OF SE & NORTH FLORIDA
2300 N FLORIDA MANGO ROADWEST PALM BEACHFL33409NONEPCGENERAL & UNRESTRICTED$25,000
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862NONEPCGENERAL & UNRESTRICTED$80,000
SEED SAVERS EXCHANGE
3074 N WINN RDDECORAHIA52101NONEPCGENERAL & UNRESTRICTED$5,000
THE MARSHALL PROJECT
156 WEST 56TH STNEW YORKNY10019NONEPCGENERAL & UNRESTRICTED$1,000
UNITED WAY OF PALM BEACH COUNTY INC
477 S ROSEMARY AVE STE 230WEST PALM BEACHFL33401NONEPCGENERAL & UNRESTRICTED$1,100
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065NONEPCGENERAL & UNRESTRICTED$1,000
WNYC RADIO
160 VARICK STNEW YORKNY10013NONEPCGENERAL & UNRESTRICTED$10,000
YOUNG CONCERT ARTISTS INC
250 WEST 57TH STREETNEW YORKNY10107NONEPCGENERAL & UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$176,670TotalGrantOrContriPdDurYrAmt
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$211,370ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,019ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$246,389ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$246,389TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,610Amt
Net Investment Income$2,805NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,805DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS INCOME FUND OF AMERICA F1$981,329$1,360,697
BARON CAPITAL GROUP FIFTH AVENUE GROWTH RETAIL$441,835$2,091,418

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$16,276$16,276$0$0
BANK FEES$42$42$0$0

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