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KENNETH AND LORETTA SCHATZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KENNETH AND LORETTA SCHATZ FOUNDATION (EIN 22-6913857)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-01
IRS object ID
202631219349100623
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)
Return2026-05-01T11:54:23-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223081101PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN SILVERSTEIN ETALBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DR STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP080573245ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226913857EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH AND LORETTA SCHATZBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone8566620700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 ROBIN LAKE DRIVEAddressLine1Txt
CityCHERRY HILLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH SCHATZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8566620700PhoneNum
Signature2026-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN R LOLIO JRPreparerPersonNm
PTINP01509761PTIN
Phone8566620700PhoneNum
Preparation2026-05-01PreparationDt
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$1,357,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$260,713ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$109InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$109InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$109InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,495DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,495DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$220,615NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$226,070GrossSalesPriceAmt
Total Rev And Expnss$491,932TotalRevAndExpnssAmt
Total Net Invst Incm$10,604TotalNetInvstIncmAmt
Total Adj Net Incm$10,604TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$876LegalFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$260,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$260,713ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$261,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$260,713TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$230,343ExcessRevenueOverExpensesAmt
Net Investment Income$10,604NetInvestmentIncomeAmt
Adjusted Net Income$10,604AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$230,720CashBOYAmt
Cash EOY$206,584CashEOYAmt
Cash EOYFMV$260,584CashEOYFMVAmt
Corporate Stock BOY$34,746CorporateStockBOYAmt
Corporate Stock EOY$508CorporateStockEOYAmt
Corporate Stock EOYFMV$1,096,822CorporateStockEOYFMVAmt
Other Assets BOY-$34,746OtherAssetsBOYAmt
Total Assets BOY$230,720TotalAssetsBOYAmt
Total Assets EOY$207,092TotalAssetsEOYAmt
Total Assets EOYFMV$1,357,406TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$759,769CapitalStockBOYAmt
Capital Stock EOY$1,509,989CapitalStockEOYAmt
Retained Earning BOY-$529,049RetainedEarningBOYAmt
Retained Earning EOY-$1,303,771RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$230,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$206,218TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$230,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$206,218TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$230,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$230,343ExcessRevenueOverExpensesAmt
Subtotal$461,063SubtotalAmt
Other Decreases$254,845OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$206,218TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$147InvestmentIncomeExciseTaxAmt
Subtotal$147SubtotalAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Tax Due$147TaxDueAmt

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
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 Line1SHERMAN SILVERSTEIN KOHL ROSE PODOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8566620700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1308 HARPER DRIVE STE 200AddressLine1Txt
CityMOORESTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08057ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$0$0$0
LORETTA SCHATZ
18 ROBIN LAKE DRIVECHERRY HILLNJ08003TRUSTEE000.00$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$1,073,282AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$130,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,204,042TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,204,042AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,185,981NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,299MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,299MinimumInvestmentReturnAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Total Tax$147TotalTaxAmt
Distributable Before Adj$59,152DistributableBeforeAdjAmt
Distributable Before Ded$59,152DistributableBeforeDedAmt
Distributable As Adjusted$59,152DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$260,713ExpensesAndContributionsAmt
Qualifying Distributions$260,713QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,152DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$132,985ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$134,676ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$163,121ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$207,752ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$214,076ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$852,610TotalExcessDistributionCyovAmt
Qualifying Distributions$260,713QualifyingDistributionsAmt
Applied To Current Year$59,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$201,561RemainingDistriFromCorpusAmt
Total Corpus$1,054,171TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$132,985ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$921,186ExcessDistriCyovToNextYrAmt
Excess From Year4$134,676ExcessFromYear4Amt
Excess From Year3$163,121ExcessFromYear3Amt
Excess From Year2$207,752ExcessFromYear2Amt
Excess From Year1$214,076ExcessFromYear1Amt
Excess From Current Year$201,561ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
1818 MARKET STREETPHILADELPHIAPA19103POFGIFT$5,000
BMAC
8 E CHERRY STREETWALLA WALLAWA99362POFGIFT$1,250
BOYS AND GIRLS CLUB OF CAMDEN CNTY
2 S DUDLEY STREETCAMDENNJ08105POFGIFT$2,000
CATHEDRAL KITCHEN
1514 FEDERAL STREETCAMDENNJ08105POFGIFT$4,000
CHABAD
1925 KRESSON ROADCHERRY HILLNJ08003POFGIFT$5,000
COOPER FOUNDATION
3 COOPER PLAZACAMDENNJ08103POFGIFT$1,000
DAV
5000 WISSAHICKON AVENUEPHILADELPHIAPA19144POFGIFT$2,500
FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVDPENNSAUKENNJ08110POFGIFT$6,750
HILLEL INTERNATIONAL
800 8TH STREET NWWASHINGTONDC20001POFGIFT$3,500
JCFS
1301 SPRINGDALE ROADCHERRY HILLNJ08003POFGIFT$50,000
KELLMAN BROWN ACADEMY
1007 LAUREL OAK ROADVOORHEESNJ08043POFGIFT$5,000
LARC SCHOOL
1089 CREEK ROADBELLMAWRNJ08031POFGIFT$2,500
LEGACY TREATMENT CENTERS
1289 RT 38 WESTHAINESPORTNJ08036POFGIFT$2,500
NICKY GREEN FOUNDATION
111 MAPLE GROVE BLVDLUMBERTONNJ08048POFGIFT$1,500
SANDY ROLLMAN OVARIAN CANCER FND
2010 WEST CHESTER PIKEHAVERTOWNPA19083POFGIFT$10,000
SHRINERS HOSPITAL FOR CHILDREN
3551 N BROAD STREETPHILADELPHIAPA19140POFGIFT$10,000
ST JUDE'S CHILDRENS RESEARCH HOSPI
262 DANNY THOMAS PLACEMEMPHISTN38105POFGIFT$10,500
TUNNEL TO TOWERS
2361 HYLAND BLVDSTATEN ISLANDNY10306POFGIFT$5,000
URBAN PROMISE
27 N 36TH STREETCAMDENNJ08105POFGIFT$3,000
USO
2700 SOUTHAMPTON ROADPHILADELPHIAPA19154POFGIFT$3,000
VARIETY CHILDREN'S CHARITY
2950 POTSHIP ROADWORCHESTERPA19490POFGIFT$2,000
WOOLWICH FIRE CO
1517 KINGS HIGHWAYSWEDESBORONJ08085POFGIFT$1,000
WOUNDED WARRIOR
1120 G STREET NWWASHINGTONDC20005POFGIFT$3,000
YMCA CAMPS
1303 STOKES ROADMEDFORDNJ08055POFGIFT$1,000
AFMDA
20 W 36TH STREETNEW YORKNY10018POFGIFT$10,000
CENTER FOR FAMILY SERVICES
1 ALPHA AVENUEVOORHEESNJ08043POFGIFT$2,500
ISRAELI CHILDREN'S CANCER CENTER
990 CEDARBRIDGE AVENUEBRICKNJ08723POFGIFT$2,000
ALICIA ROSE VICTORIOUS
2115 VOORHEES TOWN CENTERVOORHEESNJ08043POFGIFT$1,000
BLSJ SCHOLARSHIP FOUNDATION
114 HADDONTOWNE COURTCHERRY HILLNJ08034POFGIFT$2,500
CHERRY HILL PBA
PO BOX 1010CHERRY HILLNJ08034POFGIFT$750
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213POFGIFT$25,000
CONGREGATION BETH EL
8000 MAIN STREETVOORHEESNJ08043POFGIFT$2,936
DEER PARK FIRE COMPANY
985 CROPWELL ROADCHERRY HILLNJ08003POFGIFT$500
FEED THE TROOPS
1873 COMPASS COURTTOMS RIVERNJ08753POFGIFT$2,000
DENNIS RILEY GOLF TOURNAMENT
215 W WHITE HORSE PIKEBERLINNJ08009POFGIFT$1,000
HABITAT FOR HUMANITY
530 NJ-38 EMAPLE SHADENJ08052POFGIFT$1,500
HEADSTRONG
1330 MACDADE BLVDWOODLYNPA19094POFGIFT$10,000
HOPE CHURCH FOOD BANK
500 CENTENNIAL BLVDVOORHEESNJ08043POFGIFT$1,000
INSPIRING LIFE TOGETHER
PO BOX 608CHERRY HILLNJ08003POFGIFT$1,000
JEWISH NATIONAL FUND
150 MONUMENT ROAD 107BALA CYNWYDPA19004POFGIFT$30,000
RONALD MCDONALD HOUSE
550 MICKLE BOULEVARDCAMDENNJ08103POFGIFT$4,192
MATTHEW PELLEGRINO MEMORIAL FUND
1000 GATEWAY BOULEVARDWESTVILLENJ08093POFGIFT$2,500
MD ANDERSON CENTER
2 COOPER PLAZACAMDENNJ08103POFGIFT$3,000
MISSION MSA
375 KINGS HWY N STE BCHERRY HILLNJ08034POFGIFT$5,000
SHOP RITE PARTNERS IN CARE
PO BOX 338MORRISTOWNNJ07963POFGIFT$335
TORAH TERNIMAH RABBINICAL SEMINARY
3323 RICHMOND AVENUESTATEN ISLANDNY10312POFGIFT$5,000
VFW
1532 MARTIN AVENUECHERRY HILLNJ08002POFGIFT$1,000
VIRTUA HEALTH FOUNDATION
303 LIPPINCOTT DRIVEEVESHAMNJ08053POFGIFT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$260,713TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$109RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,495RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$220,615RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$231,219RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$231,219TotalIncomeProducingActyAmt

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)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
500 SH APPLE2000-09PURCHASE2025-12$137,868$254$137,614
300 SH JP MORGAN2002-10PURCHASE2025-10$88,202$5,201$83,001

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOYFMVEOYFMVAmtEOY Book ValueEOYBookValueAmt
2000 SH ORACLE$389,820
500 SH MICROSOFT$241,810
900 JP MORGAN CHASE$193,332
1000 APPLE$271,860$508

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySHERMAN SILVERSTEIN KOHL ROSE POCategoryTxt
Legal Fees$876LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADJ TO COST BASISDesc
BOY Book Value-$34,746BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN NET VALUE ASSETSDesc
Amt$254,845Amt

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