STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE RUTH STANTON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE RUTH STANTON FOUNDATION (EIN 13-7031172)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-26
IRS object ID
202510859349100616
Schema version
2024v5.1
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)
Return2025-03-26T16:44:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130436940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANCHIN BLOCK & ANCHIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137031172EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RUTH STANTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRUTHBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ANCHIN-3 TIMES SQUAREAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCK GIRAUDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128403456PhoneNum
Signature2025-03-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH MORINPreparerPersonNm
PTINP01256691PTIN
Phone2128403456PhoneNum
Preparation2025-03-25PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,631,280FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$73,553InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73,553InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$800,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,231OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$88,784TotalRevAndExpnssAmt
Total Net Invst Incm$73,553TotalNetInvstIncmAmt
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$14,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,088AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,087AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,925OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,925OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,029OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,640OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,389OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,129TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,476TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,522,953ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,522,953ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,563,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,540,429TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,474,298ExcessRevenueOverExpensesAmt
Net Investment Income$50,900NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,775,656SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,557SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,557SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,387,495USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,455,296USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,491,723USGovtObligationsEOYFMVAmt
Other Assets BOY$5,906,000OtherAssetsBOYAmt
Other Assets EOY$5,106,000OtherAssetsEOYAmt
Other Assets EOYFMV$5,106,000OtherAssetsEOYFMVAmt
Total Assets BOY$12,069,151TotalAssetsBOYAmt
Total Assets EOY$7,594,853TotalAssetsEOYAmt
Total Assets EOYFMV$7,631,280TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,069,151CapitalStockBOYAmt
Capital Stock EOY$7,594,853CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,069,151TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,594,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,069,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,594,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,069,151TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,474,298ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,594,853SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,594,853TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF ARTPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2017-10-08AcquiredDt
Sold2024-02-01SoldDt
Gross Sales Price$800,000GrossSalesPriceAmt
Cost Or Other Basis$800,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$708InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$708SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$708TaxBasedOnInvestmentIncomeAmt
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
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Tax Due$747TaxDueAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksANCHIN BLOCK ANCHIN LLPIndividualWithBooksNm
Phone2128403456PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 TIMES SQUARE 25TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANCK GIRAUD
67 FRANKLIN STREET APT 2CNEW YORKNY10013TRUSTEE5.00$0$0$0
SARAH STEIN-SAPIR
67 FRANKLIN STREET APT 2CNEW YORKNY10013TRUSTEE5.00$0$0$0
ERIC GIRAUD
67 FRANKLIN STREET APT 2CNEW YORKNY10013TRUSTEE5.00$0$0$0
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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,397,242AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$834,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,106,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,337,313TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,337,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$125,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,212,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$410,613MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$410,613MinimumInvestmentReturnAmt
Tax Based On Investment Income$708TaxBasedOnInvestmentIncomeAmt
Total Tax$708TotalTaxAmt
Distributable Before Adj$409,905DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$409,905DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$409,905DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,540,429ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,540,429QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$409,905DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$456,564ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$975,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,374,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,862,209ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,321,108ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,989,631TotalExcessDistributionCyovAmt
Qualifying Distributions$4,540,429QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$409,905AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,130,524RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,120,155TotalCorpusAmt
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$456,564ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,663,591ExcessDistriCyovToNextYrAmt
Excess From Year4$975,347ExcessFromYear4Amt
Excess From Year3$4,374,403ExcessFromYear3Amt
Excess From Year2$1,862,209ExcessFromYear2Amt
Excess From Year1$3,321,108ExcessFromYear1Amt
Excess From Current Year$4,130,524ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR ITALIAN MODERN ART
421 BROOME STREET 4TH FLOORNEW YORKNY10013NONEPUBLIC CHARITYGENERAL FUND$50,000
COALITION FOR THE HOMELESS
129 FULTON STREETNEW YORKNY10038NONEPUBLIC CHARITYGENERAL FUND$300,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195NONEPUBLIC CHARITYGENERAL FUND$100,000
FOOD BANK OF NYC
39 BROADWAYNEW YORKNY10006NONEPUBLIC CHARITYGENERAL FUND$250,000
FREE ARTS NYC
1431 BROADWAY 7TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL FUND$100,000
FRIENDS OF FAI THE ITALIAN ENVIRONMENT FOUNDATION INC
24 W 12TH STREET 5TH FLOORNEW YORKNY10011NONEPUBLIC CHARITYGENERAL FUND$110,000
FRIENDS OF FONDATION DE FRANCE INC
31 WEST 34TH STREET 7TH FLRNEW YORKNY10001NONEPUBLIC CHARITYGENERAL FUND$49,953
HUNTER COLLEGE
695 PARK AVENEW YORKNY10065NONEPUBLIC CHARITYGENERAL FUND$750,000
MADISON SQUARE PARK CONSERVANCY
ELEVEN MADISON AVENUE 15TH FLOORNEW YORKNY10010NONEPUBLIC CHARITYGENERAL FUND$300,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF RDNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL FUND$200,000
NANTUCKET DREAMLAND FOUNDATION
P O BOX 989NANTUCKETMA02554NONEPUBLIC CHARITYGENERAL FUND$50,000
NANTUCKET FILM FOUNDATION
12 OAK STNANTUCKETMA02554NONEPUBLIC CHARITYGENERAL FUND$50,000
NEW YORK PRESBYTERIAN FUND INC
525 EAST 68TH STREET BOX 156NEW YORKNY10065NONEPUBLIC CHARITYGENERAL FUND$250,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038NONEPUBLIC CHARITYGENERAL FUND$250,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STNEW YORKNY10012NONEPUBLIC CHARITYGENERAL FUND$250,000
RX ART
208 FORSYTH STREETNEW YORKNY10002NONEPUBLIC CHARITYGENERAL FUND$238,000
SEA SHEPHERD CONSERVATION SOCIETY
P O BOX 8628ALEXANDRIAVA22306NONEPUBLIC CHARITYGENERAL FUND$100,000
THE CHINATI FOUNDATION
1 CAVALRY ROWMARFATX79483NONEPUBLIC CHARITYGENERAL FUND$625,000
US SCIENCES PO FOUNDATION
85 BROAD STREET 17TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYGENERAL FUND$500,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,522,953TotalGrantOrContriPdDurYrAmt
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$73,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Exclusion$15,231ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$88,784ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,784TotalIncomeProducingActyAmt

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 AND TAX RETURNCategoryTxt
Amt$14,175Amt
Net Investment Income$7,088NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,087DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,455,296USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,491,723USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTDesc
BOY Book Value$5,906,000BOYBookValueAmt
EOY Book Value$5,106,000EOYBookValueAmt
EOYFMV$5,106,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$750$0$750
INSURANCE$4,500$2,250$2,250
STORAGE$3,346$1,673$1,673
SHIPPING$11,313$5,657$5,656
BANK CHARGE$120$60$60

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$15,231RevenueAndExpensesPerBooksAmt
Adjusted Net Income$15,231AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$5,925Amt
Net Investment Income$5,925NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt