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JOHN L AND CORRINNE ALPERT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JOHN L AND CORRINNE ALPERT FOUNDATION (EIN 11-3440361)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-16
IRS object ID
202341369349100344
Schema version
2022v5.0
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)
Return2023-05-16T11:40:02-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205102955PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PELOQUIN AND COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 296AddressLine1Txt
CityDANIELSONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP062390296ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113440361EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOHN L AND CORRINNE ALPERTBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone9175760204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1292 LAFAYETTE STREET 3WAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10003ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE ALPERTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9175760204PhoneNum
Signature2023-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANEPersonFirstNm
Person LastALPERTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY G PELOQUINPreparerPersonNm
PTINP01355255PTIN
Phone8607744009PhoneNum
Preparation2023-05-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Taxable PFYes (X)Organization501c3TaxablePFInd
FMV Assets EOY$163,029FMVAssetsEOYAmt
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$4,837DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,837DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,837DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$4,837TotalRevAndExpnssAmt
Total Net Invst Incm$4,837TotalNetInvstIncmAmt
Total Adj Net Incm$4,837TotalAdjNetIncmAmt
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
Legal Fees Rev And Expnss$100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$100LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$169TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$169TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,019TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,019TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,759ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,759ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,778TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,941ExcessRevenueOverExpensesAmt
Net Investment Income$4,837NetInvestmentIncomeAmt
Adjusted Net Income$4,837AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,396CashBOYAmt
Cash EOY$3,455CashEOYAmt
Cash EOYFMV$3,455CashEOYFMVAmt
Corporate Stock BOY$65,422CorporateStockBOYAmt
Corporate Stock EOY$65,422CorporateStockEOYAmt
Corporate Stock EOYFMV$159,574CorporateStockEOYFMVAmt
Total Assets BOY$71,818TotalAssetsBOYAmt
Total Assets EOY$68,877TotalAssetsEOYAmt
Total Assets EOYFMV$163,029TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$147,512CapitalStockBOYAmt
Capital Stock EOY$147,512CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$75,694RetainedEarningBOYAmt
Retained Earning EOY-$78,635RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$71,818TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$68,877TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,818TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$68,877TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$71,818TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,941ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$68,877SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$68,877TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$67InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$67SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$67TaxBasedOnInvestmentIncomeAmt
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$0EsPenaltyAmt
Tax Due$67TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksJANE ALPERTIndividualWithBooksNm
Phone9175760204PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1292 LAFAYETTE STREET NO 3WAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10003ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE ALPERT
292 LAFAYETTE STREET NO 3WNEW YORKNY10001TRUSTEE1.00$0$0$0
FOSTER DE JESUS
292 LAFAYETTE STREET NO 3WNEW YORKNY10001TRUSTEE1.00$0$0$0
ABBE LEVIN
5102 WESSLING LANEBETHESDAMD20842TRUSTEE0.00$0$0$0
JULIE DE JESUS-EVANS
124 NORTH FRANKLIN TPKEHOHOKUSNJ07423TRUSTEE0.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$153,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,038TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,038AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,652NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,833MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,778ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,778QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$4,837CurrentYearAmt
Year1$4,794Year1Amt
Year2$4,666Year2Amt
Year3$4,701Year3Amt
Total$18,998TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$4,111CurrentYearAmt
Year1$4,075Year1Amt
Year2$3,966Year2Amt
Year3$3,996Year3Amt
Total$16,148TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$7,778CurrentYearAmt
Year1$8,558Year1Amt
Year2$10,389Year2Amt
Year3$7,848Year3Amt
Total$34,573TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$7,778CurrentYearAmt
Year1$8,558Year1Amt
Year2$10,389Year2Amt
Year3$7,848Year3Amt
Total$34,573TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$5,222CurrentYearAmt
Year1$5,185Year1Amt
Year2$4,847Year2Amt
Year3$4,799Year3Amt
Total$20,053TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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 StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETH EL CONGREGATION
8101 PARK HEIGHTS AVEPIKESVILLEMD21208NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$103
CENTRAL SYNAGOGUE
652 LEXINGTON AVE AT EAST 55TH STNEW YORKNY10022NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$100
CITYARTS INC
77 BLEECKER ST C2-18NEW YORKNY10012NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$1,000
COMMITTEE TO PROTECT JOURNALISTS
PO BOX 2675NEW YORKNY10108NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$103
FIDELITY CHARITABLE GIFT FUND
100 CROSBY PARKWAYCOVINGTONKY41015NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$211
NEW YORK PUBLIC RADIO (NYPR)
160 VARICK STNEW YORKNY10013NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$194
NEW YORK UNIVERSITY
50 WEST 4TH STNEW YORKNY10012NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$300
NEW YORKERS AGAINST GUN VIOLENCE
PO BOX 3354NEW YORKNY10163NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$1,000
NEWARK PUBLIC RADIO (WBGO)
54 PARK PLNEWARKNJ07102NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$150
NORTH COUNTRY PUBLIC RADIO
ST LAWRENCE UNIVERSITYCANTONNY13617NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$100
PROTECT THE ADIRONDACKS
PO BOX 48NORTH CREEKNY12853NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$400
THE COOPER UNION
30 COOPER SQNEW YORKNY10003NONECHARITABLEVARIOUS CHARITABLE ACTIVITIESVARIOUS CHARITABLE ACTIVITIES$1,030
THE GALEN GIBSON FUND
77 LANGSFORD STGLOUCESTERMA01930NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$100
THE MUSEUM OF MODERN ART
11 W 53RD STNEW YORKNY10019NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$590
THIRTEEN
825 EIGHTH AVENEW YORKNY10019NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$100
UNITED HELP UKRAINE
PO BOX 83426GAITHERSBURGMD20883NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$200
WE ARE UNCHAINED INC
2013 E GENESSEE ST SUITE 9SYRACUSENY13210NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$200
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$252
WIKIMEDIA FOUNDATION
1 MONTGOMERY ST STE 1600SAN FRANCISCOCA94104NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$104
WILLISTON NORTHAMPTON FUND
19 PAYSON AVENUEEASTHAMPTONMA01027NONECHARITABLEVARIOUS CHARITABLE ACTIVITIES$522
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,759TotalGrantOrContriPdDurYrAmt
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$4,837ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,837ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,837TotalIncomeProducingActyAmt

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$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC$9,434$3,268
IBM$20,870$48,847
PROCTER & GAMBLE$34,005$106,592
KYNDRYL HOLDINGS$1,035$767
WABTEC$78$100

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$100LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$119$0$0$119
DEPT OF LAW$50$0$0$50