STRATEGY STUDIO / PUBLIC DATA EXPLORER

LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-02
IRS object ID
202311539349100216
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)
Return2023-06-02T12:03:10-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN883824543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gerber & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 Century Park E Ste 200AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201380310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA AND MAURY FRIEDMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone8188653000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRIEDMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-06-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastFRIEDMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMoshe Y GraberPreparerPersonNm
PTINP00653955PTIN
Phone3105521600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$345,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$172ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,654DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,654DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,933NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$171,860GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,933CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$107OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$107OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,915TotalRevAndExpnssAmt
Total Net Invst Incm$21,743TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$19,051OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,351OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,700OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$155TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$12,651TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$12,651TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,453OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,453OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,310TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,506TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,804TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,506TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,004TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,595ExcessRevenueOverExpensesAmt
Net Investment Income$11,237NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,569CashBOYAmt
Cash EOY$13,539CashEOYAmt
Cash EOYFMV$13,539CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,250SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,001SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,001SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$438,177CorporateStockBOYAmt
Corporate Stock EOY$340,706CorporateStockEOYAmt
Corporate Stock EOYFMV$318,536CorporateStockEOYFMVAmt
Other Assets BOY$175OtherAssetsBOYAmt
Other Assets EOY$2,330OtherAssetsEOYAmt
Other Assets EOYFMV$2,330OtherAssetsEOYFMVAmt
Total Assets BOY$442,171TotalAssetsBOYAmt
Total Assets EOY$367,576TotalAssetsEOYAmt
Total Assets EOYFMV$345,406TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$442,171RetainedEarningBOYAmt
Retained Earning EOY$367,576RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$442,171TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$367,576TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$442,171TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$367,576TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$442,171TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,595ExcessRevenueOverExpensesAmt
Subtotal$367,576SubtotalAmt
Tot Net Ast Or Fund Balances EOY$367,576TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN - 17654P2022-01-012022-12-31$17,231$17,559-$328-$328
BERNSTEIN - 17654P2021-01-012022-12-31$154,531$140,368$14,163$14,163
BERNSTEIN - 17654P2022-01-012022-12-31$98$98$98
FieldValueIRS element (for citing)
Capital Gain Net Income$13,933CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Subtotal$156SubtotalAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Tax Due$156TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1LISA FRIEDMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189917914PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LISA FRIEDMAN
29480 BERTRAND DRIVEAGOURA HILLSCA91301President5.00$0
MAURY FRIEDMAN
29480 BERTRAND DRIVEAGOURA HILLSCA91301Director2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$406,165AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$409,638TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$409,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$403,493NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,175MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,175MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$20,019DistributableBeforeAdjAmt
Distributable Before Ded$20,019DistributableBeforeDedAmt
Distributable As Adjusted$20,019DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,004ExpensesAndContributionsAmt
Qualifying Distributions$86,004QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,019DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$319,644ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$95,199ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$117,976ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,866ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,378ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$657,063TotalExcessDistributionCyovAmt
Qualifying Distributions$86,004QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,019AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,985RemainingDistriFromCorpusAmt
Total Corpus$723,048TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$319,644ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$403,404ExcessDistriCyovToNextYrAmt
Excess From Year4$95,199ExcessFromYear4Amt
Excess From Year3$117,976ExcessFromYear3Amt
Excess From Year2$66,866ExcessFromYear2Amt
Excess From Year1$57,378ExcessFromYear1Amt
Excess From Current Year$65,985ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLISA AND MAURY FRIEDMAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8188653000RecipientPhoneNum
Recipient Email AddressLISA@FRIEDMANFOUNDATION.NETRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NETINFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1STSubmissionDeadlinesTxt
Restrictions On AwardsALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A)OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Jewish Funders Network
150 W 30th StNew YorkNY10001N/APCGeneral & Unrestricted$425
Network for Good
200 JHF DrPittsburghPA15217N/APCCangress Los Angeles Community Action Network$1,061
Chabad of the Conejo
30347 Canwood StreetAgoura HillsCA91301N/APCHonor of Carrie Greenburg$1,000
IKAR
1737 S La Cienega BlvdLos AngelesCA90035N/APCGeneral & Unrestricted$6,458
LUPITA PROJECT
3601 Cody ROADSHERMAN OAKSCA91403N/APCGeneral & Unrestricted$1,500
National MS Society
5150 Goldleaf CirLOS ANGELESCA90056N/APCGeneral & Unrestricted$106
Shalom Institute Camp and Conferenc
34342 MULHOLLAND HWYMALIBUCA90265N/APCSustainability Projects$5,000
American Friends of Combatants for
PO Box 27671San FranciscoCA94127N/APCGeneral & Unrestricted$1,000
Community Partners
PO Box 741265Los AngelesCA90047N/APCNEWGROUND, MAJIC PROGRAM$5,103
Eden Village West
6176 McBryde AvenueRichmondCA94805N/APCScholarship Fund for Los Angeles County$2,500
Liberty Hill Foundation
6420 Wilshire Blvd 700Los AngelesCA90048N/APCEnvironmental Justice Circle$5,000
FRANKLIN PTA
2400 Montana AveSanta MonicaCA90403N/APCGeneral & Unrestricted$200
HAZON
25 Broadway Suite 1700New YorkNY10004N/APCGeneral & Unrestricted$50
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501New YorkNY10017N/APCJerusalem Green Fund$4,200
Actblue Greenfaith
1216 Broadway PMB 1005New YorkNY10001N/APCGeneral & Unrestricted$100
Legacy Ladies Inc
26500 W Agoura Rd 102-718CALABASASCA91302N/APCGeneral & Unrestricted$1,030
IKAR
1737 S La Cienega BlvdLOS ANGELESCA90035N/APCREFUGEE PROJECT$2,635
IKAR
1737 S La Cienega BlvdLOS ANGELESCA90035N/APCPARTY WITH A PURPOSE$10,000
BEIT T' SHUVAH
8831 Venice BlvdLOS ANGELESCA90034N/APCGeneral & Unrestricted$1,000
PROJECT REGENERATION
35 Evelyn AveMill ValleyCA94941N/APCWebinar Series$5,256
Social Good Fund
475 Riverside Drive Suite 1800New YorkNY10115N/APCDayenu$2,000
BIONEERS
1014 Torney AveSan FranciscoCA94129N/APCGeneral & Unrestricted$472
Give STL Day
2 Oak Knoll ParkSt LouisMO63105N/APCGeneral & Unrestricted$262
Ho-Chou Family Foundation
4009 19th St Ste DLubbockTX79410N/APCMama Scrapps Project$150
GoFundMe
855 Jefferson AveRedwood CityCA94063N/APCMinerva De La Rio$115
Cedars-Sinai
8700 Beverly Blvd SUITE 2416LOS ANGELESCA90048N/APCGeneral & Unrestricted$100
Friends of JCC Krakow
74 Lafayette Ave SUITE 101SUFFERNNY10901N/APCGeneral & Unrestricted$100
Swipe Out Hunger
3751 Motor AveLOS ANGELESCA90034N/APCGeneral & Unrestricted$100
Wikipedia
1 Montgomery Street Suite 1600San FranciscoCA94104N/APCGeneral & Unrestricted$100
A Forest for the Trees
490 S Mission RdLOS ANGELESCA90033N/APCPriceless Planet Coalition$77
Children's Hospital
4650 Sunset Blvd 29LOS ANGELESCA90027N/APCGeneral & Unrestricted$50
Jonsson Cancer Center Foundation
9-623 Factor Bldg Box 951780LOS ANGELESCA90095N/APCGeneral & Unrestricted$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,654ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,933ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,743ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,743TotalIncomeProducingActyAmt

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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmt
OTHER RECEIVABLE$2,155$2,155
PREPAID CREDIT CARD$175$175$175

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$108$108
DUES & SUBSCRIPTIONS$5,909$5,909
LICENSES & PERMITS$860$860
OFFICE EXPENSES$47$47
POSTAGE & DELIVERY$529$529

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$107RevenueAndExpensesPerBooksAmt
Net Investment Income$107NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING & ADMINISTRATION$17,400$8,700$0$8,700
INVESTMENT MANAGEMENT FEES$1,651$1,651$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$155Amt
Net Investment Income$155NetInvestmentIncomeAmt