WILLIAM C & VIVIAN M EIFF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM C & VIVIAN M EIFF FOUNDATION INC (EIN 31-1703849)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349103043
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T16:52:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461789537 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER M TIGER CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1124 ROUTE 202 STE A4 | AddressLine1Txt |
| City | RARITAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08869 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311703849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM C & VIVIAN EIFF | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9082418070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 OSPREY COURT | AddressLine1Txt |
| City | MANASQUAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08736 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUNE NITCHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9082410807 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M TIGER | PreparerPersonNm |
| PTIN | P01208005 | PTIN |
| Phone | 9087070900 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,523,280 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,693,530 | GrossSalesPriceAmt |
| Total Rev And Expnss | $113,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $1,068 | PensionEmplBnftRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,020 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,494 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,494 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,453 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,403,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,346,271 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,493,827 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,435,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,375,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,523,280 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $992 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $868 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $992 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $868 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,434,141 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,374,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,434,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,374,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,435,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,375,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,434,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,285 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,374,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,374,856 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUNE NITCHE | IndividualWithBooksNm |
| Phone | 9082418070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 OSPREY COURT | AddressLine1Txt |
| City | MANASQUAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUNE NITCHE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 CORNWALL DRIVE | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,300 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS TO 16 PUBLIC CHARITIES. | Description1Txt |
| Expenses1 | $134,953 | Expenses1Amt |
| Description2 | GIFT TO INDIVIDUAL FOR SPECIFIC ASSISTANCE AT A TIME OF NEED. | Description2Txt |
| Expenses2 | $1,000 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,460,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,492,489 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,492,489 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,470,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,505 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $73,505 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,505 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,505 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,953 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,953 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,505 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,861 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $7,959 | TotalForPriorYearsAmt |
| Qualifying Distributions | $135,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,861 | AppliedToYear1Amt |
| Applied To Current Year | $73,505 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,587 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,587 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $7,959 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $7,959 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,587 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLISON PLACCA | ||||||
| 4 EVERLY STREET | OLD BRIDGE | NJ | 08857 | NONE | CONTRIBUTION | $1,000 |
| BUCKNELL UNIVERSITY | ||||||
| 1 DENT DR | LEWISBURG | PA | 17837 | NONE | CONTRIBUTION | $25,000 |
| CHILDREN'S SPECIALIZED HOSPITAL FDN | ||||||
| 182 LYONS AVE | NEWARK | NJ | 07112 | NONE | CONTRIBUTION | $2,500 |
| MANASQUAN RIVER GOLF FOUNDATION | ||||||
| 1011 HWY 71 SUITE 200 | SPRING LAKE | NJ | 07762 | NONE | CONTRIBUTION | $1,000 |
| MARYWOOD UNIVERSITY | ||||||
| 2300 ADAMS AVE | SCRANTON | PA | 18509 | NONE | CONTRIBUTION | $25,000 |
| OCEAN MEDICAL CENTER FOUNDATION | ||||||
| 425 JACK MARTIN BLVD | BRICK | NJ | 08724 | NONE | CONTRIBUTION | $20,000 |
| RONALD MCDONALD HOUSE | ||||||
| 3925 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | CONTRIBUTION | $3,000 |
| ROSELLE PARK POLICE | ||||||
| 110 EAST WESTFIELD AVE | ROSELLE PARK | NJ | 07204 | NONE | CONTRIBUTION | $2,500 |
| SETON HALL PREP | ||||||
| 120 NORTHFIELD AVE | WEST ORANGE | NJ | 07052 | NONE | CONTRIBUTION | $7,500 |
| SETON HALL UNIVERSITY | ||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | CONTRIBUTION | $10,000 |
| SAINT PETERS PREP | ||||||
| 144 GRAND STREET | JERSEY CITY | NJ | 07302 | NONE | CONTRIBUTION | $10,000 |
| ST ROSE HIGH SCHOOL | ||||||
| 607 7TH AVENUE | BELMAR | NJ | 07719 | NONE | CONTRIBUTION | $12,453 |
| WESTFIELD MENS CLUB | ||||||
| 247 SINCLAIR PLACE | WESTFIELD | NJ | 07090 | NONE | CONTRIBUTION | $7,500 |
| WESTFIELD POLICE COMMUNITY POLICING | ||||||
| PO BOX 276 | WESTFIELD | NJ | 07091 | NONE | CONTRIBUTION | $5,000 |
| WINNY CUP FOUNDATION | ||||||
| 1535 TOBOGGAN RUN | MANASQUAN | NJ | 08736 | NONE | CONTRIBUTION | $2,500 |
| SPECIAL OPERATIONS WARRIOR FOUNDATI | ||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | NONE | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,953 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105,520 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $105,520 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,550 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHRISTOPHER M. TIGER, CPA, LLC | CategoryTxt |
| Amt | $3,020 | Amt |
| Net Investment Income | $3,020 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (134 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABS | 2024-02 | PURCHASE | 2024-09 | $15,030 | $15,026 | $4 |
| ADOBE INC | 2024-07 | PURCHASE | 2024-09 | $21,750 | $23,415 | -$1,665 |
| ALIGN TECHNOLOGY INC | 2023-07 | PURCHASE | 2024-06 | $256 | $383 | -$127 |
| ALPHABET INC | 2024-09 | PURCHASE | 2024-11 | $835 | $793 | $42 |
| APPLE INC | 2024-07 | PURCHASE | 2024-09 | $31,318 | $33,169 | -$1,851 |
| BERKSHIRE HATHAWAY INC | 2024-09 | PURCHASE | 2024-11 | $474 | $455 | $19 |
| COMPASS GROUP PLC SPON ADR | 2024-09 | PURCHASE | 2024-11 | $465 | $461 | $4 |
| GODADDY INC CL A | 2024-09 | PURCHASE | 2024-11 | $770 | $610 | $160 |
| INTERACTIVE BROKERS GROUP | 2024-09 | PURCHASE | 2024-11 | $766 | $527 | $239 |
| JPMORGAN CHASE & CO | 2024-09 | PURCHASE | 2024-11 | $491 | $417 | $74 |
| LILLY ELI & CO | 2023-09 | PURCHASE | 2024-04 | $1,489 | $1,193 | $296 |
| MSCI INC | 2024-05 | PURCHASE | 2024-09 | $5,000 | $4,504 | $496 |
| MSCI INC | 2024-05 | PURCHASE | 2024-09 | $27,220 | $24,238 | $2,982 |
| MSCI INC | 2024-08 | PURCHASE | 2024-09 | $6,111 | $6,364 | -$253 |
| MSCI INC | 2024-08 | PURCHASE | 2024-09 | $11,666 | $12,275 | -$609 |
| NIKE INC | 2024-02 | PURCHASE | 2024-07 | $9,915 | $14,488 | -$4,573 |
| NOVO NORDISK A/S SPON ADR | 2023-09 | PURCHASE | 2024-03 | $1,026 | $746 | $280 |
| NOVO NORDISK A/S SPON ADR | 2023-09 | PURCHASE | 2024-04 | $2,333 | $1,772 | $561 |
| NOVO NORDISK A/S SPON ADR | 2023-09 | PURCHASE | 2024-09 | $14,834 | $10,352 | $4,482 |
| NOVO NORDISK A/S SPON ADR | 2023-09 | PURCHASE | 2024-09 | $19,779 | $13,658 | $6,121 |
| ORACLE CORP | 2024-09 | PURCHASE | 2024-09 | $60,356 | $56,387 | $3,969 |
| PAYCOM SOFTWARE INC | 2024-04 | PURCHASE | 2024-04 | $1,108 | $1,216 | -$108 |
| PAYCOM SOFTWARE INC | 2024-04 | PURCHASE | 2024-09 | $12,979 | $15,607 | -$2,628 |
| PAYCOM SOFTWARE INC | 2024-09 | PURCHASE | 2024-09 | $4,551 | $4,486 | $65 |
| PAYCOM SOFTWARE INC | 2024-09 | PURCHASE | 2024-09 | $4,888 | $4,857 | $31 |
| PAYPAL HOLDINGS INC | 2023-06 | PURCHASE | 2024-03 | $12,116 | $13,520 | -$1,404 |
| PAYPAL HOLDINGS INC | 2023-06 | PURCHASE | 2024-03 | $12,527 | $14,176 | -$1,649 |
| PROGRESSIVE CORP OHIO | 2024-09 | PURCHASE | 2024-11 | $526 | $511 | $15 |
| SHOPIFY INC CL A | 2024-06 | PURCHASE | 2024-09 | $36,170 | $33,020 | $3,150 |
| SHOPIFY INC CL A | 2024-08 | PURCHASE | 2024-09 | $16,009 | $16,364 | -$355 |
| THERMO FISHER SCIENTIFIC INC | 2024-03 | PURCHASE | 2024-09 | $31,681 | $30,361 | $1,320 |
| UNTD RENTALS INC | 2024-09 | PURCHASE | 2024-11 | $842 | $757 | $85 |
| VISA INC CL A | 2024-02 | PURCHASE | 2024-09 | $16,052 | $15,558 | $494 |
| WORKDAY INC CL A | 2023-06 | PURCHASE | 2024-03 | $824 | $670 | $154 |
| WORKDAY INC CL A | 2023-06 | PURCHASE | 2024-04 | $2,046 | $1,785 | $261 |
| WORKDAY INC CL A | 2024-07 | PURCHASE | 2024-09 | $15,627 | $14,060 | $1,567 |
| ZEBRA TECHNOLOGIES CORP CL A | 2024-09 | PURCHASE | 2024-11 | $31,871 | $28,229 | $3,642 |
| ZOETIS INC | 2024-02 | PURCHASE | 2024-09 | $15,389 | $15,309 | $80 |
| ABBOTT LABS | 2021-12 | PURCHASE | 2024-03 | $1,322 | $1,322 | |
| ABBOTT LABS | 2021-12 | PURCHASE | 2024-04 | $3,795 | $4,768 | -$973 |
| ABBOTT LABS | 2021-12 | PURCHASE | 2024-09 | $46,148 | $52,046 | -$5,898 |
| ABBOTT LABS | 2023-02 | PURCHASE | 2024-09 | $1,292 | $1,427 | -$135 |
| ACCENTURE PLC IRELAND | 2021-12 | PURCHASE | 2024-03 | $1,535 | $1,451 | $84 |
| ACCENTURE PLC IRELAND | 2021-12 | PURCHASE | 2024-04 | $3,475 | $3,990 | -$515 |
| ACCENTURE PLC IRELAND | 2021-12 | PURCHASE | 2024-09 | $49,944 | $53,679 | -$3,735 |
| ADOBE INC | 2021-12 | PURCHASE | 2024-02 | $27,705 | $32,297 | -$4,592 |
| ADOBE INC | 2021-12 | PURCHASE | 2024-03 | $1,135 | $1,242 | -$107 |
| ADOBE INC | 2021-12 | PURCHASE | 2024-04 | $2,841 | $3,727 | -$886 |
| ADOBE INC | 2021-12 | PURCHASE | 2024-09 | $25,893 | $31,055 | -$5,162 |
| ADOBE INC | 2021-12 | PURCHASE | 2024-09 | $20,196 | $17,521 | $2,675 |
| AIRBNB INC CL A | 2021-12 | PURCHASE | 2024-03 | $1,744 | $1,993 | -$249 |
| AIRBNB INC CL A | 2021-12 | PURCHASE | 2024-04 | $4,319 | $4,893 | -$574 |
| AIRBNB INC CL A | 2021-12 | PURCHASE | 2024-09 | $29,472 | $43,854 | -$14,382 |
| AIRBNB INC CL A | 2022-01 | PURCHASE | 2024-09 | $14,980 | $20,743 | -$5,763 |
| ALIGN TECHNOLOGY INC | 2021-12 | PURCHASE | 2024-03 | $620 | $1,278 | -$658 |
| ALIGN TECHNOLOGY INC | 2021-12 | PURCHASE | 2024-04 | $907 | $1,922 | -$1,015 |
| ALIGN TECHNOLOGY INC | 2021-12 | PURCHASE | 2024-06 | $10,746 | $26,912 | -$16,166 |
| ALPHABET INC CL C | 2021-12 | PURCHASE | 2024-03 | $2,417 | $2,588 | -$171 |
| ALPHABET INC CL C | 2021-12 | PURCHASE | 2024-04 | $7,262 | $6,615 | $647 |
| ALPHABET INC CL C | 2021-12 | PURCHASE | 2024-09 | $20,927 | $19,988 | $939 |
| ALPHABET INC CL C | 2021-12 | PURCHASE | 2024-09 | $83,288 | $75,064 | $8,224 |
| AMAZON.COM | 2018-10 | PURCHASE | 2024-03 | $6,048 | $2,737 | $3,311 |
| AMAZON.COM | 2018-10 | PURCHASE | 2024-04 | $7,992 | $3,461 | $4,531 |
| AMAZON.COM | 2021-12 | PURCHASE | 2024-04 | $18,029 | $16,631 | $1,398 |
| AMAZON.COM | 2021-12 | PURCHASE | 2024-04 | $15,262 | $14,573 | $689 |
| AMAZON.COM | 2021-12 | PURCHASE | 2024-07 | $16,206 | $13,887 | $2,319 |
| AMAZON.COM | 2021-12 | PURCHASE | 2024-09 | $66,702 | $61,208 | $5,494 |
| AMAZON.COM | 2022-05 | PURCHASE | 2024-09 | $16,816 | $9,890 | $6,926 |
| AMAZON.COM | 2022-05 | PURCHASE | 2024-11 | $1,191 | $659 | $532 |
| AUTODESK INC | 2021-12 | PURCHASE | 2024-03 | $1,302 | $1,326 | -$24 |
| AUTODESK INC | 2021-12 | PURCHASE | 2024-04 | $2,743 | $3,448 | -$705 |
| AUTODESK INC | 2021-12 | PURCHASE | 2024-06 | $16,520 | $19,360 | -$2,840 |
| AUTODESK INC | 2021-12 | PURCHASE | 2024-06 | $11,003 | $12,200 | -$1,197 |
| AUTODESK INC | 2022-06 | PURCHASE | 2024-06 | $11,720 | $12,909 | -$1,189 |
| GARTNER INC | 2021-12 | PURCHASE | 2024-03 | $935 | $615 | $320 |
| GARTNER INC | 2021-12 | PURCHASE | 2024-04 | $2,245 | $1,537 | $708 |
| GARTNER INC | 2021-12 | PURCHASE | 2024-09 | $34,355 | $20,905 | $13,450 |
| LILLY ELI & CO | 2023-09 | PURCHASE | 2024-09 | $19,026 | $12,524 | $6,502 |
| MASTERCARD INC CL A | 2021-12 | PURCHASE | 2024-03 | $1,406 | $1,001 | $405 |
| MASTERCARD INC CL A | 2021-12 | PURCHASE | 2024-04 | $5,008 | $3,672 | $1,336 |
| MASTERCARD INC CL A | 2021-12 | PURCHASE | 2024-09 | $16,491 | $11,015 | $5,476 |
| MASTERCARD INC CL A | 2021-12 | PURCHASE | 2024-11 | $517 | $334 | $183 |
| MICROSOFT CORP | 2021-12 | PURCHASE | 2024-03 | $2,489 | $1,957 | $532 |
| MICROSOFT CORP | 2021-12 | PURCHASE | 2024-04 | $9,313 | $7,503 | $1,810 |
| MICROSOFT CORP | 2021-12 | PURCHASE | 2024-09 | $23,536 | $18,594 | $4,942 |
| MICROSOFT CORP | 2021-12 | PURCHASE | 2024-09 | $7,373 | $5,546 | $1,827 |
| MICROSOFT CORP | 2021-12 | PURCHASE | 2024-11 | $826 | $652 | $174 |
| NETFLIX INC | 2022-02 | PURCHASE | 2024-03 | $1,848 | $1,214 | $634 |
| NETFLIX INC | 2022-02 | PURCHASE | 2024-04 | $5,501 | $3,642 | $1,859 |
| NETFLIX INC | 2022-02 | PURCHASE | 2024-05 | $26,361 | $17,398 | $8,963 |
| NETFLIX INC | 2022-08 | PURCHASE | 2024-05 | $9,809 | $3,968 | $5,841 |
| NETFLIX INC | 2022-08 | PURCHASE | 2024-09 | $56,703 | $20,086 | $36,617 |
| NIKE INC CL B | 2020-11 | PURCHASE | 2024-03 | $698 | $698 | |
| NIKE INC CL B | 2020-11 | PURCHASE | 2024-04 | $2,490 | $3,452 | -$962 |
| NIKE INC CL B | 2020-11 | PURCHASE | 2024-07 | $2,658 | $4,912 | -$2,254 |
| NIKE INC CL B | 2021-12 | PURCHASE | 2024-07 | $11,137 | $26,192 | -$15,055 |
| NIKE INC CL B | 2022-02 | PURCHASE | 2024-07 | $503 | $967 | -$464 |
| PAYPAL HOLDINGS INC | 2020-08 | PURCHASE | 2024-03 | $1,320 | $4,334 | -$3,014 |
| PAYPAL HOLDINGS INC | 2020-08 | PURCHASE | 2024-03 | $1,647 | $5,516 | -$3,869 |
| PAYPAL HOLDINGS INC | 2021-12 | PURCHASE | 2024-03 | $7,410 | $23,284 | -$15,874 |
| PAYPAL HOLDINGS INC | 2022-02 | PURCHASE | 2024-03 | $10,469 | $18,432 | -$7,963 |
| PAYPAL HOLDINGS INC | 2022-08 | PURCHASE | 2024-03 | $235 | $797 | -$562 |
| PAYPAL HOLDINGS INC | 2022-08 | PURCHASE | 2024-03 | $2,647 | $3,865 | -$1,218 |
| PAYPAL HOLDINGS INC | 2023-06 | PURCHASE | 2024-03 | $294 | $992 | -$698 |
| SALESFORCE INC | 2021-12 | PURCHASE | 2024-03 | $1,578 | $1,293 | $285 |
| SALESFORCE INC | 2021-12 | PURCHASE | 2024-04 | $5,435 | $5,172 | $263 |
| SALESFORCE INC | 2021-12 | PURCHASE | 2024-07 | $33,266 | $33,618 | -$352 |
| SALESFORCE INC | 2021-12 | PURCHASE | 2024-08 | $17,750 | $17,585 | $165 |
| SALESFORCE INC | 2022-10 | PURCHASE | 2024-08 | $783 | $676 | $107 |
| SALESFORCE INC | 2022-10 | PURCHASE | 2024-08 | $2,088 | $1,820 | $268 |
| SALESFORCE INC | 2022-10 | PURCHASE | 2024-08 | $12,529 | $7,009 | $5,520 |
| SERVICENOW INC | 2021-12 | PURCHASE | 2024-02 | $32,481 | $25,895 | $6,586 |
| SERVICENOW INC | 2021-12 | PURCHASE | 2024-03 | $1,552 | $1,233 | $319 |
| SERVICENOW INC | 2021-12 | PURCHASE | 2024-04 | $5,126 | $4,316 | $810 |
| SERVICENOW INC | 2021-12 | PURCHASE | 2024-09 | $37,220 | $25,895 | $11,325 |
| SERVICENOW INC | 2022-10 | PURCHASE | 2024-09 | $886 | $613 | $273 |
| SERVICENOW INC | 2022-10 | PURCHASE | 2024-09 | $3,545 | $2,494 | $1,051 |
| SERVICENOW INC | 2022-10 | PURCHASE | 2024-09 | $39,879 | $18,754 | $21,125 |
| THERMO FISHER SCIENTIFIC INC | 2022-11 | PURCHASE | 2024-03 | $1,163 | $1,105 | $58 |
| THERMO FISHER SCIENTIFIC INC | 2022-11 | PURCHASE | 2024-04 | $3,793 | $3,866 | -$73 |
| THERMO FISHER SCIENTIFIC INC | 2022-11 | PURCHASE | 2024-09 | $38,382 | $34,797 | $3,585 |
| UNITED HEALTH GROUP INC | 2021-12 | PURCHASE | 2024-03 | $965 | $919 | $46 |
| UNITED HEALTH GROUP INC | 2021-12 | PURCHASE | 2024-04 | $2,971 | $2,756 | $215 |
| UNITED HEALTH GROUP INC | 2021-12 | PURCHASE | 2024-09 | $48,274 | $38,127 | $10,147 |
| VISA INC CL A | 2021-12 | PURCHASE | 2024-03 | $1,681 | $1,218 | $463 |
| VISA INC CL A | 2021-12 | PURCHASE | 2024-04 | $5,425 | $4,060 | $1,365 |
| VISA INC CL A | 2021-12 | PURCHASE | 2024-09 | $46,114 | $32,077 | $14,037 |
| VISA INC CL A | 2022-01 | PURCHASE | 2024-09 | $20,430 | $15,224 | $5,206 |
| WORKDAY INC CL A | 2023-06 | PURCHASE | 2024-09 | $11,906 | $10,712 | $1,194 |
| WORKDAY INC CL A | 2023-06 | PURCHASE | 2024-09 | $15,627 | $13,995 | $1,632 |
| ZOETIS INC | 2021-12 | PURCHASE | 2024-03 | $940 | $940 | |
| ZOETIS INC | 2021-12 | PURCHASE | 2024-04 | $2,594 | $3,782 | -$1,188 |
| ZOETIS INC | 2021-12 | PURCHASE | 2024-09 | $32,336 | $36,932 | -$4,596 |
| ZOETIS INC | 2022-02 | PURCHASE | 2024-09 | $974 | $1,140 | -$166 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS 16820 | StockNm |
| EOY Book Value | $1,346,271 | EOYBookValueAmt |
| EOYFMV | $1,493,827 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FEES | $38 | $38 |
| INVESTMENT MGMT FEES | $20,176 | $20,176 |
| ACCOUNT FEES | $175 | $175 |
| FOREIGN TAXES | $105 | $105 |