IRVING FEINTECH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: IRVING FEINTECH FAMILY FOUNDATION (EIN 95-4268946)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-13
IRS object ID: 202221339349104952
Schema version: 2021v4.2
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
Investments Corp Stock Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-13T18:48:10-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261322930	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BESSOLO & HAWORTH LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15060 VENTURA BLVD SUITE 240	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91403	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954268946	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	IRVING FEINTECH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	IRVI	BusinessNameControlTxt
Phone	3105530289	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	321 SOUTH BEVERLY DRIVE K	AddressLine1Txt
City	BEVERLY HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90212	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WENDY FEINTECH	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3105530289	PhoneNum
Signature	2022-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WENDY	PersonFirstNm
Person Last	FEINTECH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRIS LAUG	PreparerPersonNm
PTIN	P00736574	PTIN
Phone	8184936650	PhoneNum
Preparation	2022-05-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,136,595	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
Dividends Rev And Expnss	$30,097	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$30,097	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$43	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$30,121	TotalRevAndExpnssAmt
Total Net Invst Incm	$30,121	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$500	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$500	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$25	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,025	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$500	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$500	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$46,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$46,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$47,525	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$500	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$47,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$17,404	ExcessRevenueOverExpensesAmt
Net Investment Income	$29,621	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$58,493	CashBOYAmt
Cash EOY	$40,856	CashEOYAmt
Cash EOYFMV	$40,856	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,029,507	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,029,760	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,029,760	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$550,474	CorporateStockBOYAmt
Corporate Stock EOY	$550,454	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,065,979	CorporateStockEOYFMVAmt
Total Assets BOY	$1,638,474	TotalAssetsBOYAmt
Total Assets EOY	$1,621,070	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,136,595	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,638,474	RetainedEarningBOYAmt
Retained Earning EOY	$1,621,070	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,638,474	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,621,070	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,638,474	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,621,070	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,638,474	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$17,404	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,621,070	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,621,070	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SYLVAMO CORP	2012-07-05	2021-10-01	$22	$15	$7	$7
ORGANON & CO	2008-04-22	2021-06-03	$21	$4	$17	$17

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$412	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$412	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$412	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,733	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,733	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,321	OverpaymentAmt
Applied To ES Tax	$1,321	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	WENDY FEINTECH	IndividualWithBooksNm
Phone	3105530289	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	321 SOUTH BEVERLY DRIVE SUITE K	AddressLine1Txt
City	BEVERLY HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90212	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WENDY FEINTECH
321 SOUTH BEVERLY DRIVE SUITE K	BEVERLY HILLS	CA	90212	PRESIDENT & VICE PRESIDENT	2.00	$0	$0	$0
RONALD WILLIAM MARR
321 SOUTH BEVERLY DRIVE SUITE K	BEVERLY HILLS	CA	90212	SECRETARY AND TREASURER	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,018,774	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,079,259	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,098,033	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,098,033	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$31,470	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,066,563	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$103,328	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$103,328	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$412	TaxBasedOnInvestmentIncomeAmt
Total Tax	$412	TotalTaxAmt
Distributable Before Adj	$102,916	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$102,916	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$102,916	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$47,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$47,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$102,916	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$1,591	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$1,591	TotalExcessDistributionCyovAmt
Qualifying Distributions	$47,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$47,000	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$1,591	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$1,591	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$54,325	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
5792 W JEFFERSON BLVD	LOS ANGELES	CA	90016	NONE	509(A)(1) OR 509(A)(	CHARITABLE	$7,500
THE HARMONY PROJECT
4322 WILSHIRE BLVD SUITE 101	LOS ANGELES	CA	90010	NONE	509(A)(1) OR 509(A)(	CHARITABLE	$15,000
THE MAGNOLIA COUNCIL
8767 WILSHIRE BLVD 401	BEVERLY HILLS	CA	90211	NONE	509(A)(1) OR 509(A)(	CHARITABLE	$10,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410	SANTA MONICA	CA	90403	NONE	509(A)(1) OR 509(A)(	CHARITABLE	$4,000
TOWER CANCER RESEARCH FOUNDATION
8767 WILSHIRE BLVD 401	BEVERLY HILLS	CA	90211	NONE	509(A)(1) OR 509(A)(	CHARITABLE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$46,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30,097	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$24	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$30,121	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$30,121	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$1,000	Amt
Net Investment Income	$500	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MORGAN STANLEY	StockNm
EOY Book Value	$550,454	EOYBookValueAmt
EOYFMV	$1,065,979	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES AND LICENSES	CategoryTxt
Amt	$25	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt