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LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-10
IRS object ID
202531619349100113
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)
Return2025-06-10T11:04:22-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefLA County Fire FEMA DR-4856-CADisasterReliefTxt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-06-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMoshe Y GraberPreparerPersonNm
PTINP00653955PTIN
Phone3105521600PhoneNum
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$200,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,444ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$90InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,517DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$191,257GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,753CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,512OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,512OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$51,316TotalRevAndExpnssAmt
Total Net Invst Incm$45,872TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$20,218OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,468OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$148TaxesRevAndExpnssAmt
Taxes Net Invst Incm$148TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,893OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,893OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,259TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,616TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,643TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,293ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,293ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,552TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,616TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,936TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,236ExcessRevenueOverExpensesAmt
Net Investment Income$35,256NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,540CashBOYAmt
Cash EOY$1,367CashEOYAmt
Cash EOYFMV$1,367CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,941SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$246,802CorporateStockBOYAmt
Corporate Stock EOY$217,678CorporateStockEOYAmt
Corporate Stock EOYFMV$198,721CorporateStockEOYFMVAmt
Other Assets BOY$175OtherAssetsBOYAmt
Other Assets EOY$175OtherAssetsEOYAmt
Other Assets EOYFMV$175OtherAssetsEOYFMVAmt
Total Assets BOY$251,458TotalAssetsBOYAmt
Total Assets EOY$219,222TotalAssetsEOYAmt
Total Assets EOYFMV$200,265TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$251,458RetainedEarningBOYAmt
Retained Earning EOY$219,222RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$251,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$219,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$251,458TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$219,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$251,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,236ExcessRevenueOverExpensesAmt
Subtotal$219,222SubtotalAmt
Tot Net Ast Or Fund Balances EOY$219,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN - 56766P2024-01-012024-12-31$23,295$22,056$1,239$1,239
BERNSTEIN - 56766P2023-01-012024-12-31$39,128$41,740-$2,612-$2,612
BERNSTEIN - 95442P2024-01-012024-12-31$15,817$15,465$352$352
BERNSTEIN - 95442P2023-01-012024-12-31$48,469$38,504$9,965$9,965
BERNSTEIN - 03543P2024-01-012024-12-31$10,713$9,728$985$985
BERNSTEIN - 03543P2023-01-012024-12-31$53,835$31,011$22,824$22,824
FieldValueIRS element (for citing)
Capital Gain Net Income$32,753CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$490InvestmentIncomeExciseTaxAmt
Subtotal$490SubtotalAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$382EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$382TotalPaymentsAndCreditsAmt
Tax Due$108TaxDueAmt
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$234,403AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,359AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$235,762TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$235,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$232,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,611MinimumInvestmentReturnAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Total Tax$490TotalTaxAmt
Distributable Before Adj$11,121DistributableBeforeAdjAmt
Distributable Before Ded$11,121DistributableBeforeDedAmt
Distributable As Adjusted$11,121DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,936ExpensesAndContributionsAmt
Qualifying Distributions$72,936QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,121DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$117,976ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,866ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$57,378ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$65,985ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$109,774ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$417,979TotalExcessDistributionCyovAmt
Qualifying Distributions$72,936QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,121AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,815RemainingDistriFromCorpusAmt
Total Corpus$479,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$117,976ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$361,818ExcessDistriCyovToNextYrAmt
Excess From Year4$66,866ExcessFromYear4Amt
Excess From Year3$57,378ExcessFromYear3Amt
Excess From Year2$65,985ExcessFromYear2Amt
Excess From Year1$109,774ExcessFromYear1Amt
Excess From Current Year$61,815ExcessFromCurrentYearAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
National MS Society
5150 Goldleaf CirLOS ANGELESCA90056N/APCGeneral & Unrestricted$132
Shalom Institute Camp and Conferenc
32342 MULHOLLAND HWYMALIBUCA90265N/APCGeneral & UnrestrictedPollinator Center$10,036
American Friends of Combatants for
1801 W Olympic BlvdPasadenaCA91199N/APCGeneral & Unrestricted$104
Community Partners
PO Box 741265Los AngelesCA90047N/APCNEWGROUND$5,000
Liberty Hill Foundation
1001 Wilshire Blvd PMB 2170Los AngelesCA90017N/APCEnviornmental Justice Circle$5,000
GOFUND ME
815 E StreetSan DiegoCA92101N/APCUrgent Gaza Escape$40
IKAR
1737 S La Cienega BlvdLOS ANGELESCA90035N/APCGeneral & UnrestrictedPARTY WITH A PURPOSE$17,020
Social Good Fund
475 Riverside Drive Suite 1800New YorkNY10115N/APCDayenu$2,500
Wikipedia Foundation
1 Montgomery Street Suite 1600San FranciscoCA94104N/APCGeneral & Unrestricted$100
J Give
N/APCJerusalem Green Fund$18,40024 Hebron Rd JVP Media QuarterJerusalemIS91087
Captain PTO
6345 Northwood AveClaytonMO63015N/APCClayton School District PTO$150
Forwardcom
125 Maiden Lane 8th floorNew YorkNY10038N/APCGeneral & Unrestricted$123
Getmeregisteredcom
1050 S Front StNorth LibertyIA52317N/APCTurkey Trot Fundraiser$326
Givery Charity
530 Seventh Avenue Floor M1New YorkNY10018N/APCThe Orion Society for the Love of Trees$104
Jewish Farmers Network
20 Kirstein RdFairviewNC28730N/APCGeneral & Unrestricted$36
National Cancer Care Alliance
3025 Chemical Road Suite 100Plymouth MeetingPA19462N/APCGeneral & Unrestricted$50
The Giving Back Fund
500 Commercial Street Suite 4RBostonMA02109N/APCGeneral & Unrestricted$22
Urban Harvest STL
3224 Locust StSt LouisMO63103N/APCGeneral & Unrestricted$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,293TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,517ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,512ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,753ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,872ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,872TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
DescPREPAID CREDIT CARDDesc
BOY Book Value$175BOYBookValueAmt
EOY Book Value$175EOYBookValueAmt
EOYFMV$175EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$168$168
DUES & SUBSCRIPTIONS$3,134$3,134
LICENSES & PERMITS$500$500
POSTAGE & DELIVERY$91$91

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$6,512RevenueAndExpensesPerBooksAmt
Net Investment Income$6,512NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING & ADMINISTRATION$19,500$9,750$0$9,750
INVESTMENT MANAGEMENT FEES$718$718$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$148Amt
Net Investment Income$148NetInvestmentIncomeAmt