SHELDON H LISCHIN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SHELDON H LISCHIN FOUNDATION INC (EIN 31-1530694)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202233189349101518
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
Investments Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T08:43:23-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	060800610	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FARM CREDIT EAST ACA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	190 STATE ROUTE 9H	AddressLine1Txt
City	HUDSON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	125343819	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	311530694	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHELDON H LISCHIN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SHEL	BusinessNameControlTxt
Phone	5183985666	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 656	AddressLine1Txt
City	PINE PLAINS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12567	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL LISCHIN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	5183985666	PhoneNum
Signature	2022-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	LISCHIN	PersonLastNm

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIRK WILLIAMS	PreparerPersonNm
PTIN	P00684110	PTIN
Phone	8003624404	PhoneNum
Preparation	2022-11-10	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	$264,894	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	$3,134	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,134	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$22,331	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$48,126	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$22,331	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$25,465	TotalRevAndExpnssAmt
Total Net Invst Incm	$25,465	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
Other Expenses Rev And Expnss	$3,359	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,409	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,359	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,409	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$9,415	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$9,415	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,774	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,409	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$9,415	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$12,691	ExcessRevenueOverExpensesAmt
Net Investment Income	$23,056	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$12,025	CashBOYAmt
Cash EOY	$5,226	CashEOYAmt
Cash EOYFMV	$5,226	CashEOYFMVAmt
Other Investments BOY	$165,626	OtherInvestmentsBOYAmt
Other Investments EOY	$185,116	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$259,668	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$177,651	TotalAssetsBOYAmt
Total Assets EOY	$190,342	TotalAssetsEOYAmt
Total Assets EOYFMV	$264,894	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$210,928	CapitalStockBOYAmt
Capital Stock EOY	$210,928	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	-$33,277	RetainedEarningBOYAmt
Retained Earning EOY	-$20,586	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$177,651	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$190,342	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$177,651	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$190,342	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$177,651	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$12,691	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$190,342	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$190,342	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
COSTCO WHOLESALE CORP	2020-04-14	2021-03-31	$5,288	$4,667	$621	$621
FIRST SOLAR INC	2021-01-05	2021-05-18	$2,576	$3,467	-$891	-$891
SOUTHWEST AIRLINES CO COMMOM STOCK	2021-01-06	2021-12-31	$4,025	$4,636	-$611	-$611
ADOBE INC (DELAWARE)	2015-08-14	2021-03-31	$5,725	$851	$4,874	$4,874	P
DANAHER CORP COMMON STOCK	2018-06-07	2021-03-31	$5,641	$2,565	$3,076	$3,076	P
FIDELITY NATL INFORMATION SVCS	2019-09-20	2021-01-05	$6,824	$6,634	$190	$190	P
FIRST TRUST DOW JONES INTERNET INDEX FUND ETF	2013-06-19	2021-02-10	$5,886	$1,155	$4,731	$4,731	P
PAYCOM SOFTWARE INC	2016-05-02	2021-03-31	$9,263	$960	$8,303	$8,303	P
PAYPAL HOLDINGS INC	2018-10-25	2021-09-03	$2,898	$860	$2,038	$2,038	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$22,331	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$320	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$320	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$320	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$320	TaxDueAmt

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	NY	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	MICHAEL LISCHIN	IndividualWithBooksNm
Phone	5183985666	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 656	AddressLine1Txt
City	PINE PLAINS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12567	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 (3 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
GARY LISCHIN
19 HOFSTRA DRIVE	FARMINGVILLE	NY	11738	MANAGING DIRECT	1.00	$0	$0	$0
MICHAEL LISCHIN
189 JOHNNYCAKE HOLLOW ROAD	PINE PLAINS	NY	12567	TREASURER	1.00	$0	$0	$0
MALISSA LISCHIN
174 CARROLL STREET APT 1D	BROOKLYN	NY	11231	SECRETARY	1.00	$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	$248,075	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,625	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$256,700	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$256,700	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,851	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$252,849	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,642	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,642	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$320	TaxBasedOnInvestmentIncomeAmt
Total Tax	$320	TotalTaxAmt
Distributable Before Adj	$12,322	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$12,322	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$12,322	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$9,415	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$9,415	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$12,322	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$9,415	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$9,415	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	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	$2,907	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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
HAWTHORN VALLEY
327 COUNTY ROUTE 21C	GHENT	NY	12075	NONE	NON-PROFIT 501(C)-3	SUPPORT AGRICULTURAL AWARENESS PROGRAMS	$500
PAYPAL CHARITABLE GIVING FUND
1250 I STREET NW SUITE 1202	WASHINGTON	DC	20005	NONE	NON-PROFIT 501(C)-3	TO SUPPORT CHARITABLE INITIATIVES	$250
PETS FOR THE ELDERLY FOUNDATION
200 PUBLIC SQUARE SUITE 3500	CLEVELAND	OH	44114	NONE	NON-PROFIT 501(C)-3	ASSISTS IN PAYING THE FEES TO PARTICIPATING ANIMAL SHELTERS THROUGHOUT THE UNITED STATES FOR SENIOR CITIZENS (AGE 60 AND OVER) WHO ADOPT A COMPANION DOG OR CAT FROM A PARTICIPATING SHELTER INCLUDING PRE-ADOPTION VETERINARY EXAMS AND SPAY/NEUTER, IF PART OF THE ADOPTION FEE.	$500
PS 58 PTA
330 SMITH STREET	BROOKLYN	NY	11231	NONE	NON-PROFIT 501(C)-3	STUDENT SUPPORT	$300
TEMPLE EMANUEL
17 LAMOREE RD	RHINEBECK	NY	12575	NONE	NON-PROFIT 501(C)-3	EDUCATIONAL	$1,500
THE AMERICAN CHESTNUT FOUNDATION
50 N MERRIMON AVE STE 115	ASHEVILLE	NC	28805	NONE	NON-PROFIT 501(C)-3	SUPPORT OPERATIONAL EXPENSE OF PUPLIC CHARITY	$500
THE THOROUGHBRED AFTERCARE ALLIANCE
821 CORPORATE DR	LEXINGTON	KY	40503	NONE	NON-PROFIT 501(C)-3	SUPPORT AFTERCARE FACILITIES FOR RETIRED THOROUGHBRED HORSES	$4,865
WEILL CORNELL MEDICAL RESEARCH CENTER
1300 YORK AVENUE	NEW YORK	NY	10065	NONE	NON-PROFIT 501(C)-3	SUPPORT MEDICAL RESEARCH	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$9,415	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)
Related Or Exempt Function Incm	$3,134	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$22,331	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$25,465	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,465	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	N/A
4	N/A
8	N/A

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	CORPORATE STOCK	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$185,116	BookValueAmt
EOYFMV	$259,668	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$2,409	$2,409	$0
MISCELLANEOUS	$950	$0	$0