THE@EVA AND MILTON J BRASLOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@EVA AND MILTON J BRASLOW FOUNDATION (EIN 16-6500546)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202013149349100856
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T12:06:46-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161152552 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piaker & Lyons PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1330 | AddressLine1Txt |
| City | Binghamton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166500546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVA AND MILTON J BRASLOW FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO RED PINE RELIANCE CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAA | BusinessNameControlTxt |
| Phone | 2129949963 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 E 42ND ST 29TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K FEDERMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle J Miesfeldt | PreparerPersonNm |
| PTIN | P01246831 | PTIN |
| Phone | 6077299373 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,952 | 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 | $604 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $604 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $604 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,447 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,447 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,328 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,051 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $645 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $147 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $720 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,051 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,863 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $118,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $118,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $141,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $141,771 | CapitalStockBOYAmt |
| Capital Stock EOY | $134,817 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,954 | ExcessRevenueOverExpensesAmt |
| Subtotal | $134,817 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $134,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $40,328 | GrossSalesPriceAmt |
| Cost Or Other Basis | $42,716 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,388 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,388 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,388 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $81 | SubtotalAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19 | OverpaymentAmt |
| Applied To ES Tax | $19 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K FEDERMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129949963 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FEDERMAN STEIFMAN LLP 220E 42ND- 29 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | MICHAEL K FEDERMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 SPRINGWOOD WAY | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $96,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $136,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81 | TotalTaxAmt |
| Distributable Before Adj | $6,663 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,663 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,663 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,520 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,520 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,138 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,138 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,382 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,281 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRI-CITIES OPERA | |||||||
| 315 Clinton St | Binghamton | NY | 13905 | NONE | PC | GEN. CHARITABLE | $500 |
| BINGHAMTON PHILHARMONICS | |||||||
| 71 State St Suite 3 | Binghamton | NY | 13901 | NONE | PC | GEN. CHARITABLE | $300 |
| HILLEL ACADEMY OF BROOME COUNTY | |||||||
| 4737 Deerfield Pl | Vestal | NY | 13850 | NONE | PC | GEN. CHARITABLE | $500 |
| BINGHAMTON UNIVERSITY FOUNDATION | |||||||
| PO Box 6000 | Binghamton | NY | 13902 | NONE | PC | GEN. CHARITABLE | $500 |
| BETH DAVID SYNAGOGUE | |||||||
| 39 Riverside Dr | Binghamton | NY | 13905 | NONE | PC | GEN. CHARITABLE | $500 |
| BINGHAMTON JCC | |||||||
| 500 Clubhouse Rd | Vestal | NY | 13850 | NONE | PC | GEN. CHARITABLE | $500 |
| CHABAD OF BINGHAMTON | |||||||
| 420 Murray Hill Rd | Vestal | NY | 13850 | NONE | PC | GEN. CHARITABLE | $500 |
| RIVENDELL SCHOOL | |||||||
| 5700 Lee Highway | Arlington | VA | 22207 | NONE | PC | GEN. CHARITABLE | $500 |
| RCC FOUNDATION | |||||||
| 629 Industrial Park Ave | Asheboro | NC | 27205 | NONE | PC | GEN. CHARITABLE | $750 |
| BROTHERHOOD SYNAGOGUE | |||||||
| 28 Gramercy Park S | New York | NY | 10003 | NONE | PC | GEN. CHARITABLE | $700 |
| ADAPTIVE SPORTS FOUNDATION | |||||||
| 100 Silverman Way | Windham | NY | 12496 | NONE | PC | GEN. CHARITABLE | $750 |
| ICE HOCKEY IN HARLEM | |||||||
| 127 West 127th St Room 415 | New York | NY | 10027 | NONE | PC | GEN. CHARITABLE | $500 |
| JEWISH FEDERATION OF ROCKLAND COUNT | |||||||
| 450 W Nyack Rd | West Nyack | NY | 10994 | NONE | PC | GEN. CHARITABLE | $700 |
| MESSIAH OUTREACH | |||||||
| 1 Eldorado Dr | East Northport | NY | 11731 | NONE | PC | GEN. CHARITABLE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $604 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,663 | 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 | PIAKER & LYONS, PC | CategoryTxt |
| Amt | $645 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $645 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THORNBURG STRATEGIC INCM FD | $22,510 | $22,810 |
| SCWAB TOTAL STOCK MKT | $20,000 | $20,061 |
| AMERICAN CENTURY FOCUSED | $10,328 | $11,342 |
| AMERICAN BEACON SOUND | $31,733 | $29,753 |
| ZEO STRATEGIC INCM | $22,530 | $22,260 |
| LORD ABBETT ULTRA SHORT | $11,853 | $11,863 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $97 | |
| NYS FILING FEE | $50 | $50 |