GELLMAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: GELLMAN FAMILY FOUNDATION (EIN 47-5422215)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202013219349105991
Schema version: 2019v5.1
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
Form 990-PF
Investments Corp Stock Schedule
Legal Fees Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T15:15:08-08:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DOLGIN LAW GROUP LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 N LA SALLE ST STE 2610	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60602	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	475422215	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gellman Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GELL	BusinessNameControlTxt
Phone	3127052000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2849 Spanish River Road	AddressLine1Txt
City	Boca Raton	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33432	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Alexander L Gellman	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	3127052000	PhoneNum
Signature	2020-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jay L Dolgin	PreparerPersonNm
PTIN	P01584024	PTIN
Phone	3127052000	PhoneNum
Preparation	2020-11-16	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	38.140.113.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-16	IPDt
IP Tm	15:15:02	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6C9B1A35775087DBDB8A6D25ECA509C7F6C27838	AtSubmissionCreationDeviceId
At Submission Filing Device Id	6C9B1A35775087DBDB8A6D25ECA509C7F6C27838	AtSubmissionFilingDeviceId

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	$2,472,228	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	$57,393	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$57,393	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$57,393	TotalRevAndExpnssAmt
Total Net Invst Incm	$57,393	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$3,415	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$0	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$0	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$0	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$0	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$3,415	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$117,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$117,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$121,315	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$117,900	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$63,922	ExcessRevenueOverExpensesAmt
Net Investment Income	$57,393	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$36,290	CashBOYAmt
Cash EOY	$19,455	CashEOYAmt
Cash EOYFMV	$19,455	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$42,570	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$32,998	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$32,998	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY	$2,290,037	CorporateStockBOYAmt
Corporate Stock EOY	$2,419,775	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,419,775	CorporateStockEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$0	OtherInvestmentsEOYAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,368,897	TotalAssetsBOYAmt
Total Assets EOY	$2,472,228	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,472,228	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$2,368,897	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$2,472,228	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,368,897	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,472,228	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,368,897	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,472,228	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,368,897	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$63,922	ExcessRevenueOverExpensesAmt
Other Increases	$167,253	OtherIncreasesAmt
Subtotal	$2,472,228	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,472,228	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	DepreciationDepreciationAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	FMV As Of123169FMVAsOf123169Amt	Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Stock	P	2018-12-31	2019-12-31	$600,542	$0	$612,610	-$12,068	$0	$0	$0	-$12,068
LT Cap Gain Distributions	P	2018-12-31	2019-12-31	$4,361	$0	$0	$4,361	$0	$0	$0	$4,361

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$7,707	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$115,837	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,470,953	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.046879	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$79,241	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$2,462,547	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.032178	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$54,049	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,487,467	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.036336	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$0	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$0	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Total Distribution	0.115393	TotalDistributionRt
Average Distribution	0.028848	AverageDistributionRt
Net Vl Noncharitable Assets	$2,388,461	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$68,902	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$574	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$69,476	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$117,900	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$574	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$574	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$574	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$765	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$765	TotalPaymentsAndCreditsAmt
Original Return Overpayment	-$765	OriginalReturnOverpaymentAmt
Overpayment	$191	OverpaymentAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$191	RefundAmt

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	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	false	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	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Dolgin Law Group LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3127052000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 N LaSalle St Suite 2610	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60602	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
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	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
Alexander L Gellman
2849 Spanish River Road	Boca Raton	FL	33432	Treasurer/Director	0.00	$0	$0	$0
Samuel Gellman
222 Glacier Drive	Madison	WI	53705	President/Director	0.00	$0	$0	$0
Daniel Gellman
1770 Benjamin Franklin Drive Unit 5	Sarasota	FL	34236	Secretary/Director	0.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,362,446	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$62,387	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,424,833	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$2,424,833	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$36,372	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,388,461	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$119,423	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$119,423	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$574	TaxBasedOnInvestmentIncomeAmt
Total Tax	$574	TotalTaxAmt
Distributable Before Adj	$118,849	DistributableBeforeAdjAmt
Distributable Before Ded	$118,849	DistributableBeforeDedAmt
Distributable As Adjusted	$118,849	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$117,900	ExpensesAndContributionsAmt
Qualifying Distributions	$117,900	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$574	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$117,326	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$118,849	DistributableAsAdjustedAmt
Undistributed Income PY	$117,517	UndistributedIncomePYAmt
Qualifying Distributions	$117,900	QualifyingDistributionsAmt
Applied To Year1	$117,517	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$383	RemainingDistriFromCorpusAmt
Total Corpus	$383	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$118,849	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$383	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$383	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
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 Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Joubert Syndrome and Related Disorders Foundation
1415 West Ave	Cincinnati	OH	45215	PC	General Purposes	$12,500
Madison Community Foundation
111 N Fairchild St 260	Madison	WI	53703	PC	General Purposes	$11,100
Beth Israel Center
1406 Mound St	Madison	WI	53711	PC	General Purposes	$6,100
University of Wisconsin Foundation
1848 University Ave	Madison	WI	53726	PC	General Purposes	$5,000
Second Chance Pets
PO Box 1216	League City	TX	77574	PC	General Purposes	$5,550
Friends of League City Animal Shelter
PO Box 2801	League City	TX	77574	PC	General Purposes	$5,550
Cure PSP
1216 Broadway 2nd Floor	New York	NY	10001	PC	General Purposes	$11,100
Yiddish Book Center
1021 West Street	Amherst	MA	01002	PC	General Purposes	$5,000
The C Foundation
PO Box 8441	Greensboro	NC	27419	PC	General Purposes	$6,100
Travis Mills Foundation
747 Western Ave	Manchester	ME	04351	PC	General Purposes	$11,100
Planned Parenthood NYC
26 Bleeker St	New York	NY	10012	PC	General Purposes	$11,100
Palm Beach Co Performing Arts Center
701 Okeechobee BLVD	West Palm Beach	FL	33401	PC	General Purposes	$11,100
Ali Forney Center
224 West 35th St15th Floor	New York	NY	10001	PC	General Purposes	$11,100
Nationalities Service Center
1216 Arch St 4	Philadelphia	PA	19107	PC	General Purposes	$5,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$117,900	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$57,393	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$57,393	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$57,393	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	Per Morgan Stanley Investments	StockNm
EOY Book Value	$2,419,775	EOYBookValueAmt
EOYFMV	$2,419,775	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Dolgin Law Group, LLC Legal	CategoryTxt
Legal Fees	$3,415	LegalFeesAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Market Fluctuation/Unrealized Gains	Desc
Amt	$167,253	Amt