THE GURWIN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE GURWIN FAMILY FOUNDATION INC (EIN 31-1596951)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202021349349100512
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T10:09:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112950263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFLER & CO CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRICK ROAD SUITE 210E | AddressLine1Txt |
| City | ROCKVILLE CENTRE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115704881 | 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 | 311596951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GURWIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9739922494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 COVENTRY ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070395105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC GURWIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9739922494 | PhoneNum |
| Signature | 2020-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CEPLER | PreparerPersonNm |
| PTIN | P00039158 | PTIN |
| Phone | 5165360300 | PhoneNum |
| Preparation | 2020-05-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.167.19.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-12 | IPDt |
| IP Tm | 12:49:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07DFA166884CF0DBF25FD75D467169061DE6C165 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6012604A9FC1E15338E674E6B4DDCA3BF3EA199D | 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 | $18,712,304 | 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 | $7,828 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,828 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $411,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $456,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,682,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $456,529 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,476 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151,476 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,027,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,027,065 | 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 | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,515 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,079 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,954 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $885,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $885,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $950,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $885,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $966,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,651,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,610,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,610,866 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,328 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,328 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,328 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,219,309 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,867,557 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,924,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,821,557 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,304,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,426,007 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $565,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $550,898 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $749,721 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,258,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,335,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,712,304 | 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 | $15,258,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,335,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,258,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,335,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,258,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,335,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,258,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,335,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,335,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15441 SHS DODGE & COX INCOME FD | P | 2018-02-27 | 2019-02-15 | $208,301 | $210,000 | -$1,699 | -$1,699 |
| 3257 SHS FIDELITY INTL INDEX FD | P | 2018-11-23 | 2019-04-11 | $132,555 | $126,106 | $6,449 | $6,449 |
| 1781 SHS FIDELITY INTL INDEX FD | P | 2018-11-23 | 2019-07-17 | $73,500 | $68,975 | $4,525 | $4,525 |
| 2765 SHS ISHARES BARCLAYS MBS BD FD | P | 2019-02-15 | 2019-09-19 | $298,518 | $290,566 | $7,952 | $7,952 |
| 1315 SHS JPM GL RES ENH IDX FD - USD - R6 | P | 2018-02-27 | 2019-02-15 | $26,633 | $30,000 | -$3,367 | -$3,367 |
| 3088 SHS JPMORGAN BETABUILDERS CANADA ETF | P | 2019-01-01 | 2019-07-17 | $77,523 | $75,556 | $1,967 | $1,967 |
| 2641 SHS JPMORGAN BETABUILDERS JAPAN ETF | P | 2018-07-19 | 2019-03-06 | $59,303 | $63,382 | -$4,079 | -$4,079 |
| 3863 SHS JPMORGAN BETABUILDERS JAPAN ETF | P | 2018-07-19 | 2019-03-06 | $86,694 | $92,694 | -$6,000 | -$6,000 |
| 4386 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2019-04-11 | 2019-08-23 | $99,209 | $106,014 | -$6,805 | -$6,805 |
| 488 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2019-04-11 | 2019-08-23 | $11,041 | $11,795 | -$754 | -$754 |
| 7772 SHS MATTHEWS PACIFIC TIGER-INST | P | 2019-02-15 | 2019-10-09 | $212,880 | $218,165 | -$5,285 | -$5,285 |
| 10456 SHS MFS EMERGING MKTS DEBT FD R6 | P | 2018-11-29 | 2019-02-19 | $148,367 | $141,885 | $6,482 | $6,482 |
| 30937 SHS PIMCO SHORT-TERM FD-INSTL | P | 2019-01-01 | 2019-01-07 | $301,945 | $305,500 | -$3,555 | -$3,555 |
| 3575 SHS VANGUARD SHORT-TERM BOND ETF | P | 2018-12-19 | 2019-02-15 | $281,968 | $280,460 | $1,508 | $1,508 |
| 3723 SHS VANGUARD SHORT-TERM BOND ETF | P | 2019-03-07 | 2019-09-19 | $299,818 | $294,264 | $5,554 | $5,554 |
| 2239 SHS DODGE & COX INTL STOCK FD | P | 2012-09-13 | 2019-02-15 | $89,888 | $75,000 | $14,888 | $14,888 |
| 23686 SHS DODGE & COX INCOME FD | P | 2018-01-01 | 2019-02-15 | $319,527 | $325,918 | -$6,391 | -$6,391 |
| 4682 SHS DOUBLELINE TOTL RET BND-I | P | 2013-10-25 | 2019-07-17 | $50,000 | $51,685 | -$1,685 | -$1,685 |
| 1356 SHS FIDELITY 500 INDEX FD-AI | P | 2018-10-15 | 2019-12-19 | $150,678 | $130,457 | $20,221 | $20,221 |
| 1128 SHS ISHARES RUSSELL MID-CAP ETF | P | 2018-03-26 | 2019-12-19 | $66,754 | $58,333 | $8,421 | $8,421 |
| 8436 SHS JPM EQ INC FD - USD - R6 | P | 2018-01-01 | 2019-04-11 | $150,000 | $87,126 | $62,874 | $62,874 |
| 5735 SHS JPM EQ INC FD - USD - R6 | P | 2018-01-01 | 2019-07-17 | $105,000 | $59,023 | $45,977 | $45,977 |
| 31757 SHS JPM GL RES ENH IDX FD - USD - R6 | P | 2018-01-01 | 2019-02-15 | $643,081 | $654,227 | -$11,146 | -$11,146 |
| 8642 SHS JPM GROWTH ADVANTAG FD - USD - R6 | P | 2018-01-01 | 2019-07-17 | $205,000 | $120,330 | $84,670 | $84,670 |
| 3251 SHS JPM GROWTH ADVANTAG FD - USD - R6 | P | 2012-12-14 | 2019-12-19 | $75,488 | $32,694 | $42,794 | $42,794 |
| 19863 SHS JPM HIGH YIELD FD - USD - R6 ISIN | P | 2016-02-19 | 2019-03-07 | $141,818 | $131,268 | $10,550 | $10,550 |
| 1267 SHS JPMORGAN BETABUILDERS JAPAN ETF | P | 2018-07-19 | 2019-12-19 | $32,092 | $30,394 | $1,698 | $1,698 |
| 1783 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-11-23 | 2019-12-19 | $45,252 | $39,764 | $5,488 | $5,488 |
| 4714 SHS MATTHEWS PACIFIC TIGER-INST | P | 2018-02-27 | 2019-10-09 | $129,118 | $150,378 | -$21,260 | -$21,260 |
| 145 SHS MATTHEWS PACIFIC TIGER-INST | P | 2018-02-27 | 2019-12-19 | $4,116 | $4,622 | -$506 | -$506 |
| 39152 SHS VANGUARD TOTAL BD MKT INDEX | P | 2018-01-01 | 2019-09-24 | $435,765 | $430,348 | $5,417 | $5,417 |
| 4833 SHS DODGE & COX INTL STOCK FD | P | 2018-01-01 | 2019-02-15 | $194,063 | $146,934 | $47,129 | $47,129 |
| 12080 SHS JPM STRAT INC OPP FD - USD - R6 | P | 2010-11-22 | 2019-02-15 | $139,161 | $142,910 | -$3,749 | -$3,749 |
| 396 SHS MATTHEWS PACIFIC TIGER-INST | P | 2010-07-28 | 2019-12-19 | $11,242 | $8,087 | $3,155 | $3,155 |
| 28133 SHS T ROWE PR OVERSEAS STOCK-I | P | 2018-01-01 | 2019-02-15 | $283,867 | $230,871 | $52,996 | $52,996 |
| CAPITAL GAINS DIVIDENDS | P | $92,095 | $92,095 | $92,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $456,529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $840,552 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,913,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $782,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,291,993 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $806,557 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,019,393 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $806,741 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,440,636 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049070 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $765,990 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,551,352 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046280 | DistributionYr5Rt |
| Total Distribution | 0.237863 | TotalDistributionRt |
| Average Distribution | 0.047573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,197,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $865,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $875,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $885,490 | 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 | $9,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $66 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | ERIC GURWIN | IndividualWithBooksNm |
| Phone | 9739922494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 COVENTRY ROAD | AddressLine1Txt |
| City | LIVINGSTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07039 | 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC GURWIN | ||||||||
| 5 COVENTRY ROAD | LIVINGSTON | NJ | 07039 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LAURA FLUG | ||||||||
| 40 EAST 83 STREET APT 8E | NEW YORK | NY | 10028 | SECRETARY | 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 |
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 | $15,704,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,769,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,474,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,474,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,197,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $909,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $909,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,666 | TotalTaxAmt |
| Distributable Before Adj | $900,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $900,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $900,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $885,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $885,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,666 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $875,824 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $900,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $885,467 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $885,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $885,467 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23 | 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 | $900,164 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INST OF SCIENCE (ACWIS) | ||||||||
| 633 3RD AVE 20TH FL | NEW YORK | NY | 10017 | NONE | NONE | GENERAL SUPPORT | $25,000 | |
| BROADWAY CARESEQUITY FIGHTS AIDS | ||||||||
| 165 W 46TH ST STE 1300 | NEW YORK | NY | 10036 | NONE | NONE | GENERAL SUPPORT | $100 | |
| DAVIS PHINNEY FOUNDATION | ||||||||
| 357 S MCCASLIN BLVD STE 105 | LOUISVILLE | CO | 80027 | NONE | NONE | GENERAL SUPPORT | $82 | |
| EARTH ISLAND INSTITUTE | ||||||||
| 2150 ALLSTON WY STE 460 | BERKELEY | CA | 94704 | NONE | NONE | GENERAL SUPPORT | $1,000 | |
| HAROLD GRINSPOON FOUNDATION | ||||||||
| 67 HUNST ST STE 100 | AGAWAM | MA | 010011913 | NONE | NONE | GENERAL SUPPORT | $100 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | NEW YORK | NY | 10458 | NONE | NONE | GENERAL SUPPORT | $225 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | NONE | GENERAL SUPPORT | $250 | |
| PAYPAL CHARITABLE GIVING FUND | ||||||||
| 1250 I ST NW STE 1202 | WASHINGTON | DC | 20005 | NONE | NONE | GENERAL SUPPORT | $150 | |
| PS 199 PTA | ||||||||
| 270 W 70TH ST | NEW YORK | NY | 100234373 | NONE | NONE | GENERAL SUPPORT | $1,040 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 W 120TH ST BOX 30 | NEW YORK | NY | 100276605 | NONE | NONE | GENERAL SUPPORT | $100 | |
| SOUTH ORANGE PERFORMING ARTS CENTER INC | ||||||||
| 1 SOPAC WY | SOUTH ORANGE | NJ | 070794402 | NONE | NONE | GENERAL SUPPORT | $226 | |
| ACTORS FUND OF AMERICA | ||||||||
| 729 7TH AVE | NEW YORK | NY | 10019 | NONE | NONE | GENERAL SUPPORT | $2,500 | |
| AMERICAN TECHNION SOCIETY | ||||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | NONE | GENERAL SUPPORT | $25,000 | |
| CONGREGATION B'NAI JESHURUN | ||||||||
| 1025 SOUTH ORANGE AVENUE | SHORT HILLS | NJ | 07078 | NONE | NONE | GENERAL SUPPORT | $3,700 | |
| CONGREGATION HABONIM | ||||||||
| 103 WEST END AVE | NEW YORK | NY | 10023 | NONE | NONE | GENERAL SUPPORT | $3,650 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 3RD AVE 510 | NEW YORK | NY | 10017 | NONE | NONE | GENERAL SUPPORT | $10,000 | |
| ENRIGHT FOUNDATION | ||||||||
| 81 INDUSTRIAL ROAD | BERKLEY HEIGHTS | NY | 07922 | NONE | NONE | GENERAL SUPPORT | $2,500 | |
| HANDS ACROSS THE WORLD | ||||||||
| 823 1ST ST S | ST CLOUD | MN | 56301 | NONE | NONE | GENERAL SUPPORT | $2,000 | |
| HARVARD UNIVERSITY | ||||||||
| 86 BRATTLE ST | CAMBRIDGE | MA | 02138 | NONE | NONE | GENERAL SUPPORT | $1,000 | |
| THE NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE ROAD STE 1200 | JENKINTOWN | PA | 19046 | NONE | NONE | GENERAL SUPPORT | $654,660 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 NJ-10 | WHIPPANY | NJ | 07981 | NONE | NONE | GENERAL SUPPORT | $100,000 | |
| LIVINGSTON FIRE DEPT | ||||||||
| 62 S LIVINGSTON AVE | LIVINGSTON | NJ | 07039 | NONE | NONE | GENERAL SUPPORT | $100 | |
| LIVINGSTON FIRST AID SQUAD | ||||||||
| 62 S LIVINGSTON AVE | LIVINGSTON | NJ | 07039 | NONE | NONE | GENERAL SUPPORT | $100 | |
| PAPERMILL PLAYHOUSE | ||||||||
| 22 BROOKSIDE DR | MILLBURN | NJ | 07041 | NONE | NONE | GENERAL SUPPORT | $2,500 | |
| PENN HILLEL | ||||||||
| 215 S 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | NONE | GENERAL SUPPORT | $2,500 | |
| SUMMIT MEDICAL GROUP FOUNDATION | ||||||||
| 1 DIAMOND HILL ROAD | BERKLEY HEIGHTS | NJ | 07922 | NONE | NONE | GENERAL SUPPORT | $10,000 | |
| THE ACHIEVABLE FOUNDATION | ||||||||
| 5901 GREEN VALLEY CIRCLE | CULVER CITY | CA | 90230 | NONE | NONE | GENERAL SUPPORT | $1,000 | |
| THE RAPTOR TRUST | ||||||||
| 1390 WHITE BRIDGE ROAD | MILLINGTON | NJ | 07946 | NONE | NONE | GENERAL SUPPORT | $1,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | NONE | GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF MICHIGAN HILLEL | ||||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | NONE | GENERAL SUPPORT | $3,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | NONE | GENERAL SUPPORT | $2,500 | |
| WEST ORANGE SCHOLARSHIP FUND | ||||||||
| 51 CONFORTI AVE | WEST ORANGE | NJ | 07052 | NONE | NONE | GENERAL SUPPORT | $1,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | NONE | GENERAL SUPPORT | $525 | |
| THE LITTLE ORCHESTRA SOCIETY | ||||||||
| 330 W 42ND ST 12TH FL | NEW YORK | NY | 10036 | NONE | NONE | GENERAL SUPPORT | $1,732 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | NONE | GENERAL SUPPORT | $250 | |
| ZOOLOGICAL SOCIETY OF NJ INC | ||||||||
| 560 NORTHFIELD AVE | WEST ORANGE | NJ | 070522431 | NONE | NONE | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| OFFICE OF UNIVERSITY DEVELOPMENT | ANN ARBOR | MI | 48109 | NONE | NONE | GENERAL SUPPORT | $500 | 3003 SOUTH STATE STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $885,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,828 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,682 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,476 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $456,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,027,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,027,515 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RET BD-I | $798,296 | $772,290 |
| VANGUARD TOTAL BOND MARKET INDEX | $2,377,897 | $2,467,731 |
| VANGUARD TOTAL INTK BND-ADM | $1,624,292 | $1,652,903 |
| SCHWAB U.S. TIPS ETF | $142,891 | $150,239 |
| PIMCO INVESTMENT GRADE CORP BD FD | $290,000 | $309,863 |
| SIX CIRCLES ULTRA SHORT DURATION FD | $155,000 | $154,536 |
| ISHARES 20+ YR TREASURY BD | $312,811 | $301,985 |
| ISHARES 7-10 YR TREASURY BD | $603,766 | $616,460 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TRUST | $1,793,059 | $3,288,122 |
| ISHARES RUSSELL MIDCAP INDEX FUND | $301,718 | $780,307 |
| MATTHEWS PACIFIC TIGER FD | $404,520 | $514,054 |
| JPM GROWTH ADVANTAGE FD-SEL | $287,592 | $683,814 |
| JPM EQUITY INCOME FD -SEL | $240,626 | $487,820 |
| FIDELITY 500 INDEX FD-AI | $834,793 | $997,361 |
| FIDELITY INTL INDEX FUND | $144,918 | $160,788 |
| JPM BETABUILDERS CANADA ETF | $150,161 | $159,857 |
| JPM BETABUILDERS EUROPE ETF | $408,697 | $466,813 |
| JPM BETABUILDERS JAPAN ETF | $418,119 | $447,830 |
| SIX CIRCLES U.S. UNCONSTRAINED ETF | $386,650 | $414,281 |
| SIX CIRCLES INTL | $155,000 | $157,797 |
| JPM BETABUILDERS DEV ASIA | $341,704 | $365,538 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROVIDENCE DEBT III PRIVATE | AT COST | $81,069 | $148,038 |
| GSO ENERGY PRIVATE INVESTORS | AT COST | $130,157 | $187,876 |
| VINTAGE EUROPEAN OPPORTUNITY FUND | AT COST | $139,862 | $196,411 |
| VINTAGE 2017 PRIVATE INVESTMENTS | AT COST | $199,810 | $217,396 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $51,954 | $51,954 | $0 |
| LICENSES & FEES | $61 | $0 | $0 |
| BANK FEES | $64 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF MADOFF CLAIM | Desc |
| Revenue And Expenses Per Books | $151,476 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $151,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $151,476 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,947 | $3,947 | $0 |
| FOREIGN TAX PAID | $4,568 | $4,568 | $0 |