STRATEGY STUDIO / PUBLIC DATA EXPLORER

KIBEL FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KIBEL FOUNDATION INC (EIN 13-6167907)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-10
IRS object ID
202033159349101133
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-10T10:32:58-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN130485070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERDON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136167907EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIBEL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O THE KIBEL COMPANIES LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKIBEBusinessNameControlTxt
Phone2124815700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 34TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES KIBELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128320400PhoneNum
Signature2020-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH REINHARDTPreparerPersonNm
PTINP00197433PTIN
Phone5169313100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.125.164.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-29IPDt
IP Tm13:06:52IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCB7BD1F6EF7B0B51FEE2AE6630CF6B00C329C0EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$288,854FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$260OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$113,760ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$284,621CashBOYAmt
Cash EOY$267,289CashEOYAmt
Cash EOYFMV$267,289CashEOYFMVAmt
Other Investments BOY$91,863OtherInvestmentsBOYAmt
Other Investments EOY$21,259OtherInvestmentsEOYAmt
Other Investments EOYFMV$21,565OtherInvestmentsEOYFMVAmt
Total Assets BOY$376,484TotalAssetsBOYAmt
Total Assets EOY$288,548TotalAssetsEOYAmt
Total Assets EOYFMV$288,854TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$376,484RetainedEarningBOYAmt
Retained Earning EOY$288,548RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$376,484TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$288,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$376,484TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$288,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$376,484TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$113,760ExcessRevenueOverExpensesAmt
Other Increases$25,824OtherIncreasesAmt
Subtotal$288,548SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$288,548TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$203,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$453,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.449168DistributionYr1Rt
Adjusted Qlfy Distri Yr2$282,666AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$733,683NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.385270DistributionYr2Rt
Adjusted Qlfy Distri Yr3$163,667AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$790,808NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.206962DistributionYr3Rt
Adjusted Qlfy Distri Yr4$153,667AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$436,415NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.352112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$138,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$324,838NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.426366DistributionYr5Rt
Total Distribution1.819878TotalDistributionRt
Average Distribution0.363976AverageDistributionRt
Net Vl Noncharitable Assets$304,920NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,984AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$110,984AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5OverpaymentAmt
Applied To ES Tax$5AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKIBEL FOUNDATIONIndividualWithBooksNm
Phone2124815700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 34TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES KIBEL
300 EAST 34TH STREETNEW YORKNY10016DIRECTOR, PRESIDENT1.00$0$0$0
ADAM KIBEL
300 EAST 34TH STREETNEW YORKNY10016DIRECTOR, VICE PRESIDENT,1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$102,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,331AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$309,563TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$309,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,643CashDeemedCharitableAmt
Net Vl Noncharitable Assets$304,920NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,246MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$15,246DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,246DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,246DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$113,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,246DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$122,258ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$131,846ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$124,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$245,982ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$180,847ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$805,060TotalExcessDistributionCyovAmt
Qualifying Distributions$113,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,246AppliedToCurrentYearAmt
Remaining Distri From Corpus$98,254RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$903,314TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$122,258ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$781,056ExcessDistriCyovToNextYrAmt
Excess From Year4$131,846ExcessFromYear4Amt
Excess From Year3$124,127ExcessFromYear3Amt
Excess From Year2$245,982ExcessFromYear2Amt
Excess From Year1$180,847ExcessFromYear1Amt
Excess From Current Year$98,254ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR CHARLES KIBELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST 34TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2124815700RecipientPhoneNum
Form And Info And MaterialsTHE ORGANIZATION THAT REQUESTS CONTRIBUTIONS SUBMITS A LETTER INDICATING THEIR ACTIVITIES AND INTENDED USE OF THE GIFT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOSPITAL OF PHILADELPHIA
SOUTH 34TH STREET CIVIC CENTER BLVDPHILADELPHIAPA19104NONEPUBLIC CHARITYHOSPITAL DONATION$7,500
LEARNING IS FOR TOMORROW (LIFT)
901 NORTH MILTON AVENUEBALTIMOREMD21205NONEPUBLIC CHARITYEDUCATION LITERACY$5,000
THE METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUE AT 82ND STREETNEW YORKNY10028NONEPUBLIC CHARITYMUSEUM DONATION$10,000
UNIVERSITY OF MARYLAND
4100 SAMUEL RIGGS IV ALUMNI CENTERCOLLEGE PARKMD207421541NONEPUBLIC CHARITYEDUCATION DONATION$20,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUECEDARHURSTNY11516NONEPUBLIC CHARITYCOMMUNITY SUPPORTCOMMUNITY SUPPORT$6,000
CITY LIFE - COMMUNITY BUILDERS
1515 N CAROLINA STBALTIMOREMD21213NONEPUBLIC CHARITYCOMMUNITY SUPPORT$5,000
HAVERFORD COLLEGE
370 LANCESTER AVENUEHAVERFORDPA19041NONEPUBLIC CHARITYEDUCATION SUPPORT$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$0TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemAMERICAN PORTFOLIO - IRACategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$21,259BookValueAmt
EOYFMV$21,565EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$100$0$0
NY LAW JOURNAL$160$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescITEMS RELATING TO DONOR'S IRA NOT REPORTED ON RETURN - CODE SEC 4940Desc
Amt$25,824Amt