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BNEI MORDECHAI CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BNEI MORDECHAI CHARITABLE FOUNDATION (EIN 81-0587770)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349101388
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)
Return2020-11-16T10:47:32-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133636309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENGLARD CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133 W HAWTHORNE AVENUE SUITE 32AddressLine1Txt
CityVALLEY STREAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11580ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810587770EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BNEI MORDECHAI CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARTIN REISMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBNEIBusinessNameControlTxt
Phone8454254099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 HILDA LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN REISMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8454254099PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMURRY ENGLARDPreparerPersonNm
PTINP00765987PTIN
Phone5166782600PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.127.133.51IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm15:59:42IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id674AD66CED81EF1FA5C871171EF8CFFCE4C1F36DAtSubmissionCreationDeviceId
At Submission Filing Device Id674AD66CED81EF1FA5C871171EF8CFFCE4C1F36DAtSubmissionFilingDeviceId
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$791,801FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,173DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,902NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$192,288GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,902CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,087TotalRevAndExpnssAmt
Total Net Invst Incm$42,526TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$458TaxesRevAndExpnssAmt
Taxes Net Invst Incm$458TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$195OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$195OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$653TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$653TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,160ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,160ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,813TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$653TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,160TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,274ExcessRevenueOverExpensesAmt
Net Investment Income$41,873NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,433SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,098SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,098SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,170,428OtherInvestmentsBOYAmt
Other Investments EOY$1,206,037OtherInvestmentsEOYAmt
Other Investments EOYFMV$774,703OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,196,861TotalAssetsBOYAmt
Total Assets EOY$1,223,135TotalAssetsEOYAmt
Total Assets EOYFMV$791,801TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,196,861NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,223,135NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,196,861TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,223,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,196,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,223,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,196,861TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,274ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,223,135SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,223,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMAZONP$18,319$16,573$1,746$1,746
BANK OF AMERICAP$28,060$26,920$1,140$1,140
CITIGROUPP$87,338$84,331$3,007$3,007
MERCK & COP$38,250$36,758$1,492$1,492
TRANS SYSP$3,773$3,773$0$0
WABCTECP$25$26-$1-$1
EATONP$4$5-$1-$1
CAPITAL GAINS DIVIDENDSP$16,519$16,519$16,519
FieldValueIRS element (for citing)
Capital Gain Net Income$23,902CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$715,302NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.009646DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$766,242NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064634DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,013AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$738,172NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033885DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,957AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$708,241NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029590DistributionYr4Rt
Adjusted Qlfy Distri Yr5$68,225AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$714,819NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.095444DistributionYr5Rt
Total Distribution0.233199TotalDistributionRt
Average Distribution0.046640AverageDistributionRt
Net Vl Noncharitable Assets$718,295NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,501AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$419NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,920AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,160QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$837InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$837SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$837TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$360ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$360OverpaymentAmt
Applied To ES Tax$360AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 BooksANITA REISMANIndividualWithBooksNm
Phone8454254099PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 HILDA LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
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
MARTIN REISMAN
10 HILDA LANEMONSEYNY10952TRUSTEE0.00$0$0$0
ANITA REISMAN
10 HILDA LANEMONSEYNY10952TRUSTEE0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$707,468AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,766AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$729,234TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$729,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,939CashDeemedCharitableAmt
Net Vl Noncharitable Assets$718,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,915MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,915MinimumInvestmentReturnAmt
Tax Based On Investment Income$837TaxBasedOnInvestmentIncomeAmt
Total Tax$837TotalTaxAmt
Distributable Before Adj$35,078DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,078DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,078DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,160ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,160QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,160AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,078DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,259ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$12,380ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$17,639TotalExcessDistributionCyovAmt
Qualifying Distributions$17,160QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$17,639ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,639ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$279UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANITA MARTIN REISMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110 HILDA LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8454254099RecipientPhoneNum
Form And Info And MaterialsDETAILS OF OPERATIONAL GOALS AND HISTORICAL SUMMARY OF THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG TIFERES YISROEL
240 OLD NYACK TURNPIKESPRING VALLEYNY10977PUBLIC CHARITYSYNOGAGUE$9,900
KOLLEL ZICHRON
55 MAPLE AVESPRING VALLEYNY10952PUBLIC CHARITYWELFARE$7,260
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,160TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,173ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,902ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$44,087ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,087TotalIncomeProducingActyAmt

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 (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROKERAGE ACCOUNTSFMV$826,037$774,703
OTHERFMV$380,000$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$100$100$0
BANK CHARGES$95$95$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$458Amt
Net Investment Income$458NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt