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THE CAPLAN BENSLEY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE CAPLAN BENSLEY FOUNDATION (EIN 65-6470349)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-11
IRS object ID
202520429349100612
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-11T12:57:49-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061667465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAGER METIS CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1510 HAIGHT AVENUEAddressLine1Txt
CityPOUGHKEEPSIECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12603ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656470349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAPLAN-BENSLEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAPLBusinessNameControlTxt
Phone5617758001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 OCEAN DRAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334081715ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CAPLANPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5617758000PhoneNum
Signature2025-02-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J CINAPreparerPersonNm
PTINP00044240PTIN
Phone8454737774PhoneNum
Preparation2025-02-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$197,735FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$171DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,550GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$171TotalRevAndExpnssAmt
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
Taxes Rev And Expnss$6TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$342OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,848TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,677ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$75,092CashBOYAmt
Cash EOY$17,730CashEOYAmt
Cash EOYFMV$17,730CashEOYFMVAmt
Sav And Temp Cash Invst BOY$119SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$337SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$337SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$70,065RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$70,065RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$115,724CorporateStockBOYAmt
Corporate Stock EOY$110,676CorporateStockEOYAmt
Corporate Stock EOYFMV$109,603CorporateStockEOYFMVAmt
Land Bldg Investments BOY$34,550LandBldgInvestmentsBOYAmt
Total Assets BOY$225,485TotalAssetsBOYAmt
Total Assets EOY$198,808TotalAssetsEOYAmt
Total Assets EOYFMV$197,735TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$225,485CapitalStockBOYAmt
Capital Stock EOY$198,808CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$225,485TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$198,808TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$225,485TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$198,808TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$225,485TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,677ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$198,808SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$198,808TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyENTRANCE PILLARSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-12-24AcquiredDt
Sold2024-01-01SoldDt
Gross Sales Price$34,550GrossSalesPriceAmt
Cost Or Other Basis$34,550CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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
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 AddressCAPLANBENSLEYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDAVID CAPLANIndividualWithBooksNm
Phone5617758000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 OCEAN DRIVEAddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334081715ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID CAPLAN
800 OCEAN DRIVEJUNO BEACHFL33408CHAIRMAN2.00$0$0$0
RONNIE HONIGSBAUM
785 HEWITT LANENEW WINDSORNY12553TREASURER2.00$0$0$0
MARIA CAPLAN
800 OCEAN DRIVEJUNO BEACHFL33408SECRETARY2.00$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$111,724AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$70,065FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$181,789TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$181,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,727CashDeemedCharitableAmt
Net Vl Noncharitable Assets$179,062NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,953MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,953MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$8,953DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,953DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,953DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$12,680ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,680TotalExcessDistributionCyovAmt
Qualifying Distributions$26,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,953AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,547RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,227TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,227ExcessDistriCyovToNextYrAmt
Excess From Year1$12,680ExcessFromYear1Amt
Excess From Current Year$17,547ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID CAPLANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLORADO PET PANTRY
POB 323 1295 LINDEN AVEBOULDERCO80306501(C)TO BE USED IN THEIR GENERAL FUND$5,000
COMMUNITY FOUNDATION OF ORANGE COUNTY
30 SCOTTS CORNER DRMONTGOMERYNY12549501(C)TO BE USED IN THEIR RONNIE HONIGSBAUM-CAPLAN BENSLEY FUND$5,000
FEEDING AMERICA RIVERSIDE
2950-A JEFFERSON STRIVERSIDECA92504501(C)TO BE USED IN THEIR GENERAL FUND$500
FEEDING TAMPA BAY
4702 TRANSPORT DRIVE BDLG 6TAMPA BAYFL33605501(C)TO BE USED IN THEIR GENERAL FUND$1,000
FEEDMORE WNY FOOD BANK
100 JAMES E CASEY DRBUFFALONY14206501(C)TO BE USED IN THEIR GENERAL FUND$1,000
GLEANERS FOOD BANK OF INDIANA
3737 WALDEMERE AVEINDIANAPOLISIN46241501(C)TO BE USED IN THEIR GENERAL FUND$500
SECOND HARVEST FOOD BANK CCL
20 N MURRAY STSPRINGFIELDOH45503501(C)TO BE USED IN THEIR GENERAL FUND$1,000
TREASURE COAST FOOD BANK OF FORT PIERCE
41 ANGLE RDFORT PIERCEFL34947501(C)TO BE USED IN THEIR GENERAL FUND$2,500
NORTH COUNTY FOOD BANK
1011 11TH AVE NEEAST GRAND FORKSMN56721501(C)TO BE USED IN THEIR GENERAL FUND$1,000
SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO
5510 BAUMHART RDLORAINOH44053501(C)TO BE USED IN THEIR GENERAL FUND$1,000
SECOND HARVEST FOOD BANK OF NORTHWEST TENNESSEE
1020 JERICHO DRKINGSPORTTN37663501(C)TO BE USED IN THEIR GENERAL FUND$750
WEST TEXAS FOOD BANK
411 S PAGEWOOD AVEODESSATX79761501(C)TO BE USED IN THEIR GENERAL FUND$750
WICHITA FALLS AREA FOOD BANK
1230 MIDWESTERN PKWYWICHITA FALLSTX76302501(C)TO BE USED IN THEIR GENERAL FUND$250
FACING HUNGER FOOD BANK
1327 7TH AVEHUNTINGTONWV25701501(C)TO BE USED IN THEIR GENERAL FUND$750
FOOD BANK OF CENTRAL NEW YORK
7066 INTERSTATE ISLAND RDSYRACUSENY13209501(C)TO BE USED IN THEIR GENERAL FUND$1,000
COMMUNITY FOOD SHARE
650 S TAYLOR AVELOUSIVILLECO80027501(C)TO BE USED IN THEIR GENERAL FUND$500
FOOD BANK OF NORTHERN INDIANA
702 CHAPIN STSOUTH BENDIN46601501(C)TO BE USED IN THEIR GENERAL FUND$500
ST LOUIS AREA FOOD BANK
70 CORPORATE WOODS DRBRIDGETONMO63044501(C)TO BE USED IN THEIR GENERAL FUND$500
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY RDHARRISBURGPA17109501(C)TO BE USED IN THEIR GENERAL FUND$500
SOUTH TEXAS FOOD BANK
2121 JEFFERSON STLAREDOTX78040501(C)TO BE USED IN THEIR GENERAL FUND$500
UTAH FOOD BANK
3150 S 900 WSALT LAKE CITYUT84119501(C)TO BE USED IN THEIR GENERAL FUND$500
COASTAL BEND FOOD BANK
5221 BEAR LNCORPUS CHRISTITX78405501(C)TO BE USED IN THEIR GENERAL FUND$500
SECOND HARVEST OF SOUTH GEORGIA
1411 HARBIN CIRVALDOSTAGA31601501(C)TO BE USED IN THEIR GENERAL FUND$500
FEEDING THE VALLEY FOOD BANK
6744 FLAT ROCK RDMIDLANDGA31820501(C)TO BE USED IN THEIR GENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$171ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$171ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$171TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSPDR SER TR S&P BIOTECH (XBI)StockNm
EOY Book Value$110,676EOYBookValueAmt
EOYFMV$109,603EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$92$0$0
MISC EXPENSES$250$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 990CategoryTxt
Amt$6Amt
Net Investment Income$6NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt