MIROWSKY FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MIROWSKY FAMILY FOUNDATION INC (EIN 52-2069951)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349101935
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:16:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522069951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mirowski Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ARIELLA M ROSENGARD MD | InCareOfNm |
| Business Name Control | MIRO | BusinessNameControlTxt |
| Phone | 6176208632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Lyman Rd | AddressLine1Txt |
| City | Chestnut Hill | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARIELLA M ROSENGARD MD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6176208632 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020193175000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A50515095E35FC8375D7CD2CBB892889EC66B2B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FD3986778D621A8236DAC159EE2761ED77F2A15 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,348,510 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,539 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,539 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,417,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,417,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,013,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,100,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,013,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,456,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,456,987 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,192 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,635 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $318,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $288,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99,888 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $14,541 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,541 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,631 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $452,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $288,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,999 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,751,256 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,751,256 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,203,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $288,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,815,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $253,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,168,392 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $427,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,752,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,752,579 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $25,702,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,195,470 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,680,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,788,261 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,816,059 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,915,201 | CorporateBondsEOYFMVAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,918,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,764,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,348,510 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,495 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,495 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $20,688,734 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,688,734 | CapitalStockEOYAmt |
| Retained Earning BOY | $17,229,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,060,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,918,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,749,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,918,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,764,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,918,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $253,249 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,171,672 | SubtotalAmt |
| Other Decreases | $422,059 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,749,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 905-8 | P | 2017-01-01 | 2018-12-31 | $2,337,593 | $1,848,052 | $489,541 | $489,541 |
| GOLDMAN SACHS 012-5 | P | 2018-01-01 | 2018-12-31 | $1,006,017 | $787,562 | $218,455 | $218,455 |
| GOLDMAN SACHS 012-5 | P | 2017-01-01 | 2018-12-31 | $2,455,687 | $2,045,109 | $410,578 | $410,578 |
| GOLDMAN SACHS 143-5 | P | 2018-01-01 | 2018-12-31 | $1,276,197 | $1,320,712 | -$44,515 | -$44,515 |
| GOLDMAN SACHS 143-5 | P | 2017-01-01 | 2018-12-31 | $3,024,528 | $3,085,273 | -$60,745 | -$60,745 |
| CLASS ACTION SETTLEMENT - CLIFFS NATIONAL RESOURCES | P | 2018-03-15 | $569 | $0 | $569 | $569 | |
| CLASS ACTION SETTLEMENT - JP MORGAN CHASE | P | 2018-04-05 | $18 | $0 | $18 | $18 | |
| CLASS ACTION SETTLEMENT - NU SKIN ENTERPRISES | P | 2018-11-15 | $19 | $0 | $19 | $19 | |
| CASH-IN-LIEU DDR CORP SPIN-OFF | P | 2018-07-05 | $13 | $0 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,013,933 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,468,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,506,318 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03537 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,195,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,857,172 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,177,174 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,373,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,107,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,056,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $994,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,854,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041673 | DistributionYr5Rt |
| Total Distribution | 0.221718 | TotalDistributionRt |
| Average Distribution | 0.044344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,915,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,814,348 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,684 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,836,032 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,815,255 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,368 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,368 | SubtotalAmt |
| Tax Based On Investment Income | $43,368 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $135,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $135,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $543 | EsPenaltyAmt |
| Overpayment | $91,089 | OverpaymentAmt |
| Applied To ES Tax | $91,089 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIELLA M ROSENGARD MD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176208632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 LYMAN ROAD | AddressLine1Txt |
| City | Chestnut Hill | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARIELLA M ROSENGARD M D | ||||||||
| 80 LYMAN RD | CHESTNUT HILL | MA | 02467 | TREASURER | 3.0 | $0 | $0 | $0 |
| GINAT W MIROWSKI M D | ||||||||
| 429 PENNSYLVANIA STREET UNIT 701 | INDIANAPOLIS | IN | 46204 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| DORIS FRYDMAN GREENBLATT | ||||||||
| 134 GRAYS LANE | HAVERFORD | PA | 19041 | VICE-PRESIDENT | 0.5 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs & Co LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S Wacker Dr Suite 500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt. | ServiceTypeTxt |
| Compensation | $288,595 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,255,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,283,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,538,385 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,538,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $623,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,915,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,045,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,045,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,368 | TotalTaxAmt |
| Distributable Before Adj | $2,002,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,002,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,002,397 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,815,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,815,255 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,815,255 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,002,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,654,630 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $1,815,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,654,630 | AppliedToYear1Amt |
| Applied To Current Year | $160,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,841,772 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GINAT W MIROWSKI ARIELLA M ROSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Academy of Dermatology Inc | |||||||||||
| 930 East Woodfield Road | Schaumburg | IL | 60173 | NONE | PC | General | $1,000 | ||||
| Advancement Center for Washington Township Schools | |||||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | NONE | PC | GENERAL | $1,000 | ||||
| American Israel Education Foundation Inc | |||||||||||
| 251 H St NW | Washington | DC | 20001 | none | PC | GENERAL | $110,000 | ||||
| American Friends of Leket Israel Inc | |||||||||||
| PO Box 2090 | Teaneck | NJ | 07666 | none | PC | GENERAL | $1,200 | ||||
| American Jewish Historical Society | |||||||||||
| 15 West 16th Street Floor 5 | New York | NY | 10011 | none | PC | GENERAL | $1,200 | ||||
| aspca (amer soc for the prev of cruelty to animals | |||||||||||
| 520 Eighth Avenue 7th Floor | New York | NY | 10018 | none | PC | GENERAL | $500 | ||||
| Birthright Israel Foundation | |||||||||||
| PO Box 21615 | New York | NY | 10087 | none | PC | General | $40,000 | ||||
| Boston Jewish Film Festival Inc | |||||||||||
| 1001 Watertown Street | West Newton | MA | 02465 | none | PC | General | $1,000 | ||||
| Brown University | |||||||||||
| 164 Angell Street Box 1877 | Providence | RI | 02912 | none | PC | General | $2,500 | ||||
| Bryn Mawr College | |||||||||||
| 101 N Merion Ave | Bryn Mawr | PA | 19010 | none | PC | General | $2,500 | ||||
| Bryn Mawr Film Institute | |||||||||||
| PO Box 1058 | Bryn Mawr | PA | 19010 | none | PC | General | $5,000 | ||||
| Chabad Lubavitch of Chestnut Hill Inc | |||||||||||
| 163 Bellingham Road | Chestnut Hill | MA | 02467 | none | PC | General | $3,600 | ||||
| Committee for Accuracy in Middle East Reporting | |||||||||||
| PO Box 35040 | Boston | MA | 02135 | none | PC | General | $350,000 | ||||
| Clean Air Council | |||||||||||
| 135 S 19th St Ste 300 | Philadelphia | PA | 19103 | none | PC | General | $1,000 | ||||
| Clean Water Fund | |||||||||||
| 1444 Eye St NW Suite 400 | Washington | DC | 20005 | none | PC | General | $1,000 | ||||
| Taglit France | |||||||||||
| none | NC | General | $10,000 | 13 Pierre Leroux Street | Paris | FR | 75007 | ||||
| Darryl Clifton Memorial Fund for Troop 56 | |||||||||||
| 8333 Stafford Ln | Indianapolis | IN | 46260 | none | PC | general | $500 | ||||
| Daubenspeck Community Nature Park | |||||||||||
| PO Box 40443 | Indianapolis | IN | 46240 | none | PC | General | $500 | ||||
| Eldernet of Lower Merion and Narberth | |||||||||||
| 9 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | none | PC | General | $1,000 | ||||
| Environmental Defense Fund Inc | |||||||||||
| 257 Park Avenue South 17th Floor | New York | NY | 10010 | none | PC | General | $1,200 | ||||
| Folksbiene Yiddish Theatre Inc | |||||||||||
| 36 Battery Place | New York | NY | 10280 | none | PC | General | $500 | ||||
| Fresh Air Fund | |||||||||||
| 633 Third Avenue 14th Floor | New York | NY | 10017 | none | PC | General | $500 | ||||
| Friends of the Israel Defense Forces | |||||||||||
| 60 East 42nd Street | New York | NY | 10165 | none | PC | General | $81,000 | ||||
| Gateways Access to Jewish Education | |||||||||||
| 333 Nahanton Street | Newton | MA | 02459 | none | PC | General | $500 | ||||
| GatherDC | |||||||||||
| 1817 M Street NW | Washington | DC | 20036 | none | PC | General | $180 | ||||
| Gleaners Food Bank of Indiana Inc | |||||||||||
| 3737 Waldemere Avenue | Indianapolis | IN | 46241 | none | PC | General | $1,030 | ||||
| President and Fellows of Harvard College | |||||||||||
| 1033 Massachusetts Ave Ste 3 | Cambridge | MA | 02138 | none | PC | Harvard Medical School | $2,000 | ||||
| President and Fellows of Harvard College | |||||||||||
| 1033 Massachusetts Ave Ste 3 | Cambridge | MA | 02138 | none | PC | General | $1,000 | ||||
| Indian and Forest Acres Alumni Scholarship Foundat | |||||||||||
| 1714 Main Street | Fryburg | ME | 04037 | none | PC | General | $28,000 | ||||
| Indianapolis Hebrew Congregation Inc | |||||||||||
| 6501 N Meridian Street | Indianapolis | IN | 46260 | none | PC | General | $10,300 | ||||
| International Rescue Committee Inc | |||||||||||
| 122 E 42nd St | New York | NY | 10168 | none | PC | General | $500 | ||||
| Israel Heart Society | |||||||||||
| none | NC | General | $15,000 | 1 Twin Towers 33 Jabotinsky Str | Ramat Gan | IS | 521107 | ||||
| Indiana University Foundation | |||||||||||
| PO Box 500 | Bloomington | IN | 47402 | none | PC | General | $1,500 | ||||
| Jewish Family and Children Service of Greater Phil | |||||||||||
| 2100 Arch Street 5th Floor | Philadelphia | PA | 19103 | none | PC | General | $1,000 | ||||
| Jewish Federation of Greater Philadelphia | |||||||||||
| 2100 Arch Street 8th floor | Philadelphia | PA | 19103 | none | PC | General | $1,000 | ||||
| Jewish Federation of Greater Indianapolis Inc | |||||||||||
| 6705 Hoover Road | Indianapolis | IN | 46260 | none | PC | General | $1,025 | ||||
| Jewish National Fund -Keren Kayemeth LeIsrael- inc | |||||||||||
| 42 East 69th Street | New York | NY | 10021 | none | PC | General | $1,000 | ||||
| John Hopkins University | |||||||||||
| 3910 Keswick Road Suite N2100 | Baltimore | MD | 21211 | none | PC | General | $131,721 | ||||
| Julian Center Inc | |||||||||||
| 2011 N Meridian St | Indianapolis | IN | 46202 | none | PC | General | $1,000 | ||||
| Laurel House | |||||||||||
| PO Box 764 | Norristown | PA | 19404 | none | PC | General | $1,000 | ||||
| Lower Merion Conservancy | |||||||||||
| 1301 Rose Glen Road | Gladwyne | PA | 19035 | none | PC | General | $1,000 | ||||
| Ludington Public Library | |||||||||||
| 5 S Bryn Mawr Avenue | Bryn Mawr | PA | 19010 | none | PC | General | $1,000 | ||||
| Main Line Animal Rescue | |||||||||||
| PO Box 89 | Chester Springs | PA | 19425 | none | PC | General | $1,000 | ||||
| Main Line Art Center | |||||||||||
| 746 Panmure Road | Haverford | PA | 19041 | none | PC | General | $1,000 | ||||
| American Friends of Magen David Adom | |||||||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | none | PC | Marcus National Blood Center | $75,000 | ||||
| Middle East Forum | |||||||||||
| 1650 Market Street Suite 3600 | Philadelphia | PA | 19103 | none | PC | General | $3,600 | ||||
| Middle East Media Research Institute Inc | |||||||||||
| PO Box 27837 | Washington | DC | 20038 | none | PC | General | $150,000 | ||||
| President and Fellows of Middlebury College | |||||||||||
| 14 Old Chapel Rd | Middlebury | VT | 05753 | none | PC | General | $1,000 | ||||
| National Center for Jewish Film Inc | |||||||||||
| Bradeis Univ Lown Bldg 102 MS 053 | Waltham | MA | 02454 | none | PC | General | $5,000 | ||||
| Natural Resources Defense Council Inc | |||||||||||
| 40 West 20th Street | New York | NY | 10011 | none | PC | General | $6,000 | ||||
| Ocean Conservancy Inc | |||||||||||
| 1300 19th Street NWA 8th Floor | Washington | DC | 20036 | none | PC | General | $500 | ||||
| Outrun The Sun Inc | |||||||||||
| 8435 Keystone Crossing Suite 175 | Indianapolis | IN | 46240 | none | PC | General | $1,000 | ||||
| OXFAM-America Inc | |||||||||||
| 226 Causeway Street 5th Floor | Boston | MA | 02114 | none | PC | General | $1,000 | ||||
| PEF Israel Endowment Funds Inc | |||||||||||
| 630 Third Avenue 15th Floor | New York | NY | 10017 | none | PC | General | $25,000 | ||||
| Philabundance | |||||||||||
| 3616 S Galloway St | Philadelphia | PA | 19148 | none | PC | General | $1,000 | ||||
| Pine Manor College | |||||||||||
| 400 Heath Street | Chestnut Hill | MA | 02467 | none | PC | General | $300 | ||||
| Planned Parenthood Southeastern Pennsylvania | |||||||||||
| 1144 Locust Street | Philadelphia | PA | 19107 | none | PC | General | $2,000 | ||||
| Pro Bono Resource Center of Maryland Inc | |||||||||||
| 520 W Fayette Street Suite 300 | Baltimore | MD | 21201 | none | PC | General | $2,000 | ||||
| Rehoboth Art League Inc | |||||||||||
| 12 Dodds Lane | Rehoboth Beach | DE | 19971 | none | PC | General | $500 | ||||
| Rehoboth Beach Volunteer Fire Co Inc | |||||||||||
| PO Box 327 | Rehoboth Beach | DE | 19971 | none | PC | General | $500 | ||||
| Riverbend Environmental Education Center | |||||||||||
| 1950 Spring Mill Road | Gladwyne | PA | 19035 | none | PC | General | $1,000 | ||||
| Jewish Student Enrichment Center Inc | |||||||||||
| 780 College Avenue | Haverford | PA | 19041 | none | PC | General | $2,000 | ||||
| Ronald McDonald House Charities of Central Indiana | |||||||||||
| 453 Limestone | Indianapolis | IN | 46202 | none | PC | General | $1,000 | ||||
| Roxbury Latin School Inc | |||||||||||
| 101 Saint Theresa Avenue | West Roxbury | MA | 02132 | none | PC | General | $1,000 | ||||
| Save The Children Federation Inc | |||||||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | none | PC | General | $500 | ||||
| Chabad Lubavitch on Campus- Princeton | |||||||||||
| 15 Edwards Place | Princeton | NJ | 08540 | none | PC | General | $15,000 | ||||
| Sierra Club Foundation | |||||||||||
| 2101 Webster St Suite 1250 | Oakland | CA | 94612 | none | PC | General | $1,200 | ||||
| Simon Wiesenthal Center | |||||||||||
| 1399 S Roxbury 2nd Floor | Los Angeles | CA | 90035 | none | PC | General | $1,000 | ||||
| The Board of Trustees of Leland Stanford Jr Univ | |||||||||||
| 326 Galvez Street | Stanford | CA | 93405 | none | PC | General | $3,000 | ||||
| Sycamore School Inc | |||||||||||
| 1750 W 64th Street | Indianapolis | IN | 46260 | none | PC | General | $1,000 | ||||
| Temple Adath Israel Of the Main Line | |||||||||||
| 250 N Highland Avenue | Merion Station | PA | 19066 | none | PC | General | $4,000 | ||||
| The Clinic | |||||||||||
| 143 Church St | Phoenixville | PA | 19460 | none | PC | general | $1,200 | ||||
| The Wilderness Society | |||||||||||
| 1615 M Street NW 2nd Floor | Washington | DC | 20036 | none | PC | General | $1,200 | ||||
| WHYY Inc | |||||||||||
| 150 N Sixth Street | Philadelphia | PA | 19106 | none | PC | General | $1,000 | ||||
| World Wildlife Fund Inc | |||||||||||
| 1250 24th Street NW | Washington | DC | 20037 | none | PC | General | $1,000 | ||||
| American Friends of Yad Eliezer Inc | |||||||||||
| 410 Glenn Road | Jackson | NJ | 08527 | none | PC | General | $1,800 | ||||
| Yale University | |||||||||||
| PO Box 2038 | New Haven | CT | 06521 | none | PC | General | $2,000 | ||||
| United Nations Watch - USA | |||||||||||
| PO Box 5872 | Washington | DC | 20016 | none | PC | General | $100,000 | ||||
| Trustees of the University of Pennsylvania | |||||||||||
| 3451 Walnut Street Suite 305 | Philadelphia | PA | 19104 | none | PC | general | $115,000 | ||||
| US Holocaust Memorial Council Inc | |||||||||||
| 100 Raoul Wallenburg Place SW | Washington | DC | 20024 | none | PC | General | $1,000 | ||||
| Greater Indianapolis Literacy League Inc | |||||||||||
| 40 E St Clair St | Indianapolis | IN | 46204 | none | PC | General | $500 | ||||
| GOLDMAN SACHS PHILANTHROPY FUND | |||||||||||
| 200 WEST STREET 15TH FLOOR | NEW YORK | NY | 10282 | NONE | PC | contribution to donor advised fund (the mirowski MFF fund) | $403,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,751,256 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of Magen David Adom | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 352 Seventh Avenue Suite 400 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Marcus National Blood Center | GrantOrContributionPurposeTxt |
| Amt | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,539 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,417,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,013,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,456,987 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,456,987 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,635 | Amt |
| Disbursements Charitable Prps | $9,635 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Israel Heart Society | |||||||||||
| 1 Twin Towers 33 Jabotinsky Str | Ramat Gan | IS | 5251107 | 2018-04-16 | $15,000 | Michael Mirowski Award in Cardiology | $15,000 | NO | 10/18/2019 | 2019-10-18 | See attached grant agreement and expenditure responsibility report provided by the grantee. |
| Taglit France | |||||||||||
| 13 Pierre Leroux Street | Paris | FR | 75007 | 2018-10-09 | $10,000 | Educational trips to Israel for Jewish young adults | $10,000 | NO | 09/23/2019 | 2019-09-23 | See attached grant agreement and expenditure responsibility report provided by the grantee. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $10,816,059 | EOYBookValueAmt |
| EOYFMV | $10,915,201 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC EQUITY | StockNm |
| EOY Book Value | $25,195,470 | EOYBookValueAmt |
| EOYFMV | $24,680,730 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,192 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,192 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT (2017) | $246,367 |
| BASIS ADJUSTMENT (2018) | $175,692 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $1,631 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,631 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASE IN TRANSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,495 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT. FEES | $288,595 | $288,595 | |
| ADMINISTRATOR EXPENSE | $30,000 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL NET INV. EXCISE TAX | CategoryTxt |
| Amt | $99,888 | Amt |