STRATEGY STUDIO / PUBLIC DATA EXPLORER

LITOW FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LITOW FAMILY FOUNDATION (EIN 46-1532010)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201813179349101806
Schema version
2017v2.2
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)
Return2018-11-13T13:27:36-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204354727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kantor Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115260 Ventura Blvd Ste 980AddressLine1Txt
CitySherman OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461532010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LITOW FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO DE REGISTERED AGENTS & INCORPORATORSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLITOBusinessNameControlTxt
Phone8186673452PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 KRIS COURTAddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19702ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY J LITOWPersonNm
Person TitleDirectorPersonTitleTxt
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURENCE KANTOR CPAPreparerPersonNm
PTINP00479877PTIN
Phone8188493690PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,909,223FMVAssetsEOYAmt
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$152InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$152InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$152InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$242,800DividendsRevAndExpnssAmt
Dividends Net Invst Incm$242,800DividendsNetInvstIncmAmt
Dividends Adj Net Incm$242,800DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$61,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,939,695GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,353CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,877NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$304,305TotalRevAndExpnssAmt
Total Net Invst Incm$304,305TotalNetInvstIncmAmt
Total Adj Net Incm$245,829TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$10,887AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,887AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$19,556OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,556OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$30,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,443TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$259,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$259,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$290,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,443TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,162ExcessRevenueOverExpensesAmt
Net Investment Income$273,862NetInvestmentIncomeAmt
Adjusted Net Income$245,829AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY-$59,608SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$46,745SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$46,745SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,952,287USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,905,226USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,955,968USGovtObligationsEOYFMVAmt
Total Assets BOY$4,892,679TotalAssetsBOYAmt
Total Assets EOY$4,858,481TotalAssetsEOYAmt
Total Assets EOYFMV$4,909,223TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,892,679UnrestrictedBOYAmt
Unrestricted EOY$4,858,481UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,892,679TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,858,481TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,892,679TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,858,481TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,892,679TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,162ExcessRevenueOverExpensesAmt
Subtotal$4,906,841SubtotalAmt
Other Decreases$48,360OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,858,481TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE STATEMENT A MORGAN STANLEY #3840 S/TP2017-01-012017-12-31$70,478$67,601$2,877$2,877
SEE STATEMENT A MORGAN STANLEY #3840 L/TP2016-01-012017-12-31$1,869,217$1,810,741$58,476$58,476
FieldValueIRS element (for citing)
Capital Gain Net Income$61,353CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,877NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$236,409AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,050,776NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04681DistributionYr1Rt
Adjusted Qlfy Distri Yr2$246,265AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,099,676NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04829DistributionYr2Rt
Adjusted Qlfy Distri Yr3$220,444AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,962,492NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04442DistributionYr3Rt
Adjusted Qlfy Distri Yr4$204,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,012,898NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04078DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,961,381NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.00343DistributionYr5Rt
Total Distribution0.183719TotalDistributionRt
Average Distribution0.036744AverageDistributionRt
Net Vl Noncharitable Assets$4,846,495NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$178,080AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,739NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$180,819AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$259,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,739InvestmentIncomeExciseTaxAmt
Subtotal$2,739SubtotalAmt
Tax Based On Investment Income$2,739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,251EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,251TotalPaymentsAndCreditsAmt
Overpayment$1,512OverpaymentAmt
Applied To ES Tax$1,512AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KANTOR ACCOUNTANCY CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8188493690PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115260 VENTURA BLVD STE 980AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFREY J LITOW
5700 SEA VIEW DRIVEMALIBUCA90265Director0.00$0
LORI BOULTER LITOW
5700 SEA VIEW DRIVEMALIBUCA90265Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,743,352AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$176,948AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,920,300TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,920,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,846,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$242,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$242,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,739TaxBasedOnInvestmentIncomeAmt
Total Tax$2,739TotalTaxAmt
Distributable Before Adj$239,586DistributableBeforeAdjAmt
Distributable Before Ded$239,586DistributableBeforeDedAmt
Distributable As Adjusted$239,586DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,700ExpensesAndContributionsAmt
Qualifying Distributions$259,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,739PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$256,961AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$239,586DistributableAsAdjustedAmt
Undistributed Income PY$47,956UndistributedIncomePYAmt
Qualifying Distributions$259,700QualifyingDistributionsAmt
Applied To Year1$47,956AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$211,744AppliedToCurrentYearAmt
Undistributed Income CY$27,842UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY J LITOWContributingManagerNm
Contributing ManagerLORI BOULTER LITOWContributingManagerNm
Shareholder ManagerJEFFREY J LITOWShareholderManagerNm
Shareholder ManagerLORI BOULTER LITOWShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEFFREY J LITOWRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15700 SEA VIEW DRIVEAddressLine1Txt
CityMALIBUCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90265ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8186673452RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE COALITION FOR AT RISK YOUTH CAR
8306 WILSHIRE BOULEVARD SUITE 1806BEVERLY HILLSCA90211N/APCFINANCIAL SUPPORT$10,000
AMERICAN RED CROSS
11355 OHIO AVENUELOS ANGELESCA90025N/APCFINANCIAL SUPPORT$10,000
DOCTORS WITHOUT BORDERS
333 7th Avenue 2nd FloorNew YorkNY10001N/APCMEDICAL SERVICES$10,000
USC SCHOOL OF MEDICINE
1975 Zonal AvenueLos AngelesCA90033N/APCMEDICAL EDUCATION$25,000
UCLA FOUNDATION
10920 Wilshire BoulevardLos AngelesCA90024N/AEOFEDUCATIONAL SUPPORT$40,000
ST JUDES HOSPITAL
12365 Lewis StreetGarden GroveCA92840N/APCMEDICAL SERVICES$10,000
LOS ANGELES FOOD BANK
1734 East 41st StreetLos AngelesCA90058N/APCFOOD FOR THE POOR$10,000
MIDNIGHT MISSION
601 South San Pedro StreetLos AngelesCA90014N/APCRESCUE MISSION$15,000
HABITAT FOR HUMANITY
21031 Ventura Boulevard 610Woodland HillsCA91364N/APCBUILDING HOMES FOR THOSE IN NEED$10,000
UNION RESCUE MISSION
545 S San Pedro StreetLos AngelesCA90013N/APCHEALING FOR THE HOMELESS$5,000
NATIONAL INSTITUTE OF TRANSPLANTATI
2222 Ocean View AvenueLos AngelesCA90057N/AEOFADVANCEMENT OF TRANSPLANT SCIENCE$5,000
WOUNDED WARRIORS
8880 Rio San Diego Drive Suite 900San DiegoCA92108N/APCSERVICES FOR WOUNDED VETERANS$5,000
CALIFORNIA HOSPITAL FOUNDATION
1401 South Grand AvenueLos AngelesCA90015N/AEOFFINANCIAL SUPPORT OF CAPITAL PROJECTS FOR THE POOR$13,700
HEIFER INTERNATIONAL
1 World AvenueLittle RockAR72202N/APCPOVERTY RELEIF THRU EDUCATION & TOOLS$10,000
GLOBAL CHANGERS
6100 DESOTO AVENUE 613WOODLAND HILLSCA91367N/AEOFFINANCIAL SUPPORT$5,000
PLAY IT FORWARD
17328 VENTURA BLVD 378ENCINOCA91316N/APOFFINANCIAL SUPPORT$5,000
HOPE STREET SHELTER
1121 EAST 46TH STREETMINNEAPOLISMN55407N/APOFFINANCIAL SUPPORT$10,000
CALIFORNIA SCIENCE CENTER
700 Exposition Park DriveLos AngelesCA90037N/AFINANCIAL SUPPORT$5,000
HEARTS MOVING MOUNTAINS
PO BOX 6872THOUSAND OAKSCA91359N/AFINANCIAL SUPPORT$2,500
CHILDRENS HOSPITAL LOS ANGELES
4650 Sunset BlvdLos AngelesCA90027N/AFINANCIAL SUPPORT$2,500
MY FRIENDS PLACE
5850 Hollywood BlvdLOS ANGELESCA90028N/AFINANCIAL SUPPORT$5,000
AMERICAN SOCIETY OF INTERIOR DESIGN
1152 15TH ST NW 910WASHINGTONDC20005N/AFINANCIAL SUPPORT$5,000
LOS ANGELES PHILHARMONIC
PO BOX 151 S GRANDLOS ANGELESCA90012N/AFINANCIAL SUPPORT$20,000
RILEY'S RESCUE
99 LONG CTTHOUSAND OAKSCA91360N/AFINANCIAL SUPPORT$1,000
YMCA
101 N WACKER DRCHICAGOIL60606FINANCIAL SUPPORT$10,000
PROVIDENCE ST JOHN'S HOSPITAL
2121 SANTA MONICA BLVDSANTA MONICACA90404FINANCIAL SUPPORT$5,000
MUSICARES
3030 OLYMPIC BLVDSANTA MONICACA90404FINANCIAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$259,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$152RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$242,800RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$61,353RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$304,305RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$304,305TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX SERVICESCategoryTxt
Amt$10,887Amt
Net Investment Income$10,887NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$19,556RevenueAndExpensesPerBooksAmt
Net Investment Income$19,556NetInvestmentIncomeAmt