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IRVING FEINTECH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
IRVING FEINTECH FAMILY FOUNDATION (EIN 95-4268946)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201811349349104556
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)
Return2018-05-14T19:04:02-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261322930PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESSOLO & HAWORTH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115060 VENTURA BLVD SUITE 240AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954268946EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRVING FEINTECH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIRVIBusinessNameControlTxt
Phone3105530289PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 SOUTH BEVERLY DRIVE NO KAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWENDY FEINTECHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3105530289PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS LAUGPreparerPersonNm
PTINP00736574PTIN
Phone8184936650PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,127,727FMVAssetsEOYAmt
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$32,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,951DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,071TotalRevAndExpnssAmt
Total Net Invst Incm$30,951TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,561TaxesRevAndExpnssAmt
Taxes Net Invst Incm$319TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,561TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$819TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,611TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$819TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,540ExcessRevenueOverExpensesAmt
Net Investment Income$30,132NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,027CashBOYAmt
Cash EOY$5,048CashEOYAmt
Cash EOYFMV$5,048CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,030,180SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$982,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$982,619SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$664,337CorporateStockBOYAmt
Corporate Stock EOY$664,337CorporateStockEOYAmt
Corporate Stock EOYFMV$1,140,060CorporateStockEOYFMVAmt
Total Assets BOY$1,731,544TotalAssetsBOYAmt
Total Assets EOY$1,652,004TotalAssetsEOYAmt
Total Assets EOYFMV$2,127,727TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,731,544RetainedEarningBOYAmt
Retained Earning EOY$1,652,004RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,731,544TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,652,004TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,731,544TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,652,004TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,731,544TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,540ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,652,004SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,652,004TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$67,113AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,219,971NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030231DistributionYr1Rt
Adjusted Qlfy Distri Yr2$106,368AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,232,470NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047646DistributionYr2Rt
Adjusted Qlfy Distri Yr3$71,064AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,138,649NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033228DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,071,390AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,255,056NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.636361DistributionYr4Rt
Adjusted Qlfy Distri Yr5$355,717AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,844,083NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.092536DistributionYr5Rt
Total Distribution0.840002TotalDistributionRt
Average Distribution0.168000AverageDistributionRt
Net Vl Noncharitable Assets$2,221,634NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$373,235AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$301NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$373,536AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$603InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$603SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$603TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,280EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,677OverpaymentAmt
Applied To ES Tax$2,677AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksWENDY FEINTECHIndividualWithBooksNm
Phone3105530289PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1321 SOUTH BEVERLY DRIVE SUITE KAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
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

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
WENDY FEINTECH
321 SOUTH BEVERLY DRIVE SUITE KBEVERLY HILLSCA90212PRESIDENT & VICE PRESIDENT2.00$0$0$0
RONALD WILLIAM MARR
321 SOUTH BEVERLY DRIVE SUITE KBEVERLY HILLSCA90212SECRETARY AND TREASURER2.00$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$1,215,673AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,039,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,255,466TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,255,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,832CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,221,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,082MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,082MinimumInvestmentReturnAmt
Tax Based On Investment Income$603TaxBasedOnInvestmentIncomeAmt
Total Tax$603TotalTaxAmt
Distributable Before Adj$110,479DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$110,479DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$110,479DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$105,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$105,550AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,479DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$166,801ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,911,737ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$2,078,538TotalExcessDistributionCyovAmt
Qualifying Distributions$105,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$105,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,929ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,929ExcessDistributionCyovAppCYAmt
Total Corpus$2,073,609TotalCorpusAmt
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$161,872ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,911,737ExcessDistriCyovToNextYrAmt
Excess From Year4$1,911,737ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA (AFIPO)
5792 WEST JEFFERSON BOULEVARDLOS ANGELESCA90016NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$10,000
ODCSF
3153 17TH STSAN FRANCISCOCA94110NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$2,500
PALAVER STRINGS
539 TREMONT STREETBOSTONMA02116NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$2,500
PBS SOCAL
3080 BRISTOL STCOSTA MESACA92626NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$500
SHANES INSPIRATION
15213 BURBANK BLVDSHERMAN OAKSCA91411NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$2,500
SHEILA CAR HEALTH
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$2,500
ST JOHN'S COLLEGE
1160 CAMINO CRUZ BLANCASANTA FENM87505NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$40,000
THE HARMONY PROJECT
817 VINE STREET SUITE 212LOS ANGELESCA90038NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$10,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$750
WALLIS ANNENBERG
9390 SANTA MONICA BLVDBEVERLY HILLSCA90210NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$5,000
WOMAN'S CANCER
230 W MONROE ST STE 710CHICAGOIL606064902NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$5,000
WOMAN'S GUILD
8700 BEVERLY BOULEVARD SUITE 2416LOS ANGELESCA90048NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSE$23,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,071ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,071ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,071TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$664,337EOYBookValueAmt
EOYFMV$1,140,060EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES$5,242$0$0
FOREIGN TAXES$319$319$0