STRATEGY STUDIO / PUBLIC DATA EXPLORER

DBM FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DBM FAMILY FOUNDATION (EIN 20-1119103)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201733189349103408
Schema version
2016v3.0
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)
Return2017-11-14T07:23:59-00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GTX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1264 BIRCH DRIVEAddressLine1Txt
CityROSLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11576ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201119103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DBM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDBMFBusinessNameControlTxt
Phone5712480694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRENDRA M PARIKHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKETKI GANDHIPreparerPersonNm
Phone5166268880PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.232.96.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm00:23:46IPTm
IP TimezoneESIPTimezoneCd
Federal Original Submission Id1211872017124qagt6d7FederalOriginalSubmissionId
Federal Original Submission Id2017-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3767F53B160918C2EB88FB5A445C707BDCE8BEA2AtSubmissionCreationDeviceId
At Submission Filing Device Id3767F53B160918C2EB88FB5A445C707BDCE8BEA2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$238,364FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,016ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,041InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,041InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,937DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$18,345NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,282GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,649TotalRevAndExpnssAmt
Total Net Invst Incm$5,978TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$513OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$513OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$513TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$513TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,664ExcessRevenueOverExpensesAmt
Net Investment Income$5,465NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,221SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$109,067SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$109,067SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$60,174CorporateStockBOYAmt
Corporate Stock EOY$134,112CorporateStockEOYAmt
Corporate Stock EOYFMV$129,297CorporateStockEOYFMVAmt
Corporate Bonds BOY$21,448CorporateBondsBOYAmt
Total Assets BOY$244,843TotalAssetsBOYAmt
Total Assets EOY$243,179TotalAssetsEOYAmt
Total Assets EOYFMV$238,364TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$244,843RetainedEarningBOYAmt
Retained Earning EOY$243,179RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$244,843TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$243,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$244,843TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$243,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$244,843TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,664ExcessRevenueOverExpensesAmt
Subtotal$243,179SubtotalAmt
Tot Net Ast Or Fund Balances EOY$243,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$40,195$40,294-$99-$99
PUBLICLY TRADED SECURITIES$45,050$64,265-$19,215-$19,215
PUBLICLY TRADED SECURITIES$101,508$103,068-$1,560-$1,560
FieldValueIRS element (for citing)
Capital Gain Net Income-$18,345CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$396NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,051AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$239,164NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.042026DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,490AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$228,744NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.015257DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,317AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$219,060NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.060792DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,602AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$223,162NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.074394DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,705AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$354,192NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.055634DistributionYr5Rt
Total Distribution000.248103TotalDistributionRt
Average Distribution000.049621AverageDistributionRt
Net Vl Noncharitable Assets$227,295NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,279AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$55NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,334AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$109InvestmentIncomeExciseTaxAmt
Subtotal$109SubtotalAmt
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,575EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,575TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,575OriginalReturnTaxPaidAmt
Overpayment$1,466OverpaymentAmt
Applied To ES Tax$1,466AppliedToESTaxAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIRNDRA M PARIKH PRESIDENTIndividualWithBooksNm
Phone5712480694PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BIRDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VIRENDRA M PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169PRESIDENT004.00$0
VIPUL V PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169DIRECTOR000.00$0
VIRAJ A PARIKH
1922 STONE BRIDGE LANEVILLANOVAPA19085DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1STMT ATTACHEDDescription1Txt
Expenses1$9,800Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$94,612AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,144AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$230,756TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$230,756AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$227,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,365MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,365MinimumInvestmentReturnAmt
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Total Tax$109TotalTaxAmt
Distributable Before Adj$11,256DistributableBeforeAdjAmt
Distributable Before Ded$11,256DistributableBeforeDedAmt
Distributable As Adjusted$11,256DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,800ExpensesAndContributionsAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$9,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,256DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,678ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,738ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,443TotalExcessDistributionCyovAmt
Qualifying Distributions$9,800QualifyingDistributionsAmt
Applied To Current Year$9,800AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,456ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,456ExcessDistributionCyovAppCYAmt
Total Corpus$6,987TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,987ExcessDistriCyovToNextYrAmt
Excess From Year4$4,249ExcessFromYear4Amt
Excess From Year3$2,738ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVIRENDRA M PARIKHContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
ASHA VIDYA GURUKULAM
651 ROUTE 115SAYLORSBURGPA18353NONEPCPROMOTE AND PRESERVE HINDU RELIGION$500
HINDU AMERICA FOUNDATION
4900 WOODWAYHOUSTONTX77056NONEPCPROMOTE LITERACY AND EDUCATION IN INDIA$10,000
VHP OF AMERICA - SUPPORT A CHILD
PO Box 441505HOUSTONTX77244NONEPCPROMOTE LITERACY AND EDUCATION IN INDIA$2,000
ALUMNI ASSOC OF U OF MICH MEDICAL S
500 S STATE STANN ARBORMI48109NONEPCPROMOTE HIGHER EDUCATION$200
LSU MEDICAL ALUMNI ASSOC
2020 GRAVIER STNEW ORLEANSLA70112NONEPCPROMOTE HIGHER EDUCATION$500
AMERICAN CANCER SOCIETY
2500 FONDREN ROADHOUSTONTX77057NONEPCPROMOTE HIGHER EDUCATION$100
VOIDED CHECKS
NONEPCPROMOTE HIGHER EDUCATION-$3,500AHEMDABADGUJARATIN
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,041ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,937ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$18,345ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescDONATIONS RECEIVEDDesc
Exclusion03ExclusionCd
Exclusion$21,016ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,649ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,649TotalIncomeProducingActyAmt

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

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NOT APPLICABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
VIPUL AND KAJAL PARIKH
15918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$5,865Yes (X)
VIREN PARIKH
25918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$15,000Yes (X)
MISC
35918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$151Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PUBLICLY TRADED SECURITIES$40,195$40,294-$99
PUBLICLY TRADED SECURITIES$45,050$64,265-$19,215
PUBLICLY TRADED SECURITIES$101,508$103,068-$1,560

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBERNSTEINStockNm
EOY Book Value$134,112EOYBookValueAmt
EOYFMV$129,297EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$513RevenueAndExpensesPerBooksAmt
Net Investment Income$513NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVIRENDRA AND ROHINI PARIKHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd