STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE BENDIT FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
THE BENDIT FAMILY FOUNDATION (EIN 26-1576412)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201443179349100029
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T08:44:51-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARGARET R M GUENOUN CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 W 89TH ST STE 2EAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10024ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261576412EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BENDIT FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBENDBusinessNameControlTxt
Phone2127247698PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 EIGHTH AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10011ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARYN K BENDITPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127247698PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET GUENOUNPreparerPersonNm
Phone2127247698PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$593,615FMVAssetsEOYAmt
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$25,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,553DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$55,026CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,553TotalRevAndExpnssAmt
Total Net Invst Incm$80,579TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,788OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,788OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$887TaxesRevAndExpnssAmt
Taxes Net Invst Incm$120TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$235OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,908TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$342,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$342,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$347,960TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,908TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$342,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$322,407ExcessRevenueOverExpensesAmt
Net Investment Income$76,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,350SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,447SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$847,359OtherInvestmentsBOYAmt
Other Investments EOY$518,620OtherInvestmentsEOYAmt
Other Investments EOYFMV$518,620OtherInvestmentsEOYFMVAmt
Other Assets BOY$484OtherAssetsBOYAmt
Other Assets EOY$548OtherAssetsEOYAmt
Other Assets EOYFMV$548OtherAssetsEOYFMVAmt
Total Assets BOY$868,193TotalAssetsBOYAmt
Total Assets EOY$593,615TotalAssetsEOYAmt
Total Assets EOYFMV$593,615TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$868,193RetainedEarningBOYAmt
Retained Earning EOY$593,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$868,193TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$593,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$868,193TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$593,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$868,193TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$322,407ExcessRevenueOverExpensesAmt
Other Increases$47,829OtherIncreasesAmt
Subtotal$593,615SubtotalAmt
Tot Net Ast Or Fund Balances EOY$593,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$453,900GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$398,874CostOrOtherBasisAmt
Gain Or Loss$55,026GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$55,026GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$55,026CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$408,756AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$285,727AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$293,824AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,525,407NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.192620DistributionYr3Rt
Adjusted Qlfy Distri Yr4$165,350AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,600,975NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103281DistributionYr4Rt
Adjusted Qlfy Distri Yr5$204,430AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,677,609NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.121858DistributionYr5Rt
Total Distribution0.417759TotalDistributionRt
Average Distribution0.083552AverageDistributionRt
Net Vl Noncharitable Assets$698,718NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,379AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$767NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$59,146AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$342,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$767InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$767SubtotalAmt
Tax Based On Investment Income$767TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$815EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$500AppliedToEsTaxAmt
Total Payments And Credits$1,315TotalPaymentsAndCreditsAmt
Original Return Overpayment-$1,315OriginalReturnOverpaymentAmt
Overpayment$548OverpaymentAmt
Applied To ES Tax$548AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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
Individual With BooksKARYN BENDITIndividualWithBooksNm
Phone2127247698PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 WEST 74TH STAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
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
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES R BENDIT
40 WEST 74TH ST 2NEW YORKNY10024TRUSTEE1.00$0$0$0
KARYN K BENDIT
40 WEST 74TH ST 2NEW YORKNY10023TRUSTEE1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO PUBLIC CHARITIESDescription1Txt
Expenses1$342,050Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$709,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$709,358TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$709,358AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,640CashDeemedCharitableAmt
Net Vl Noncharitable Assets$698,718NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$767TaxBasedOnInvestmentIncomeAmt
Total Tax$767TotalTaxAmt
Distributable Before Adj$34,169DistributableBeforeAdjAmt
Distributable Before Ded$34,169DistributableBeforeDedAmt
Distributable As Adjusted$34,169DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$342,050ExpensesAndContributionsAmt
Qualifying Distributions$342,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$767PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$341,283AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,169DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$204,870ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$165,350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$294,765ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$286,601ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$409,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,360,661TotalExcessDistributionCyovAmt
Qualifying Distributions$342,050QualifyingDistributionsAmt
Remaining Distri From Corpus$342,050RemainingDistriFromCorpusAmt
Total Corpus$1,702,711TotalCorpusAmt
Undistributed Income CY$34,169UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$204,870ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,497,841ExcessDistriCyovToNextYrAmt
Excess From Year4$165,350ExcessFromYear4Amt
Excess From Year3$294,765ExcessFromYear3Amt
Excess From Year2$286,601ExcessFromYear2Amt
Excess From Year1$409,075ExcessFromYear1Amt
Excess From Current Year$342,050ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHARLES KARYN BENDIT TRUSTEESContributingManagerNm
Shareholder ManagerNOT APPLICABLEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARS NOVA
511 WEST 54TH STREETNEW YORKNY10019501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,000
ANDERSON RANCH
5263 OWL CREEK ROADSNOWMASS VILLAGECO81615501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$2,500
ASPEN SANTA FE BALLET
245 SAGE WAYASPENCO81611501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,250
FRANKLIN & MARSHALL HILLEL
PO BOX 3003LANCASTERPA17604501(c)(3)CENTER GIFTHILLEL/KLEHRFUND$1,000
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STNEW YORKNY10018501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,000
GEORGE JACKSON ACADEMY
104 ST MARKS PLNEW YORKNY10009501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,000
CONGREGATION RODEPH SHOLOM
7 WEST 83RD STNEW YORKNY10024501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$12,500
ISRAEL POLICY FORUM
140 WEST 57TH STREETNEW YORKNY10019501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,000
FRANKLIN & MARSHALL COLLEGE
PO BOX 3003LANCASTERPA17604501(c)(3)LOAN RELIEFBENDIT FAMILYFUND$40,000
FRIENDS OF RODEPH SHOLOM
168 WEST 79TH STREETNEW YORKNY10024501(c)(3)CAPITALCAMPAIGN$30,000
THE GEORGE WASHINGTON UNIV
2100 M STREET NW STE 310WASHINGTONDC20052501(c)(3)KARYN BENDITCHARLES &FUND FOR R/E$20,000
THE GEORGE WASHINGTON UNIV
2100 M STREET NW STE 310WASHINGTONDC20052501(c)(3)REAL ESTATECENTER FOR& URBAN ANALYSIS$30,000
JCC MANHATTAN
334 AMSTERDAM AVENUENEW YORKNY10023501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$5,000
NEW JERSEY Y CAMPS
21 PLYMOUTH STREETFAIRFIELDNJ07004501(c)(3)MEMORIALB. BENDITSCHOLARSHIP FUND$15,000
PENCIL
30 WEST 26TH ST 5TH FLNEW YORKNY10010501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$62,500
THANC
10 UNION SQ EAST STE 5BNEW YORKNY10003501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$4,300
SALISBURY VISITING NURSE ASSN
30A SALMON KILL RDSALISBURYCT06068501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$500
SALISBURY VOLUNTEER AMBULANCE SVCE
PO BOX 582SALISBURYCT06068501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$500
SCOVILLE MEMORIAL LIBRARY ASSOCIATION
38 MAIN STREETSALISBURYCT06068501(c)(3)CHARITABLE PURPOSEGENERALOF THE ORGANIZATION$1,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETEAST TH STREETNY10022501(c)(3)EDUCATIONALFORALLIANCE$25,000
USNY REGENTS RESEARCH FUND
278 BROADWAYNEW YORKNY10007501(c)(3)RESEARCHREGENTSFELLOWS PROGRAM$67,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$342,050TotalGrantOrContriPdDurYrAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
FILING FEES$100
PUBLISHING FEE$135

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
REALIZED CAPITAL GAINS$55,026
UNREALIZED LOSSES-$7,197

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Tax$767
Foreign tax withheld$120$120