JAS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAS FOUNDATION (EIN 35-2198588)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349100962
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T11:17:22-04:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382626430 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M GREENES ASSOC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21751 W 11 MILE RD STE 210 | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352198588 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JASF | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 PIERCE | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48075 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HENRY BAUM | Name |
| Title | PRESIDENT | Title |
| Phone | 2485693500 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marvin Greenes | Name |
| PTIN | P00860660 | PTIN |
| Phone | 2485693500 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 641009 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9915 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 21405 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21405 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 31320 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21405 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1200 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1200 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 418 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 418 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 418 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 80 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 80 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 80 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1698 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1698 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1698 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17420 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17420 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19118 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1698 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19118 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 12202 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19707 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 151604 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 208263 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 208263 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 399532 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 290858 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 290858 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 49725 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 141888 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 141888 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 600861 | TotalAssetsBOY |
| Total Assets EOY | 641009 | TotalAssetsEOY |
| Total Assets EOYFMV | 641009 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 600861 | UnrestrictedBOY |
| Unrestricted EOY | 641009 | UnrestrictedEOY |
| Total Net Assets BOY | 600861 | TotalNetAssetsBOY |
| Total Net Assets EOY | 641009 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 600861 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 641009 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 600861 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 12202 | ExcessOfRevenueOverExpenses |
| Other Increases | 27946 | OtherIncreases |
| Subtotal | 641009 | Subtotal |
| Total Net Assets Fund Balances EOY | 641009 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34477 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 583191 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059118 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 53402 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 554353 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.096332 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 31053 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 503313 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061697 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31608 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 557722 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056673 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21361 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 593373 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035999 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.30982 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061964 | AverageDistributionRatio |
| Net Noncharitable Assets | 615241 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38123 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 197 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38320 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19118 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 394 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 394 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 394 | TaxBasedOnInvestmentIncome |
| Tax Due | 394 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | HENRY BAUM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2485693500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 PIERCE | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48075 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| HENRY BAUM | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ROSELIND BAUM | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| MICHAEL E BAUM | ||||||||
| 24611 SUSSEX | Oak Park | MI | 48237 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DEBORAH JACOBS | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOEL BAUM | ||||||||
| 738 HENRY ROAD | Far Rockaway | NY | 11691 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 433138 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 191472 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 624610 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 624610 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9369 | CashDeemedCharitable |
| Net Noncharitable Assets | 615241 | NetNoncharitableAssets |
| Minimum Investment Return | 30762 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 30762 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 394 | TaxBasedOnInvestmentIncome |
| Total Tax | 394 | TotalTax |
| Distributable Amount Before Adj | 30368 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 30368 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 30368 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19118 | ExpensesAndContributions |
| Qualifying Distributions | 19118 | QualifyingDistributions |
| Adj Qualifying Distributions | 19118 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30368 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 6543 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5715 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 12258 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19118 | QualifyingDistributions |
| Applied To Current Year | 19118 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 11250 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 11250 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1008 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1008 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 1008 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL BAUM | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Agudath Israel of America | ||||||
| 42 Broadway Suite 1400 | New York | NY | 10001 | 501C3 | Program Support | $7,000 |
| Yeshiva Darchei Torah | ||||||
| 257 B 17th St | Far Rockaway | NY | 11691 | 501C3 | Program Support | $600 |
| Yeshiva of Far Rockaway | ||||||
| 802 Hicksville Rd | Far Rockaway | NY | 11691 | 501C3 | Program Support | $1,000 |
| Cong Beis Shabsi | ||||||
| 27 Pawnee Rd | Lakewood | NJ | 08701 | 501C3 | Program Support | $1,000 |
| Mesivta Ateres Yaakov | ||||||
| 131 Washington Ave | Lawrence | NY | 11559 | 501C3 | Program Support | $4,000 |
| Agudath Israel W Lawrence | ||||||
| 1121 Sage St | Far Rockaway | NY | 11691 | 501C3 | Program Support | $3,000 |
| Jewish Education Program LI | ||||||
| 110 Rockaway Tpke | Lawrence | NY | 11559 | 501C3 | Program Support | $720 |
| Torah High School of San Diego | ||||||
| 9001 Towne Centre Dr | San Diego | CA | 92122 | 501C3 | Program Support | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17420 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21405 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21405 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21405 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOEL BAUM | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 738 HENRY ROAD | AddressLine1 |
| City | Far Rockaway | City |
| State | NY | State |
| ZIP Code | 11691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 9915 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 33 shares BEAM275 shares FBHS | NoncashPropertyDescription |
| Fair Market Value | 9915 | FairMarketValue |
| Date Received | 2012-12-28 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 16b Accounting fees | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 1200 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1200 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | See Attached Statements | NameOfBond |
| EOY Book Value | 141888 | EOYBookValue |
| EOYFMV | 141888 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | See Attached Statements | NameOfStock |
| EOY Book Value | 290858 | EOYBookValue |
| EOYFMV | 290858 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Publication & Filing | Description |
| Revenue And Expenses Per Books | 80 | RevenueAndExpensesPerBooks |
| Net Investment Income | 80 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 80 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Valuation Adjustment | Description |
| Amount | $27,946 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Federal | $398 | 398 | 0 | 398 |
| State | $20 | 20 | 0 | 20 |