NAOMI KAPLAN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: NAOMI KAPLAN FAMILY FOUNDATION (EIN 03-0452265)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-08
IRS object ID: 201201609349100205
Schema version: 2011v1.2
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-08T13:25:21-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	222428965	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN & COMPANY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	709 WESTCHESTER AVENUE	AddressLine1
City	WHITE PLAINS	City
State	NY	State
ZIP Code	10604	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	030452265	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE NAOMI KAPLAN FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	NAOM	NameControl
Phone	9148343254	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	82 MAGNOLIA AVENUE	AddressLine1
City	LARCHMONT	City
State	NY	State
ZIP Code	105384010	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES O'CONNOR	Name
Title	TRUSTEE	Title
Phone	9148343254	Phone
Date Signed	2012-05-25	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	EDWARD HROBERTSCPA	Name
PTIN	P00667378	PTIN
Phone	9149492990	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	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	350292	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	8568	DividendsRevAndExpnss
Dividends Net Invst Incm	8568	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	41692	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	277255	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	48294	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	50260	TotalRevenueAndExpenses
Total Net Investment Income	56862	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	0	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3800	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1900	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1900	AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	5689	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	5567	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	122	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	9489	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	7467	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2022	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	206000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	206000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	215489	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	7467	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	208022	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-165229	ExcessOfRevenueOverExpenses
Net Investment Income	49395	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	4644	CashBOY
Savings And Temp Cash Invst BOY	66128	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	77891	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	77891	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	169	AccountsReceivable
Accounts Receivable BOY	149	AccountsReceivableBOY
Accounts Receivable EOY	169	AccountsReceivableEOY
Accounts Receivable EOYFMV	169	AccountsReceivableEOYFMV
Investments Corp Stock BOY	438865	InvestmentsCorpStockBOY
Investments Corp Stock EOY	266497	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	272232	InvestmentsCorpStockEOYFMV
Total Assets BOY	509786	TotalAssetsBOY
Total Assets EOY	344557	TotalAssetsEOY
Total Assets EOYFMV	350292	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	509786	RetainedEarningsBOY
Retained Earnings EOY	344557	RetainedEarningsEOY
Total Net Assets BOY	509786	TotalNetAssetsBOY
Total Net Assets EOY	344557	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	509786	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	344557	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	509786	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-165229	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	344557	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	344557	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
PUBLICALY TRADED SECURITIES	9954	13088	-3134	-3134
PUBLICALY TRADED SECURITIES	251273	209919	41354	41354
PUBLICLY TRADED SECURITIES	16016	5954	10062	10062
CAPITAL GAINS DIVIDENDS	12		12	12	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	48294	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	176979	QualifyingDistributionsYear1
Noncharitable Assets Year1	599203	NoncharitableAssetsYear1
Distribution Ratio Year1	0.295357	DistributionRatioYear1
Qualifying Distributions Year2	217500	QualifyingDistributionsYear2
Noncharitable Assets Year2	684407	NoncharitableAssetsYear2
Distribution Ratio Year2	0.317793	DistributionRatioYear2
Qualifying Distributions Year3	271149	QualifyingDistributionsYear3
Noncharitable Assets Year3	1012122	NoncharitableAssetsYear3
Distribution Ratio Year3	0.267901	DistributionRatioYear3
Qualifying Distributions Year4	125886	QualifyingDistributionsYear4
Noncharitable Assets Year4	1300873	NoncharitableAssetsYear4
Distribution Ratio Year4	0.096770	DistributionRatioYear4
Qualifying Distributions Year5	133870	QualifyingDistributionsYear5
Noncharitable Assets Year5	1307915	NoncharitableAssetsYear5
Distribution Ratio Year5	0.102354	DistributionRatioYear5
Total Distribution Ratio	1.080175	TotalDistributionRatio
Average Distribution Ratio	0.216035	AverageDistributionRatio
Net Noncharitable Assets	458417	NetNoncharitableAssets
Adjusted Noncharitable Assets	99034	AdjustedNoncharitableAssets
One Percent Net Investment Income	494	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	99528	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	208022	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	494	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	494	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	494	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	371	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	272	TaxPaidWithExtension
Total Credits And Payments	643	TotalCreditsAndPayments
Overpayment	149	Overpayment
Amount Credited To Next Year	149	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	CITRIN COOPERMAN COMPANY LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	9149492990	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	709 WESTCHESTER AVENUE	AddressLine1
City	WHITE PLAINS	City
State	NY	State
ZIP Code	106043101	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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
NAOMI KAPLAN
82 MAGNOLIA LANE	LARCHMONT	NY	10538	TRUSTEE	0.00	0	0	0
JAMES O'CONNOR
120 PALMETTO DUNES CIRCLE	NAPLES	FL	34113	TRUSTEE	0.00	0	0	0
JOHN FERGUSON
66 FIELD ROAD	GREENWICH	CT	06830	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
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	411259	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	54139	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	465398	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	465398	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	6981	CashDeemedCharitable
Net Noncharitable Assets	458417	NetNoncharitableAssets
Minimum Investment Return	22921	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	22921	MinimumInvestmentReturn
Tax Based On Investment Income	494	TaxBasedOnInvestmentIncome
Total Tax	494	TotalTax
Distributable Amount Before Adj	22427	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	22427	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	22427	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	208022	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	208022	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	494	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	207528	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	22427	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	69734	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	62070	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	221245	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	183337	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	147061	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	683447	TotalExcessDistriCarryover
Qualifying Distributions	208022	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	22427	AppliedToCurrentYear
Remaining Distri From Corpus	185595	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	869042	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	69734	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	799308	ExcessDistriCyovToNextYear
Excess From Year4	62070	ExcessFromYear4
Excess From Year3	221245	ExcessFromYear3
Excess From Year2	183337	ExcessFromYear2
Excess From Year1	147061	ExcessFromYear1
Excess From Current Year	185595	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NAOMI KAPLAN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AVON HOSPICE INC
100 DOUBLE BEACH ROAD	BRANFORD	CT	06405	NONE	501C3	COMMUNITY OUTREACH	$2,500
ST THOMAS AQUINAS COLLEGE
125 ROUTE 340	SPARKILL	NY	10976	NONE	501C3	EDUCATION	$25,000
WESTCHESTER JEWISH CENTER
ROCKLAND AND PALMER AVENUE	MAMARONECK	NY	10543	NONE	501C3	TO PROMOTE RELIGIOUS VALUES	$100,000
JOHN A COLEMAN SCHOOL
300 CORPORATE BLVD SOUTH	YONKERS	NY	10701	NONE	501C3	HEALTH & WELFARE	$1,000
MAGEN DAVID ADOM
352 SEVENTH AVENUE	NEW YORK	NY	10001	NONE	501C3	TO PROMOTE RELIGIOUS VALUES	$50,000
CHABAT OF LARCHMONT
23 BLOSSOM TERRACE	LARCHMONT	NY	10538	NONE	501C3	TO PROMOTE RELIGIOUS VALUES	$2,500
FAMILY SERVICES OF WESTCHESTER
2 FISHER COURT	WHITE PLAINS	NY	10601	NONE	501C3	HEALTH & WELFARE	$25,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	206000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$8,568	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$41,692	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$50,260	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	50260	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$3,800	Amount
Net Investment Income	1900	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	1900	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK	NameOfStock
EOY Book Value	266497	EOYBookValue
EOYFMV	272232	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT FEES	5567	5567	0
NYS FILING FEE	100	0	100
BANK CHARGES	22	0	22