JOAN AND LEONARD BARON FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JOAN AND LEONARD BARON FOUNDATION INC (EIN 65-0375771)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-13
IRS object ID: 201223189349100702
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
Schedule B
Investments Corp Stock Schedule
Other Decreases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-13T08:22:35-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	113080565	EIN

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2580 SUNRISE HIGHWAY	AddressLine1
City	BELLMORE	City
State	NY	State
ZIP Code	11710	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	650375771	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JOAN & LEONARD BARON FOUNDATION INC	BusinessNameLine1
Business Name Line2	C/O SCHWARTZ & COMPANY LLP	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JOAN	NameControl
Phone	5164095000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2580 SUNRISE HIGHWAY	AddressLine1
City	BELLMORE	City
State	NY	State
ZIP Code	11710	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL J SCHWARTZ	Name
Title	SECRETARY	Title
Phone	5164095000	Phone
Date Signed	2012-11-01	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHAEL J SCHWARTZ CPA	Name
PTIN	P00115049	PTIN
Phone	5164095000	Phone
Date Prepared	2012-11-01	DatePrepared

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	109268	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	52374	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	2191	DividendsRevAndExpnss
Dividends Net Invst Incm	2191	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	29245	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	29420	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	29245	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	83810	TotalRevenueAndExpenses
Total Net Investment Income	31436	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	0	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	36050	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	36050	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	36050	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	36050	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	47760	ExcessOfRevenueOverExpenses
Net Investment Income	31436	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	9422	CashBOY
Cash EOY	7561	CashEOY
Cash EOYFMV	7561	CashEOYFMV
Investments Corp Stock BOY	90094	InvestmentsCorpStockBOY
Investments Corp Stock EOY	101707	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	101707	InvestmentsCorpStockEOYFMV
Total Assets BOY	99516	TotalAssetsBOY
Total Assets EOY	109268	TotalAssetsEOY
Total Assets EOYFMV	109268	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	99516	UnrestrictedBOY
Unrestricted EOY	109268	UnrestrictedEOY
Total Net Assets BOY	99516	TotalNetAssetsBOY
Total Net Assets EOY	109268	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	99516	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	109268	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	99516	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	47760	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	147276	Subtotal
Other Decreases	38008	OtherDecreases
Total Net Assets Fund Balances EOY	109268	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
20 SHS MICROSOFT STK	P	1986-11-05	2011-08-22	423	3	420	420
1,150 SHS MICROSOFT STK	P	1986-11-05	2011-12-21	28997	172	28825	28825

Field	Value	IRS element (for citing)
Capital Gain Net Income	29245	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	30176	QualifyingDistributionsYear1
Noncharitable Assets Year1	80061	NoncharitableAssetsYear1
Distribution Ratio Year1	0.376913	DistributionRatioYear1
Qualifying Distributions Year2	25184	QualifyingDistributionsYear2
Noncharitable Assets Year2	77642	NoncharitableAssetsYear2
Distribution Ratio Year2	0.324361	DistributionRatioYear2
Qualifying Distributions Year3	34950	QualifyingDistributionsYear3
Noncharitable Assets Year3	124553	NoncharitableAssetsYear3
Distribution Ratio Year3	0.280603	DistributionRatioYear3
Qualifying Distributions Year4	40890	QualifyingDistributionsYear4
Noncharitable Assets Year4	177718	NoncharitableAssetsYear4
Distribution Ratio Year4	0.230084	DistributionRatioYear4
Qualifying Distributions Year5	33805	QualifyingDistributionsYear5
Noncharitable Assets Year5	168720	NoncharitableAssetsYear5
Distribution Ratio Year5	0.200362	DistributionRatioYear5
Total Distribution Ratio	1.412323	TotalDistributionRatio
Average Distribution Ratio	0.282465	AverageDistributionRatio
Net Noncharitable Assets	85772	NetNoncharitableAssets
Adjusted Noncharitable Assets	24228	AdjustedNoncharitableAssets
One Percent Net Investment Income	314	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	24542	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	36050	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	314	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	314	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	314	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2696	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2696	TotalCreditsAndPayments
Overpayment	2382	Overpayment
Amount Credited To Next Year	2382	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
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	SCHWARTZ COMPANY LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	5164095000	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	2580 SUNRISE HIGHWAY	AddressLine1
City	BELLMORE	City
State	NY	State
ZIP Code	11710	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 (2 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
LEONARD BARON
2100 SOUTH OCEAN BLVD	PALM BEACH	FL	33480	PRESIDENT/DIRECTOR	0.00	0	0	0
MICHAEL J SCHWARTZ CO SCHWARTZ CO
2580 SUNRISE HIGHWAY	BELLMORE	NY	11710	SECRETARY	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	85905	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1173	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	87078	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	87078	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1306	CashDeemedCharitable
Net Noncharitable Assets	85772	NetNoncharitableAssets
Minimum Investment Return	4289	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4289	MinimumInvestmentReturn
Tax Based On Investment Income	314	TaxBasedOnInvestmentIncome
Total Tax	314	TotalTax
Distributable Amount Before Adj	3975	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	3975	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	3975	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	36050	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	36050	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	314	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	35736	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	3975	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	33834	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	32050	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	29060	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	21336	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	26229	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	142509	TotalExcessDistriCarryover
Qualifying Distributions	36050	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	3975	AppliedToCurrentYear
Remaining Distri From Corpus	32075	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	174584	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	33834	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	140750	ExcessDistriCyovToNextYear
Excess From Year4	32050	ExcessFromYear4
Excess From Year3	29060	ExcessFromYear3
Excess From Year2	21336	ExcessFromYear2
Excess From Year1	26229	ExcessFromYear1
Excess From Current Year	32075	ExcessFromCurrentYear

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Date Of Ruling	1993-03-26	DateOfRuling

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	LEONARD BARON	ContributingManager
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 RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BOYS TOWN JERUSALEM
1 PENN PLZ 9	NEW YORK	NY	10119	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
BRIGHAM & WOMENS HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02115	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
AMERICAN TECHNION SOCIETY
55 E 59TH ST 14	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	CHARITABLE	$20,000
CONGREGATION EMANUEL
2 LAKE STREET	SAN FRANCISCO	CA	94118	NONE	PUBLIC CHARITY	CHARITABLE	$1,350
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW	PALM BEACH	FL	33480	NONE	PUBLIC CHARITY	CHARITABLE	$10,000
CENTRAL PARK CONSERVANCY
36 WEST 110TH STREET	NEW YORK	NY	10026	NONE		CHARITABLE	$100
CHILDRENS CANCER & BLOOD
333 EAST 38TH STREET SUITE 830	NEW YORK	NY	10016	NONE		CHARITABLE	$100
JEWISH FOUNDATION OF PALM BEACH
4601 COMMUNITY DRIVE	WEST PALM BEACH	FL	33417	NONE		CHARITABLE	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	36050	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	$2,191	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$29,245	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$31,436	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	31436	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

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	LEONARD BARON	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	2100 SOUTH OCEAN BLVD	AddressLine1
City	PALM BEACH	City
State	FL	State
ZIP Code	33480	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	52374	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	773 SHS STOCK OF SIGMA-ALDRICH CORP	NoncashPropertyDescription
Fair Market Value	49797	FairMarketValue
Date Received	2011-12-02	DateReceived

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	INVESTMENTS	NameOfStock
EOY Book Value	101707	EOYBookValue
EOYFMV	101707	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS ON SECURITIES	Description
Amount	$38,008	Amount