STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE SIDNEY M EDELSTEIN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE SIDNEY M EDELSTEIN FOUNDATION (EIN 13-3347784)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-08
IRS object ID
202600989349100200
Schema version
2025v4.1
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)
Return2026-04-08T00:46:58-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133347784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SIDNEY & MILDRED EDELSTEINBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSIDNBusinessNameControlTxt
Phone6468344110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO J GROSSMAN - 12645 VINCENZA WAAddressLine1Txt
CityBOYNTON BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33473ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY GROSSMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9733766711PhoneNum
Signature2026-04-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKYPreparerPersonNm
PTINP01273422PTIN
Phone2122970400PhoneNum
Preparation2026-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,185,575FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$56,110DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,110DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$210,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,557,509GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$210,425CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$266,537TotalRevAndExpnssAmt
Total Net Invst Incm$266,537TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,497AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,749AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,748AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,028OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,028OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,318TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,093TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,777TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,998TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$884,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$884,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$908,093TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,777TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$885,998TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$641,556ExcessRevenueOverExpensesAmt
Net Investment Income$249,760NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,822SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,822SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$34,660CorporateStockBOYAmt
Corporate Stock EOY$223,392CorporateStockEOYAmt
Corporate Stock EOYFMV$311,768CorporateStockEOYFMVAmt
Other Investments BOY$1,685,847OtherInvestmentsBOYAmt
Other Investments EOY$846,405OtherInvestmentsEOYAmt
Other Investments EOYFMV$855,985OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,738,736TotalAssetsBOYAmt
Total Assets EOY$1,087,619TotalAssetsEOYAmt
Total Assets EOYFMV$1,185,575TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,738,736CapitalStockBOYAmt
Capital Stock EOY$1,087,619CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,738,736TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,087,619TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,738,736TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,087,619TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,738,736TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$641,556ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,097,180SubtotalAmt
Other Decreases$9,561OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,087,619TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,557,509GrossSalesPriceAmt
Cost Or Other Basis$1,347,084CostOrOtherBasisAmt
Gain Or Loss$210,425GainOrLossAmt
Gains Minus Excess Or Losses$210,425GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$210,425CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,472InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,472SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,472TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,080TotalPaymentsAndCreditsAmt
Es Penalty$33EsPenaltyAmt
Tax Due$425TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJ GROSSMANIndividualWithBooksNm
Phone9733766711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line157 TROY DRIVEAddressLine1Txt
CitySHORT HILLSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07078ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD FINKELSTEIN CO BERKOWITZ LI
75 LIVINGSTON AVENUEROSELANDNJ07068DIRECTOR0.25$0$0$0
ROY JACOBS
607 FOUR SEASONS LANEMONTVALENJ07645DIRECTOR0.25$0$0$0
JEFFREY GROSSMAN
12645 VINCENZA WAYBOYNTON BEACHFL33473DIRECTOR0.25$0$0$0
KAREN SLOAN
5 SCHOONER LANEPORT WASHINGTONNY11050DIRECTOR0.25$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,797,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,813,470TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,813,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,202CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,786,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,472TaxBasedOnInvestmentIncomeAmt
Total Tax$3,472TotalTaxAmt
Distributable Before Adj$85,841DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$85,841DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$85,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$885,998ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$885,998QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,841DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$393,599ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$302,371ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$415,430ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$512,076ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$656,425ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,279,901TotalExcessDistributionCyovAmt
Qualifying Distributions$885,998QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,841AppliedToCurrentYearAmt
Remaining Distri From Corpus$800,157RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,080,058TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$393,599ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,686,459ExcessDistriCyovToNextYrAmt
Excess From Year4$302,371ExcessFromYear4Amt
Excess From Year3$415,430ExcessFromYear3Amt
Excess From Year2$512,076ExcessFromYear2Amt
Excess From Year1$656,425ExcessFromYear1Amt
Excess From Current Year$800,157ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN COMMITTEE FOR SHENKAR COLLEGE
307 SEVENTH AVENUE SUITE 1805NEW YORKNY10001PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$105,000
AMERICAN FRIENDS OF HEBREW UNIVERSITY
ONE BATTERY PARK PLAZA - 25TH FLOORNEW YORKNY10004PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$739,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 WEST 36TH STREETNEW YORKNY11000PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$5,000
DANIELS MUSIC FOUNDATION
1641 3RD AVENUE 21-ANEW YORKNY10128PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$2,500
FRIENDS OF THE PORT WASHINGTON PUBLIC LIBRARY INC
1 LIBRARY DRPORT WASHINGTONNY11050PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$10,000
LIFETOWN INC
10 MICROLAB ROADLIVINGSTONNJ07039PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$5,000
MAKE SCHOOLS SAFE INC
8675 WATERCREST CIRCLE WESTPARKLANDFL33076PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$5,000
THE HOLOCAUST MUSEUM & CENTER FOR TOLERANCE & EDUCATION
145 COLLEGE RDSUFFERNNY10901PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$10,000
THE SOUP KITCHEN INC
8655 W BOYNTON BEACH BOULEVARDBOYNTON BEACHFL33472PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$884,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,110ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$210,425ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$266,537ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$266,537TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$3,497Amt
Net Investment Income$1,749NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,748DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$223,392EOYBookValueAmt
EOYFMV$311,768EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS - 242CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$846,405BookValueAmt
EOYFMV$855,985EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$9,561Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryJPMORGANCategoryTxt
Amt$15,028Amt
Net Investment Income$15,028NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$5,318Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt