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SCHNEUR FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SCHNEUR FAMILY FOUNDATION (EIN 92-3687944)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-14
IRS object ID
202621049349100022
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)
Return2026-04-14T10:49:18-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1515 EAST LAS OLAS BLVD 5TH FLOORAddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN923687944EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHNEUR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DONNY DIXONInCareOfNm
Business Name ControlSCHNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O EUGENE SCHNEUR 9349 COLLINS AVAddressLine1Txt
CitySURFSIDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE SCHNEURPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7142355591PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAlexander AdmirePreparerPersonNm
PTINP01466498PTIN
Phone9549897462PhoneNum
Preparation2025-05-15PreparationDt
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$7,664,492FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$182,600InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$182,600InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,275DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,275DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$344CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$222,875TotalRevAndExpnssAmt
Total Net Invst Incm$223,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$19,314TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$40,540OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40,540OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$64,354TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,380,890ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,380,890ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,445,244TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,040TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,380,890TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,222,369ExcessRevenueOverExpensesAmt
Net Investment Income$178,179NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Cash EOY$836,830CashEOYAmt
Cash EOYFMV$836,912CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,244,083SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,184,886SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,827,580SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
Total Assets BOY$8,244,085TotalAssetsBOYAmt
Total Assets EOY$7,021,716TotalAssetsEOYAmt
Total Assets EOYFMV$7,664,492TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$8,244,085RetainedEarningBOYAmt
Retained Earning EOY$7,021,716RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,244,085TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,021,716TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,244,085TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,021,716TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,244,085TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,222,369ExcessRevenueOverExpensesAmt
Subtotal$7,021,716SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,021,716TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$344CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,477InvestmentIncomeExciseTaxAmt
Subtotal$2,477SubtotalAmt
Tax Based On Investment Income$2,477TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,988EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$9,988TotalPaymentsAndCreditsAmt
Overpayment$7,511OverpaymentAmt
Applied To ES Tax$7,511AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONNY DIXONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7142355591PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19349 COLLINS AVENUEAddressLine1Txt
CitySURFSIDECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33154ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EUGENE SCHNEUR
9349 COLLINS AVENUESURFSIDEFL33154TRUSTEE3.0$0$0$0
ANNA SCHNEUR
9349 COLLINS AVENUESURFSIDEFL33154TRUSTEE3.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,696,281AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,523,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,219,526TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,219,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$123,293CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,096,233NetVlNoncharitableAssetsAmt
Minimum Investment Return$404,812MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$404,812MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,477TaxBasedOnInvestmentIncomeAmt
Total Tax$2,477TotalTaxAmt
Distributable Before Adj$402,335DistributableBeforeAdjAmt
Distributable Before Ded$402,335DistributableBeforeDedAmt
Distributable As Adjusted$402,335DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,380,890ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,380,890QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$402,335DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$866,501ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$886,792ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,753,293TotalExcessDistributionCyovAmt
Qualifying Distributions$1,380,890QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$402,335AppliedToCurrentYearAmt
Remaining Distri From Corpus$978,555RemainingDistriFromCorpusAmt
Total Corpus$2,731,848TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,731,848ExcessDistriCyovToNextYrAmt
Excess From Year2$866,501ExcessFromYear2Amt
Excess From Year1$886,792ExcessFromYear1Amt
Excess From Current Year$978,555ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEUGENE SCHNEURContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
American Friends of Israeli Navy Seals Inc
PO BOX 20080NEW YORKNY10001PCCHARITABLE CONTRIBUTIONS$27,500
American Jewish Joint Distribution Committee
PO Box 4124New YorkNY10163PCCHARITABLE CONTRIBUTIONS$185,000
Chamah International
420 Lexington Avenue 300New YorkNY10170PCCHARITABLE CONTRIBUTIONS$1,800
Cornell University
616 Thurston AveIthacaNY14853PCCHARITABLE CONTRIBUTIONS$260,000
Council on the Environment Inc
PO Box 2327New YorkNY10272PCCHARITABLE CONTRIBUTIONS$10,000
Friends of The Israel Defense Forces
PO Box 4224NEW YORKNY10163PCCHARITABLE CONTRIBUTIONS$189,950
Jewish Community Relations Council of New York
520 8th Avenue Sute 1400NEW YORKNY10018PCCHARITABLE CONTRIBUTIONS$37,500
Miami Country Day School
601 NE 107th StMiamiFL33161PCCHARITABLE CONTRIBUTIONS$102,000
Mount Sinai Medical Center
4300 Alton RdMiami BeachFL33140PCCHARITABLE CONTRIBUTIONS$50,000
NYU Daily Gift Account
115 5th Ave 5th FloorNew YorkNY10003PCCHARITABLE CONTRIBUTIONS$10,000
RAJE USA Inc
2915 Ocean PkwyBrooklynNY11235PCCHARITABLE CONTRIBUTIONS$5,400
Roitman Chabad Center at Cornell University
102 Willard WayIthacaNY14850PCCHARITABLE CONTRIBUTIONS$26,200
Selfhelp Community Services Foundation
520 8th Ave 5th floorNEW YORKNY10018PCCHARITABLE CONTRIBUTIONS$10,000
The Menachem Education Foundation
411 Kingston AvenueBrooklynNY11225PCCHARITABLE CONTRIBUTIONS$3,600Suite 300
University of Miami
1320 S Dixie HwyCoral GablesFL33146PCCHARITABLE CONTRIBUTIONS$37,500
United Lubavitcher Yeshiva
570 Crown StBrooklynNY11213PCCHARITABLE CONTRIBUTIONS$2,340
Marc Lustgarten Pancreatic Cancer Foundation
504 RXR PLAZAUNIONDALENY11556PCCHARITABLE CONTRIBUTIONS$15,000
National Committee for the Furthrance of Jewish Ed
824 EASTERN PARKWAYBROOKLYNNY11213PCCHARITABLE CONTRIBUTIONS$1,800
Colel Chabad
806 EASTERN PARKWAYBROOKLYNNV11213PCCHARITABLE CONTRIBUTIONS$32,400
Jewish Children's Museum
792 EASTERN PKWYBROOKLYNNY11213PCCHARITABLE CONTRIBUTIONS$4,600
Jewish Center of the Hamptons
44 WOODS LANEEAST HAMPTONNY11937PCCHARITABLE CONTRIBUTIONS$3,100
Chabad Lubavitch Russian Center of S Florida
252 SUNNY ISLES BOULEVARDSUNNY ISLES BEACHFL33160PCCHARITABLE CONTRIBUTIONS$77,000SUITE 3
Gateways Organization
11 WALLENBERG CIRCLEMONSEYNY10952PCCHARITABLE CONTRIBUTIONS$1,800
UT Chabad
2101 NUECES STREETAUSTINTX78705PCCHARITABLE CONTRIBUTIONS$1,800
American Friends of Beit Ruth
150 Greenwich St 29th FloorNew YorkNY10007PCCHARITABLE CONTRIBUTIONS$1,000
American Heart Association Inc
National Center 7272 Greenville AveDallasTX75231PCCHARITABLE CONTRIBUTIONS$2,500
Baby2Baby
5830 W Jefferson Blvd Suite 200Los AngelesCA90016PCCHARITABLE CONTRIBUTIONS$15,000
Central Synagogue
123 E 55th StreetNew YorkNY10022PCCHARITABLE CONTRIBUTIONS$1,800
Chabad Lubavitch W Brighton
2997 Ocean ParkwayBrooklynNY11235PCCHARITABLE CONTRIBUTIONS$1,800
Friends of United Hatzalah
244 Madison AveNew YorkNY10016PCCHARITABLE CONTRIBUTIONS$82,000
Gabrielles Angel Foundation Inc
c/o Soho Works 430 W 14th StreetFNew YorkNY10014PCCHARITABLE CONTRIBUTIONS$5,000
Israel Tennis Centers Foundation
165 E 56th St 2nd FloorNew YorkNY10022PCCHARITABLE CONTRIBUTIONS$1,800
Jewish Federation of Sarasota-Manatee
580 McIntosh RdSarasotaFL34232PCCHARITABLE CONTRIBUTIONS$3,600
Kasparov Chess Foundation Inc
1155 Avenue of the Americas SuiteNew YorkNY10036PCCHARITABLE CONTRIBUTIONS$30,000
New York Presbyterian Fund Inc
525 East 68th StreetNew YorkNY10065PCCHARITABLE CONTRIBUTIONS$2,500
Released Time Program
824 Eastern ParkwayBrooklynNY11213PCCHARITABLE CONTRIBUTIONS$1,800
Temple Emanu-el of Greater Miami Inc
1701 Washington AvenueMiami BeachFL33139PCCHARITABLE CONTRIBUTIONS$20,800
The Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028PCCHARITABLE CONTRIBUTIONS$2,500
The Renew Democracy Initiative Inc
900 19th Street NW Floor 6WashingtonDC20006PCCHARITABLE CONTRIBUTIONS$35,000
Tikva Corp
40 W 23rd St Fl 3New YorkNY10010PCCHARITABLE CONTRIBUTIONS$3,600
University of Michigan
1109 Geddes AveAnn ArborMI481091079PCCHARITABLE CONTRIBUTIONS$1,000
US Soccer Development Fund
303 East Wacker Drive Suite 1200ChicagoIL60601PCCHARITABLE CONTRIBUTIONS$50,000
Women's International Zionist Org
950 3rd Ave Suite 2803New YorkNY10022PCCHARITABLE CONTRIBUTIONS$10,000
Alzheimers Association
225 N Michigan Ave Floor 17ChicagoIL60601PCCharitable Contribution$7,500
GSD Advisers Inc
338 Jericho Turnpike 126SyossetNY117914507PCCharitable Contribution$5,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,380,890TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182,600ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,275ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$222,875ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$222,875TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$803$803
INVESTMENT FEES$21,975$21,975
OTHER EXPENSES$17,762$17,762

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAX PAID IN 2025CategoryTxt
Amt$19,314Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt