STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE THELMA AND MORTIMER GOLDSTONE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE THELMA AND MORTIMER GOLDSTONE FOUNDATION INC (EIN 20-3736639)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202601279349102660
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)
Return2026-05-07T14:06:42-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132907212PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRENDEL BROWN & WEISSMAN LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVE - SUITE 1400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203736639EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THELMA AND MORTIMER GOLDSTONEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHELBusinessNameControlTxt
Phone2128679630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO J WEISSMAN 655 3RD AVE 1400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100179117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL WEISSMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128679630PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL GORNSTEINPreparerPersonNm
PTINP01425093PTIN
Phone2128679630PhoneNum
Preparation2026-05-07PreparationDt
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$56,630FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,103DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,103DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,567NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,032GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,567CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,670TotalRevAndExpnssAmt
Total Net Invst Incm$7,670TotalNetInvstIncmAmt
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$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$114TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,164TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,664TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$994ExcessRevenueOverExpensesAmt
Net Investment Income$7,520NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67CashBOYAmt
Cash EOY$67CashEOYAmt
Cash EOYFMV$67CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,954SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,406SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,406SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$49,817CorporateStockBOYAmt
Corporate Stock EOY$46,371CorporateStockEOYAmt
Corporate Stock EOYFMV$52,157CorporateStockEOYFMVAmt
Total Assets BOY$51,838TotalAssetsBOYAmt
Total Assets EOY$50,844TotalAssetsEOYAmt
Total Assets EOYFMV$56,630TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$51,838RetainedEarningBOYAmt
Retained Earning EOY$50,844RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$50,844TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,844TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$994ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$50,844SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$50,844TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH 840-07446 SCHEDULE AVAILABLEP$826$767$59$59
MERRILL LYNCH 840-07446 SCHEDULE AVAILABLEP$35,182$30,698$4,484$4,484
CAPITAL GAINS DIVIDENDSP$2,024$2,024$2,024
FieldValueIRS element (for citing)
Capital Gain Net Income$6,567CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$105InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$105SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$105TaxDueAmt

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 BooksFRENDEL BROWN WEISSMANIndividualWithBooksNm
Phone2128679630PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1655 THIRD AVENUE SUITE 1400AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100179117ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE GOLDSTONE
2175 CAMINITO DEL BARCODEL MARCA92014PRESIDENT2.00$0$0$0
JOSEPH ABRAHAM
655 THIRD AVENEW YORKNY10017VICE PRESIDENT2.00$0$0$0
JOEL S WEISSMAN
655 THIRD AVENEW YORKNY10017SECRETARY-TREASURER2.00$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$57,110AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,887TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$58,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Total Tax$105TotalTaxAmt
Distributable Before Adj$2,795DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,795DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,795DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,795DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,149ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,959ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,509ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,617TotalExcessDistributionCyovAmt
Qualifying Distributions$8,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,795AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,605RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,222TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,222ExcessDistriCyovToNextYrAmt
Excess From Year3$3,149ExcessFromYear3Amt
Excess From Year2$8,959ExcessFromYear2Amt
Excess From Year1$5,509ExcessFromYear1Amt
Excess From Current Year$5,605ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WINGS OVER HAITI
PO BOX 192SAG HARBORNY11963NCTO AID THE ORGANIZATION IN IMPROVING THE LIVES OF HAITIAN CHILDREN AND STRENGTHENING HAITIAN COMMUNITIES THROUGH EQUITABLE AND FREE ACCESS TO EDUCATION, MEDICAL SERVICES, AND NUTRITION.$2,000
WORDS ALIVE
770 PARK BOULEVARDSAN DIEGOCA92101NCTO AID THE ORGANIZATION TO PROMOTE THE VALUE OF READING AND TO HELP INDIVIDUALS UNDERSTAND ITS FUNDAMENTAL CONNECTION TO ALL ASPECTS OF LIFE.$1,000
RISING VOICESCENTER FOR EMPOWERED POLITICS
440 BURROUGHS STREETDETROITMI48202NCTO AID THE ORGANIZATION IN WORKING WITH LOCAL MICHIGANDERS FOCUS ON DEEP GRASSROOTS ORGANIZING, BRINGING TOGETHER RESIDENTS TO ADVOCATE FOR THEIR FAMILIES AND LOVED ONES ON MATTERS RANGING FROM INCLUSIVE SCHOOLS, ACCESS TO WELFARE RESOURCES, PUBLIC SAFETY AND OTHER ISSUES RELEVANT TO THE COMMUNITIES.$1,500
MAKE THE ROAD STATES
301 GROVE STREETBROOKLYNNY11237NCTO AID THE ORGANIZATION WITH LEGAL AND SURVIVAL SERVICES, TRANSFORMATIVE EDUCATION, COMMUNITY ORGANIZING AND POLICY INNOVATION.$1,500
PBS FOUNDATION
1225 SOUTH CLARK STREETARLINGTONVA22202NCTO AID THE ORGANIZATION IN REACHING AUDIENCES OF ALL BACKGROUNDS, AGES, AND ABILITIES IN EXCITNG NEW WAYS TO SHARE UNTOLD STORIES, EMPOWER UNDESERVED COMMUNITIES AND CHAMPION PARENTS AND EDUCATORS, AND INSPIRE THE NEXT GENERATION.$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,103ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,567ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,670ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,670TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$150$150$0
ACCOUNTING$850$0$850

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH INVESTMENTStockNm
EOY Book Value$46,371EOYBookValueAmt
EOYFMV$52,157EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$114Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt