STRATEGY STUDIO / PUBLIC DATA EXPLORER

LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349104613
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)
Return2026-05-13T14:51:14-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Disaster ReliefLA County Fire FEMA DR-4856-CADisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN883824543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Gerber & Co LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 Century Park E Ste 200AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201380310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA AND MAURY FRIEDMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone8188653000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA FRIEDMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMoshe Y GraberPreparerPersonNm
PTINP00653955PTIN
Phone3105521600PhoneNum
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$113,813FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$106ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,957DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,957DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$111,417GrossSalesPriceAmt
Other Income Rev And Expnss$5,206OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,206OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,528TotalRevAndExpnssAmt
Total Net Invst Incm$9,167TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$19,919OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,169OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$51TaxesRevAndExpnssAmt
Taxes Net Invst Incm$51TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,053OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,053OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,023TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,220TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,803TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,989ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,989ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,012TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,220TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$101,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,484ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,367CashBOYAmt
Cash EOY$874CashEOYAmt
Cash EOYFMV$874CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2SavAndTempCashInvstBOYAmt
Corporate Stock BOY$217,678CorporateStockBOYAmt
Corporate Stock EOY$113,689CorporateStockEOYAmt
Corporate Stock EOYFMV$112,764CorporateStockEOYFMVAmt
Other Assets BOY$175OtherAssetsBOYAmt
Other Assets EOY$175OtherAssetsEOYAmt
Other Assets EOYFMV$175OtherAssetsEOYFMVAmt
Total Assets BOY$219,222TotalAssetsBOYAmt
Total Assets EOY$114,738TotalAssetsEOYAmt
Total Assets EOYFMV$113,813TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$219,222RetainedEarningBOYAmt
Retained Earning EOY$114,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$219,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$114,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$114,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$219,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,484ExcessRevenueOverExpensesAmt
Subtotal$114,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY$114,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN - 6766P2025-01-012025-12-31$10,489$10,830-$341-$341
BERNSTEIN - 6766P2024-01-012025-12-31$100,928$102,331-$1,403-$1,403
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,744CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LISA FRIEDMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189917914PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
LISA FRIEDMAN
29480 BERTRAND DRIVEAGOURA HILLSCA91301President5.00$0
MAURY FRIEDMAN
Director2.00$035 RUE DE SEINEPARISFR75006
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$164,188AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$164,188TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$164,188AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,463CashDeemedCharitableAmt
Net Vl Noncharitable Assets$161,725NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,086MinimumInvestmentReturnAmt
Distributable Before Adj$8,086DistributableBeforeAdjAmt
Distributable Before Ded$8,086DistributableBeforeDedAmt
Distributable As Adjusted$8,086DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,792ExpensesAndContributionsAmt
Qualifying Distributions$101,792QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,086DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$66,866ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,378ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$65,985ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$109,774ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,815ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$361,818TotalExcessDistributionCyovAmt
Qualifying Distributions$101,792QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,086AppliedToCurrentYearAmt
Remaining Distri From Corpus$93,706RemainingDistriFromCorpusAmt
Total Corpus$455,524TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,866ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$388,658ExcessDistriCyovToNextYrAmt
Excess From Year4$57,378ExcessFromYear4Amt
Excess From Year3$65,985ExcessFromYear3Amt
Excess From Year2$109,774ExcessFromYear2Amt
Excess From Year1$61,815ExcessFromYear1Amt
Excess From Current Year$93,706ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLISA AND MAURY FRIEDMAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line129480 BERTRAND DRIVEAddressLine1Txt
CityAGOURA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8188653000RecipientPhoneNum
Recipient Email AddressLISA@FRIEDMANFOUNDATION.NETRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NETINFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1STSubmissionDeadlinesTxt
Restrictions On AwardsALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A)OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
National MS Society
5150 W Goldleaf Cir Ste 400LOS ANGELESCA90056N/APCGeneral & Unrestricted$106
Shalom Institute Camp and Conferenc
32342 MULHOLLAND HWYMALIBUCA90265N/APCGeneral & UnrestrictedPollinator Center$10,415
Community Partners
3183 Wilshire Blvd Ste 196 C9Los AngelesCA90010N/APCNEWGROUND$5,075
Liberty Hill Foundation
1001 Wilshire Blvd PMB 2170Los AngelesCA90017N/APCEnviornmental Justice Circle$5,000
Meta PPGF
2200 N Ponce De Leon BlvdSt AugustineFL32084N/APCGeneral & Unrestricted$52
Road Scholar
11 Avenue De LafayetteBostonMA02111N/APCGeneral & Unrestricted$25
DAYENY
475 Riverside Drive Suite 1800New YorkNY10115N/APCGeneral & Unrestricted$2,000
IKAR
6230 Wilshire Blvd Ste 1763LOS ANGELESCA90046N/APCGeneral & UnrestrictedPARTY WITH A PURPOSE$48,798
GoFundMe
8605 Santa Monica Blvd 88639West HollywoodCA90069N/APCMinerva De La Rio$285
J Give
43 Lublin TrLakewoodNJ08701N/APCJerusalem Green Fund$8,900
ADVOT
5870 W Olympic BlvdLos AngelesCA90036N/APCGeneral & Unrestricted$2,500
ADAMAH
25 Broadway Suite 1700New YorkNY10004N/APCGeneral & Unrestricted$2,655
Friends of Arava Institute
1320 Centre Street Suite 206Newton CentreMA02459N/APCGeneral & Unrestricted$2,000
CHILDREN'S MIRACLE NETWORK
205 WEST 700 SOUTHSALT LAKE CITYUT84101N/APCDance Marathon$107
JEWISH COMMUNITY RELATION CENTER OF
12 Millstone Campus DriveSt LouisMO63146N/APCGeneral & Unrestricted$155
The Lotus Institute
810 3rd Ave Ste 242SeattleWA98104N/APCGeneral & Unrestricted$57
Mishkon Tephilo
201 Hampton DriveVeniceCA90291N/APCGeneral & Unrestricted$37
NEW ISRAEL FUND
Six East 39th Street Suite 301New YorkNY10016N/APCGeneral & Unrestricted$1,000
ONE TABLE
228 Park Ave S Suite 7719New YorkNY10003N/APCGeneral & Unrestricted$50
ROAD RUNNER
PO Box 56033BostonMA02205N/APCGeneral & Unrestricted$25
SHEMESH INSTITUTE
30128 Morning View DriveMalibuCA90265N/APCGeneral & Unrestricted$373
UC Santa Barbara
4219 Cheadle HallSanta BarbaraCA93106N/APCGeneral & Unrestricted$100
Streets Are For Everyone
2021 Chestnut StPhiladelphiaPA19103N/APCGeneral & Unrestricted$274
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,989TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,957ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,206ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,745ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,422ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,422TotalIncomeProducingActyAmt

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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID CREDIT CARDDesc
BOY Book Value$175BOYBookValueAmt
EOY Book Value$175EOYBookValueAmt
EOYFMV$175EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$184$184
DUES & SUBSCRIPTIONS$1,002$1,002
LICENSES & PERMITS$108$108
OFFICE EXPENSE$700$700
POSTAGE & DELIVERY$59$59

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$5,206RevenueAndExpensesPerBooksAmt
Net Investment Income$5,206NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING & ADMINISTRATION$19,500$9,750$0$9,750
INVESTMENT MANAGEMENT FEES$419$419$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$51Amt
Net Investment Income$51NetInvestmentIncomeAmt