JACK AND DEBRA EDELMAN FOUNDATIONINC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND DEBRA EDELMAN FOUNDATIONINC (EIN 20-8022209)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202421239349100517
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T09:42:57-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOYE & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 CARDO RD | AddressLine1Txt |
| City | FORT LORAMIE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 458459745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208022209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK AND DEBRA EDELMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 4195821040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3274 LANTERN TRAIL | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA EDELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4195821040 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | EDELAMN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DALE DELOYE | PreparerPersonNm |
| PTIN | P00419736 | PTIN |
| Phone | 4195821040 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,354,420 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,246,720 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,933 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $30,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $513,491 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,304,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,101 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,165 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $72 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,925,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $232,053 | CashBOYAmt |
| Cash EOY | $60,001 | CashEOYAmt |
| Cash EOYFMV | $60,001 | CashEOYFMVAmt |
| Corporate Stock BOY | $687,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,816,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,059,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $226,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,193,948 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,234,516 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,145,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,070,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,354,420 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,145,330 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,070,503 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,145,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,070,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,145,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,070,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,145,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,925,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,070,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,070,503 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $151 | SubtotalAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $151 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT AVAILABLE AT THIS TIME | WebsiteAddressTxt |
| Individual With Books | DEBRA EDELMAN | IndividualWithBooksNm |
| Phone | 7659668295 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3472 LANTERN TRAIL | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA EDELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3274 LANTERN TRAIL | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,956,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,956,549 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,956,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,927,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151 | TotalTaxAmt |
| Distributable Before Adj | $96,209 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,209 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $360,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,209 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $618,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $373,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $252,377 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,749,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $96,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $263,791 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,013,682 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $618,474 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,395,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $373,182 | ExcessFromYear4Amt |
| Excess From Year3 | $252,377 | ExcessFromYear3Amt |
| Excess From Year2 | $204,302 | ExcessFromYear2Amt |
| Excess From Year1 | $301,556 | ExcessFromYear1Amt |
| Excess From Current Year | $263,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BETH JACOB CONGREGATION | ||||||
| 7020 NORTH MAIN STREET | DAYTON | OH | 45415 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $25,000 |
| BETH BORUK TEMPLE | ||||||
| 2810 SOUTHEAST PARKWAY | RICHMOND | IN | 47375 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| AIR CAMP | ||||||
| PO BOX 752332 | DAYTON | OH | 45475 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| BOYS & GIRLS CLUBS OF WAYNE COUNTY | ||||||
| 1425 EAST MAIN STREET | RICHMOND | IN | 47374 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $125,000 |
| RICHMOND SYMPHONY ORCHESTRA | ||||||
| PO BOX 982 | RICHMOND | IN | 47375 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| DAYTON PERFORMING ARTS | ||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| INDIANA UNIVERSITY EAST | ||||||
| 2325 CHESTER BOULEVARD | RICHMOND | IN | 47374 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| IVY TECH COMMUNITY COLLEGE | ||||||
| 2351 CHESTER BOULEVARD | RICHMOND | IN | 47374 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $65,000 |
| DAYTON CHILDRENS HOSPITAL | ||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $55,000 |
| CINCINNATI OPREA | ||||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | NON PROFIT | OPERATIONS OF THE NON PROFIT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,933 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,101 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,656 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,690 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,690 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DEBRA EDELMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3274 LANTERN TRAIL | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,246,720 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICILY TRADED SECURITIES | PURCHASE | $399,690 | $391,587 | $8,103 |
| PUBLICILY TRADED SECURITIES | PURCHASE | $113,801 | $113,248 | $553 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,193,948 | EOYBookValueAmt |
| EOYFMV | $1,234,516 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,816,554 | EOYBookValueAmt |
| EOYFMV | $2,059,903 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $19,165 | Amt |
| Net Investment Income | $19,165 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $72 | Amt |
| Net Investment Income | $72 | NetInvestmentIncomeAmt |