COMER SCIENCE AND EDUCATION FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMER SCIENCE AND EDUCATION FOUNDATION (EIN 36-4244783)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202432969349100313
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T13:53:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 WRIGHTS SUMMIT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | FORT WRIGHT | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41011 | 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 | 364244783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMER SCIENCE & EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COME | BusinessNameControlTxt |
| Phone | 2627985080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20935 SWENSON DRIVE SUITE 125 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM T SCHLEICHER JR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2627985080 | PhoneNum |
| Signature | 2024-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN PAUTSCH | PreparerPersonNm |
| PTIN | P00034913 | PTIN |
| Phone | 8593313300 | PhoneNum |
| Preparation | 2024-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,836,691 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $168,754 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $165,733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$83,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,715,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,428,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $172,593 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,583,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,795 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $369,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $369,530 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $529,880 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $133,037 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $124,697 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $49,125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,705 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,705 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $63,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,472 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $418,476 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $208,913 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50,159 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,612,985 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $73,082 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,848 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,037,854 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $264,673 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,319,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,199,462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,379,093 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,425,713 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,698,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,625,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,115,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,477 | CashBOYAmt |
| Cash EOY | $157,033 | CashEOYAmt |
| Cash EOYFMV | $157,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,290,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,644,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,644,052 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $553,605 | AcctRcvblAmt |
| Acct Rcvbl BOY | $301,905 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $553,605 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $553,605 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $41,262 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,347 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,347 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,637,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,019 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,859,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,854,353 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,854,353 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $70,140,573 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,956,856 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $41,508,657 | LandBOYAmt |
| Land EOY | $43,183,717 | LandEOYAmt |
| Land EOYFMV | $43,183,717 | LandEOYFMVAmt |
| Other Assets BOY | $23,023,093 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,415,565 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,415,565 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $72,715,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,836,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,836,691 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $701,909 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $746,371 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,358,309 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,884,956 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $8,098,794 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $7,963,178 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $7,100,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,100,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,259,012 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,694,505 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,870,929 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,999,169 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $18,585,453 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $14,143,017 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,456,382 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,142,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,715,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,836,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,456,382 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,115,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $800,887 | OtherIncreasesAmt |
| Subtotal | $48,142,186 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,142,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED STOCK | PropertyDesc |
| Gross Sales Price | $2,715,097 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,796,733 | CostOrOtherBasisAmt |
| Gain Or Loss | -$81,636 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$81,636 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$81,636 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,439 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,439 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,334 | OverpaymentAmt |
| Applied To ES Tax | $3,334 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICKI KALNINS | IndividualWithBooksNm |
| Phone | 2627985080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20935 SWENSON DRIVE SUITE 125 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531864093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY MOONEY | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | VP & EXECUTIVE DIRECTOR | 40.00 | $323,237 | $2,008 | $0 |
| GUY COMER | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | PRES. AND DIR. | 20.00 | $46,293 | $28,638 | $0 |
| STEPHANIE COMER | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | VICE PRES. & DIR. | 1.00 | $0 | $0 | $0 |
| WILLIAM T SCHLEICHER JR | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | SEC. & DIR. | 1.00 | $0 | $0 | $0 |
| VICKI KALNINS | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | TREASURER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAN SCHUCH | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | DIRECTOR FACILITY | 40.00 | $148,258 | $21,478 | $0 |
| RONALD STOJAK | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | ENGINEER | 40.00 | $93,695 | $8,055 | $0 |
| HECTOR BAUTISTA | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | ENGINEER | 40.00 | $59,090 | $18,605 | $0 |
| EMILY EMMERMAN | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | ENGINEER | 40.00 | $64,830 | $0 | $0 |
| OLUWASEYI OLALEYE | ||||||||
| 20935 SWENSON DRIVE SUITE 125 | WAUKESHA | WI | 53186 | ENGINEER | 40.00 | $48,366 | $5,364 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DIVERSE FACILITY SOLUTIONS | |||||
| 12838 S CICERO AVENUE | ALSIP | IL | 60803 | BUILDING SERVICES | $402,607 |
| JOHN RONAN ARCHITECTS | |||||
| 610 NORTH FAIRBANKS COURT | CHICAGO | IL | 60611 | BUILDING SERVICES | $173,238 |
| BRIAN FREDERICKS | |||||
| 1327 S INDIANA AVENUE | CHICAGO | IL | 60605 | CONSULTING - ACCOUNTING SERVICES | $126,000 |
| PHILADELPHIA INSURANCE COMPANIES | |||||
| ONE BALA PLAZA SUITE 100 | BALA CYNWYD | PA | 19004 | INSURANCE SERVICES | $97,170 |
| CHICAGO NEIGHBORHOOD INITIATIVES | |||||
| 1000 E 111TH STREET 10TH FLOOR | CHICAGO | IL | 60628 | CONSULTING - ACCOUNTING SERVICES | $82,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,458,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,678,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,136,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,136,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,029,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $351,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $351,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,105 | TotalTaxAmt |
| Distributable Before Adj | $346,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $346,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $346,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,625,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,625,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $346,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,636,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,322,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,005,056 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $806,441 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,330,541 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,100,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,625,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $346,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,278,802 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,379,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,636,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,743,252 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,322,412 | ExcessFromYear4Amt |
| Excess From Year3 | $2,005,056 | ExcessFromYear3Amt |
| Excess From Year2 | $806,441 | ExcessFromYear2Amt |
| Excess From Year1 | $1,330,541 | ExcessFromYear1Amt |
| Excess From Current Year | $4,278,802 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | ||||||
| 622 WEST 113TH STREET 3RD FLOOR | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $500,000 |
| GARY COMER YOUTH CENTER | ||||||
| 7200 SOUTH INGLESIDE AVENUE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $2,425,000 |
| NETWORK FOR YOUNG ADULT SUCCESS | ||||||
| 7200 S INGLESIDE AVE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $300,000 |
| PAUL REVERE ELEMENTARY SCHOOL | ||||||
| 1010 E 72ND STREET | CHICAGO | IL | 60619 | GOV | GENERAL SUPPORT | $3,129 |
| SOUTH SHORE DRILL TEAM | ||||||
| 7218 S SOUTH CHICAGO AVENUE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $159,600 |
| UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | GOV | GENERAL SUPPORT | $1,000 |
| XCHANGE CHICAGO INC | ||||||
| 7247 S CHICAGO AVE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $5,000 |
| BITWISE INDUSTRIES INC | ||||||
| 700 VAN NESS AVENUE | FRESNO | CA | 93721 | NC | CHARITABLE SUPPORT | $2,400,000 |
| UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | ||||||
| 620 EAST JOHN STREET MC 303 | CHAMPAIGN | IL | 618205712 | GOV | GENERAL SUPPORT | $1,000 |
| BERKELEY GEOCHRONOLOGY CENTER | ||||||
| 2455 RIDGE ROAD | BERKELEY | CA | 94709 | PC | GENERAL SUPPORT | $52,984 |
| LEADERSHIP GREATER CHICAGO | ||||||
| 303 E WACKER DR SUITE 2060 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $500 |
| P33 | ||||||
| 1234 W FULTON MARKET | CHICAGO | IL | 60607 | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,850,713 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GARY COMER YOUTH CENTER | ||||||
| 7200 SOUTH INGLESIDE AVENUE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $300,000 |
| SOUTH SHORE DRILL TEAM | ||||||
| 7218 S SOUTH CHICAGO AVENUE | CHICAGO | IL | 60619 | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $350,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,754 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,162 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$83,569 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| RENTAL PROPERTY - NON-INVESTMENT; NOT DEBT-FINANCED | $750,000 |
| RENTAL PROPERTY - NON-INVESTMENT; DEBT-FINANCED | $1,677,941 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,427,941 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,580,611 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | RENTAL INCOME RECEIVED FROM NOBLE NETWORK CHARTER SCHOOLS ("NNCS"), A COLLEGE PREPARATORY CHARTER SCHOOL. NNCS ESTABLISHED A HIGH SCHOOL CAMPUS A LEASED PROPERTY OWNED BY GARY COMER COLLLEGE PREP, A WHOLLY OWNED SUBSIDIARY OF COMER SCIENCE AND EDUCATION FOUNDATION ("CSEF") AND THE ADJECENT YOUTH CENTER, OWNED BY GARY COMER YOUTH CENTER, LLC, ALSO A WHOLLY OWNED SUBSIDIARY OF CSEF. BY LEASING THIS PROPERTY TO NNCS IT FURTHERS THE MISSION OF PROVIDING INNOVATIVE PROGRAMS IN URBAN EDUCATION. |
| 11B | RENTAL INCOME RECEIVED FROM NOBLE NETWORK CHARTER SCHOOLS ("NNCS"), A COLLEGE PREPARATORY CHARTER SCHOOL. NNCS ESTABLISHED A HIGH SCHOOL CAMPUS A LEASED PROPERTY OWNED BY GARY COMER COLLLEGE PREP, A WHOLLY OWNED SUBSIDIARY OF COMER SCIENCE AND EDUCATION FOUNDATION ("CSEF") AND THE ADJECENT YOUTH CENTER, OWNED BY GARY COMER YOUTH CENTER, LLC, ALSO A WHOLLY OWNED SUBSIDIARY OF CSEF. BY LEASING THIS PROPERTY TO NNCS IT FURTHERS THE MISSION OF PROVIDING INNOVATIVE PROGRAMS IN URBAN EDUCATION. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACOUNTING FEES | CategoryTxt |
| Amt | $63,535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,472 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BITWISE INDUSTRIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 VAN NESS AVENUE | AddressLine1Txt |
| City | FRESNO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93721 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-01-01 | GrantDt |
| Grant | $2,400,000 | GrantAmt |
| Purpose Of Grant | CSEF'S MISSION INCLUDES SUPPORTING AND ENHANCING THE INFRASTRUCTURE, ACTIVITIES, AND QUALITY OF EDUCATION OF CHICAGO'S GREATER GRAND CROSSING "COMMUNITY AREA", IN GENERAL, AND THE "POCKET TOWN" NEIGHBORHOOD LOCATED THEREIN, IN PARTICULAR (BOTH OF GREATER GRAND CROSSING AND POCKET TOWN BEING HISTORICALLY DISENFRANCHISED COMMUNITIES). THROUGH THIS GRANT CSEF/BITWISE WILL BE ABLE TO TEACH HISTORICALLY DISENFRANCHISED COMMUNITIES THE TECHNOLOGY SKILLS THEY NEED TO ACCESS OPPORTUNITY IN THE TECHNOLOGY ECONOMY, CONNECT THEM TO THAT OPPORTUNITY, AND SURROUND THEIR GROWTH WITH A COMMUNITY THAT MAKES CLEAR THAT THEY CAN ACCESS OPPORTUNITY IN TECHNOLOGY IN CHICAGO. | PurposeOfGrantTxt |
| Expended By Grantee | $2,400,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | VARIOUS | DatesOfReportsByGranteeTxt |
| Verification | 2023-06-23 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PIMCO SHORT TERM FUND | StockNm |
| EOY Book Value | $3,019 | EOYBookValueAmt |
| EOYFMV | $3,019 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AUDAX SENIOR LOAN FUND I | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,854,353 | BookValueAmt |
| EOYFMV | $1,854,353 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,705 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,705 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BENEFICIAL INTEREST IN CHARITABLE LEAD TRUST | $18,585,453 | $14,143,016 | $14,143,016 |
| FEE RESERVE ACCOUNT | $1,901,546 | $1,147,038 | $1,147,038 |
| NET INTANGIBLE ASSETS | $126,793 | $121,503 | $121,503 |
| ACCRUED INCOME | $9,301 | $4,008 | $4,008 |
| BITWISE RECEIVABLE | $2,400,000 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AMORTIZATION | $5,290 | $0 | $0 |
| TELEPHONE EXPENSE | $1,555 | $0 | $1,555 |
| INTERNET EXPENSE | $660 | $0 | $660 |
| PAYROLL TAXES AND WORKERS COMP | $82,264 | $0 | $34,020 |
| SUPPLIES | $2,947 | $0 | $1,026 |
| POSTAGE | $243 | $0 | $83 |
| UNIFORMS | $1,011 | $0 | $242 |
| REPAIRS AND MAINTENANCE | $307,131 | $0 | $23,694 |
| RENTAL FEES | $4,332 | $0 | $4,332 |
| CONSULTING | $43,492 | $0 | $43,492 |
| FACILITIES MAINTENANCE | $410,175 | $0 | $0 |
| BANK FEES | $2,377 | $0 | $15 |
| CUSTODY FEES | $549 | $549 | $0 |
| FILING FEES | $2,800 | $0 | $393 |
| INSURANCE EXPENSE | $76,648 | $0 | $19,661 |
| COMPUTER EXPENSE | $9,227 | $0 | $8,976 |
| UTILITIES | $139,690 | $0 | $3,807 |
| SECURITY | $1,069 | $0 | $1,069 |
| FINES & PENALTIES | $78 | $0 | $0 |
| VEHICLE EXPENSE | $14,655 | $0 | $16,494 |
| ILLINOIS FILING FEES | $15 | $0 | $15 |
| TENANT ALLOWANCE | $3,496 | $0 | $0 |
| COVID SUPPLIES | $633 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $128 | $0 | $0 |
| EQUIPMENT EXPENSE | $653 | $0 | $0 |
| OUTSIDE SERVICES | $103,008 | $0 | $103,008 |
| PROFESSIONAL DUES AND SUBSCRIPTIONS | $2,251 | $0 | $2,131 |
| CONTRA PREDEVELOPMENT COSTS | -$178,523 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME 1009 | $323 | $323 | $323 |
| K-1 ACTIVITY | $0 | $172,270 | $0 |
| RENTAL PROPERTY - NON-INVESTMENT; NOT DEBT-FINANCED | $750,000 | $0 | $750,000 |
| RENTAL PROPERTY - NON-INVESTMENT; DEBT-FINANCED | $1,677,941 | $0 | $1,677,941 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSS ON INVESTMENTS | $243,323 |
| CHANGE IN BENEFICIAL INTEREST | $557,564 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO CHARITABLE LEAD TRUST | Desc |
| BOY Book Value | $7,100,000 | BOYBookValueAmt |
| EOY Book Value | $7,100,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $65,857 | $0 | $50,159 |
| FEDERAL EXCISE TAXES | $8,000 | $0 | $0 |