ZICHRON AVIGDOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZICHRON AVIGDOR FOUNDATION (EIN 20-0355779)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-31
- IRS object ID
- 202443059349101019
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-31T12:14:48-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262708179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHKCO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HILLCREST CENTER DR STE 328 | AddressLine1Txt |
| City | SPRING VALLEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10977 | 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 | 200355779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZICHRON AVIGDOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZICH | BusinessNameControlTxt |
| Phone | 7323701492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1139 SOMERSET AVENUE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LOWENTHAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7323701492 | PhoneNum |
| Signature | 2024-10-28 | SignatureDt |
| 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 | URI KOENIG | PreparerPersonNm |
| PTIN | P00633655 | PTIN |
| Phone | 8454258100 | PhoneNum |
| Preparation | 2024-10-31 | 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 | $2,392,076 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $76,480 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76,480 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $76,480 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,575 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,575 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $5,699 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,699 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $50,364 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,364 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $50,364 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $140,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,118 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $146,118 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $650 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $191 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $191 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $191 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $841 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $841 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $841 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $145,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,427 | CashBOYAmt |
| Cash EOY | $125,706 | CashEOYAmt |
| Cash EOYFMV | $125,706 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,985,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,266,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,266,370 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,157,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,392,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,392,076 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,157,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,392,076 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,157,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,392,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,157,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,392,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,157,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $298,357 | OtherIncreasesAmt |
| Subtotal | $2,392,076 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,392,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH TRADING | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $21,245 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $15,546 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,699 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $5,699 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,699 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,699 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,019 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,019 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ZICHRON AVIGDOR FOUNDATION | IndividualWithBooksNm |
| Phone | 7323701492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1139 SOMERSET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LOWENTHAL | ||||||||
| 1139 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RIVKAH LOWENTHAL | ||||||||
| 1139 SOMERSET AVENUE | LAKEWOOD | NJ | 08701 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,266,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,414,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,414,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,378,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,019 | TotalTaxAmt |
| Distributable Before Adj | $116,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,841 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $203,841 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,917 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $115,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,102 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,841 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,924 | RemainingDistriFromCorpusAmt |
| Total Corpus | $417,733 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $115,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $301,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $44,102 | ExcessFromYear3Amt |
| Excess From Year2 | $170,827 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $86,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LOWENTHAL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | INFORMATION AVAIALBLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UPON REQUEST | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $203,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $76,480 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,575 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $90,055 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,055 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH | $1,900,582 | $1,900,582 |
| LEVITICUS PARTNERS | $365,788 | $365,788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 LEVITICUS | Desc |
| Revenue And Expenses Per Books | $50,364 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,364 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT | Desc |
| Amt | $298,357 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $191 | Amt |
| Net Investment Income | $191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $191 | DisbursementsCharitablePrpsAmt |