CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC (EIN 20-5772157)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349101449
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T16:51:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541208437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES CPA GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CONSTITUTION DRIVE SUITE 200 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | 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 | 205772157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER JOHNSON MCCANDLESS | BusinessNameLine1Txt |
| Business Name Line2 | MEMORIAL FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 7573831921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 675 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 234510675 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KNIGHT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7574395646 | PhoneNum |
| Signature | 2024-11-07 | 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 | EUGENE F MCNIFF CPA | PreparerPersonNm |
| PTIN | P00634077 | PTIN |
| Phone | 7576314760 | PhoneNum |
| Preparation | 2024-11-07 | 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 | $284,812 | 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 | $421 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,467 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,467 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,694 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,694 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,694 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,865 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $38,865 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $51,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,162 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,026 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,770 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $54 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $262 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $913 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $613,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $613,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $613,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$567,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,026 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $853,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,812 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,184 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $2,184 | LandBOYAmt |
| Land EOY | $2,184 | LandEOYAmt |
| Total Assets BOY | $855,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $286,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $284,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $738,132 | CapitalStockBOYAmt |
| Capital Stock EOY | $738,132 | CapitalStockEOYAmt |
| Retained Earning BOY | $117,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$451,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $855,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $286,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $855,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $286,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $855,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$567,551 | ExcessRevenueOverExpensesAmt |
| Subtotal | $288,324 | SubtotalAmt |
| Other Decreases | $1,328 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $286,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169 | SubtotalAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $169 | 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 |
| Org Report Or Register State | VA | 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 | WWW.CHRISSPURPOSE.ORG | WebsiteAddressTxt |
| Individual With Books | THE BOARD OF DIRECTORS | IndividualWithBooksNm |
| Phone | 7574395646 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 SURFSIDE AVE | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BILLIE MCCANDLESS | |||||||||
| 3100 SHORE DRIVE | APT 907 | VIRGINIA BEACH | VA | 23451 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JOHN KNIGHT | |||||||||
| 901 SURFSIDE AVE | VIRGINIA BEACH | VA | 23451 | CHAIRMAN | 0.50 | $0 | $0 | $0 | |
| LISA KNIGHT | |||||||||
| 901 SURFSIDE AVE | VIRGINIA BEACH | VA | 23451 | TREASURER | 0.50 | $0 | $0 | $0 | |
| BART HUXTABLE | |||||||||
| 212 KALORAMA STREET | STAUNTON | VA | 24401 | SECRETARY | 0.50 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISBURSEMENTS OF CASH TO CHARITABLE ORGANIZATIONS WHOSE FUNCTIONS ALIGN WITH THE FOUNDATIONS EXEMPT PURPOSE | Description1Txt |
| Expenses1 | $150,500 | Expenses1Amt |
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 | $524,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $375,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $900,183 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $900,183 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $886,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169 | TotalTaxAmt |
| Distributable Before Adj | $44,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,165 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $613,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $613,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,165 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,156 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,355 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $613,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $569,335 | RemainingDistriFromCorpusAmt |
| Total Corpus | $621,535 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $595,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,156 | ExcessFromYear4Amt |
| Excess From Year2 | $2,003 | ExcessFromYear2Amt |
| Excess From Year1 | $2,355 | ExcessFromYear1Amt |
| Excess From Current Year | $569,335 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| GOSPEL RESCUE MISSION | |||||
| 707 W MIRACLE MILE | TUCSON | AZ | 85705 | NEEDY MOTHERS WITH CHILDREN | $10,000 |
| NORTH RALEIGH MINISTRIES | |||||
| 9650 STRICKLAND ROAD | RALEIGH | NC | 27615 | HELPING TO MEET THE CRITICAL NEEDS O | $150,000 |
| PRIMAVERA FOUNDATION OF TUCSON | |||||
| 151 W 40TH STREET | TUCSON | AZ | 85713 | ASSIST IN TRANSITIONAL HOUSING AND A | $10,000 |
| VIRGINIA BEACH COMM CHAPEL | |||||
| 1261 LASKIN RD | VIRGINIA BEACH | VA | 23451 | HELPING TO SUPPLY FUNDS NEEDED | $8,000 |
| CRISIS PREGNANCY CENTER | |||||
| 1100 MADISON PLAZA | CHESAPEAKE | VA | 23320 | HELPING THE PREGNANCY PROCESS EASIER | $150,500 |
| SHENANDOAH NATIONAL PARK | |||||
| 3655 US HIGHWAY 211 | EAST LURAY | VA | 22835 | HELPING TO PROTECT THE PARK | $150,000 |
| YOUNG LIFE OF VIRGINIA BEACH | |||||
| PO BOX 4492 | VIRGINIA BEACH | VA | 23454 | HELPING SUPPLY THE YOUNGER COMMUNITY | $10,000 |
| UNIVERSITY OF ALASKA FOUNDATION | |||||
| 1815 BRAGAW ST STE 206 | ANCHORAGE | AK | 99508 | HELPING TO ASSIST FINANCIALLY | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $613,500 | 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 | $5,467 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,694 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES FROM BOOK-BTTW | 15 | $9,382 |
| ROYALTIES FROM BOOK-ITTW | 15 | $29,483 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,162 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,027 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | ROYALTIES FROM BOOK SALES CONTINUE TO PROVIDE RESOURCES FO |
| 11A | R CONTINUED DONATION TO WORTHY CAUSES |
| 3 | INCOME FROM INVESTMENTS PROVIDES FOR RESOURCES TO DONATE T |
| 4 | INCOME FROM INVESTMENTS PROVIDES FOR RESOURCES TO DONATE T |
| 8 | INCOME FROM INVESTMENTS PROVIDES FOR RESOURCES TO DONATE T |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,770 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|
| SAMSUNG LAPTOP | 2014-06-03 | $1,317 | 200DB | 5.0000 |
| TV | 2014-11-26 | $867 | 200DB | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| GOLDMAN SACH FINL SQUARE TREAS OB | 2023-08 | PURCHASE | 2023-11 | $127,500 | $127,500 |
| GOLDMAN SACH FINL SQUARE TREAS OB | 2023-08 | PURCHASE | 2023-12 | $10,000 | $10,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm |
|---|
| MORGAN STANLEY BROKERAGE ACCOUNT |
| WELLS FARGO INVESTMENT ACCOUNT |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $2,184 | CostOrOtherBasisAmt |
| Book Value | $2,184 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTATE PLANNING | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT ADVISOR FEES | |
| WEBSITE EXPENSES | $400 |
| FOUNDATION EXPENSES | $513 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES FROM BOOK-BTTW | $9,382 | $9,382 |
| ROYALTIES FROM BOOK-ITTW | $29,483 | $29,483 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES | $25 |
| TAXES - OTHER | $29 |