JUDITH ALEXANDER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH ALEXANDER FOUNDATION INC (EIN 20-2432220)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-26
- IRS object ID
- 202311779349100421
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-26T13:53:45-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743125007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON AND JOHNSON CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 JOHNSON FERRY RD STE 2160 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202432220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JUDITH AUGUSTINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 8004772559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH AUGUSTINE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4042619230 | PhoneNum |
| Signature | 2023-06-22 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | AUGUSTINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBERT L JOHNSON | PreparerPersonNm |
| PTIN | P01415440 | PTIN |
| Phone | 7705796060 | PhoneNum |
| Preparation | 2023-06-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,657,756 | 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 | $18,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,697 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18,697 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,147 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,844 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,697 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,833 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,240 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,319 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,003 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,131 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $77,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,697 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,932 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $604,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $604,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $958,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $181,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $174,842 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $150,004 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $345,890 | OtherAssetsBOYAmt |
| Other Assets EOY | $186,728 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $531,725 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,145,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $984,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,657,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,145,001 | RetainedEarningBOYAmt |
| Retained Earning EOY | $984,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,145,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $984,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,145,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $984,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,145,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,882 | ExcessRevenueOverExpensesAmt |
| Subtotal | $984,119 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $984,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUNDS NEW ECONOMY FUND | P | 2015-01-01 | 2022-12-29 | $30,000 | $26,935 | $3,065 | $3,065 |
| APPLE, INC. | P | 2009-12-30 | 2022-05-23 | $7,101 | $376 | $6,725 | $6,725 |
| PIMCO INVESTMENT FUND | P | 2012-10-31 | 2022-02-02 | $10,000 | $10,890 | -$890 | -$890 |
| T ROWE PRICE GLOBAL FUND | P | 2020-05-14 | 2022-09-09 | $25,000 | $24,626 | $374 | $374 |
| VANGUARD BALANCED FUND | P | 2016-11-17 | 2022-02-02 | $15,000 | $9,678 | $5,322 | $5,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $438 | SubtotalAmt |
| Tax Based On Investment Income | $438 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $438 | 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 | GA | 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 | JUDITHALEXANDER.ORG | WebsiteAddressTxt |
| Individual With Books | JUDITH AUGUSTINE | IndividualWithBooksNm |
| Phone | 8004772559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | 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 | JUDITH AUGUSTINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $42,000 | 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 | $1,287,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,303,194 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,303,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,283,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $438 | TotalTaxAmt |
| Distributable Before Adj | $63,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,744 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $146,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $145,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $78,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $402,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,756 | RemainingDistriFromCorpusAmt |
| Total Corpus | $466,123 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $146,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $319,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,200 | ExcessFromYear4Amt |
| Excess From Year2 | $78,000 | ExcessFromYear2Amt |
| Excess From Year1 | $32,500 | ExcessFromYear1Amt |
| Excess From Current Year | $63,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDITH AUGUSTINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8004772559 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST, SPECIFYING NATURE OF EXPENDITURE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| OPENDOX ORG INC | |||||
| 185 VON DYKE STREET | BROOKLYN | NY | 11231 | DOCUMENTARY FILM | $10,000 |
| NATIONAL MUSEUM FOR WOMEN IN ARTS | |||||
| 1250 NEW YORK AVE | WASHINGTON | DC | 20005 | CHAMPION WOMEN IN THE ARTS | $2,500 |
| BROOKLYN ART MUSEUM | |||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | DONATED ART, ART MESEUM | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | 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 | $18,697 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,147 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,844 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,844 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHNSON AND JOHNSON CPA'S | CategoryTxt |
| Amt | $2,240 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORP. DEBT INSTR. | BondNm |
| EOY Book Value | $174,842 | EOYBookValueAmt |
| EOYFMV | $150,004 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $604,617 | EOYBookValueAmt |
| EOYFMV | $958,095 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGLISH TAYLOR ATTORNEYS | CategoryTxt |
| Legal Fees | $2,833 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ARTWORK | Desc |
| BOY Book Value | $345,890 | BOYBookValueAmt |
| EOY Book Value | $186,728 | EOYBookValueAmt |
| EOYFMV | $531,725 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $3,360 |
| OFFICE EXPENSE | $1,446 |
| STORAGE FEES | $851 |
| TRAVEL | $2,474 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ASSET MANAGEMENT FEES | $12,319 | $12,319 |
| CONSULTANT FEES | $7,500 | |
| APPRAISAL FEE | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,003 | Amt |