C GEORGE VAN KAMPEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- C GEORGE VAN KAMPEN FOUNDATION (EIN 16-1686511)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202231369349101343
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T09:09:49-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 842848875 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURTHA TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 3RD AVE FL 6 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161686511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE C GEORGE VAN KAMPEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUNG HAN ANDERSEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CGEO | BusinessNameControlTxt |
| Phone | 9739787473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 COUNTY RD 565 | AddressLine1Txt |
| City | WANTAGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUNG HAN ANDERSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128312779 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUNG | PersonFirstNm |
| Person Last | ANDERSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MURTHA | PreparerPersonNm |
| PTIN | P01810059 | PTIN |
| Phone | 6462905291 | PhoneNum |
| Preparation | 2022-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,052 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,702 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,702 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,305 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,864 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $145 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $472 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $145 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,480 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,712 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,177 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,876 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,052 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $38,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,712 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,071 | CashBOYAmt |
| Cash EOY | $91,748 | CashEOYAmt |
| Cash EOYFMV | $91,748 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,070 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $461,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $418,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $737,700 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $134,325 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,534 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,728 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $432 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,469 | LandBOYAmt |
| Land EOY | $1,296 | LandEOYAmt |
| Total Assets BOY | $738,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $700,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,052 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $738,080 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $700,133 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $738,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $700,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $738,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $700,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $738,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $38,422 | ExcessRevenueOverExpensesAmt |
| Subtotal | $776,502 | SubtotalAmt |
| Other Decreases | $76,369 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $700,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RJ 1812 - ST | P | $5,153 | $1,798 | $3,355 | $3,355 |
| RJ 1812 - LT | P | $49,434 | $2,680 | $46,754 | $46,754 |
| RJ 1826 - ST | P | $364 | $446 | -$82 | -$82 |
| RJ 1826 - LT | P | $5,957 | $2,085 | $3,872 | $3,872 |
| RJ 6204 - ST | P | $1,591 | $1,591 | $1,591 | |
| RJ 6204 - LT | P | $3,746 | $2,432 | $1,314 | $1,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,305 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,864 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,017 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,017 | SubtotalAmt |
| Tax Based On Investment Income | $1,017 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,020 | 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 | NY | 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 | SUNG HAN ANDERSEN | IndividualWithBooksNm |
| Phone | 9739787473 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 COUNTY RD 565 | AddressLine1Txt |
| City | WANTAGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07461 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUNG HAN ANDERSEN | ||||||||
| 346 COUNTY RD 565 | WANTAGE | NJ | 07461 | PRESIDENT | 000.00 | $7,500 | $0 | $0 |
| G CHRIS ANDERSEN | ||||||||
| 315 MATTISON RESERVOIR AVE | BRANCHVILLE | NJ | 07826 | VICE PRESIDE | 000.00 | $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 |
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 | $951,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,027,608 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,027,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,012,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,017 | TotalTaxAmt |
| Distributable Before Adj | $49,593 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,593 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,802 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,593 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $9,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,802 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,802 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $20,791 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,791 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,748 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,452 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,296 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | G CHRIS ANDERSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | AN UNRESTRICTED GRANT | $1,000 | |
| BOSTON UNIVERSITY | |||||||
| PO BOX 22605 | NEW YORK | NY | 10087 | PC | AN UNRESTRICTED GRANT | $10,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASS AVE NW | WASHINGTON | DC | 20001 | PC | AN UNRESTRICTED GRANT | $250 | |
| GAIT THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 69 | MILFORD | PA | 18337 | PC | AN UNRESTRICTED GRANT | $5,000 | |
| KELLOGG FINNETT | |||||||
| 535 W 147TH ST | NEW YORK | NY | 10031 | PC | AN UNRESTRICTED GRANT | $2,500 | UNIT 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,702 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,305 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTERPRISE PRODUCTS PARTNER | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$327 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$327 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,153 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2019-06-24 | AcquiredDt |
| Cost Or Other Basis | $1,728 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,728 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TOTAL INVESTMENT ACCOUNTS | StockNm |
| EOY Book Value | $418,788 | EOYBookValueAmt |
| EOYFMV | $737,700 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REITS AND MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $121,231 | BookValueAmt |
| EOYFMV | $117,534 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,728 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $432 | AccumulatedDepreciationAmt |
| Book Value | $1,296 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX-BOOKS DIFFERENTIAL | Desc |
| Amt | $76,369 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RJ 6204 - OTHER INCOME | $472 | $472 | $472 |
| ENTERPRISE PRODUCTS PARTNERS | -$327 | -$327 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RJA 1826 | $1,368 | $684 | $684 |
| RJA 1812 | $6,987 | $3,494 | $3,493 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CT FILING FEE | $950 |
| NJ FILING FEE | $31 |
| NYS FILING FEE | $100 |
| NYS UBIT | $253 |
| RJA 1826 - FOREIGN TAX | $542 |