MICHAEL KLEIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL KLEIN FOUNDATION (EIN 30-6070695)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-28
- IRS object ID
- 202213019349100311
- Schema version
- 2021v4.2
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T10:45:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maginnis Knechtel & McIntyre LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W Colorado Blvd | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | 306070695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL KLEIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL G KLEIN TRUSTEE | InCareOfNm |
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 3102785600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O C FORSHTAY 711 1/2 N IRENA AVE | AddressLine1Txt |
| City | REDONDO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL G KLEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102785600 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL G | PersonFirstNm |
| Person Last | KLEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda E G Ballesteros | PreparerPersonNm |
| PTIN | P00366852 | PTIN |
| Phone | 6264493466 | PhoneNum |
| Preparation | 2022-10-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $89,273 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$96,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,338,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$96,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,142 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,155 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $204,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $204,142 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $204,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $204,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $204,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,435 | ExcessRevenueOverExpensesAmt |
| Subtotal | $86,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $86,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,338,513 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,435,023 | CostOrOtherBasisAmt |
| Gain Or Loss | -$96,510 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$96,510 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$96,510 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $701 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $701 | TotalPaymentsAndCreditsAmt |
| Overpayment | $697 | OverpaymentAmt |
| Applied To ES Tax | $697 | 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 | CA | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL G KLEIN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102785600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 711 1/2 N IRENA AVENUE | AddressLine1Txt |
| City | REDONDO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | 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 |
| 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 | MICHAEL G KLEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O C FORSHTAY 711 1/2 N IRENA AVE | AddressLine1Txt |
| City | REDONDO BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $53,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,272 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $133,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $6,560 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,650 | RemainingDistriFromCorpusAmt |
| Total Corpus | $274,388 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $260,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,959 | ExcessFromYear4Amt |
| Excess From Year3 | $73,821 | ExcessFromYear3Amt |
| Excess From Year2 | $56,178 | ExcessFromYear2Amt |
| Excess From Year1 | $46,156 | ExcessFromYear1Amt |
| Excess From Current Year | $14,650 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENT SHAPIRO FOUNDATION FOR DRUG AWARENESS | |||||||
| 10250 CONSTELLATION BLVD 18TH FL | LOS ANGELES | CA | 90067 | UNRELATED | PC | TO PROMOTE EDUCATION AND AWARENESS FOR THE DISEASE OF CHEMICAL DEPENDENCE AND DRUG AWARENESS | $10,000 |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | UNRELATED | PC | TO ERADICATE CHILD ABUSE AND CHILD SEX TRAFFICKING | $3,000 |
| CREATE PURPOSE WORLDWIDE | |||||||
| 641 E SAN YSIDRO BLVD STE B3 1207 | SAN YSIDRO | CA | 92173 | UNRELATED | PC | To promote sustainable and equitable community development through research and educational programs for girls, boys and adolescents in vulnerable situations that facilitate their integral development and identification of their life purpose | $1,000 |
| Indianapolis Colts Foundation | |||||||
| 7001 W 56TH STREET | INDIANAPOLIS | IN | 46254 | UNREALTED | PC | TO PROVIDE RESOURCES TO NATIONAL, STATE, AND LOCAL PROGRAMS CREATING MOTIVATIONAL AND EDUCATIONAL OPPORTUNITIES FOR YOUTH AND FAMILIES THROUGHOUT THE STATE OF INDIANA AND SURROUNDING COMMUNITIES | $5,000 |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | |||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | UNRELATED | PC | to raise awareness and prevent suicide by providing financial and programmatic support as well as mental health programs for teens and young adults throughout the country | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$96,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$96,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$96,225 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FORD MTR CO DEL COM | StockNm |
| EOY Book Value | $28,589 | EOYBookValueAmt |
| EOYFMV | $31,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIRE FEES | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |