STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE TESHINSKY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE TESHINSKY FAMILY FOUNDATION (EIN 20-7165016)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-01
IRS object ID
202233059349101408
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-01T16:43:41-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111444 W OLYMPIC BLVD 11TH FLRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207165016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Teshinsky Family FoundationBusinessNameLine1Txt
Business Name Line2Fred & Lucy Teshinsky TrusteesBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ADAM TESHINSKYInCareOfNm
Business Name ControlTESHBusinessNameControlTxt
Phone4242565353PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WEST CENTURY DRIVE 14BAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRED TESHINSKYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6269689680PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFREDPersonFirstNm
Person LastTESHINSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE WILKINSONPreparerPersonNm
PTINP01231617PTIN
Phone3105661900PhoneNum
Preparation2022-10-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$75,137,268FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,779,106ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,386InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,386InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$313,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$313,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,027,380NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,027,380GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,027,380CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,123,792TotalRevAndExpnssAmt
Total Net Invst Incm$14,344,686TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$11,597AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,798AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,799AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$130,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$202,719OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$202,569OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$344,316TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208,367TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,949TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,820,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,820,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,164,316TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208,367TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,825,949TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,959,476ExcessRevenueOverExpensesAmt
Net Investment Income$14,136,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,977,690SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,966,827SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,966,827SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,259,200CorporateStockBOYAmt
Corporate Stock EOY$20,215,818CorporateStockEOYAmt
Corporate Stock EOYFMV$34,080,552CorporateStockEOYFMVAmt
Other Assets BOY$76,168OtherAssetsBOYAmt
Other Assets EOY$89,889OtherAssetsEOYAmt
Other Assets EOYFMV$89,889OtherAssetsEOYFMVAmt
Total Assets BOY$42,313,058TotalAssetsBOYAmt
Total Assets EOY$61,272,534TotalAssetsEOYAmt
Total Assets EOYFMV$75,137,268TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$42,313,058NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$61,272,534NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$42,313,058TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,272,534TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,313,058TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,272,534TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,313,058TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,959,476ExcessRevenueOverExpensesAmt
Subtotal$61,272,534SubtotalAmt
Tot Net Ast Or Fund Balances EOY$61,272,534TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySECTION 1256 - SHORT-TERM CAPITAL GAINPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$14,027,380GrossSalesPriceAmt
Gain Or Loss$14,027,380GainOrLossAmt
Gains Minus Excess Or Losses$14,027,380GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$14,027,380CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$196,495InvestmentIncomeExciseTaxAmt
Subtotal$196,495SubtotalAmt
Tax Based On Investment Income$196,495TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$171,110EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$75,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$246,110TotalPaymentsAndCreditsAmt
Overpayment$49,615OverpaymentAmt
Applied To ES Tax$49,615AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ADAM TESHINSKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4242565353PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 WEST CENTURY DRIVE 14BAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRED TESHINSKY
1 WEST CENTURY DRIVE 14BLOS ANGELESCA90067TRUSTEE/OFFICER1.0$0$0$0
LUCY TESHINSKY
1 WEST CENTURY DRIVE 14BLOS ANGELESCA90067TRUSTEE/OFFICER1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROW INVESTMENTS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13964 S BAHAMA STAddressLine1Txt
CityAURORACityNm
State AbbreviationCOStateAbbreviationCd
ZIP80013ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT SERVICESServiceTypeTxt
Compensation$202,569CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,332,217AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,925,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,919FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,264,380TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$59,264,380AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$888,966CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,375,414NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,918,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,918,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$196,495TaxBasedOnInvestmentIncomeAmt
Total Tax$196,495TotalTaxAmt
Distributable Before Adj$2,722,276DistributableBeforeAdjAmt
Distributable Before Ded$2,722,276DistributableBeforeDedAmt
Distributable As Adjusted$2,722,276DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,825,949ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,825,949QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,722,276DistributableAsAdjustedAmt
Undistributed Income PY$1,653,545UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,825,949QualifyingDistributionsAmt
Applied To Year1$1,653,545AppliedToYear1Amt
Applied To Current Year$172,404AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$2,549,872UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFRED TESHINSKYContributingManagerNm
Contributing ManagerLUCY TESHINSKYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD CHARITABLEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9509AddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02889ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING SUPPORTGrantOrContributionPurposeTxt
Amt$1,820,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,820,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,386ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$313,920ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,027,380ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,344,686ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,344,686TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
FRED AND LUCY TESHINSKY
11 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$938,295Yes (X)
ROBERT TESHINSKY
21 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$950,000Yes (X)
ADAM TESHINSKY
31 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$235,433Yes (X)
FRED AND LUCY TESHINSKY
41 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$1,824,952Yes (X)
ROBERT TESHINSKY
51 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$1,850,859Yes (X)
ADAM TESHINSKY
61 WEST CENTURY DRIVE 14BLOS ANGELESCA90067$979,567Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
43,949 SHARES SPDR S&P 500 ETF$1,824,9522021-12-15
54068 SHARES SPDR S&P 500 ETF$1,850,8592021-12-21
62120 SHARES SPDR S&P 500 ETF$979,5672021-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,597Amt
Net Investment Income$5,798NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,799DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$76,168BOYBookValueAmt
EOY Book Value$89,889EOYBookValueAmt
EOYFMV$89,889EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$202,569$202,569
OTHER TAXES AND LICENSES$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$130,000Amt