CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC (EIN 20-5772157)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104449
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:22:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 1292 LASKIN ROAD NO 402 | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILHELMINA M MCCANDLESS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7573831921 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILHELMINA | PersonFirstNm |
| Person Last | MCCANDLESS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE F MCNIFF CPA | PreparerPersonNm |
| PTIN | P00634077 | PTIN |
| Phone | 7576314760 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| 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 | $949,412 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,052 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,052 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $638,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,950 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,577 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $65,577 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $151,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,011 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $82,638 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $225 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,046 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,045 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,481 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,481 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,481 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,481 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,530 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,157 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,463 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $717,847 | CorporateStockBOYAmt |
| Corporate Stock EOY | $836,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $836,949 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,184 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $2,184 | LandEOYAmt |
| Total Assets BOY | $777,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $949,412 | 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 | $39,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $213,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $777,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $951,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $777,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $951,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $777,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $147,551 | OtherIncreasesAmt |
| Subtotal | $1,018,989 | SubtotalAmt |
| Other Decreases | $67,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $951,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,950 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $424 | SubtotalAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $424 | 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 | 7573831921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1292 LASKIN ROAD | AddressLine1Txt |
| Address Line2 | APT 402 | AddressLine2Txt |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|
| WILHELMINA M MCCANDLESS | |||||||||
| 1292 LASKIN RD | APT 402 | VIRGINIA BEACH | VA | 23451 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| WILHELMINA M MCCANDLESS | |||||||||
| 1292 LASKIN RD | APT 402 | VIRGINIA BEACH | VA | 23451 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| JOHN KNIGHT | |||||||||
| 901 SURFSIDE AVE | VIRGINIA BEACH | VA | 23451 | DIRECTOR | 000.00 | $0 | $0 | $0 | |
| BART HUXTABLE | |||||||||
| 212 KALORAMA STREET | STAUNTON | VA | 24401 | CHAIRMAN | 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 |
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 | $45,100 | 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 | $800,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,827 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $883,670 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $883,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $870,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $424 | TotalTaxAmt |
| Distributable Before Adj | $43,097 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,097 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,097 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,097 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,802 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,686 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,156 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $99,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $101,490 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,802 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,843 | ExcessFromYear4Amt |
| Excess From Year3 | $25,686 | ExcessFromYear3Amt |
| Excess From Year2 | $22,156 | ExcessFromYear2Amt |
| Excess From Current Year | $2,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | $10,000 |
| PRIMAVERA FOUNDATION OF TUCSON | |||||
| 151 W 40TH STREET | TUCSON | AZ | 85713 | ASSIST IN TRANSITIONAL HOUSING AND A | $10,000 |
| VIRGINIA BEACH COMMUNITY CHAPEL | |||||
| 1261 LASKIN ROAD | VIRGINIA BEACH | VA | 23452 | MISSIONS AND COMMUNITY PROJECTS | $100 |
| CRISIS PREGNANCY CENTER | |||||
| 1100 MADISON PLAZA | CHESAPEAKE | VA | 23320 | HELP WITH UNPLANNED PREGNANCY | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,100 | 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 | $9 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,052 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 10 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $68,890 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES FROM BOOK-BTTW | 15 | $16,195 |
| ROYALTIES FROM BOOK-ITTW | 15 | $49,382 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $85,951 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,528 | 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 |
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 (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED WELLS FARGO 3366 | PURCHASE | $521,285 | $499,460 | $21,825 |
| SEE ATTACHED WELLS FARGO 3366 | PURCHASE | $59,735 | $51,942 | $7,793 |
| SEE ATTACHED MORGAN STANLEY 0073 | PURCHASE | $13,473 | $5,592 | $7,881 |
| SEE ATTACHED MORGAN STANLEY 0073 | PURCHASE | $22,530 | $13,089 | $9,441 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY BROKERAGE ACCOUNT | $398,129 | $398,129 |
| WELLS FARGO INVESTMENT ACCOUNT | $438,820 | $438,820 |
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 | ANNUAL FILING FOR STATE | CategoryTxt |
| Legal Fees | $225 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BEGINNING RETAINED EARNINGS | Desc |
| Amt | $67,393 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | |||
| INVESTMENT ADVISOR FEES | $8,481 | $8,481 | $8,481 |
| LICENSES | |||
| OFFICE AND ADMINISTRATION | |||
| POSTAGE AND DELIVERY | $543 | ||
| TELEPHONE | $1,128 | ||
| FOOD | $77 | ||
| MISCELLANEOUS EXPENSES | $248 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES FROM BOOK-BTTW | $16,195 | $16,195 |
| ROYALTIES FROM BOOK-ITTW | $49,382 | $49,382 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $147,551 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PD WELLS F 3366 | $113 |
| TAXES - OTHER | $810 |
| LICENSES | $25 |
| TAX ON INVESTMENT INCOME | $98 |