THE JUDELSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE JUDELSON FAMILY CHARITABLE TRUST (EIN 13-6264357)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349100143
- Schema version
- 2018v3.1
- 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
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T07:13:20-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 542139765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelson & Merves CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Rt 9 North/ PO Box 563 | AddressLine1Txt |
| City | Howell | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077310563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136264357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N JUDELSON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | CO JEANEANE J QUINN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7739758975 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 N LAKE SHORE DRIVE 6C | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANEANE QUINN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY S MERVES | PreparerPersonNm |
| PTIN | P00227910 | PTIN |
| Phone | 7323642212 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,211,009 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $3 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $27,276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $27,276 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $255 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $255 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,446 | CashBOYAmt |
| Cash EOY | $61,009 | CashEOYAmt |
| Cash EOYFMV | $61,009 | CashEOYFMVAmt |
| Invst Land Cost Or Other Basis | $871,728 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $871,728 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $871,728 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,150,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $878,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $932,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,211,009 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $24,338 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $54,959 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $60,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $84,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $214,959 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $793,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $717,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $793,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,778 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $878,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $932,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $793,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,018 | ExcessRevenueOverExpensesAmt |
| Subtotal | $717,818 | SubtotalAmt |
| Other Decreases | $40 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,778 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELSON & MERVES CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323642212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 ROUTE 9 NORTH | AddressLine1Txt |
| City | HOWELL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07731 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PAUL JUDELSON | ||||||
| 314 EAST 51ST STREET | NEW YORK | NY | 10022 | Trustee | 1.00 | $0 |
| JEANEANE QUINN | ||||||
| 3500 N LAKE SHORE DR APT 6C | CHICAGO | IL | 60657 | Trustee | 1.00 | $0 |
| ROY JUDELSON | ||||||
| 33 EAST 70TH STREET APT 10E | NEW YORK | NY | 10021 | Trustee | 1.00 | $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 | NONE - THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,150,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,161,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,161,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,144,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,200 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $57,200 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,200 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,200 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,021 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,021 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $76,021 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,200 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,157 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,157 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,864 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,336 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE BUCKLEY SCHOOL | |||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | PC | EDUCATIONAL | $1,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVE | TUSCON | AZ | 85721 | N/A | PC | EDUCATIONAL | $5,000 |
| JONES COLLEGE PREP | |||||||
| 700 S STATE STREET | CHICAGO | IL | 60605 | N/A | PC | EDUCATIONAL | $500 |
| 4TH PRESBYTERIAN CHURCH | |||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | N/A | PC | RELIGIOUS | $1,000 |
| BROWN UNIVERSITY | |||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 02912 | N/A | PC | EDUCATIONAL | $500 |
| EMPOWERS AFRICA | |||||||
| 2 BEEKMAN PLACE SUITE 18B | NEW YORK | NY | 10022 | N/A | PC | HUMAN EMPOWERMENT | $2,500 |
| FRIENDS OF ARTISTS SPACE | |||||||
| 55 WALKER STREET | NEW YORK | NY | 10013 | N/A | PC | THE ARTS | $2,000 |
| SACRED HEART SCHOOLS | |||||||
| 6250 N SHERIDAN ROAD | CHICAGO | IL | 60660 | N/A | PC | EDUCATIONAL | $6,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 WEST 83RD ST | NEW YORK | NY | 10024 | N/A | PC | EDUCATIONAL EXHIBITIONS | $100 |
| LURIE CHILDREN'S HOSPITAL OF CHICAG | |||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PC | MEDICAL CARE | $1,000 |
| UNIVERSITY OF DENVER | |||||||
| 2190 EAST ASBURY AVE | DENVER | CO | 80208 | N/A | PC | EDUCATION ADVANCEMENT | $500 |
| LAKEVIEW PANTRY | |||||||
| 3945 NORTH SHERIDAN ROAD | CHICAGO | IL | 60613 | N/A | PC | FEED THE NEEDY | $500 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | N/A | PC | CARE FOR ZOO ANIMALS | $1,000 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | EDUCATIONAL | $1,000 |
| MARY MEYER SCHOOL | |||||||
| 2817 NORTH PINE GROVE AVE | CHICAGO | IL | 60657 | N/A | PC | EDUCATIONAL | $500 |
| INSTITUTE OF CONTEMPORARY ARTS | |||||||
| 25 HARBOR SHORE DR | BOSTON | MA | 02210 | N/A | PC | THE ARTS | $2,500 |
| THE MISTAKE ROOM | |||||||
| 811 E 20TH ST | LOS ANGELES | CA | 90058 | N/A | PC | THE ARTS | $2,900 |
| DEERFIELD ACADEMY | |||||||
| 7 BOYDEN LN | DEERFIELD | MA | 01342 | N/A | PC | EDUCATIONAL | $2,000 |
| UNIVERSITY OF ST ANDREWS | |||||||
| 1201 WEST PEACHTREE ST | ATLANTA | GA | 30309 | N/A | PC | EDUCATIONAL | $1,000 |
| THE RUTH SUSSMAN FAMILY FUND | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | MEDICAL RESEARCH | $1,000 |
| THE ARTHUR PROJECT | |||||||
| 600 THIRD AVE SUITE 200 | NEW YORK | NY | 10016 | N/A | PC | YOUTH MENTORING | $250 |
| RX ART | |||||||
| 208 FORSYTH ST | NEW YORK | NY | 10002 | N/A | PC | THE ARTS | $3,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSVOORT ST | NEW YORK | NY | 10014 | N/A | PC | THE ARTS | $2,500 |
| PERFORMA | |||||||
| 100 WEST 23RD ST | NEW YORK | NY | 10011 | N/A | PC | THE ARTS | $2,000 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DRIVE | SAINT LOUIS | MO | 63130 | N/A | PC | EDUCATIONAL | $1,000 |
| TIMELINE THEATRE COMPANY | |||||||
| 615 W WELLINGTON AVE | CHICAGO | IL | 60657 | N/A | PC | THE ARTS | $500 |
| CHIKAMING OPEN LANDS | |||||||
| 12291 RED ARROW HIGHWAY | SAWYER | MI | 49125 | N/A | PC | OPEN LAND PROTECTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3 | 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 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $871,728 | CostOrOtherBasisAmt |
| Book Value | $871,728 | BookValueAmt |
| EOYFMV | $1,150,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $27,276 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,276 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTABLE MEALS | Desc |
| Amt | $40 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FORRESTER | $2,034 | $2,034 |
| INVESTMENT FEES | $320 | $320 |
| LICENSES & FEES | $250 | $250 |
| MEALS AT 50% | $41 | $41 |
| SUNDRY EXPENSE | $58 | $58 |
| TRAVEL | $3,537 | $3,537 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT ON SALE | Desc |
| BOY Book Value | $60,000 | BOYBookValueAmt |
| EOY Book Value | $160,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $255 | Amt |
| Disbursements Charitable Prps | $255 | DisbursementsCharitablePrpsAmt |