HICKS CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HICKS CHARITABLE FOUNDATION (EIN 59-1947616)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-10-12
- IRS object ID
- 202032869349100608
- Schema version
- 2019v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-12T10:16:10-04:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frazier & Frazier Attys at Law PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Riverside Ave Ste A | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591947616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HICKS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HICK | BusinessNameControlTxt |
| Phone | 9043587932 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 ORTEGA BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN C HICKS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-10-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D KENT SAUSAMAN | PreparerPersonNm |
| PTIN | P01870451 | PTIN |
| Phone | 9043535616 | PhoneNum |
| Preparation | 2020-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.231.19.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 5018702020223j000909 | FederalOriginalSubmissionId |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DC36AA72A31DD2329AF5C4BED1AAEC778EEBA7BC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68D6F0F850E9A13AB3A57A410EC5D8D36ECA1134 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,575 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $416 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $416 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $4,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,350 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $34 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$280,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $333,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,575 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets EOY | $50,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $333,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $333,517 | CapitalStockBOYAmt |
| Capital Stock EOY | $52,575 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $333,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $333,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $333,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$280,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $52,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,575 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $258,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $481,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.537251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $408,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $650,739 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.627350 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $166,629 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $194,923 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $272,091 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $443,630 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.613329 | DistributionYr5Rt |
| Total Distribution | 3.777930 | TotalDistributionRt |
| Average Distribution | 0.755586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $128,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,434 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Individual With Books | ANN C HICKS TRUSTEE | IndividualWithBooksNm |
| Phone | 9043887251 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4705 ORTEGA BOULEVARD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32210 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANN C HICKS | ||||||
| 4705 ORTEGA BLVD | JACKSONVILLE | FL | 32210 | TRUSTEE | 1 | $0 |
| W ROBINSON FRAZIER | ||||||
| 1515 RIVERSIDE AVE-STE A | JACKSONVILLE | FL | 32204 | TRUSTEE | 1 | $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 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,915 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $130,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,964 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,448 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,448 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,448 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,448 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $282,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $282,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,448 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $249,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $257,692 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $291,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $395,006 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $234,676 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,428,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $276,352 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,704,746 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $249,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,454,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $257,692 | ExcessFromYear4Amt |
| Excess From Year3 | $291,111 | ExcessFromYear3Amt |
| Excess From Year2 | $395,006 | ExcessFromYear2Amt |
| Excess From Year1 | $234,676 | ExcessFromYear1Amt |
| Excess From Current Year | $276,352 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SALVATION ARMY | ||||||
| 900 W ADAMS ST | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $250 |
| ANGELS FOR ALLISON | ||||||
| 4155 OXFORD AVENUE | JACKSONVILLE | FL | 32210 | 501C3 | GENERAL USE | $250 |
| DOUGLAS ANDERSON SCHOOL | ||||||
| 2445 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $5,000 |
| ELEVATE JACKSONVILLE | ||||||
| 4940 EMERSON ST STE 202 | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $500 |
| ST JOHNS RIVERKEEPER | ||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | 501C3 | GENERAL USE | $100 |
| CUMMER MUSEUM | ||||||
| 829 RIVERSIDE AVENUE | JACKSONVILLE | FL | 32204 | 501C3 | GENERAL USE | $10,000 |
| KIPP JAX SCHOOL | ||||||
| 2525 W 1ST STREET | JACKSONVILLE | FL | 32254 | 501C3 | GENERAL USE | $75,000 |
| DANIEL FOUNDATION | ||||||
| 4203 SOUTHPOINTBLVD | JACKSONVILLE | FL | 32216 | 501C3 | GENERAL USE | $500 |
| GREENSCAPE OF JAX | ||||||
| 1468 HENDRICKS AVENUE | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $1,000 |
| JACKSONVILLE SYMPHONY | ||||||
| 300 WATER STREET 200 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $25,000 |
| TEACH FOR AMERICA | ||||||
| 214 N HOGAN ST STE 6010 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $25,000 |
| THE BOLLES SCHOOL | ||||||
| 7400 SAN JOSE BLVD | JACKSONVILLE | FL | 32217 | 501C3 | GENERAL USE | $50,000 |
| ST JOHNS CATHEDRAL | ||||||
| 256 E CHURCH STREET | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $5,000 |
| TIGER ACADEMY | ||||||
| 6079 BAGLEY ROAD | JACKSONVILLE | FL | 32209 | 501C3 | GENERAL USE | $5,000 |
| ST MARKS EPISCOPAL CHUR | ||||||
| 4129 OXFORD AVENUE | JACKSONVILLE | FL | 32210 | 501C3 | GENERAL USE | $15,000 |
| THOU ART EXALTED MINIST | ||||||
| 1816 tALBOT aVENUE | JACKSONVILLE | FL | 32205 | 501C3 | GENERAL USE | $200 |
| UNITED WAY NE FLORIDA | ||||||
| 40 E ADAMS ST STE 200 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $50,000 |
| BRAVO VAIL | ||||||
| 2271 N FRONTAGE RD W | VAIL | CO | 81657 | 501C3 | GENERAL USE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416 | TotalIncomeProducingActyAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRAZIER & FRAZIER 900-PF PREP | CategoryTxt |
| Legal Fees | $2,350 | LegalFeesAmt |
| Net Investment Income | $2,350 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REFUND OF GRANT FROM BAPTIST | $50,000 | $50,000 |
| MEDICAL CENTER |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS ANNUAL ACCOUTN FEE | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 INVESTMENT INCOME EXCISE | CategoryTxt |
| Amt | $34 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAID | CategoryTxt |