GRIGSBY FAMILY CHARITABLEFOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRIGSBY FAMILY CHARITABLEFOUNDATION INC (EIN 26-0488199)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349103552
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T15:38:32-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592749772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOWLEN HOLT & MINER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 N FLAGLER DRIVE STE 1700 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334014330 | 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 | 260488199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIGSBY FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIG | BusinessNameControlTxt |
| Phone | 8134670811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13848 SW 144TH PARKWAY | AddressLine1Txt |
| City | OKEECHOBEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34974 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN GRIGSBY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8134670811 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W HENDRIX | PreparerPersonNm |
| PTIN | P00024169 | PTIN |
| Phone | 5616593060 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.79.79.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 15:38:32 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CECC78F7A615E8F8A90381E52C9381CCA0B8FEC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CECC78F7A615E8F8A90381E52C9381CCA0B8FEC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $304,061 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $293 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $293 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $465 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $465 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $15,504 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,504 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $15,504 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $15,504 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $419 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $517 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,558 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,262 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $838 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,623 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,558 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,262 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,002 | CashBOYAmt |
| Cash EOY | $6,964 | CashEOYAmt |
| Cash EOYFMV | $6,964 | CashEOYFMVAmt |
| Other Assets BOY | $329,764 | OtherAssetsBOYAmt |
| Other Assets EOY | $339,820 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $297,097 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $336,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $304,061 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $336,766 | UnrestrictedBOYAmt |
| Unrestricted EOY | $346,784 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,018 | ExcessRevenueOverExpensesAmt |
| Subtotal | $346,784 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $346,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $517 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $299,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $303,937 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029611 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $324,342 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104828 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $267,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134818 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $423,285 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $274,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.539739 | DistributionYr5Rt |
| Total Distribution | 1.835704 | TotalDistributionRt |
| Average Distribution | 0.367141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,056 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $331 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $331 | SubtotalAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $331 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT W HENDRIX JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5619965612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 POST OFFICE BOX 338 | AddressLine1Txt |
| Address Line2 | 333 SE 2ND STREET | AddressLine2Txt |
| City | BELLE GLADE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33430 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN GRIGSBY | ||||||||
| 13848 SW 144TH PARKWAY | OKEECHOBEE | FL | 34974 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WILLIAM GRIGSBY JR | ||||||||
| 10282 PAYNE ROAD | SEBRING | FL | 33875 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WILLIAM BARTLETT | ||||||||
| PO BOX 967 | OKEECHOBEE | FL | 34976 | DIRECTOR | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $297,097 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,610 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $303,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $331 | TotalTaxAmt |
| Distributable Before Adj | $14,622 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,622 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,622 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,622 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $409,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,177 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $451,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,700 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,922 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,922 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $444,336 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $403,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $41,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,111 | ExcessFromYear4Amt |
| Excess From Year3 | $18,177 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE LAKEWAY ACADEMY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2159 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NON PROFIT CORP | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT NON PROFIT ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $7,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $465 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $419 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,681 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | PURCHASE | $1,495 | $1,619 | -$124 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $368 | $444 | -$76 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $3,556 | $3,454 | $102 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | W.C.W. HOLDINGS, LTD 1% INVESTMENT | Desc |
| BOY Book Value | $329,764 | BOYBookValueAmt |
| EOY Book Value | $339,820 | EOYBookValueAmt |
| EOYFMV | $297,097 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OTHER EXPENSES | $72 |
| LOSS ON SALE OF LAND-PASS THR | $6,551 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $838 | Amt |