REALTY GIFT FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REALTY GIFT FUND (EIN 85-0479295)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349104075
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:54:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850479295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REALTY GIFT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REAL | BusinessNameControlTxt |
| Phone | 5056907174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LASALLE CIRCLE SUITE B | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J GRAB | PersonNm |
| Person Title | PRESIDENT/CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5056907174 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN TALBOT | PreparerPersonNm |
| PTIN | P01695427 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,112,338 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,339,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,275 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,275 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $36,275 | InterestOnSavingsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $42,523 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $42,523 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $42,523 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $42,523 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $19,426,145 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $23,120,000 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$3,693,855 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $13,612,345 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $78,369 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,869 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $78,369 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,802,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,667 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,769,512 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $327,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $158,500 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $158,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,380 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,380 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,285 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $14,261 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,024 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,562 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $15,123 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,666 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,981 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $3,981 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,819 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $14,891 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,928 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,643 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,643 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $533 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $533 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,579,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,940 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,501,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,125,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $236,895 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,810,475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,618,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,807,083 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,744,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $236,895 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,617,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,058,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,532,617 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,827 | CashBOYAmt |
| Cash EOY | $32,887 | CashEOYAmt |
| Cash EOYFMV | $32,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $713,206 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,763,056 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,763,056 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $678,304 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $696,993 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $678,304 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $678,304 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,638,091 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $6,328,343 | LandBOYAmt |
| Land EOY | $10,638,091 | LandEOYAmt |
| Land EOYFMV | $10,638,091 | LandEOYFMVAmt |
| Total Assets BOY | $7,766,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,112,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,112,338 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $60,000 | AccountsPayableEOYAmt |
| Grants Payable EOY | $811,617 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $703,446 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $119,500 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $703,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $991,117 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,062,923 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,121,221 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,062,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,121,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,766,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,112,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,062,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,058,298 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,121,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,121,221 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $1,397 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.REALTYGIFTFUND.ORG | WebsiteAddressTxt |
| Individual With Books | JOHN J GRAB | IndividualWithBooksNm |
| Phone | 5056907174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LASALLE CIRCLE SUITE B | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J GRAB | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | PRESIDENT/CHIEF EXECUTIVE OFFICER | 40.00 | $130,000 | $0 | $0 |
| BRUCE A GEISS | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | VICE PRESIDENT/CHIEF OPERATING OFFICER | 40.00 | $130,000 | $0 | $0 |
| ANITA MARTINEZ | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | SECRETARY | 20.00 | $67,000 | $0 | $0 |
| NEEL LANE | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN GONZALES | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RACHEL KELLY | ||||||||
| 100 LASALLE CIRCLE SUITE B | SANTA FE | NM | 87505 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREVOR J KUSIAK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 LASALLE CIRCLE SUITE B | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRANSACTION COORDINA | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,300 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROMOTE THE CHARITABLE GIVING OF REAL ESTATE BY SEEKING AND ACCEPTING REAL ESTATE GIFTS OF ALL KINDS, FIXING OR REMEDIATING ASSETS BEFORE SELLING THEM, AND USING THE EXCESS PROCEEDS TO MAKE GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. IN 2024, RGF SOLD AND/OR RECEIVED REAL PROPERTY IN ALABAMA, ARIZONA, CALIFORNIA, COLORADO, DELAWARE, FLORIDA, HAWAII, ILLINOIS, IOWA, MASSACHUSETTS, MINNESOTA, NEBRASKA, NEW HAMPSHIRE, NEW YORK, OREGON, PENNSYLVANIA, AND VIRGINIA. | Description1Txt |
| Expenses1 | $1,810,475 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,163,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $678,304 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,841,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,841,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,813,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,617,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,617,558 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2019-08-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $90,696 | CurrentYearAmt |
| Year1 | $73,295 | Year1Amt |
| Year2 | $206,616 | Year2Amt |
| Year3 | $14,616 | Year3Amt |
| Total | $385,223 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $77,092 | CurrentYearAmt |
| Year1 | $62,301 | Year1Amt |
| Year2 | $175,624 | Year2Amt |
| Year3 | $12,424 | Year3Amt |
| Total | $327,440 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,617,558 | CurrentYearAmt |
| Year1 | $8,629,540 | Year1Amt |
| Year2 | $7,173,460 | Year2Amt |
| Year3 | $4,840,462 | Year3Amt |
| Total | $35,261,020 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,807,083 | CurrentYearAmt |
| Year1 | $7,608,137 | Year1Amt |
| Year2 | $6,324,501 | Year2Amt |
| Year3 | $4,428,603 | Year3Amt |
| Total | $31,168,324 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,810,475 | CurrentYearAmt |
| Year1 | $1,021,403 | Year1Amt |
| Year2 | $848,959 | Year2Amt |
| Year3 | $411,859 | Year3Amt |
| Total | $4,092,696 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,464 | CurrentYearAmt |
| Year1 | $48,863 | Year1Amt |
| Year2 | $137,744 | Year2Amt |
| Year3 | $9,744 | Year3Amt |
| Total | $256,815 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ENDOWMENT FUND | ||||||
| 5700 DARROW RD STE 118 | HUDSON | OH | 44236 | PC | GENERAL SUPPORT | $4,626,493 |
| CATHOLIC CHARITIES USA | ||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $50,939 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||
| 200 SEAPORT BLVD | BOSTON | MA | 02210 | PC | GENERAL SUPPORT | $448,387 |
| FRIENDS OF OASIS | ||||||
| 801 NARCISSUS AVE | CORONA DEL MAR | CA | 92625 | PC | GENERAL SUPPORT | $800,000 |
| GREATER HORIZONS | ||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 641051595 | PC | GENERAL SUPPORT | $1,240,238 |
| HUDSON COMMUNITY FOUNDATON | ||||||
| 49 E MAIN ST | HUDSON | OH | 442363003 | PC | GENERAL SUPPORT | $247,822 |
| MISSISSIPPI VALLEY CONSERVANCY | ||||||
| PO BOX 2611 | LA CROSSE | WI | 546022611 | PC | GENERAL SUPPORT | $30,000 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC - CLINE CHARITABLE FUND | ||||||
| 8910 PURDUE RD 500 | INDIANAPOLIS | IN | 46268 | PC | GENERAL SUPPORT | $373,393 |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC | ||||||
| 1150 SANCTUARY PKWY STE 350 | ALPHARETTA | GA | 300094736 | PC | GENERAL SUPPORT | $760,590 |
| NORTHWEST ALABAMA FUNDRAISERS AGAINST CHILDHOOD DISEASES | ||||||
| 110 E 5TH ST | TUSCUMBIA | AL | 35674 | PC | GENERAL SUPPORT | $25,000 |
| PARKINSON'S FOUNDATION | ||||||
| 1359 BROADWAY RM 1509 | NEW YORK | NY | 100187867 | PC | GENERAL SUPPORT | $193,339 |
| RENAISSANCE CHARITABLE FOUNDATION | ||||||
| 8888 KEYSTONE XING STE 122 | INDIANAPOLIS | IN | 462404609 | PC | GENERAL SUPPORT | $1,458,752 |
| SAN FRANCISCO CONSERVATORY OF MUSIC | ||||||
| 50 OAK STREET | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $262,930 |
| SAVE THE CHILDREN FEDERATION | ||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 068254861 | PC | GENERAL SUPPORT | $111,964 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEZ ST | STANFORD | CA | 943056105 | PC | GENERAL SUPPORT | $688,660 |
| UPPER VALLEY HAVEN INC | ||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 050018037 | PC | GENERAL SUPPORT | $1,141,140 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | ||||||
| 45 LIBERTY BLVD STE 220 | MALVERN | PA | 193551419 | PC | GENERAL SUPPORT | $347,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,807,083 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,275 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $42,523 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,693,855 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TRANSACTION REVENUE | $40,500 |
| INTEREST ON NOTES RECEIVABLE | $37,869 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,798 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,615,486 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$3,536,688 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | REALTY GIFT FUND AIMS TO PROMOTE THE CHARITABLE GIVING OF REAL ESTATE BY SEEKING AND ACCEPTING REAL ESTATE GIFTS OF ALL KINDS, FIXING OR REMEDIATING ASSETS BEFORE SELLING THEM, AND USING THE EXCESS PROCEEDS TO MAKE GRANTS TO OTHER NON-PROFIT ORGANIZATIONS. IN 2024, RGF SOLD AND/OR RECEIVED REAL PROPERTY IN ALABAMA ARIZONA, CALIFORNIA, COLORADO, DELAWARE, FLORIDA, HAWAII, ILLINOIS, IOWA, MASSACHUSETTS, MINNESOTA, NEBRASKA, NEW HAMPSHIRE, NEW YORK, OREGON, PENNSYLVANIA, AND VIRGINIA. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (23 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LUCY VICTORIA PHILLLIPS | ||||||
| 1 | 4511 S OCEAN DRIVE 805 | HIGHLAND BEACH | FL | 33487 | $4,500,000 | Yes (X) |
| ROBERT H & DOROTHY K NUTTO LIVING TRUST | ||||||
| 2 | 11470 ENCHANTO VISTA DRIVE | SAN JOSE | CA | 95127 | $3,485,000 | Yes (X) |
| MONTE FROEHLICH | ||||||
| 3 | 129 N 10TH ST STE 313 | LINCOLN | NE | 68508 | $2,800,000 | Yes (X) |
| DALE & ROSEMARY WATCHORN LIVING TRUST | ||||||
| 4 | 20946 PIONEER TRAIL | COUNCIL BLUFFS | IA | 51503 | $1,902,000 | Yes (X) |
| ROY B WOOLSEY TRUST UDTD NOVEMBER 18 2004 | ||||||
| 5 | 26649 SNELL LANE | LOS ALTOS HILLS | CA | 94022 | $1,600,000 | Yes (X) |
| THE MICHAEL & MICHELLE TIETZ LIVING TRUST | ||||||
| 6 | 18716 SW SALMONBERRY DR | SHERWOOD | CA | 97140 | $1,490,000 | Yes (X) |
| STANLEY T & DONNA M KOKI | ||||||
| 7 | 45-001 LIKEKE PLACE | KANEOHE | HI | 96744 | $1,465,000 | Yes (X) |
| ELAYNE-MARYSE SOLARI REV TRUST DATED 09092009 | ||||||
| 8 | 1789 BOXHEART DRIVE APT 2006 | HEALDSBURG | CA | 95448 | $845,000 | Yes (X) |
| KENNETH D DALY | ||||||
| 9 | 7 DAVIS RD | PORT WASHINGTON | NY | 11050 | $745,000 | Yes (X) |
| THE WORSTELL LIVING TRUST DATED 022124 | ||||||
| 10 | 3228 A VIA CARRIZO | LAGUNA WOODS | CA | 92367 | $650,000 | Yes (X) |
| RUTH KJ CLINE LIVING TRUST | ||||||
| 11 | 3959 NW 37TH PLACE | GAINESVILLE | FL | 32606 | $590,000 | Yes (X) |
| THE ROGER & SHARON DICKSON REV TRUST DATED 081824 | ||||||
| 12 | 3015 CALYPSO CIRCLE | EL DORADO HILLS | CA | 95762 | $541,000 | Yes (X) |
| SISINA SIRIANNI | ||||||
| 13 | 702 S WASHINGTON ST | KENNETT SQUARE | PA | 19348 | $525,000 | Yes (X) |
| EVERGREEN MANOR LLC | ||||||
| 14 | 3270 CROISAN CREED ROAD SOUTH | SALEM | OR | 97302 | $497,500 | Yes (X) |
| SUZANNE MORGAN DEC OF TRUST DATED 9396 | ||||||
| 15 | 120 BRENTWOOD DR | HUDSON | OH | 44236 | $425,000 | Yes (X) |
| WILLIAM L BINGLEY | ||||||
| 16 | 9690 TELSTAR AVE STE 222A | EL MONTE | CA | 91731 | $417,500 | Yes (X) |
| CHARLES G & CHRISTINE C ZOULIAS REV TRUSTS | ||||||
| 17 | 995 STRAW HILL RD | MANCHESTER | NH | 03104 | $417,000 | Yes (X) |
| JOHN TAYLOR VAN BECKNER | ||||||
| 18 | 2600 NW LINNVIEW LANE | ALBANY | OR | 97339 | $365,000 | Yes (X) |
| DOROTHY & KEITH STANLEY | ||||||
| 19 | 29W120 LOST MEADOWS LANE | WARRENVILLE | IL | 60555 | $360,000 | Yes (X) |
| ROBERT AQUILINO | ||||||
| 20 | 2121 JAMIESON AVE UNIT 711 | ALEXANDRIA | VA | 22314 | $322,000 | Yes (X) |
| LUCILLE HORNER & JAMES E MILLER | ||||||
| 21 | 12690 W 16TH PLACE | LAKEWOOD | CO | 80215 | $235,000 | Yes (X) |
| MARIE MUCHIN | ||||||
| 22 | 338 E CHAPPAROSA DR | KUNA | ID | 83634 | $90,000 | Yes (X) |
| KIMBERLY A MUNROE & THOMAS A CAPPAERT | ||||||
| 23 | 2436 GWINETT ST | CARMEL | IN | 46032 | $70,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | RESIDENTIAL REAL ESTATE IN NEW YORK | $4,500,000 | 2024-05-22 |
| 2 | REAL ESTATE (COMMERICAL WAREHOUSE) IN CALIFORNIA | $3,485,000 | 2024-12-31 |
| 3 | REAL ESTATE (COMMERCIAL/OFFICE) IN NEBRASKA | $2,800,000 | 2024-04-17 |
| 4 | REAL ESTATE (FARMS) IN IOWA | $1,902,000 | 2024-08-30 |
| 5 | REAL ESTATE (INDUSTRIAL, LAND) IN CALIFORNIA | $1,600,000 | 2024-07-15 |
| 6 | RESIDENTIAL REAL ESTATE IN OREGON | $1,490,000 | 2024-12-06 |
| 7 | RESIDENTIAL REAL ESTATE IN HAWAII | $1,465,000 | 2024-07-16 |
| 8 | RESIDENTIAL REAL ESTATE IN CALIFORNIA | $845,000 | 2024-08-14 |
| 9 | RESIDENTIAL REAL ESTATE IN NEW YORK | $745,000 | 2024-12-30 |
| 10 | RESIDENTIAL REAL ESTATE IN CALIFORNIA | $650,000 | 2024-09-30 |
| 11 | RESIDENTIAL REAL ESTATE IN ARIZONA | $590,000 | 2024-08-20 |
| 12 | RESIDENTIAL REAL ESTATE IN CALLIFORNIA | $541,000 | 2024-12-30 |
| 13 | RESIDENTIAL REAL ESTATE IN DELAWARE | $525,000 | 2024-08-05 |
| 14 | RESIDENTIAL REAL ESTATE IN OREGON | $497,500 | 2024-04-24 |
| 15 | RESIDENTIAL REAL ESTATE IN ILLINOIS | $425,000 | 2024-02-27 |
| 16 | RESIDENTIAL REAL ESTATE IN CALIFORNIA | $417,500 | 2024-09-20 |
| 17 | RESIDENTIAL REAL ESTATE IN NEW HAMPSHIRE | $417,000 | 2024-12-13 |
| 18 | RESIDENTIAL REAL ESTATE IN OREGON | $365,000 | 2024-12-20 |
| 19 | RESIDENTIAL REAL ESTATE IN ILLINOIS | $360,000 | 2024-10-07 |
| 20 | RESIDENTIAL REAL ESTATE IN VIRGINIA | $322,000 | 2024-12-20 |
| 21 | RESIDENTIAL REAL ESTATE IN COLORADO | $235,000 | 2024-08-08 |
| 22 | RESIDENTIALL REAL ESTATE IN ILLINOIS | $90,000 | 2024-11-05 |
| 23 | RESIDENTIAL REAL ESTATE IN MASSACHUSETTS | $70,000 | 2024-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,685 | Amt |
| Net Investment Income | $7,562 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,123 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $382 | $382 | $0 | $0 |
| CLEANING AND MAINTENANCE | $1,547 | $0 | $1,547 | $0 |
| DUES AND SUBSCRIPTIONS | $4,498 | $0 | $0 | $4,498 |
| LICENSES | $168 | $0 | $168 | $0 |
| GIFTS/PR | $645 | $0 | $645 | $0 |
| HOLDING COSTS | $162,528 | $0 | $0 | $162,528 |
| DONATION COSTS | $68,045 | $0 | $0 | $68,045 |
| SALES COSTS | $1,325,929 | $0 | $0 | $1,325,929 |
| INSURANCE | $3,092 | $0 | $3,092 | $0 |
| OFFICE EXPENSES | $8,176 | $0 | $8,176 | $0 |
| IT EXPENSES | $4,312 | $0 | $4,312 | $0 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | -$60,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TRANSACTION REVENUE | $40,500 | $40,500 | |
| INTEREST ON NOTES RECEIVABLE | $37,869 | $37,869 | $37,869 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,666 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,666 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MONTE FROEHLICH | |||
| 129 N 10TH ST STE 313 | LINCOLN | NE | 68508 |
| ROY B WOOLSEY TRUST UDTD NOVEMBER 1 | |||
| 26649 SNELL LANE | LOS ALTOS HILLS | CA | 94022 |
| STANLEY T AND DONNA M KOKI | |||
| 45-001 LIKEKE PLACE | KANEOHE | HI | 96744 |
| LUCY VICTORIA PHILLIPS | |||
| 4511 S OCEAN DR 805 | HIGHLAND BEACH | FL | 33487 |
| DALE ROSEMARY WATCHORN LIVING TRUST | |||
| 20946 PIONEER TRAIL | COUNCIL BLUFFS | IA | 51503 |
| THE MICHAEL MICHELLE TIETZ LIVING T | |||
| 18716 SW SALMONBERRY DR | SHERWOOD | CA | 97140 |
| ROBERT H DOROTHY K NUTTO LIVING TRU | |||
| 11470 ENCHANTO VISTA DR | SAN JOSE | CA | 95127 |