MELVIN WEINSTEIN PARKINSONS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN WEINSTEIN PARKINSONS FOUNDATION INC (EIN 05-0523378)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-10
- IRS object ID
- 201503149349100700
- Schema version
- 2014v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T06:03:29-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mulkey & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5339 Virginia Beach Blvd 101 | AddressLine1Txt |
| City | Virginia Beach | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050523378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELVIN WEINSTEIN PARKINSONS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 7574967949 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2224 VIRGINIA BEACH BLVD | AddressLine1Txt |
| City | VIRGINIA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHA W ANTHONY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M ERIC MULKEY | PreparerPersonNm |
| PTIN | P00086790 | PTIN |
| Phone | 7574560908 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $979,106 | 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 | $51,770 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,789 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,789 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $54,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,789 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,789 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,237 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,238 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,670 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,670 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,017 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $233 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $56 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $24 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $109,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,584 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,822 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,789 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,715 | CashBOYAmt |
| Cash EOY | $55,088 | CashEOYAmt |
| Cash EOYFMV | $55,088 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,106 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,221 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $233 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,592 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,988 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,988 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $830,418 | OtherAssetsBOYAmt |
| Other Assets EOY | $818,248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $891,924 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $999,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $979,106 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $555 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $841 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $555 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $841 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $999,175 | UnrestrictedBOYAmt |
| Unrestricted EOY | $904,589 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $999,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $904,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $999,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $905,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $999,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,088 | OtherIncreasesAmt |
| Subtotal | $904,589 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $904,589 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MWPF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHA W ANTHONY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7574967949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2224 VIRGINIA BEACH BLVD STE 205 | AddressLine1Txt |
| City | VA BEACH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23454 | 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 |
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 |
|---|---|---|---|---|---|---|
| MARSHA W ANTHONY | ||||||
| 2324 HAVERSHAM CLOSE | VIRGINIA BEACH | VA | 23454 | Director | 0.00 | $0 |
| TRACI W CORCORAN | ||||||
| 1336 HARRIS ROAD | VIRGINIA BEACH | VA | 23452 | Director | 0.00 | $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 | Assists with Parkinson's patients by providing general assistance to patients with Parkinson's disease. The Foundation provides medical, equipment, prescription drugs, assistance with medical appointment bills, household expenses on a temporary basis, and general short term assistance for patients between loss of their jobs and the commencement of disability benefits. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $893,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $957,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $957,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,357 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,137 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $47,137 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,137 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,137 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,822 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,822 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $105,822 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,137 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,985 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $274,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,822 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $333,105 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,985 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $292,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,741 | ExcessFromYear4Amt |
| Excess From Year3 | $88,500 | ExcessFromYear3Amt |
| Excess From Year2 | $47,372 | ExcessFromYear2Amt |
| Excess From Year1 | $41,822 | ExcessFromYear1Amt |
| Excess From Current Year | $58,685 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| Marsha Anthony | |||||||
| 3320 Virginia Beach Blvd Ste 10 | Virginia Beach | VA | 23452 | 7574967949 | Any acceptable written notice | None | None |
| Traci Corcoran | |||||||
| 3320 Virginia Beach Blvd Ste 10 | Virginia Beach | VA | 23452 | 7574967949 | Any acceptable written notice | None | None |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,789 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,789 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,789 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Parkinson's Disease Foundation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 Broadway Ste 1509 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | professional fees | CategoryTxt |
| Amt | $4,475 | Amt |
| Net Investment Income | $2,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,238 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $3,988 | |||
| Machinery and Equipment | $4,221 | $233 | $3,988 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Annuity #0529 | $442,575 | $434,853 | $511,450 |
| Annuity #9414 | $387,843 | $382,895 | $379,974 |
| Security Deposits | $500 | $500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $1,096 | $96 | $1,000 |
| Dues & Subscriptions | $99 | ||
| Gift | $99 | ||
| insurance | $1,680 | ||
| Office Expense | $2,324 | ||
| Patient expenses | $99,348 | $99,348 | |
| Postage | $933 | ||
| Registration | $225 | ||
| Supplies | $718 | ||
| Telephone | $3,236 | $3,236 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll liabilities | $554 | $841 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Annuity GMIB Fees | CategoryTxt |
| Amt | $12,670 | Amt |
| Net Investment Income | $12,670 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | payroll tax | CategoryTxt |
| Amt | $2,017 | Amt |