THE JUDELSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE JUDELSON FAMILY CHARITABLE TRUST (EIN 13-6264357)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-19
- IRS object ID
- 201411399349100401
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-19T06:41:35-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelson & Merves CPAs LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 Rt 9 North/ PO Box 563 | AddressLine1 |
| City | Howell | City |
| State | NJ | State |
| ZIP Code | 077310563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136264357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N JUDELSON FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2127584181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 52ND STREET SUITE 2703 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N JUDELSON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY S MERVES | PreparerPersonNm |
| PTIN | P00227910 | PTIN |
| Phone | 7323642212 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,205,529 | 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 | $62,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,037 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,037 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $64,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,037 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,247 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $562 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,685 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,158 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,037 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,415 | CashBOYAmt |
| Cash EOY | $2,979 | CashEOYAmt |
| Cash EOYFMV | $2,979 | CashEOYFMVAmt |
| US Government Obligations BOY | $81,188 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $78,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $52,550 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $871,728 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $871,728 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $871,728 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,150,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $957,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $953,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,205,529 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,702 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,702 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,702 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,702 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $955,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $951,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $951,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $957,331 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $953,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,728 | ExcessRevenueOverExpensesAmt |
| Subtotal | $951,901 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $951,901 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N JUDELSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127584181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 EAST 52ND STREET SUITE 2703 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N JUDELSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUTTON PLACE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE - THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,150,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,209,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,209,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,144 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,191,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,572 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $59,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,070 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,070 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $936 | UndistributedIncomePYAmt |
| Qualifying Distributions | $62,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $936 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,562 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,562 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,562 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID N JUDELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE HALL | |||||||
| 881 SEVENTH AVE | NEW YORK | NY | 10019 | N/A | PRIV | THE ARTS | $5,000 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PRIV | THE ARTS | $5,000 |
| MARBLE COLLEGIATE CHURCH | |||||||
| ONE WEST 29TH ST | NEW YORK | NY | 10001 | N/A | PUBLIC | RELIGIOUS | $5,000 |
| CONVENT OF THE SACRED HEART | |||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | N/A | PRIV | EDUCATIONAL | $5,000 |
| THE BUCKLEY SCHOOL | |||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | N/A | PRIV | EDUCATIONAL | $5,000 |
| PHILLIPS ACADEMY | |||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | N/A | PRIV | EDUCATIONAL | $5,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 NORTH CHERRY AVE | TUSCON | AZ | 85721 | N/A | PRIV | EDUCATIONAL | $5,000 |
| SACRED HEARTS SCHOOLS | |||||||
| 6250 N SHERIDAN RD | CHICAGO | IL | 60660 | N/A | PRIV | EDUCATIONAL | $2,500 |
| SILVER SHIELD FOUNDATION | |||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | N/A | PUBLIC | TUTORING AND COUNSELING CHILDREN | $3,500 |
| NEW YORK-PRESBYTERIAN HOSPITAL | |||||||
| 654 WEST 170TH ST | NEW YORK | NY | 10032 | N/A | PUBLIC | MEDICAL | $7,500 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVE | NEW YORK | NY | 10019 | N/A | PUBLIC | THE ARTS | $2,000 |
| THE SALVATION ARMY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC | TO HELP THE NEEDY | $7,000 |
| FRIENDS OF JONES | |||||||
| 700 S STATE STREET | CHICAGO | IL | 60605 | N/A | PRIV | EDUCATIONAL | $2,000 |
| FOURTH PRESBYTERIAN CHURCH | |||||||
| 126 EAST DELAWARE | CHICAGO | IL | 60611 | N/A | PUBLIC | RELIGIOUS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,037 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,037 | 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 | DAVID N JUDELSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SUTTON PLACE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,247 | Amt |
| Net Investment Income | $562 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,685 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $871,728 | CostOrOtherBasisAmt |
| Book Value | $871,728 | BookValueAmt |
| EOYFMV | $1,150,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FORRESTER | $1,880 | $1,880 | |
| INVESTMENT FEE | $95 | $95 | |
| LAW JORURNAL NOTICE | $135 | $135 | |
| LICENSES & FEES | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $3,158 | Amt |
| Net Investment Income | $3,158 | NetInvestmentIncomeAmt |