ELEANOR AND MENACHEM COHEN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ELEANOR AND MENACHEM COHEN FAMILY FOUNDATION INC (EIN 65-0883308)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201423179349100507
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T08:42:37-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKOWITZ POLLACK BRANT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S BISCAYNE BLVD SIXTH FLOOR | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | 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 | 650883308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eleanor and Menachem Cohen Family | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELEANOR COHEN | InCareOfNm |
| Business Name Control | ELEA | BusinessNameControlTxt |
| Phone | 3053797674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SE 2nd Avenue | AddressLine1 |
| Address Line2 | Suite 1120 | AddressLine2 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eleanor Cohen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3053797674 | PhoneNum |
| Signature | 2014-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph L Saka CPA | PreparerPersonNm |
| PTIN | P00541913 | PTIN |
| Phone | 3053797674 | PhoneNum |
| Preparation | 2014-11-15 | PreparationDt |
| 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 | $534,483 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,600 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,139 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $243 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $216 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $928 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,786 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,552 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,552 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$403,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $840,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $469,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $469,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,672 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $64,605 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,943 | CorporateBondsBOYAmt |
| Total Assets BOY | $923,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $520,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $534,483 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $923,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $520,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $923,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $923,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $520,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $923,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$403,084 | ExcessRevenueOverExpensesAmt |
| Subtotal | $520,550 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $520,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30,000 SHS CAPITAL ONE CAP V | P | 2011-12-21 | 2013-01-02 | $30,000 | $30,878 | -$878 | -$878 |
| 100 SHS JOHNSON & JOHNSON | P | 2000-12-29 | 2013-04-09 | $8,148 | $5,253 | $2,895 | $2,895 |
| 15,000 SHS PLAIN EXPLORATION & PRO SENIOR NOTES | P | 2013-08-20 | 2013-10-21 | $16,316 | $15,990 | $326 | $326 |
| 100 SHS PROSHARES ULTRA S & P 500 | P | 2009-08-10 | 2013-04-09 | $7,346 | $3,124 | $4,222 | $4,222 |
| 5,000 SHS SLM CORP | P | 2010-03-09 | 2013-03-13 | $5,100 | $4,065 | $1,035 | $1,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,600 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,631 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $143,736 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.251565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,575 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.520627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $87,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.824725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $75,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.538377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,048 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $92,984 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.538415 | DistributionYr5Rt |
| Total Distribution | 12.673709 | TotalDistributionRt |
| Average Distribution | 2.534742 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $699,062 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,771,942 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,772,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $206 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $206 | SubtotalAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $206 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEANOR COHEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3053797674 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 SE 2ND AVENUE SUITE 1120 | AddressLine1 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 33131 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Eleanor Cohen | ||||||
| 515 Collins Ave 431 | Miami Beach | FL | 33140 | President, Director | 1.0 | $0 |
| Candice N Cohen | ||||||
| 4215 Prairie Ave | Miami Beach | FL | 33140 | Secretary, Treasurer, Director | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $709,708 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $709,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $699,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $206 | TotalTaxAmt |
| Distributable Before Adj | $34,747 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,747 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,338 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $413,338 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $413,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,747 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $138,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $262,714 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,438 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $316,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,166,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,338 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $378,591 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,544,646 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $138,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,406,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $262,714 | ExcessFromYear4Amt |
| Excess From Year3 | $243,007 | ExcessFromYear3Amt |
| Excess From Year2 | $205,438 | ExcessFromYear2Amt |
| Excess From Year1 | $316,471 | ExcessFromYear1Amt |
| Excess From Current Year | $378,591 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELEANOR COHEN | ContributingManagerNm |
| Contributing Manager | CANDICE N COHEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 | See Attached | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | various | AddressLine1 |
| City | various | City |
| State | FL | State |
| ZIP Code | 99999 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable Contribution | GrantOrContributionPurposeTxt |
| Amt | $411,552 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,552 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $965 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,139 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,139 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm |
|---|
| SLM CORP |
| CAPITAL ONE CAP V |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $4,736 | $9,970 |
| PROCTOR & GAMBLE | $7,782 | $16,282 |
| JOHNSON & JOHNSON | $5,253 | $9,159 |
| MICROSOFT CORP | $11,794 | $7,482 |
| JOY GLOBAL INC | $5,575 | $5,849 |
| PROSHARES ULTRA S & P 500 | ||
| PROSHARES UTLTRASHORT TR TREAS | $4,275 | $1,980 |
| CATALYST PHARMACEUTICAL PARTNE | $789 | $488 |
| APPLE, INC | $4,284 | $5,610 |
| BANK OF AMERICA CORP | $6,184 | $7,785 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $858 | $858 | |
| BANK CHARGES | $70 | $70 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LICENSES & TAXES | $216 | $216 |
| EXCISE TAX | $27 |