REIS FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- REIS FOUNDATION INC (EIN 31-1486993)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-08-29
- IRS object ID
- 201122419349100202
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-29T07:47:21-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Smith Leonard Etal | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Ringling Blvd Suite 900 | AddressLine1 |
| City | Sarasota | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311486993 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Reis Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REIS | NameControl |
| Phone | 9415525544 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Curtis S Reis | Name |
| Title | President & CEO | Title |
| Date Signed | 2011-08-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Aaron Mondon | Name |
| Phone | 9417481040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 14099209 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 25224 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25224 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 213723 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 213723 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 180245 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2093215 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 180245 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 419192 | TotalRevenueAndExpenses |
| Total Net Investment Income | 419192 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2430 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1215 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 41728 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 30407 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 22321 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 22271 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 66479 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 52678 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1215 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1086000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1086000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1152479 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 52678 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1087215 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -733287 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 366514 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3922924 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 242945 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 242945 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 50000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl EOY | 50000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 50000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 337034 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 401435 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 400154 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8782991 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8492472 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10331110 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 3122810 | InvestmentsLandEtcBasis |
| Investments Land Etc EOY | 3122810 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 3075000 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 13042949 | TotalAssetsBOY |
| Total Assets EOY | 12309662 | TotalAssetsEOY |
| Total Assets EOYFMV | 14099209 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 13042949 | RetainedEarningsBOY |
| Retained Earnings EOY | 12309662 | RetainedEarningsEOY |
| Total Net Assets BOY | 13042949 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12309662 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13042949 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12309662 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13042949 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -733287 | ExcessOfRevenueOverExpenses |
| Subtotal | 12309662 | Subtotal |
| Total Net Assets Fund Balances EOY | 12309662 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | publically traded securities | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2000-06-30 | DateAcquired |
| Date Sold | 2011-06-30 | DateSold |
| Gross Sales Price | 2093215 | GrossSalesPrice |
| Cost Or Other Basis | 1912970 | CostOrOtherBasis |
| Gain Or Loss | 180245 | GainOrLoss |
| Gains Minus Excess Or Losses | 180245 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 180245 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8999570 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.00722 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 6898950 | NoncharitableAssetsYear2 |
| Qualifying Distributions Year3 | 2151862 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10103053 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.21299 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1014010 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11412525 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.08885 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8501925 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.00471 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.31377 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06275 | AverageDistributionRatio |
| Net Noncharitable Assets | 11047705 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 693288 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3665 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 696953 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1087215 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3665 | InvestmentIncomeExciseTax |
| Subtotal | 3665 | Subtotal |
| Tax Based On Investment Income | 3665 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13000 | TotalCreditsAndPayments |
| Overpayment | 9335 | Overpayment |
| Amount Credited To Next Year | 9335 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Curtis Reis | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3103776999 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Wagon Lane | AddressLine1 |
| City | Rollinghills | City |
| State | CA | State |
| ZIP Code | 90274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Kyle C Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Treasurer | 1.00 | 0 |
| Pamela P Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | Vice Pres | 1.00 | 0 |
| Curtis S Reis | ||||||
| One Wagon Lane | Rollinghills | CA | 90274 | President & CEO | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10205984 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1009960 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11215944 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 11215944 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 168239 | CashDeemedCharitable |
| Net Noncharitable Assets | 11047705 | NetNoncharitableAssets |
| Minimum Investment Return | 552385 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 552385 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3665 | TaxBasedOnInvestmentIncome |
| Total Tax | 3665 | TotalTax |
| Distributable Amount Before Adj | 548720 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 548720 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 548720 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1087215 | ExpensesAndContributions |
| Qualifying Distributions | 1087215 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3665 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1083550 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 548720 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 981099 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 981099 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1087215 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 548720 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 538495 | RemainingDistriFromCorpus |
| Total Corpus | 1519594 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1519594 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 981099 | ExcessFromYear3 |
| Excess From Current Year | 538495 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| rockefeller philanthropy advisors- | |||||||
| 6 west 48th st 10th floor | new york | NY | 10036 | NONE | 501(c)3 | general contribution | $10,000 |
| aspen institue- agent orange | |||||||
| one dupont cir nw ste 700 | washington | DC | 20036 | NONE | 501(c)3 | general contribution | $5,000 |
| environmental defense fund | |||||||
| 257 park ave s | new york | NY | 10010 | NONE | 501(c)3 | general contribution | $1,000 |
| global fund for women | |||||||
| 222 sutter st suite 500 | san francisco | CA | 94108 | NONE | 501(c)3 | general contribution | $1,000 |
| south central scholars | |||||||
| 29000 s western ave ste 401 | rancho palos verdes | CA | 90275 | NONE | 501(c)3 | general contribution | $2,500 |
| california council on economic educ | |||||||
| 5500 university parkway | san bernardino | CA | 92407 | NONE | 501(c)3 | general contribution | $2,500 |
| united way of los angeles | |||||||
| 1150 s olive st ste t500 | los angeles | CA | 90015 | NONE | 501(c)3 | general contribution | $3,000 |
| USC Center on Philanthropy and Publ | |||||||
| university of southern california | los angeles | CA | 90089 | NONE | 501(c)3 | general contribution | $5,000 |
| harlem children's zone inc | |||||||
| 35 east 125th st | new york | NY | 10035 | NONE | 501(c)3 | general contribution | $5,000 |
| ArtFest Inc | |||||||
| 2443 1st st | fort meyers | FL | 33901 | NONE | 501(c)3 | general contribution | $5,000 |
| Action Arts League figment | |||||||
| 10 Spring St Ste 1 | New York | NY | 10012 | none | 501(c)3 | general contribution | $5,000 |
| Planned Parenthood of LA | |||||||
| 400 W 30th St | LA | CA | 90007 | none | 501(c)3 | general contribution | $5,000 |
| Teen Talk Sexuality Education | |||||||
| 703 Woodside Rd Ste 7 | Redwood City | CA | 94061 | none | 501(c)3 | Teen talk sexuality education | $5,000 |
| Mid Klamath Watershed Council | |||||||
| PO Box 409 | Orleans | CA | 95556 | none | 501(c)3 | panamnik building project | $5,000 |
| University of California | |||||||
| 1111 franklin st 12 fl | oakland | CA | 94607 | none | 501(c)3 | library fund | $20,000 |
| Cornell University | |||||||
| box 223623 | pittsburgh | PA | 15251 | none | 501(c)3 | Scholarship Fund | $1,006,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1086000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,224 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $213,723 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $180,245 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,192 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 419192 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Prep fees | Category |
| Amount | $2,430 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1215 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Corporate Stock | NameOfStock |
| EOY Book Value | 8492472 | EOYBookValue |
| EOYFMV | 10331110 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 401435 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 400154 | USGovtSecuritiesEOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItem |
| Cost Or Other Basis | 3122810 | CostOrOtherBasis |
| Book Value | 3122810 | BookValue |
| EOYFMV | 3075000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Real Estate - upkeep | 21474 | 21474 |
| Miscellaneous | 50 | |
| INVESTMENT FEES | 746 | 746 |
| Bank charges | 51 | 51 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Property Taxes | $30,407 | 30407 |
| FEDERAL TAXES | $11,321 |