EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202641209349100524
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-30T07:27:04-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273823827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAL CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1238 West Town StAddressLine1Txt
CityNORWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066475783EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EILEEN D BROWN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEILEBusinessNameControlTxt
Phone8608613843PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DEE DEE JACKMAN 587 EKONK HILLAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE DEE JACKMANPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8608613843PhoneNum
Signature2026-04-23SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LASARACINAPreparerPersonNm
PTINP01460566PTIN
Phone8608865186PhoneNum
Preparation2026-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,415,149FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$33,015DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,015DividendsNetInvstIncmAmt
Dividends Adj Net Incm$33,015DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$35,609NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$516,490GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,609CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$455NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$72,639TotalRevAndExpnssAmt
Total Net Invst Incm$68,639TotalNetInvstIncmAmt
Total Adj Net Incm$33,485TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,962CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$7,962CompOfcrDirTrstAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$925AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$925AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$3,206OtherProfFeesRevAndExpnssAmt
Other Prof Fees Adj Net Incm$3,206OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,355TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,355TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$4,864DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$4,864DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$7,871OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$7,871OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$7,871OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,179TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$1,179TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$36,176OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$36,176OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$64,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$64,538TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,871TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$64,538TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,671TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,301ExcessRevenueOverExpensesAmt
Net Investment Income$68,639NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,291CashBOYAmt
Cash EOY$6,128CashEOYAmt
Cash EOYFMV$6,128CashEOYFMVAmt
Sav And Temp Cash Invst BOY$65,598SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,613SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,613SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$941,785CorporateStockBOYAmt
Corporate Stock EOY$1,043,551CorporateStockEOYAmt
Corporate Stock EOYFMV$1,043,551CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$369,621LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$41,132LandBldgEquipAccumDeprecAmt
Land BOY$328,032LandBOYAmt
Land EOY$328,489LandEOYAmt
Land EOYFMV$328,489LandEOYFMVAmt
Other Assets BOY$1,640OtherAssetsBOYAmt
Other Assets EOY$1,368OtherAssetsEOYAmt
Other Assets EOYFMV$1,368OtherAssetsEOYFMVAmt
Total Assets BOY$1,367,346TotalAssetsBOYAmt
Total Assets EOY$1,415,149TotalAssetsEOYAmt
Total Assets EOYFMV$1,415,149TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,367,346RetainedEarningBOYAmt
Retained Earning EOY$1,415,149RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,367,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,415,149TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,367,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,415,149TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,367,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,301ExcessRevenueOverExpensesAmt
Other Increases$42,957OtherIncreasesAmt
Subtotal$1,415,604SubtotalAmt
Other Decreases$455OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,415,149TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE STMT ATTACHED- CHARLES SCHWAB- CAP GAIN DISTP2025-01-012025-12-31$1,452$0$0$1,452$0$0$0$1,452
SEE STMT ATTACHED- CHARLES SCHWAB- STP2025-01-012025-12-31$292,014$0$293,011-$997$0$0$0-$997
SEE STMT ATTACHED- CHARLES SCHWAB- LTP2022-01-012025-12-31$223,024$0$187,870$35,154$0$0$0$35,154
FieldValueIRS element (for citing)
Capital Gain Net Income$35,609CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$455NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$954InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$954SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$954TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$977TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEE DEE JACKMANIndividualWithBooksNm
Phone8608613843PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1587 EKONK HILL RDAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREA TRUPPA-GAGAS
880 ROUTE 171WOODSTOCKCT06281TRUSTEE2.00$0$0$0
MAUREEN POITRAS
9 COLONEL BROWN RDGRISWOLDCT06351TRUSTEE2.00$906$0$0
DEE DEE JACKMAN
587 EKONK HILL RDVOLUNTOWNCT06384PRESIDENT/TREASURER2.00$4,644$0$0
DAISY PHILLIPS
163 BLACK HILL RDPLAINFIELDCT06374SECRETARY2.00$1,400$0$0
KATHRYN ZUROMSKI
680 PLAINFIELD PIKEMOOSUPCT06354TRUSTEE2.00$1,012$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRISWOLD YOUTH AND FAMILY SERVICES 68 ASHLAND ST JEWETT CITY, CT 06351Description1Txt
Expenses1$300Expenses1Amt
Description2GRISWOLD FIRE DEPARTMENT 883 VOLUNTOWN RD GRISWOLD, CT 06351Description2Txt
Expenses2$300Expenses2Amt
Description3THE LAST GREEN VALLEY 203 MAIN ST DANILESON, CT 06239Description3Txt
Expenses3$300Expenses3Amt
Description4ST. MARYS CHURCH FOOD PANTRY 34 NORTH MAIN ST JEWETT CITY, CT 06351Description4Txt
Expenses4$300Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,671ExpensesAndContributionsAmt
Qualifying Distributions$10,671QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$12,949ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,905ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,647ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,992ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,870ExcessDistributionCyovYr1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$10,671CurrentYearAmt
Year1$6,870Year1Amt
Year2$4,992Year2Amt
Year3$10,647Year3Amt
Total$33,180TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$10,671CurrentYearAmt
Year1$6,870Year1Amt
Year2$4,992Year2Amt
Year3$10,647Year3Amt
Total$33,180TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,415,149CurrentYearAmt
Year1$1,367,346Year1Amt
Year2$1,319,200Year2Amt
Year3$1,268,213Year3Amt
Total$5,369,908TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,415,149CurrentYearAmt
Year1$1,367,346Year1Amt
Year2$1,319,200Year2Amt
Year3$1,268,213Year3Amt
Total$5,369,908TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRISWOLD FIRE DEPARTMENT
883 VOLUNTOWN RDGRISWOLDCT06351NCCHARITABLE$300
FRANCISCAN FRIARS
199 COLONEL BROWN RDGRISWOLDCT06351NCCHARITABLE$50
SLATER LIBRARY
26 MAIN STJEWETT CITYCT06351PFMUNICIPAL$300
CT AUDOBON SOCIETY
314 UNQUOWA ROADFAIRFIELDCT06824NCCHARITABLE$250
ST MARY'S FOOD PANTRY
34 NORTH MAIN STREETJEWETT CITYCT06351NCCHARITABLE$300
PAUCHAUG POND WEED CONTROL ASSOCIATION
39 JENNIFER LANEGRISWOLDCT06351NCCHARITABLE$250
FRIENDS OF PACHAUG FOREST
36 TATRO RDGRISWOLDCT06351NCCHARITABLE$200
GRISWOLD YOUTH AND FAMILY SERVICES
68 ASHLAND STJEWETT CITYCT06351NCCHARITABLE$300
GRISWOLD SENIOR CENTER
220 TAYLOR HILL RDJEWETT CITYCT06351NCCHARITABLE$300
THE LAST GREEN VALLEY
203 MAIN STDANIELSONCT06239NCCHARITABLE$300
UCONN CAHNR EXTENSION FOUNDATION (FUND 0020542)
2390 ALUMNI DR UNIT 3206STORRSCT06269NCCHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCHARITABLE REAL ESTATEDesc
Exclusion30ExclusionCd

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,015ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$35,609RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,030ExclusionAmt
Related Or Exempt Function Incm$35,609RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,639TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$1,043,551EOYBookValueAmt
EOYFMV$1,043,551EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$265,000$0$265,000
FURNITURE AND FIXTURES$13,298$7,403$5,895
IMPROVEMENTS$78,823$28,416$50,407
EQUIPMENT$12,500$5,313$7,187

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTANGIBLE -BOND PREMIUMDesc
BOY Book Value$1,640BOYBookValueAmt
EOY Book Value$1,368EOYBookValueAmt
EOYFMV$1,368EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc990 PF TAXDesc
Amt$455Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT FEES$9,095$9,095
INSURANCE$10,103$10,103
SECURITY-ALARM$288$288
OFFICE EXPENSE$529$529
REPAIRS & MAINTENANCE$13,551$13,551
MEMBERSHIPS$500$500
SUPPLIES$1,118$1,118
FOREIGN TAXES$223$223
WEBSITE
Amortization$769$769

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SECTION 199A DIVIDENDS$93
UNREALIZED GAIN ON INVESTMENT$42,864

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXESCategoryTxt
Amt$2,355Amt
Adjusted Net Income$2,355AdjustedNetIncomeAmt

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