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TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202441309349103454
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T16:32:49-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208678978EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Turkanis Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTURKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY TUrkanisPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARRYPersonFirstNm
Person LastTUrkanisPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$614,132FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,304InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,304InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,317DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,317DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,867NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,992GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,867CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,488TotalRevAndExpnssAmt
Total Net Invst Incm$49,488TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,584TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,126OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,126OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,710TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,126TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,110ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,110ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,236TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,332ExcessRevenueOverExpensesAmt
Net Investment Income$49,488NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$165,184SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$318,041SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$318,041SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$122,632USGovernmentObligationsBOYAmt
Corporate Stock BOY$403,398CorporateStockBOYAmt
Corporate Stock EOY$366,841CorporateStockEOYAmt
Corporate Stock EOYFMV$296,091CorporateStockEOYFMVAmt
Total Assets BOY$691,214TotalAssetsBOYAmt
Total Assets EOY$684,882TotalAssetsEOYAmt
Total Assets EOYFMV$614,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$691,214RetainedEarningBOYAmt
Retained Earning EOY$684,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$691,214TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$684,882TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$691,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$684,882TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$691,214TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,332ExcessRevenueOverExpensesAmt
Subtotal$684,882SubtotalAmt
Tot Net Ast Or Fund Balances EOY$684,882TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$222,992GrossSalesPriceAmt
Cost Or Other Basis$219,125CostOrOtherBasisAmt
Gain Or Loss$3,867GainOrLossAmt
Gains Minus Excess Or Losses$3,867GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,867CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$688InvestmentIncomeExciseTaxAmt
Subtotal$688SubtotalAmt
Tax Based On Investment Income$688TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$112OverpaymentAmt
Applied To ES Tax$112AppliedToESTaxAmt

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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Amanda Jaffe
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Barry S Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
David Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Ellen Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Jeffrey Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$378,911AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$223,344AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$602,255TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$602,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$593,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$688TaxBasedOnInvestmentIncomeAmt
Total Tax$688TotalTaxAmt
Distributable Before Adj$28,973DistributableBeforeAdjAmt
Distributable Before Ded$28,973DistributableBeforeDedAmt
Distributable As Adjusted$28,973DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,236ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,236QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,973DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$15,407ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,640ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,273ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,770ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,423ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$92,513TotalExcessDistributionCyovAmt
Qualifying Distributions$53,236QualifyingDistributionsAmt
Applied To Current Year$28,973AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,263RemainingDistriFromCorpusAmt
Total Corpus$116,776TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,407ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$101,369ExcessDistriCyovToNextYrAmt
Excess From Year4$19,640ExcessFromYear4Amt
Excess From Year3$21,273ExcessFromYear3Amt
Excess From Year2$12,770ExcessFromYear2Amt
Excess From Year1$23,423ExcessFromYear1Amt
Excess From Current Year$24,263ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBarry S TurkanisContributingManagerNm
Contributing ManagerEllen TurkanisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION
510 MEADOWMONT VILLAGE CIRCHAPEL HILLNC27517N/APCGeneral & Unrestricted$200
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RDBOCA RATONFL33486N/APCGeneral & Unrestricted$5,000
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVECHESTNUT HILLMA02467N/APCGeneral & Unrestricted$250
CHILDRENS HOSPITAL CORPORATION
401 PARK DR STE 602BOSTONMA02215N/APCGeneral & Unrestricted$1,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I
KRAFT FAMILY BLDG 126 HIGH STBOSTONMA02110N/APCIsrael emergency fund$360
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCGeneral & Unrestricted$1,800
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCGeneral & Unrestricted$10,000
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$500
HUNDRED CLUB OF MASSACHUSETTS INC
17 GLOUCESTER STBOSTONMA02115N/APCGeneral & Unrestricted$250
JUVENILE DIABETES RESEARCH FOUNDATION
30 GLENN ST SUITE 409WHITE PLAINSNY10603N/APCGeneral & Unrestricted$700
MARCH OF DIMES INC
PO BOX 18819ATLANTAGA31126N/APCCharitable Event$300
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$250
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 5028HAGERSTOWNMD21741N/APCCharitable Event$300
MOUNT SINAI HOSPITAL
ONE GUSTAVE L LEVY PL BOX 1049NEW YORKNY10029N/APCGeneral & Unrestricted$2,500
MY BROTHERS TABLE INC
98 WILLOW STLYNNMA01901N/APCGeneral & Unrestricted$250
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCCharitable Event$750
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCCharitable Event$500
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCCharitable Event$240
NORTH SHORE UNIVERSITY HOSPITAL
972 BRUSH HOLLOW RD 5TH FLWESTBURYNY11590N/APCFunds for Cardiovascular and Thoracic Division$170
PLAY FOR P I N K INC
28 W 44TH ST STE 609NEW YORKNY10036N/APCGeneral & Unrestricted$5,000
SPUR INC
PO BOX 1274MARBLEHEADMA01945N/APCGeneral & Unrestricted$1,185
SYOSSET FIRE DEPARTMENT INC
50 COLD SPRING RDSYOSSETNY11791N/APCGeneral & Unrestricted$40
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$1,900
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCCharitable Event$1,500
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCCharitable Event$565
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCArthur Epstein Memorial fund$500
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$4,000
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCAnnual birdie Sponsorship$2,500
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCCharitable Event$500
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCCharitable Event$1,100
UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA
7200 W CAMINO REAL STE 214BOCA RATONFL33433N/APCGeneral & Unrestricted$2,500
WASHINGTON UNIVERSITY
ONE BROOKINGS DR MSC 1082-414-25SAINT LOUISMO63130N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,110TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,304ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,317ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,867ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,488ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,488TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$14,245$35,233
APPLE INC$89,373$96,265
MICROSOFT CORP$18,759$47,005
REDWOOD TR INC$39,102$37,050
SCILEX HOLDING CO$18,466$3,594
SORRENTO THERAPEUTICS$80,606$1,544
VERIZON COMMUNICATIONS$106,290$75,400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,020$6,020
Postage/Delivery Service$81$81
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$800
990-PF Excise Tax for 2022$1,784

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