SABEEN & MAIRAJ FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SABEEN & MAIRAJ FOUNDATION (EIN 84-6852197)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202222589349100402
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T03:51:28-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204242974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tax Planning Consultants LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1425 Pioneer Dr Ste 127 | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846852197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SABEEN & MAIRAJ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SABE | BusinessNameControlTxt |
| Phone | 7274909096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 WEST BAY DR APT 304 | AddressLine1Txt |
| City | BELLEAIR BLUFFS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAIRAJ UDDIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7274909096 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAIRAJ | PersonFirstNm |
| Person Last | UDDIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Glenn T Gillen | PreparerPersonNm |
| PTIN | P01297125 | PTIN |
| Phone | 4695864993 | PhoneNum |
| Preparation | 2022-09-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,847,783 | 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 | $2,858,929 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,478 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,865,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,253 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $28,985 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,419 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,767,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,080,527 | CashBOYAmt |
| Cash EOY | $843,813 | CashEOYAmt |
| Cash EOYFMV | $843,813 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,498,993 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $3,498,993 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,498,993 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments EOY | $504,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $504,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,080,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,847,783 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,847,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,080,527 | CapitalStockBOYAmt |
| Retained Earning EOY | $4,847,783 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,080,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,847,783 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,080,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,847,783 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,080,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,767,256 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,847,783 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,847,783 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $87 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $87 | SubtotalAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $87 | 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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | Mairaj Uddin | IndividualWithBooksNm |
| Phone | 4695864993 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 W Bay Drive 304 | AddressLine1Txt |
| City | Belleair Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33786 | ZIPCd |
| 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 |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MAIRAJ UDDIN | ||||||
| 3340 HIBISCUS DRIVE WEST | Belleair Beach | FL | 33786 | Trustee | 000.00 | $0 |
| SYEDA RIZVI | ||||||
| 3340 HIBISCUS DRIVE WEST | Belleair Beach | FL | 33786 | Trustee | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $126,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,003,970 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,373,909 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,373,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,308,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $87 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $87 | TotalTaxAmt |
| Distributable Before Adj | $215,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $215,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $215,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $56,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $215,328 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $25,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,300 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $29,934 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,934 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $129,094 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mairaj Uddin | ContributingManagerNm |
| Contributing Manager | Sabeen Uddin | ContributingManagerNm |
| Shareholder Manager | Mairaj Uddin | ShareholderManagerNm |
| Shareholder Manager | Sabeen Uddin | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OUR AIM FOUNDATION | ||||||
| 2112 HARBOR VIEW DRIVE | DUNEDIN | FL | 34698 | PC | DONATION | $25,000 |
| ISTABA | ||||||
| 7326 E SLIGH AVE | TAMPA | FL | 33610 | PC | DONATION | $2,600 |
| MORGAN FITZGERALD MIDDLE SCHOOL | ||||||
| 6410 118TH AVE | LARGO | FL | 33773 | PC | DONATION | $2,000 |
| FRIENDS OF INDUS HOSPITAL | ||||||
| 155 CEDAR LANE | TEANECK | NJ | 07666 | PC | DONATION | $3,995 |
| SIUT NORTH AMERICA | ||||||
| 6671 SW FREEWAY STE 466 | HOUSTON | TX | 77074 | PC | DONATION | $1,023 |
| GHAMIDI CENTER OF ISLA | ||||||
| 3620 N JOSEY LN STE 230 | CARROLLTON | TX | 75007 | PC | DONATION | $1,031 |
| EDHI USA | ||||||
| 45-11 NATIONAL STREET | CORONA | NY | 11368 | PC | DONATION | $6,136 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | DONATION | $2,040 |
| CDRS | ||||||
| 20916 WINOLA TERRACE | ASHBURN | VA | 20147 | PC | DONATION | $1,000 |
| SHAUKAT KHANUM CANCER HOSPITAL | ||||||
| 4 FOREST PARK DR | FARMINGTON | CT | 06032 | PC | DONATION | $2,800 |
| MASJID ALSALAM | ||||||
| 16700 OLD LOUETTA RD | SPRING | TX | 77379 | PC | DONATION | $1,000 |
| BKH Humanatarian Foundation | ||||||
| 7700 MASSACHUSETTS AVE | NEW PORT RICHEY | FL | 34653 | PC | DONATION | $1,000 |
| APPNA | ||||||
| 6414 SOUTH CLASS AVE | WESTMONT | IL | 60559 | PC | DONATION | $300 |
| USA FOR UNHCR | ||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | PC | DONATION | $800 |
| ISLAMIC SOCIETY OF PINELLAS COUNTY | ||||||
| 9400 67TH ST | N PINELLAS PARK | FL | 33782 | PC | DONATION | $200 |
| IMRAN KHAN CANCER APPEAL INC | ||||||
| 65 FAIRCHILD ST | CHARLESTON | SC | 29492 | PC | DONATION | $5,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,033 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,047 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,080 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,080 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Seabreeze | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 West Bay Dr Ste 304 | AddressLine1Txt |
| City | Belleair Bluffs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,858,929 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax prep accounting work | CategoryTxt |
| Amt | $28,985 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NONE | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| American Express Co-3shs | 2021-11 | P | 2021-11 | $546 | $517 | $29 |
| Banco Bilbao Vizcayargentaria-164shs | 2021-11 | P | 2021-12 | $957 | $1,140 | -$183 |
| Capital One Financial Corp-2shs | 2021-11 | P | 2021-11 | $313 | $306 | $7 |
| Comcast Corp-11shs | 2021-11 | P | 2021-11 | $590 | $579 | $11 |
| Honeywell Intl Inc-4shs | 2021-11 | P | 2021-11 | $852 | $890 | -$37 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Pruco Securities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $504,977 | BookValueAmt |
| EOYFMV | $504,977 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Annual Trustee Retreat | $11,365 |
| Consultant Fees | $1,054 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | InterestInterestRt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|
| Appletree Business Trust | |||
| $500,000 | $500,000 | 0000000000.000000000000 | $500,000 |
| Appletree Business Trust | |||
| $2,998,993 | $2,998,993 | 0000000000.000000000000 | $2,998,993 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $49 | Amt |
Comments