MAJOR FAMILY TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAJOR FAMILY TRUST (EIN 13-7221394)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-14
- IRS object ID
- 202403199349101825
- Schema version
- 2023v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:42:13-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN MIZRACH & THALER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 ROUTE ONE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137221394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJOR FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARTIN MAJOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARTIN MAJOR | InCareOfNm |
| Business Name Control | MAJO | BusinessNameControlTxt |
| Phone | 9149231120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MAJOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7324041860 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01350299 | PTIN |
| Phone | 7324041860 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $825,359 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,196 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,196 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,778 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,196 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $900 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,840 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,740 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,740 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,456 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,318 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $781,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $612,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $807,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $798,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $631,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $825,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $798,506 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $631,240 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $798,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $631,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $798,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $631,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $798,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,266 | ExcessRevenueOverExpensesAmt |
| Subtotal | $631,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $631,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1619.87 SH BAIRD SHORT | 2023-09-14 | $15,000 | $15,761 | -$761 | -$761 |
| 7,575.758 SH BAIRD SHORT | 2023-10-23 | $70,000 | $73,712 | -$3,712 | -$3,712 |
| 2157.919 SH MFS INTERNATIONAL | 2023-10-23 | $85,993 | $78,742 | $7,251 | $7,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,778 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $240 | SubtotalAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $657 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $657 | TotalPaymentsAndCreditsAmt |
| Overpayment | $417 | OverpaymentAmt |
| Applied To ES Tax | $417 | AppliedToESTaxAmt |
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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN MAJOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9149231120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 CHESTNUT HILL LN | AddressLine1Txt |
| City | BRIARCLIFF MANOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10510 | 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 |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARTIN MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | PRESIDENT | 0 | $0 | $0 | $0 |
| SHEILA MAJOR | ||||||||
| 25 CHESTNUT HILL LANE | BRIARCLIFF MANOR | NY | 10510 | VICE PRESIDENT | 0 | $0 | $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 | $790,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $802,915 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $802,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $790,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240 | TotalTaxAmt |
| Distributable Before Adj | $39,304 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,304 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,304 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,500 | 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 | $184,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $451,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $107,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $674,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $39,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,196 | RemainingDistriFromCorpusAmt |
| Total Corpus | $819,381 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $451,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $107,308 | ExcessFromYear4Amt |
| Excess From Year3 | $72,416 | ExcessFromYear3Amt |
| Excess From Year2 | $22,760 | ExcessFromYear2Amt |
| Excess From Year1 | $20,182 | ExcessFromYear1Amt |
| Excess From Current Year | $145,196 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN AND SHEILA MAJOR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Jewish Museum | |||||||
| 1109 5th Ave E 92nd St | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| SOUTH OREGON PBS | |||||||
| 28 South Fir Street Ste 200 | Medford | OR | 97501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| Rogue Valley Unitarian Universalist Fellowship | |||||||
| 87 4th St | ASHLAND | OR | 97520 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| Jacksonville Presbyterian Church | |||||||
| 425 Middle St | Jacksonville | OR | 97530 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| STABBIN WAGON | |||||||
| 501 E Main St | Medford | OR | 97504 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| MULTI CULTURAL ASSOCIATION OF SOUTHERN OREGON | |||||||
| PO Box 67 | Medford | OR | 97501 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| MEMORIAL SLOAN KETTERING | |||||||
| 1275 York Ave | NEW YORK | NY | 10065 | PC | GENERAL CHARITABLE PURPOSES | $150,000 | |
| Civil Liberties Defense Center | |||||||
| 1711 Willamette St Ste 301 359 | Eugene | OR | 97401 | PC | GENERAL CHARITABLE PURPOSES | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,196 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,778 | 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 | $23,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,974 | 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 |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $5,840 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,840 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |