BETA

AKHOURY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AKHOURY FOUNDATION INC (EIN 22-3417520)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-31
IRS object ID
202443059349100239
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

FieldValueIRS element (for citing)
Return2024-10-31T15:47:09-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 Jefferson Park Suite 400AddressLine1Txt
CityWhippanyCityNm
State AbbreviationNJStateAbbreviationCd
ZIP079811070ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223417520EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AKHOURY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RAVI AKHOURYInCareOfNm
Business Name ControlAKHOBusinessNameControlTxt
Phone9733772315PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12251 Gulf of Mexico Drive Suite 304AddressLine1Txt
CityLongboat KeyCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRavi AkhouryPersonNm
Person TitleTrusteePersonTitleTxt
Phone9733772315PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew Burke CPAPreparerPersonNm
PTINP01052804PTIN
Phone9738989494PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$343,903FMVAssetsEOYAmt
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
Dividends Rev And Expnss$9,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,550DividendsNetInvstIncmAmt
Total Rev And Expnss$9,550TotalRevAndExpnssAmt
Total Net Invst Incm$9,550TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Interest Rev And Expnss$306InterestRevAndExpnssAmt
Interest Net Invst Incm$306InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$306TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$310,730ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$310,730ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$311,036TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$306TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$310,730TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$301,486ExcessRevenueOverExpensesAmt
Net Investment Income$9,244NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,123CashBOYAmt
Cash EOY$609CashEOYAmt
Cash EOYFMV$609CashEOYFMVAmt
Sav And Temp Cash Invst BOY$424,729SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$84,835SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$84,835SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$49,922CorporateStockEOYAmt
Corporate Stock EOYFMV$58,459CorporateStockEOYFMVAmt
Other Investments BOY$200,000OtherInvestmentsBOYAmt
Other Investments EOY$200,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$200,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$636,852TotalAssetsBOYAmt
Total Assets EOY$335,366TotalAssetsEOYAmt
Total Assets EOYFMV$343,903TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$586,913CapitalStockBOYAmt
Retained Earning BOY$49,939RetainedEarningBOYAmt
Retained Earning EOY$335,366RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$636,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$335,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$636,852TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$335,366TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$301,486ExcessRevenueOverExpensesAmt
Subtotal$335,366SubtotalAmt
Tot Net Ast Or Fund Balances EOY$335,366TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$128InvestmentIncomeExciseTaxAmt
Subtotal$128SubtotalAmt
Tax Based On Investment Income$128TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$280TotalPaymentsAndCreditsAmt
Overpayment$152OverpaymentAmt
Applied To ES Tax$152AppliedToESTaxAmt

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 StateNJOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RAVI AKHOURYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9733772315PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12251 GULF OF MEXICO DRIVE APT 304AddressLine1Txt
CityLongboat KeyCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAVI AKHOURY
2251 Gulf of Mexico Drive Apt 304Long Boat KeyFL34228TRUSTEE0$0$0$0
VIRGINIA AKHOURY
2251 Gulf of Mexico Drive Apt 304Longboat KeyFL34228TRUSTEE0$0$0$0
PRIYA JOY AKHOURY
6 PINE VALLEY WAYFLORHAM PARKNJ07932TRUSTEE0$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$34,750AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,834AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$449,584TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$449,584AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,744CashDeemedCharitableAmt
Net Vl Noncharitable Assets$442,840NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,142MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,142MinimumInvestmentReturnAmt
Tax Based On Investment Income$128TaxBasedOnInvestmentIncomeAmt
Total Tax$128TotalTaxAmt
Distributable Before Adj$22,014DistributableBeforeAdjAmt
Distributable Before Ded$22,014DistributableBeforeDedAmt
Distributable As Adjusted$22,014DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$310,730ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$310,730QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,014DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$107,435ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,706ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,221ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$107,196ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$99,235ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$374,793TotalExcessDistributionCyovAmt
Qualifying Distributions$310,730QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$22,014AppliedToCurrentYearAmt
Remaining Distri From Corpus$288,716RemainingDistriFromCorpusAmt
Total Corpus$663,509TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$107,435ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$556,074ExcessDistriCyovToNextYrAmt
Excess From Year4$45,706ExcessFromYear4Amt
Excess From Year3$15,221ExcessFromYear3Amt
Excess From Year2$107,196ExcessFromYear2Amt
Excess From Year1$99,235ExcessFromYear1Amt
Excess From Current Year$288,716ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAVI AKHOURYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxt
ALL FAITHS FOOD BANK
8171 BLAIKIE CTSARASOTAFL34240CHARITABLE REQUEST$5,000
ASSOC OF MARIAN HELPERS
2 PROSPECT HILL ROADSTOCKBRIDGEMA01262CHARITABLE REQUEST$130
CATHOLIC CHARITIES NY
1011 FIRST AVENUE 11TH FLOORNEW YORKNY10022CHARITABLE REQUEST$4,000
CHILDREN HOPE INDIA
7 EDGEMORE DRSEARINGTONNY11507CHARITABLE REQUEST$2,000
CHILDRENS FIRST
1723 N Orange AveSARASOTAFL34234CHARITABLE REQUEST$5,000
CHURCH OF THE HOLY FAMILY
315 EAST 47TH STREETMANHATTANNY10017CHARITABLE REQUEST$3,150
COMMUNITY FOOD BANK NJ
31 EVANS TERMINALHILLSIDENJ07205CHARITABLE REQUEST$3,000
Congress de Paraquayis Migrantes on Los Estados
67 lincoln avenueFLORHAM PARKNJ07932CHARITABLE REQUEST$5,000
CROSS CATH OUTREACH
PO BOX 273908BOCA RATONFL33427CHARITABLE REQUEST$1,000
DISABLED AMER VETS
PO BOX 14301CINCINNATIOH45250CHARITABLE REQUEST$350
FLORHAN PARK MEMORIAL
60 FELCH ROADFLORHAM PARKNJ07932CHARITABLE REQUEST$250
GAZEBO COMMITTEE
111 RIDGEDALE AVEFLORHAM PARKNJ07932CHARITABLE REQUEST$200
GYAN INC
219 BAYBERRY DRIVENICEVILLEFL32578CHARITABLE REQUEST$100,000
HABITAT FOR HUMANITY
PO BOX 369AMERICUSGA31709CHARITABLE REQUEST$5,000
HALOS FOR ANGELS
PO BOX 415FLORHAM PARKNJ07932CHARITABLE REQUEST$11,000
HOINA
PO BOX 636BROWNSTOWNPA17508CHARITABLE REQUEST$500
HOLY FAMILY CHURCH
1 LLOYD AVENUEFLORHAM PARKNJ07932CHARITABLE REQUEST$400
HOLY FAMILY SCHOOL
17 FORDHAM AVEHICKSVILLENY11801CHARITABLE REQUEST$2,000
INDIAN AMERICAN IMPACT
PO BOX 83455GAITHERSBURGMD20883CHARITABLE REQUEST$25,000
FACE AUTISM
5333 RIO VISTA STSARASOTAFL34232CHARITABLE REQUEST$1,700
LITTLE SISTERS OF THE POOR
140 SHEPHERDS LANE 1TOTOWANJ07512CHARITABLE REQUEST$250
MARIE SELBY BOTANICAL GARDEN
1534 MOUND STSARASOTAFL34292CHARITABLE REQUEST$1,000
MEALS ON WHEELS AMERICA
1550 CRYSTAL DRIVE SUITE 1004ARLINGTONVA22202CHARITABLE REQUEST$1,500
MISSIONARY SISTERS
630 DEKALB STNORRISTOWNPA19401CHARITABLE REQUEST$500
MOUTH & FOOT PAINTING ARTISTS
2070 PEACHTREE INDUSTRIAL COURTATLANTAGA30341CHARITABLE REQUEST$50
MUSKAAN INDIA INC
9918 WOODFORD Rd POTOMACMARYLANDMD20854CHARITABLE REQUEST$10,000
NATL CTR FOR PADRE PIO
111 BARTO RDBARTOPA19504CHARITABLE REQUEST$300
NOURISH NJ
36 SUSSEX AVEMORRISTOWNNJ07960CHARITABLE REQUEST$5,000
IMMACULATE CONCEPTION HIGH SCHOOL
33 cottage placeMONTCLAIRNJ07042CHARITABLE REQUEST$200
OUR LADY OF PERPETUAL HELP
3989 S MOON DRIVEVENICEFL34292CHARITABLE REQUEST$4,000
PASSAIC NEIGHBORHOOD FOR WOMEN
217 3RD STREETPASSAICNJ07055CHARITABLE REQUEST$500
PIME
17330 QUINCY STREETDETROITMI48221CHARITABLE REQUEST$500
RINGLING COLLEGE OF ART DESIGN
2700 N TAMIAMI TRAILSARASOTAFL34234CHARITABLE REQUEST$29,000
SACRED HEART PARISH
4 RICHARDS AVENUEDOVERNJ07801CHARITABLE REQUEST$6,000
SALESIAN MISSIONS
2 LE FEVRES LANENEW ROCHELLENY10801CHARITABLE REQUEST$920
SARASOTA MEMORIAL HEALTH CARE
B 1515 S OSPREY AVE 4SARASOTAFL34239CHARITABLE REQUEST$10,000
SOC OF DIVINE VACATIONS
1732 S CONGRESS AVE 307PALM SPRINGSFL33461CHARITABLE REQUEST$200
SPOON
135 SE MAIN STPORTLANDOR97214CHARITABLE REQUEST$1,000
ST CATHERINES SCHOOL
ELIZABETH AVEELIZABETHNJ07208CHARITABLE REQUEST$4,000
ST JOSEPHS HOME FOR THE ELDERLY
140 SHEPHERDS LANE 1TOTOWANJ07512CHARITABLE REQUEST$500
ST MARY STAR OF THE SEA
4280 GULF OF MEXICO DRIVELONGBOAT KEYFL34228CHARITABLE REQUEST$9,355
ST MARYS MENS CLUB
4280 GULF OF MEXICO DRIVELONGBOAT KEYFL34228CHARITABLE REQUEST$100
ST MARYS WOMENS GUILD
676 EL CENTROLONGBOAT KEYFL34228CHARITABLE REQUEST$400
ST MICHAELS CHURCH
408 HEARD BRIDGE ROADWAUCHULAFL33813CHARITABLE REQUEST$20,950
ST THERESA PARISH
CHARITABLE REQUEST$2,500PO BOX TL 2010TAMALEGHNT 0272 1946NONE
STILLPOINT MISSIOINS
PO BOX 619BRADENTONFL34206CHARITABLE REQUEST$5,000
STUDENT PATNER ALLIANCE
561 SPRINGFIELD AVESUMMIT TOWNSHIPNJ07901CHARITABLE REQUEST$13,200
THIRTEEN
825 EIGHTH AVENEW YORKNY10019CHARITABLE REQUEST$125
TURNING POINTE AUTISM FOUNDATION
1500 W OGDEN AVENAPERVILLEIL60540CHARITABLE REQUEST$1,000
UCLA PAYMENT SOLUTIONS
1125 MURPHY HALLLOS ANGELESCA900957089CHARITABLE REQUEST$5,000
UNIVERSITY FOR DEVELOPMENT
CHARITABLE REQUEST$3,000PO BOX 1350TAMALEGHNT 0272 1946NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$310,730TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,550ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,550ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,550TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
StockMORGAN STANLEY X8161StockNm
EOY Book Value$49,922EOYBookValueAmt
EOYFMV$58,459EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AIINGOV INCAT COST$50,000$50,000
ENGLISH HELPER INCAT COST$150,000$150,000

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