SOKOL FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOKOL FAMILY FOUNDATION (EIN 85-3064683)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-08
IRS object ID
202301289349100810
Schema version
2022v5.0
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)
Return2023-05-08T11:31:07-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882648499PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VERDANT ACCOUNTING PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112110 PORT GRACE BLVD STE 100AddressLine1Txt
CityLA VISTACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681283190ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853064683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOKOL FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2KELLY SOKOLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOKOBusinessNameControlTxt
Phone7575820264PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18110 OCEAN FRONT AVENUEAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY SOKOLPersonNm
Person TitlePRESIDENT/EXEC DIRPersonTitleTxt
Phone7575820264PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLYPersonFirstNm
Person LastSOKOLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY KERNS CPAPreparerPersonNm
PTINP00454583PTIN
Phone4023301200PhoneNum
Preparation2023-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,675,458FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,002,550ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$848,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$848,770DividendsNetInvstIncmAmt
Dividends Adj Net Incm$848,770DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$17,137NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$17,137GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,137CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,868,457TotalRevAndExpnssAmt
Total Net Invst Incm$865,907TotalNetInvstIncmAmt
Total Adj Net Incm$848,770TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$46,725CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$3,793PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,793PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$3,793PensionEmplBnftAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,163AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,163AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,163AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$48,526TaxesRevAndExpnssAmt
Taxes Net Invst Incm$86TaxesNetInvstIncmAmt
Taxes Adj Net Incm$86TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss-$794OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm-$794OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm-$794OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$100,413TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,248TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,675,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,675,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,775,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,248TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,248TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,675,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,092,594ExcessRevenueOverExpensesAmt
Net Investment Income$860,659NetInvestmentIncomeAmt
Adjusted Net Income$843,522AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$348,977CashBOYAmt
Cash EOY$230,978CashEOYAmt
Cash EOYFMV$230,978CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,548,131SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,756,001SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,756,001SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,303,881CorporateStockBOYAmt
Corporate Stock EOY$12,738,104CorporateStockEOYAmt
Corporate Stock EOYFMV$33,712,563CorporateStockEOYFMVAmt
Other Investments BOY$995,000OtherInvestmentsBOYAmt
Other Investments EOY$995,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$973,112OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,804OtherAssetsBOYAmt
Other Assets EOY$2,804OtherAssetsEOYAmt
Other Assets EOYFMV$2,804OtherAssetsEOYFMVAmt
Total Assets BOY$16,198,793TotalAssetsBOYAmt
Total Assets EOY$18,722,887TotalAssetsEOYAmt
Total Assets EOYFMV$39,675,458TotalAssetsEOYFMVAmt
Other Liabilities BOY$516OtherLiabilitiesBOYAmt
Other Liabilities EOY$346OtherLiabilitiesEOYAmt
Total Liabilities BOY$516TotalLiabilitiesBOYAmt
Total Liabilities EOY$346TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$16,198,277NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$18,722,541NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$16,198,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,722,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,198,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,722,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,198,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,092,594ExcessRevenueOverExpensesAmt
Subtotal$25,290,871SubtotalAmt
Other Decreases$6,568,330OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,722,541TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$17,137CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,963InvestmentIncomeExciseTaxAmt
Subtotal$11,963SubtotalAmt
Tax Based On Investment Income$11,963TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$476TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt
Individual With BooksKELLY SOKOLIndividualWithBooksNm
Phone7575820264PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18110 OCEAN FRONT AVEAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELLY SOKOL
8110 OCEAN FRONT AVEVIRGINIA BEACHVA23451PRESIDENT/EX13.00$46,725$0$0
JOHN WEECH
8110 OCEAN FRONT AVENUEVIRGINIA BEACHVA23451TREASURER/SE3.00$0$0$0
DAVID SOKOL
2400 DEL LAGO DRIVEFORT LAUDERDALEFL33316DIRECTOR000.00$0$0$0
PEGGY SOKOL
2400 DEL LAGO DRIVEFORT LAUDERDALEFL33316DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,838,803AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,031,505AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,804FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,873,112TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,873,112AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$418,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,455,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,372,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,372,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,963TaxBasedOnInvestmentIncomeAmt
Total Tax$11,963TotalTaxAmt
Distributable Before Adj$1,360,788DistributableBeforeAdjAmt
Distributable Before Ded$1,360,788DistributableBeforeDedAmt
Distributable As Adjusted$1,360,788DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,675,450ExpensesAndContributionsAmt
Qualifying Distributions$1,675,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,360,788DistributableAsAdjustedAmt
Undistributed Income PY$1,039,170UndistributedIncomePYAmt
Qualifying Distributions$1,675,450QualifyingDistributionsAmt
Applied To Year1$1,039,170AppliedToYear1Amt
Applied To Current Year$636,280AppliedToCurrentYearAmt
Undistributed Income CY$724,508UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
VIRGINIA BEACH VOLUNTEER RESCUE
740 VIRGINIA BEACH BLVDVIRGINIA BEACHVA23451GENERAL$2,500
FOR KIDS
1001 POINDEXTER STCHESAPEAKEVA23324GENERAL$337,950
PARK COUNTY COMMUNITY FOUNDATION
104 S MAIN STLIVINGSTONMT59047GENERAL$100,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314GENERAL$120,000
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314GENERAL$1,000,000STE 320
AMERICAN HIMALAYAN FOUNDATION
909 MONTGOMERY STREETSAN FRANCISCOCA94133GENERAL$100,000STE 400
VIRGINIA MUSEUM OF CONTEMPORARY ART
2200 PARKS AVENUEVIRGINIA BEACHVA23451GENERAL$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,675,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$848,770ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,137ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$865,907ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$865,907TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID SOKOLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12400 DEL LAGO DRIVEAddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,002,550TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property95,000 SHARES EXXON MOBILNoncashPropertyDesc
Fair Market Value$10,002,550FairMarketValueAmt
Received2022-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,163Amt
Net Investment Income$2,163NetInvestmentIncomeAmt
Adjusted Net Income$2,163AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ATLAS$8,305,714$22,371,227
ATLANTIC UNION BANKSHARES$251,600$260,036
BANK OF AMERICA$246,125$207,000
EXXON MOBIL$3,434,223$10,478,500
JP MORGAN CHASE$251,536$214,560
VERIZON$248,906$181,240

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD EMERGING MARKETSAT COST$30,000$23,075
VANGUARD 500 INDEX ADMIRALAT COST$175,000$182,605
VANGUARD HEALTHCARE INVESTORAT COST$280,000$253,639
VANGUARD SMALL CAP INDEXAT COST$30,000$27,947
VANGUARD TOTAL STOCK MARKET INDEXAT COST$100,000$102,198
VANGUARD VALUE INDEX ADMIRALAT COST$280,000$289,716
VANGUARD WINDSOR ADMIRAL IIAT COST$100,000$93,932

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADVANCEDesc
BOY Book Value$2,804BOYBookValueAmt
EOY Book Value$2,804EOYBookValueAmt
EOYFMV$2,804EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION ON DONATION RECEIVEDDesc
Amt$6,568,330Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
MISCELLANEOUS-$794-$794-$794

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES PAYABLEDesc
BOY Book Value$516BOYBookValueAmt
EOY Book Value$346EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES$86$86$86
FEDERAL TAX DUE$36,940
FEDERAL ESTIMATES$11,500

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