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ERICKSON FOUNDATION TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ERICKSON FOUNDATION TR (EIN 55-0722731)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349104115
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)
Return2023-05-15T14:42:12-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550603535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONOUGH EDDY POLING & BAYLOUS ACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 184AddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP261020184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550722731EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ERICKSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone3044288091PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1094AddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY G EDDYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3044288091PhoneNum
Signature2023-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHY GPersonFirstNm
Person LastEDDYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBENJAMIN M POLING CPAPreparerPersonNm
PTINP01624342PTIN
Phone3044288091PhoneNum
Preparation2023-05-15PreparationDt
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$1,896,826FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,522DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$72,800GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$72,800GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$38,328NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$79,380NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$582,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,380CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,109OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,109OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$195,811TotalRevAndExpnssAmt
Total Net Invst Incm$195,811TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$12,566AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,852OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,777OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,099TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$642OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$34,472OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,472OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$67,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,249TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,631TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,249TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,180ExcessRevenueOverExpensesAmt
Net Investment Income$149,562NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,289CashBOYAmt
Cash EOY$79,679CashEOYAmt
Cash EOYFMV$79,679CashEOYFMVAmt
Sav And Temp Cash Invst BOY$281,397SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$250,204SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$250,204SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$159,791USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$175,000USGovtObligationsEOYFMVAmt
Corporate Stock BOY$492,799CorporateStockBOYAmt
Corporate Stock EOY$416,912CorporateStockEOYAmt
Corporate Stock EOYFMV$437,408CorporateStockEOYFMVAmt
Corporate Bonds BOY$175,669CorporateBondsBOYAmt
Corporate Bonds EOY$189,944CorporateBondsEOYAmt
Corporate Bonds EOYFMV$179,549CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$444,376InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$203,273InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$250,084LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$241,103LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$505,000LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$240,000MortgageLoansBOYAmt
Mortgage Loans EOY$240,000MortgageLoansEOYAmt
Mortgage Loans EOYFMV$240,000MortgageLoansEOYFMVAmt
Other Investments BOY$143,668OtherInvestmentsBOYAmt
Other Investments EOY$47,070OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,466OtherInvestmentsEOYFMVAmt
Other Assets BOY-$2,778OtherAssetsBOYAmt
Other Assets EOY-$2,480OtherAssetsEOYAmt
Other Assets EOYFMV-$2,480OtherAssetsEOYFMVAmt
Total Assets BOY$1,614,128TotalAssetsBOYAmt
Total Assets EOY$1,622,223TotalAssetsEOYAmt
Total Assets EOYFMV$1,896,826TotalAssetsEOYFMVAmt
Accounts Payable BOY$85AccountsPayableBOYAmt
Total Liabilities BOY$85TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,614,043NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,622,223NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,614,043TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,622,223TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,614,128TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,622,223TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,614,043TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,180ExcessRevenueOverExpensesAmt
Subtotal$1,622,223SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,622,223TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF FURNITUREP2022-01-05$100$7,120$7,120$100$100
PUBLICLY TRADED SECURITES STP$191,249$185,786$5,463$5,463
PUBLICLY TRADED SECURITES LTP$390,910$317,093$73,817$73,817
FieldValueIRS element (for citing)
Capital Gain Net Income$79,380CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$79,380NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,079InvestmentIncomeExciseTaxAmt
Subtotal$2,079SubtotalAmt
Tax Based On Investment Income$2,079TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Tax Due$479TaxDueAmt

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 StateWVOrgReportOrRegisterStateCd
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
Individual With BooksKATHY G EDDYIndividualWithBooksNm
Phone3044288091PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1412 MARKET STREETAddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26101ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY G EDDY
412 MARKET STREETPARKERSBURGWV26101TRUSTEE000.00$0$0$0
LAURIE A ERICKSON
4333 N OCEAN BLVDGULF STREAMFL33483TRUSTEE000.00$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$945,895AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$291,501AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$505,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,742,396TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,742,396AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,716,260NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,079TaxBasedOnInvestmentIncomeAmt
Total Tax$2,079TotalTaxAmt
Distributable Before Adj$83,734DistributableBeforeAdjAmt
Distributable Before Ded$83,734DistributableBeforeDedAmt
Distributable As Adjusted$83,734DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,000ExpensesAndContributionsAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,734DistributableAsAdjustedAmt
Undistributed Income PY$76,556UndistributedIncomePYAmt
Qualifying Distributions$120,000QualifyingDistributionsAmt
Applied To Year1$76,556AppliedToYear1Amt
Applied To Current Year$43,444AppliedToCurrentYearAmt
Undistributed Income CY$40,290UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARSHALL UNIVERSITY FOUNDATION
519 JOHN MARSHALL DRIVEHUNTINGTONWV25703N/APCUG EXPERIENTIAL LEARNING & RESEARCH$35,000
WVU FOUNDATION - WEST VIRGINIA UNIV
ONE WATERFRONT PLACE 7THMORGANTOWNWV26507N/APCCANCER INSTITUTE MUSIC THERAPY$35,000
WVUP AT PARKERSBURG FOUNDATION
300 CAMPUS DRIVEPARKERSBURGWV26104N/APCDISTINGUISHED FACULTY CHAIR$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,522ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$38,328ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,380ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
INTEREST INCOME- RVP PROPER14$12,000
OIL & GAS INVESTMENT15$698
MISC INCOME1$411

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$161,339ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,339TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$12,566Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHEDBondNm
EOY Book Value$189,944EOYBookValueAmt
EOYFMV$179,549EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTTACHMENTStockNm
EOY Book Value$416,912EOYBookValueAmt
EOYFMV$437,408EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$159,791USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$175,000USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLAND, BUILDINGS, AND EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$444,376CostOrOtherBasisAmt
Accumulated Depreciation$203,273AccumulatedDepreciationAmt
Book Value$241,103BookValueAmt
EOYFMV$505,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
850 GUGGENHEIM TAXABLE MUNI BD.AT COST$20,475$13,906
1.000 VIRTUS DIVERSIFIED INCAT COST$26,595$18,560
578 ISHAERS
71 SPDR SP SEMICONDUCTOR
1191 INVESCO VARIABLE RATE
567 WORLD GOLD TR SHS SPDR
SHARARES TR RUSSELL 2000
110 HEALTH CARE SELECT SPDR
60 SPDR GOLD TRUST

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOIL & GAS MINERAL RIGHTSDesc
BOY Book Value-$2,778BOYBookValueAmt
EOY Book Value-$2,480EOYBookValueAmt
EOYFMV-$2,480EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
REAL ESTATE RENTAL
BUILDING REPAIRS$16,506$16,506
INSURANCE$4,606$4,606
MISCELLANEOUS$549$549
OFFICE EXPENSE$196$196
TAXES$3,285$3,285
TELEPHONE$349$349
INVESTMENT DEPRECIATION$8,981$8,981

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INTEREST INCOME- RVP PROPERTY$12,000$12,000
OIL & GAS INVESTMENT$698$698
MISC INCOME$411$411

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$18,852Amt
Net Investment Income$11,777NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$1,099Amt

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