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DENNY AND CANDY ELWELL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DENNY AND CANDY ELWELL FOUNDATION (EIN 42-1298057)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349101932
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)
Return2023-05-15T10:11:37-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 LOCUST ST STE 640AddressLine1Txt
CityDES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP503092354ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421298057EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DENNY AND CANDY ELWELL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDENNBusinessNameControlTxt
Phone5159641587PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 187AddressLine1Txt
CityANKENYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENNY ELWELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5159641587PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDENNYPersonFirstNm
Person LastELWELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A BEALPreparerPersonNm
PTINP00046109PTIN
Phone5155586600PhoneNum
Preparation2023-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,295,933FMVAssetsEOYAmt
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$56,727DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,727DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$87,428GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$87,428GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$43,207NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,155TotalRevAndExpnssAmt
Total Net Invst Incm$144,155TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$450LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$450LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,762AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,762AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$32,572TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31,013TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$12,587DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$12,587DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$4,203OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,203OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$56,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,824TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$56,015TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,669ExcessRevenueOverExpensesAmt
Net Investment Income$88,140NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,419CashBOYAmt
Cash EOY$9,339CashEOYAmt
Cash EOYFMV$9,339CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,256SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,254SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,254SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,245,801CorporateStockBOYAmt
Corporate Stock EOY$1,245,801CorporateStockEOYAmt
Corporate Stock EOYFMV$2,542,078CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$794,527InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$56,265InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$750,849LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$738,262LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$738,262LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$2,051,325TotalAssetsBOYAmt
Total Assets EOY$1,999,656TotalAssetsEOYAmt
Total Assets EOYFMV$3,295,933TotalAssetsEOYFMVAmt
Other Liabilities BOY$8,185OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,185OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,185TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,185TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,043,140RetainedEarningBOYAmt
Retained Earning EOY$1,991,471RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,043,140TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,991,471TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,051,325TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,999,656TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,043,140TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,669ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,991,471SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,991,471TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,225InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,225SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,225TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$56EsPenaltyAmt
Tax Due$1,281TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY LUKEHARTIndividualWithBooksNm
Phone5159641587PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12401 TONES BLVD SUITE 17AddressLine1Txt
CityANKENYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
DENNIS L ELWELL
PO BOX 187ANKENYIA50021PRES & DIRECTOR0.25$0$0$0
CANDY ELWELL
PO BOX 187ANKENYIA50021DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,298,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,008AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$738,262FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,121,765TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,121,765AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,826CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,074,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,747MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,747MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,225TaxBasedOnInvestmentIncomeAmt
Total Tax$1,225TotalTaxAmt
Distributable Before Adj$152,522DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$152,522DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$152,522DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$138,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,522DistributableAsAdjustedAmt
Undistributed Income PY$3,540UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$138,250QualifyingDistributionsAmt
Applied To Year1$3,540AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,812UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENNIS L ELWELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABUNDANT LIFE CHURCH
3700 E SHERIDAN AVEDES MOINESIA50317NONEPCGENERAL FUND$500
ALZHEIMERS ASSOCATION
225 NORTH MICHIGAN AVENUECHICAGOIL60601NONEPCGENERAL FUND$10,000
ANIMAL RESCUE LEAGUE OF IOWA INC
5452 NE 22ND STDES MOINESIA50313NONEPCGENERAL FUND$5,000
ANKENY ART CENTER
1520 SW ORDNANCE RDANKENYIA50023NONEPCGENERAL FUND$2,500
ANKENY COMMUNITY CHORUS
PO BOX 823ANKENYIA50021NONEPCGENERAL FUND$2,500
ANKENY SERVICE CENTER
1517 N ANKENY BLVD SUITE BANKENYIA50023NONEPCGENERAL FUND$10,000
BALLET THEATRE OF DES MOINES
712 E 2ND STDES MOINESIA50309NONEPCGENERAL FUND$5,000
BLANK PARK ZOO FOUNDATION INC
7401 SW 9TH STDES MOINESIA50315NONEPCGENERAL FUND$10,000
BOYS & GIRLS CLUB
1421 WALKER STREETDES MOINESIA50316NONEPCGENERAL FUND$5,000
DES MOINES CHILDREN MUSEUM
1551 VALLEY WEST DRIVEWEST DES MOINESIA50266NONEPCGENERAL FUND$5,000
DES MOINES PERFORMING ARTS
221 WALNUT STREETDES MOINESIA50309NONEPCGENERAL FUND$5,000
DRAKE UNIVERSITY
2507 UNIVERSITY AVENUEDES MOINESIA50311NONEPCGENERAL FUND$10,000
FURRY FRIENDS REFUGE
1211 GRAND AVEWEST DES MOINESIA50265NONEPCGENERAL FUND$2,500
GARDEN GATE RANCH
PO BOX 8351DES MOINESIA50301NONEPCGENERAL FUND$5,000
IMPACT COMMUNITY ACTION
3226 UNIVERSITY AVENUEDES MOINESIA50311NONEPCGENERAL FUND$10,000
IOWA BARN FOUNDATION
PO BOX 436NEVADAIA50201NONEPCGENERAL FUND$1,000
JOHNSTON STATION HISTORICAL SOCIETY
6161 NORTHGLENN DRJOHNSTONIA50131NONEPCGENERAL FUND$1,000
NEW HORIZONS ADULT DAY CENTER
406 SW SCHOOL STREETANKENYIA50023NONEPCGENERAL FUND$5,000
POSITIVE OUTREACH PROGRAM
PO BOX 65305WEST DES MOINESIA50265NONEPCGENERAL FUND$1,000
PROJECT FRESH START CO ANKENY COMMUNITY SCHOOLS
306 S W SCHOOL STANKENYIA50023NONEGOVGENERAL FUND$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL FUND$5,000
SCOTTSDALE BIBLE CHURCH
7601 E SHEA BLVDSCOTTSDALEAZ85260NONEPCGENERAL FUND$7,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL FUND$2,500
THE ANKENY KLOTHING EXCHANGE
718 NE GRANT ST STE 102ANKENYIA50021NONEPCGENERAL FUND$5,000
THE SALVATION ARMY
440 WEST NYACK ROAD PO BOX C-635WEST NYACKNY10994NONEPCGENERAL FUND$5,000
VARIETY - THE CHILDRENS CHARITY OF IOWA
505 5TH AVE STE 310DES MOINESIA50309NONEPCGENERAL FUND$1,000
VITTORIA LODGE - ITALIAN HERITAGE CULTURAL SOCIETY
7200 NW 2ND AVEANKENYIA50023NONEPCGENERAL FUND$250
WAKONDA CHRISTIAN CHURCH
3938 FLEUR DRIVEDES MOINESIA50321NONEPCGENERAL FUND$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCGENERAL FUND$5,000
YOUNG WOMEN'S RESOURCE CENTER
818 5TH AVEDES MOINESIA50309NONEPCGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,727ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$43,207ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,934ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,934TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & MANAGEMENT FEESCategoryTxt
Amt$7,762Amt
Net Investment Income$7,762NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMERCIAL BUILDING - 301 E 1ST2018-06-29$461,037$40,981ADS40.000000000000$11,526$11,526
LAND - 301 E 1ST2018-06-29$291,063L$0$0
GREASE INTERCEPTOR2019-06-03$42,427$2,697ADS40.000000000000$1,061$1,061

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockANGLOGOLD STOCKStockNm
EOY Book Value$1,245,801EOYBookValueAmt
EOYFMV$2,542,078EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
COMMERCIAL BUILDING - 301 E 1ST$461,037$52,507$408,530
LAND - 301 E 1ST$291,063$0$291,063
GREASE INTERCEPTOR$42,427$3,758$38,669

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$450LegalFeesAmt
Net Investment Income$450NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$78$78$0
REPAIRS & MAINTENANCE$3,072$3,072$0
INSURANCE$1,053$1,053$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTENANT SECURITY DEPOSITSDesc
BOY Book Value$8,185BOYBookValueAmt
EOY Book Value$8,185EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$11,344$11,344$0
FEDERAL AND STATE INCOME TAX$1,559$0$0
PROPERTY TAXES$19,669$19,669$0

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