NUTRITION SCIENCE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NUTRITION SCIENCE FOUNDATION (EIN 46-6319998)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-05
- IRS object ID
- 202321569349101367
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-05T17:48:28-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205910255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCALCO JOHNSON LEAHY & DUDEK CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 SW PARKWAY BLDG 4 STE 420 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466319998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NUTRITION SCIENCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUTR | BusinessNameControlTxt |
| Phone | 5122362355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WADLEY PLACE BLDG B | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA L FORBES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5122362355 | PhoneNum |
| Signature | 2023-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA L | PersonFirstNm |
| Person Last | FORBES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP JOHNSON | PreparerPersonNm |
| PTIN | P00621078 | PTIN |
| Phone | 5123281094 | PhoneNum |
| Preparation | 2023-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,113,484 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $409 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $148,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,897 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $148,897 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$128,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,738,575 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $200 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,506 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $149,506 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,313 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,730 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,730 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,702 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,694 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $38,694 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $40,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $40,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $109,082 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,184,178 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,891,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,886,789 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,083,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,800 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,797,827 | LandBOYAmt |
| Land EOY | $2,073,899 | LandEOYAmt |
| Land EOYFMV | $2,073,899 | LandEOYFMVAmt |
| Total Assets BOY | $8,225,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,118,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,113,484 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,225,612 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,118,272 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,225,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,118,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,225,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,118,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,225,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,340 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,118,272 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,118,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML 0459 ST COVERED | P | 2021-12-16 | 2022-05-09 | $19,643 | $21,309 | -$1,666 | -$1,666 |
| ML 0459 LT COVERED- SEE ATTACHED | P | 2013-08-05 | 2022-12-19 | $591,849 | $657,605 | -$65,756 | -$65,756 |
| ML 0548 ST COVERED | P | 2022-06-06 | 2022-11-07 | $171,733 | $180,806 | -$9,073 | -$9,073 |
| ML 0548 LT COVERED-SEE ATTACHED | P | 2020-01-28 | 2022-05-09 | $936,676 | $1,007,806 | -$71,130 | -$71,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$128,951 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,739 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,516 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,516 | SubtotalAmt |
| Tax Based On Investment Income | $1,516 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,082 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,082 | TotalPaymentsAndCreditsAmt |
| Overpayment | $566 | OverpaymentAmt |
| Applied To ES Tax | $566 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SYLVIA FORBES | IndividualWithBooksNm |
| Phone | 5122182502 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WADLEY PLACE BUILDING B | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78728 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA L FORBES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WADLEY PLACEBLDG B | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1828 L ST NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISORY | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RESEARCH AND DEVELOPMENT RELATING TO PROPER FARMING TECHNIQUES. | Description1Txt |
| Expenses1 | $353,105 | Expenses1Amt |
| Description2 | EDUCATE THE GENERAL PUBLIC OF THE DECLINING NUTRITIONAL VALUE OF FRUITS AND VEGETABLES, DEVELOP PROPER AND SUSTAINABLE FARMING TECHNIQUES TO COUNTER THE DECLINING NUTRITIONAL VALUE OF FRUITS AND VEGETABLES, AND THE ROLE OF MODERN MEDICINE AS IT RELATES TO THE HEALTH OF THE GENERAL PUBLIC. | Description2Txt |
| Description3 | RESEARCH AND DEVELOPMENT RELATING TO NUTRIENT FOOD QUALITY. | Description3Txt |
| Description4 | RESEARCH, DEVELOPMENT AND EDUCATION RELATING TO THE ROLE OF MODERN DENTISTRY AND MODERN MEDICAL PRACTICE IN RELATION TO THE GENERAL HEALTH OF THE NATION. | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,051,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,188,995 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,188,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,096,160 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,033 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $276,072 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $353,105 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $353,105 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $353,105 | RemainingDistriFromCorpusAmt |
| Total Corpus | $353,105 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $109,082 | CurrentYearAmt |
| Year1 | $114,750 | Year1Amt |
| Year2 | $96,924 | Year2Amt |
| Year3 | $61,954 | Year3Amt |
| Total | $382,710 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $92,720 | CurrentYearAmt |
| Year1 | $97,538 | Year1Amt |
| Year2 | $82,385 | Year2Amt |
| Year3 | $52,661 | Year3Amt |
| Total | $325,304 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,105 | CurrentYearAmt |
| Year1 | $346,215 | Year1Amt |
| Year2 | $50,057 | Year2Amt |
| Year3 | $46,467 | Year3Amt |
| Total | $795,844 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $353,105 | CurrentYearAmt |
| Year1 | $346,215 | Year1Amt |
| Year2 | $50,057 | Year2Amt |
| Year3 | $46,467 | Year3Amt |
| Total | $795,844 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $203,205 | CurrentYearAmt |
| Year1 | $233,374 | Year1Amt |
| Year2 | $212,325 | Year2Amt |
| Year3 | $78,895 | Year3Amt |
| Total | $727,799 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,897 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$128,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,555 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | NO BUS INCOME, CASH MAINTAINED FOR CHARITY SERVICE ONLY | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - SJLD | CategoryTxt |
| Amt | $7,313 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2005 CHEVY | PropertyDesc |
| Acquired | 2015-08-24 | AcquiredDt |
| Cost Or Other Basis | $9,800 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $9,800 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML 0548 MUTUAL FUNDS - FIXED | $4,059,591 | $4,121,474 |
| ML 0549 MUTUAL FUNDS - FIXED | $1,831,986 | $1,765,315 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| VEHICLE | $9,800 | $9,800 | ||
| STORAGE BUILDING | $23,745 | $23,745 | $23,745 | |
| MULBERRY GREENHOUSES | $251,974 | $251,974 | $251,974 | |
| LAND - BRATTON LN | $1,000,000 | $1,000,000 | $1,000,000 | |
| LAND IMPROVEMENTS BRATTON LN | $798,180 | $798,180 | $798,180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| MANAGEMENT FEES - ML | $38,694 | $38,694 | $38,694 | |
| CHARITABLE ADVISOR FEES | $75,000 | $75,000 | ||
| SMALL FURNITURE AND FIXTURES | $2,008 | $2,008 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| PROPERTY TAX | $25 | $25 | ||
| INCOME TAX | $3,125 | |||
| FOREIGN TAX | $1,730 | $1,730 | $1,730 |
Comments