SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202303129349101580
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T15:15:19-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920191072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH T STRONG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1916 BOLADO PKWY | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33990 | 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 | 650816375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1Txt |
| Business Name Line2 | C/O LIZ COLLINS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADA | BusinessNameControlTxt |
| Phone | 2063872813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 COCOHATCHEE DR | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH L COLLINS | PersonNm |
| Person Title | PRES, SEC, TRES, DIR | PersonTitleTxt |
| Phone | 2063872813 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | COLLINS | 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 | KENNETH T STRONG | PreparerPersonNm |
| PTIN | P00017431 | PTIN |
| Phone | 2395746795 | PhoneNum |
| Preparation | 2023-11-08 | 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 | $1,754,263 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,666 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,666 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $505,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,219 | GrossSalesPriceAmt |
| Total Rev And Expnss | $526,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,671 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,671 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $568 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,189 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,189 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $410,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,671 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,699 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $794,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $279,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $784,564 | CorporateStockEOYFMVAmt |
| Mortgage Loans EOY | $884,588 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $917,000 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $806,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,216,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,754,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $806,641 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,216,647 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $806,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $806,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,216,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $806,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $410,006 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,216,647 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,216,647 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $263 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $263 | SubtotalAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $263 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | MATTHEW J LAWTON | IndividualWithBooksNm |
| Phone | 2063872813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 COCOHATCHEE DRIVE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MATTHEW J LAWTON | ||||||||
| 350 COCOHATCHEE DRIVE | NAPLES | FL | 34110 | VP, DIR | 000.00 | $0 | $0 | $0 |
| SARA L MEYERS | ||||||||
| 5134 OSCEOLA STREET | LITTLETON | CO | 80123 | VP, DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELIZABETH L COLLINS | ||||||||
| 11812 SE 229TH PLACE | KENT | WA | 98031 | PRES, SEC, T | 000.00 | $0 | $0 | $0 |
| VICTORIA LAWTON | ||||||||
| 2309 TIMBER DRIVE | RALIEGH | NC | 27604 | VP, DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $1,448,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,755 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,483,047 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,483,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,460,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $263 | TotalTaxAmt |
| Distributable Before Adj | $72,777 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72,777 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $72,777 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,589 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $114,189 | UndistributedIncomePYAmt |
| Qualifying Distributions | $114,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $114,189 | AppliedToYear1Amt |
| Applied To Current Year | $400 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $72,377 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE STOREHOUSE | ||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| NORTHWEST HARVEST | ||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PUBLIC CHARITY | GENERAL USE | $8,000 |
| TLC MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| DENVER RESCUE MISSION | ||||||
| 3501 E 46TH AVENUE | DENVER | CO | 80216 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| HARRY CHAPIN FOOD BANK | ||||||
| 2126 ALICIA STREET | FORT MYERS | FL | 33901 | PUBLIC CHARITY | GENERAL USE | $7,189 |
| CONSERVANCY OF SW FLORIDA | ||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| EDGEWOOD CONGREGATIONAL CHURCH | ||||||
| 1788 BROAD STREET | CRANSTON | RI | 02905 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| NOURISH MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| ABUSE & COUNSELING TREATMENT CTR | ||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| ENERGY OUTREACH COLORADO | ||||||
| 303 E 17TH AVE STE 405 | DENVER | CO | 80203 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| QUALITY OF LIFE CENTER OF SWFL INC | ||||||
| 3210 DR MARTIN LUTHER KIN | FORT MYERS | FL | 33916 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $10,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| BLACK DIAMOND COMMUNITY CENTER | ||||||
| PO BOX 480 | BLACK DIAMOND | WA | 98010 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| CRISIS CENTER | ||||||
| PO BOX 631302 | LITTLETON | CO | 80163 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| MAPLE VALLEY FOOD BANK | ||||||
| PO BOX 322 | MAPLE VALLEY | WA | 98038 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| HARVEST AGAINST HUNGER | ||||||
| PO BOX 4098 | SEATTLE | WA | 98194 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| CANCER ALLIANCE OF NAPLES | ||||||
| 3384 WOODS EDGE CIR STE 1 | BONITA SPRINGS | FL | 34134 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| LEE COUNTY COMMUNITY COOP | ||||||
| 3429 MARTIN LUTHER KING | FORT MYERS | FL | 33916 | PUBLIC CHARITY | GENERAL USE | $7,000 |
| HABITAT FOR HUMANITY | ||||||
| 16133 STAMIAMI TR | FORT MYERS | FL | 33908 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| PLANNED PARENTHOOD OF GREAT NW | ||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| STARDUST BIG BAND MEMORIES | ||||||
| 15091 SHAMROCK DR | FORT MYERS | FL | 33912 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,189 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $505,692 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $505,692 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,363 | TotalIncomeProducingActyAmt |
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 | KENNETH T STRONG CPA PA | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BLUEPRINT MEDICINES CORP | 2019-02 | PURCHASE | 2022-05 | $28,239 | $36,251 | -$8,012 |
| CODEXIS INC | 2019-02 | PURCHASE | 2022-07 | $7,055 | $21,332 | -$14,277 |
| DOLBY LABORATORIES INC | 2012-08 | PURCHASE | 2022-05 | $37,246 | $16,985 | $20,261 |
| EXPEDITORS INTL WASH INC | 2018-04 | PURCHASE | 2022-04 | $100,493 | $62,812 | $37,681 |
| ITT INC | 2012-08 | PURCHASE | 2022-05 | $26,504 | $7,919 | $18,585 |
| ORMAT TECHNOLOGIES INC | 2018-03 | PURCHASE | 2022-07 | $40,069 | $28,312 | $11,757 |
| WAYFAIR INC | 2018-12 | PURCHASE | 2022-03 | $129,991 | $99,449 | $30,542 |
| XYLEM INC | 2011-05 | PURCHASE | 2022-06 | $77,553 | $27,477 | $50,076 |
| ZILLOW GROUP INC | 2019-02 | PURCHASE | 2022-07 | $17,637 | $18,062 | -$425 |
| SPOTIFY TECHNOLOGY | 2019-02 | PURCHASE | 2022-04 | $46,837 | $44,012 | $2,825 |
| CORNING INC | 2009-08 | PURCHASE | 2022-07 | $34,736 | $16,265 | $18,471 |
| ITT INC | 2011-05 | PURCHASE | 2022-05 | $26,504 | $8,375 | $18,129 |
| TJX COS INC NEW | 2011-06 | PURCHASE | 2022-08 | $64,006 | $12,708 | $51,298 |
| TJX COS INC NEW | 2011-06 | PURCHASE | 2022-11 | $73,478 | $12,708 | $60,770 |
| NXP SEMICONDUCTORS | 2012-08 | PURCHASE | 2022-09 | $84,266 | $11,860 | $72,406 |
| MERCK & CO | 2012-12 | PURCHASE | 2022-12 | $200,149 | $83,098 | $117,051 |
| SUNPOWER CORP | 2018-03 | PURCHASE | 2022-12 | $23,456 | $4,902 | $18,554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $269,495 | $774,699 |
| MUTUAL FUNDS | $9,865 | $9,865 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FEE - FL DOR | $61 | $61 |
| FOREIGN TAXES | $507 | $507 |