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MARCHESE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARCHESE FAMILY FOUNDATION (EIN 20-5187898)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202323129349101427
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)
Return2023-11-08T13:44:05-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770491567PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Milani Lee and Associates CPAs IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11570 The Alameda 315AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205187898EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCHESE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARCBusinessNameControlTxt
Phone4083958375PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1270 E MAIN STAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRIS MARCHESEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIMONPersonFirstNm
Person LastLEEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWING ON LEEPreparerPersonNm
PTINP00540273PTIN
Phone4082885358PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$4,565,910FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17,003InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,003InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$17,003InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$82DividendsRevAndExpnssAmt
Dividends Net Invst Incm$82DividendsNetInvstIncmAmt
Dividends Adj Net Incm$82DividendsAdjNetIncmAmt
Other Income Rev And Expnss$389,375OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$406,460TotalRevAndExpnssAmt
Total Net Invst Incm$17,085TotalNetInvstIncmAmt
Total Adj Net Incm$17,085TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$6,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$10,000OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$56,243DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$258,667OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,368OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$331,785TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,243TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$241,587ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$241,587ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$573,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,830TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$166,912ExcessRevenueOverExpensesAmt
Net Investment Income$17,085NetInvestmentIncomeAmt
Adjusted Net Income$17,085AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$69,118SavAndTempCashInvstBOYAmt
Other Nts And Loans Rcvbl$703,834OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$744,769OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$703,834OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$703,834OtherNtsAndLoansRcvblEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,713,039LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$833,135LandBldgEquipAccumDeprecAmt
Land BOY$1,936,147LandBOYAmt
Land EOY$1,879,904LandEOYAmt
Land EOYFMV$3,862,076LandEOYFMVAmt
Total Assets BOY$2,750,034TotalAssetsBOYAmt
Total Assets EOY$2,583,738TotalAssetsEOYAmt
Total Assets EOYFMV$4,565,910TotalAssetsEOYFMVAmt
Other Liabilities EOY$616OtherLiabilitiesEOYAmt
Total Liabilities EOY$616TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,750,034CapitalStockBOYAmt
Capital Stock EOY$2,583,122CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,750,034TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,583,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,750,034TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,583,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,750,034TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$166,912ExcessRevenueOverExpensesAmt
Subtotal$2,583,122SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,583,122TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$237InvestmentIncomeExciseTaxAmt
Subtotal$237SubtotalAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$237TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WING ON LEE CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082885358PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11570 THE ALAMEDA STE 315AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHRIS MARCHESE
PO BOX 3148SARATOGACA95070President20.00$0
HELEN OWEN
PO BOX 3148SARATOGACA95070Secretary20.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MARCHESE FAMILY FOUNDATION IS IN ITS EARLY STAGE. FROM CONTRIBUTIONS RECEIVED AND THE EARNINGS THEREON, THE FOUNDATION PLANS TO MAKE DONATIONS TO QUALIFIED PUBLIC CHARITABLE, EDUCATIONAL AND SCIENTIFIC ORGANIZATIONS, PROVIDED SUCH DONATIONS ARE IN COMPLIANCE WITH ALL FEDERAL AND STATE TAX LAWS AND WILL NOT CAUSE THE FOUNDATION TO JEOPARDIZE ITS TAX-EXEMPT STATUS. THE AFOREMENTIONED ORGANIZATIONS WILL IDEALLY BE BASED IN CALIFORNIA; HOWEVER, DONATIONS TO EXCEPTIONALLY MERITORIOUS ORGANIZATIONS WILL BE CONSIDERED REGARDLESS OF THE GEOGRAPHIC LOCATION OF SUCH ORGANIZATIONS.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,251AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,586,377FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,620,628TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,620,628AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,551,319NetVlNoncharitableAssetsAmt
Minimum Investment Return$227,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$227,566MinimumInvestmentReturnAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Total Tax$237TotalTaxAmt
Distributable Before Adj$227,329DistributableBeforeAdjAmt
Distributable Before Ded$227,329DistributableBeforeDedAmt
Distributable As Adjusted$227,329DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,830ExpensesAndContributionsAmt
Qualifying Distributions$263,830QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$227,329DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35,506ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$207,424ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,101ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$269,031TotalExcessDistributionCyovAmt
Qualifying Distributions$263,830QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$227,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,501RemainingDistriFromCorpusAmt
Total Corpus$305,532TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,506ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$270,026ExcessDistriCyovToNextYrAmt
Excess From Year4$207,424ExcessFromYear4Amt
Excess From Year3$26,101ExcessFromYear3Amt
Excess From Current Year$36,501ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT FRANCIS HIGH SCHOOL
1885 MIRAMONTE AVEMOUNTAIN VIEWCA94040NONE501C3HIGH SCHOOL PROGRAM$68,713
SACRED HEART PARISH
13716 SARATOGA AVESARATOGACA95070NONE501C3NONPROFIT ORGANIZATION$8,000
AMERICAN CANCER SOCIETY
3380 CHASTAIN MEADOWS PKWY NW 200KENNESAWGA30144NONE501C3NONPROFIT ORGANIZATION$500
NOTABLE MUSIC ARTS ORGANIZATION
5655 SILVER CREEK VALLEY RDSAN JOSECA95138NONE501C3NONPROFIT ORGANIZATION$46,300
CARMELITE MONASTERY
1000 LINCOLN STSANTA CLARACA95050NONE501C3NONPROFIT ORGANIZATION$500
CITY TEAM
2306 ZANKER RDSAN JOSECA95131NONE501C3EDUCATION PROGRAM$623
LITTLE ITALY SAN JOSE FOUNDATION
438 NORTHWOOD DRSO SAN FRANCISCOCA94080NONE501C3NONPROFIT ORGANIZATION$14,312
CITY OF SAN JOSE
200 E SANTA CLARA STSAN JOSECA95113NONE501C3NONPROFIT ORGANIZATION$2,800
ST FRANCIS OF ASISI PARISH CHURCH
5111 SAN FELIPE ROADSAN JOSECA95135NONE501C3NONPROFIT ORGANIZATION$2,500
SACRED HEART CHURCH
1381 S 1ST STSAN JOSECA95110NONE501C3NONPROFIT ORGANIZATION$2,500
UCSD
9500 GILMAN DRLA JOLLACA92093NONE501C3NONPROFIT ORGANIZATION$9,500
SACRED HEART NATIVITY SCHOOL
310 EDWARDS AVESAN JOSECA95110NONE501C3NONPROFIT ORGANIZATION$17,375
BELLARNINE COLLEGE PREPARATORY
960 W HEDDING STSAN JOSECA95126NONE501C3NONPROFIT ORGANIZATION$700
CANCER CAREPOINT
2505 SAMARITAN DR 402SAN JOSECA95124NONE501C3NONPROFIT ORGANIZATION$1,000
HOLY SPIRIT CHURCH
1200 REDMOND AVESAN JOSECA95120NONE501C3NONPROFIT ORGANIZATION$250
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER RDSAN JOSECA95112NONE501C3NONPROFIT ORGANIZATION$4,000
SAN JOSE AUXILIARY FOR CHILDREN
1362 LINCOLN AVESAN JOSECA95125NONE501C3NONPROFIT ORGANIZATION$500
SAN JOSE HIGH SCHOOL BULLDOG FOUNDA
275 N 24 STSAN JOSECA95116NONE501C3NONPROFIT ORGANIZATION$300
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONE501C3NONPROFIT ORGANIZATION$300
SYMPHONY SAN JOSE
325 S 1ST STSAN JOSECA95113NONE501C3NONPROFIT ORGANIZATION$100
THE MARIANISTS
4425 W PINE BLVDST LOUISMO63108NONE501C3NONPROFIT ORGANIZATION$1,500
SAN JOSE POLICE DEPARTMENT
201 W MISSION STSAN JOSECA95110NONE501C3NONPORFIT ORGANIZATION$13,864
SAN LORENZO VALLEY GIRLS SOFTBALL
PO BOX 892BEN LOMONDCA95005NONE501C3NONPORFIT ORGANIZATION$1,000
SANTA CLARA UNIVERSITY
500 EL CAMINO REALSANTA CLARACA95053NONE501C3NONPORFIT ORGANIZATION$44,200
SAINT PIO FOUNDATION
24 DEPOT SQUARETUCKAHOENY10707NONE501C3NONPORFIT ORGANIZATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$241,587TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Exclusion$17,003ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900001BusinessCd
Exclusion$82ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$79,833RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,085ExclusionAmt
Related Or Exempt Function Incm$79,833RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,918TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$6,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,875DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmt
BUILDING2007-01-01$1,558,358$597,735SL0.0256$39,956
IMPROVEMENT2001-01-01$635,228$179,157SL0.0256$16,287

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Buildings$1,558,358$637,691$920,667$2,399,676
Improvements$635,228$195,444$439,784$635,000
Land$519,453$519,453$827,400

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBS$120$120
OFFICE EXPENSES$4,388$4,388
OUTSIDE SERVICES$500$500
Rental Expenses$253,299
TAXES AND LICENSES$360$360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRental Income - Noninvestment PropertyDesc
Revenue And Expenses Per Books$389,375RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCASH OVERDRAFTDesc
EOY Book Value$616EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

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