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RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RICHARD P KIMMEL AND LAURINE KIMMEL CHARITABLE FOUNDATION INC (EIN 36-3617581)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-02-06
IRS object ID
202500379349100320
Schema version
2024v5.0
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)
Return2025-02-06T14:50:53-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861186675PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SITZ CONSULTING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15101 BRIDLE LNAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68516ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363617581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD P & LAURINE KIMMELBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone4024751797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18555 EXECUTIVE WOODS DRIVE RM 600AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEONARD WEYENETHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4024751797PhoneNum
Signature2025-01-25SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE L SITZMANPreparerPersonNm
PTINP00767944PTIN
Phone4024324868PhoneNum
Preparation2025-01-29PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,883,599FMVAssetsEOYAmt
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$219,316InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$219,316InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$356,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,071DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,313,002NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,999,412GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,313,002CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,888,389TotalRevAndExpnssAmt
Total Net Invst Incm$1,888,389TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$185,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$92,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$92,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$178,807OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$89,404OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$89,403OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$42,919PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$20,205PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$22,714PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,435AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,218AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,217AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$12,000OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$24,997DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$14,997DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$10,000DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$68,021OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$17,005OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$51,016OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$10,690TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,070TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$9,620TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$132,979OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,187OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$111,792OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$671,848TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$264,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$10,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$397,262TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,019,964ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,019,964ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,691,812TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$264,586TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$10,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,417,226TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$803,423ExcessRevenueOverExpensesAmt
Net Investment Income$1,623,803NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$688,538CashBOYAmt
Cash EOY$26,421CashEOYAmt
Cash EOYFMV$26,421CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,010,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$716,317SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$716,317SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,629,472CorporateStockBOYAmt
Corporate Stock EOY$12,749,549CorporateStockEOYAmt
Corporate Stock EOYFMV$24,540,861CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,202,107LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$621,348LandBldgEquipAccumDeprecAmt
Land BOY$573,454LandBOYAmt
Land EOY$580,759LandEOYAmt
Land EOYFMV$600,000LandEOYFMVAmt
Total Assets BOY$14,901,464TotalAssetsBOYAmt
Total Assets EOY$14,073,046TotalAssetsEOYAmt
Total Assets EOYFMV$25,883,599TotalAssetsEOYFMVAmt
Other Liabilities BOY$30,752OtherLiabilitiesBOYAmt
Other Liabilities EOY$5,757OtherLiabilitiesEOYAmt
Total Liabilities BOY$30,752TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,757TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,870,712NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,067,289NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,870,712TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,067,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,901,464TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,073,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,870,712TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$803,423ExcessRevenueOverExpensesAmt
Subtotal$14,067,289SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,067,289TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,313,002CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,571InvestmentIncomeExciseTaxAmt
Subtotal$22,571SubtotalAmt
Tax Based On Investment Income$22,571TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Tax Due$14,571TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressKIMMELFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KYLE L SITZMAN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4024324868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15101 BRIDLE LANEAddressLine1Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68516ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA HOLMES
923 PALORA CIRCLENEBRASKA CITYNE68410VICE PRESIDE000.00$0$0$0
TYLER CROWNOVER
80 S ROADUNADILLANE68454DIRECTOR000.00$0$0$0
LEONARD WEYENETH
8555 EXECUTIVE WOODS DR 600LINCOLNNE68508PRESIDENT000.00$185,000$0$0
KYLE RYAN
525 TERRA OAKS DRIVENEBRASKA CITYNE68410SECRETARY000.00$0$0$0
ANN BRUNTZ
960 SOUTH CHERRYFRIENDNE68359DIRECTOR000.00$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$22,934,874AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,061,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$614,904FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,611,116TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$25,611,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$384,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,226,949NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,261,347MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,261,347MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,571TaxBasedOnInvestmentIncomeAmt
Total Tax$22,571TotalTaxAmt
Distributable Before Adj$1,238,776DistributableBeforeAdjAmt
Distributable Before Ded$1,238,776DistributableBeforeDedAmt
Distributable As Adjusted$1,238,776DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,417,226ExpensesAndContributionsAmt
Qualifying Distributions$2,417,226QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,238,776DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$763,990ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$349,783ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,158,277ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$136,435ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,408,485TotalExcessDistributionCyovAmt
Qualifying Distributions$2,417,226QualifyingDistributionsAmt
Applied To Current Year$1,238,776AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,178,450RemainingDistriFromCorpusAmt
Total Corpus$3,586,935TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$763,990ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,822,945ExcessDistriCyovToNextYrAmt
Excess From Year3$349,783ExcessFromYear3Amt
Excess From Year2$1,158,277ExcessFromYear2Amt
Excess From Year1$136,435ExcessFromYear1Amt
Excess From Current Year$1,178,450ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLEONARD WEYENETHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18555 EXECUTIVE WOODS DRIVEAddressLine1Txt
Address Line2SUITE 600AddressLine2Txt
CityLINCOLNCityNm
State AbbreviationNEStateAbbreviationCd
ZIP68512ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4024751797RecipientPhoneNum
Recipient Email AddressKIMMELFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION'S ARE TO BE SUBMITTED PER THE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31, JUNE 30, SEPTEMBER 30, DECEMBER 31SubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTIONS ARE PER THE ATTACHED STATEMENTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KIMMEL ORCHARD & VINEYARD
RURAL ROUTENEB CITYNE68410NONE501(C)(3)CONTINUING ED/RESEARCH -AG$450,000
KREGEL FOUNDATION
DOWNTOWNNEB CITYNE68410NONE501(C)(3)FDN DISPLAY GALLERY - HISTORICAL$45,000
NUMEROUS - PER ATTACHMENT
CITYNE TOWNSNE68410NONE501(C)(3)GEN' L CHARITABLE PURPOSES$1,524,964
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,019,964TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$219,316ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,071ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,313,002RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$575,387ExclusionAmt
Related Or Exempt Function Incm$1,313,002RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,888,389TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,435Amt
Net Investment Income$8,218NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,217DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
Current Year Expense$24,997CurrentYearExpenseAmt
Net Investment Income$14,997NetInvestmentIncomeAmt
Adjusted Net Income$10,000AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INVESTMENTS PER THE ATTACHEDPURCHASE$2,286,918$2,286,918
INVESTMENTS PER THE ATTACHEDPURCHASE$5,712,494$4,399,492$1,313,002

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPER ATTACHMENTStockNm
EOY Book Value$12,749,549EOYBookValueAmt
EOYFMV$24,540,861EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLAND, BLDG & EQUIPCategoryOrItemTxt
Cost Or Other Basis$1,202,107CostOrOtherBasisAmt
Accumulated Depreciation$621,348AccumulatedDepreciationAmt
Book Value$580,759BookValueAmt
EOYFMV$600,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVERTISING$1,388$1,388
ARTIST STIPENDS$41,300$41,300
COMPUTER SUPPLIES & SERVICE$9,835$4,917$4,918
CUSTODIAL FEES$7,899$7,899
DIRECTORS FEES$10,000$5,000$5,000
DUES & SUBSCRIPTIONS$43,093$43,093
INSURANCE$13,479$10,109$3,370
OFFICE SUPPLIES$4,062$4,062
WEBSITE$2,530$2,530
OTHER-$607-$607

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PAYROLL TAX WITHHELD$5,069$1,424
DEFERRED INS. CLAIM - NET$25,683
EMPLOYER MATCHING IRA$4,333

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGRANT WRITINGCategoryTxt
Amt$12,000Amt
Disbursements Charitable Prps$12,000DisbursementsCharitablePrpsAmt

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