BEECH FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BEECH FOUNDATION INC (EIN 61-1405192)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-19
IRS object ID
202201399349101310
Schema version
2021v4.0
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)
Return2022-05-19T13:33:31-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463804477PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCHUGH CPA GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15550 TRIANGLE PKWY STE 200AddressLine1Txt
CityPEACHTREE CORNERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30092ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611405192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEECH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEECBusinessNameControlTxt
Phone6784132136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12461 ONEAL ROADAddressLine1Txt
CityCONYERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY A BEECHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREY APersonFirstNm
Person LastBEECHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM SCOTT MCHUGH CPA PFS CGMAPreparerPersonNm
PTINP00624669PTIN
Phone7704490285PhoneNum

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,108,908FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$37,680ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$7InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,673DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,673DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,673DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$395NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$639,455GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$395CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$380NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$45,755TotalRevAndExpnssAmt
Total Net Invst Incm$8,075TotalNetInvstIncmAmt
Total Adj Net Incm$8,060TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,870AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,833TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,397OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,172,646ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,172,646ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,183,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,172,646TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,137,991ExcessRevenueOverExpensesAmt
Net Investment Income$8,075NetInvestmentIncomeAmt
Adjusted Net Income$8,060AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$42,403SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,366SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,366SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,656,822USGovernmentObligationsBOYAmt
US Government Obligations EOY$521,871USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$521,048USGovtObligationsEOYFMVAmt
Other Investments BOY$1,004,855OtherInvestmentsBOYAmt
Other Investments EOY$1,004,855OtherInvestmentsEOYAmt
Other Investments EOYFMV$998,494OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$550,000LandBldgEquipCostOrOtherBssAmt
Land BOY$550,000LandBOYAmt
Land EOY$550,000LandEOYAmt
Land EOYFMV$550,000LandEOYFMVAmt
Total Assets BOY$3,254,080TotalAssetsBOYAmt
Total Assets EOY$2,116,092TotalAssetsEOYAmt
Total Assets EOYFMV$2,108,908TotalAssetsEOYFMVAmt
Other Liabilities EOY$3OtherLiabilitiesEOYAmt
Total Liabilities EOY$3TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,254,080NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,116,089NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,254,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,116,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,254,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,116,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,254,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,137,991ExcessRevenueOverExpensesAmt
Subtotal$2,116,089SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,116,089TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2994 Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102021-03-18$29,970$30,026-$56-$56
4970 Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102021-06-23$49,851$49,827$24$24
36113 Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102021-01-25$362,573$362,212$361$361
19646 Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102021-02-22$197,046$196,995$51$51
Capital Gain Dividends$15
FieldValueIRS element (for citing)
Capital Gain Net Income$395CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$380NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Subtotal$112SubtotalAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Tax Due$112TaxDueAmt
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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
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 Line1JEFFREY A BEECHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6784132136PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12461 ONEAL RDAddressLine1Txt
CityCONYERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30094ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFREY A BEECH
2461 ONEAL RDCONYERSGA30094President8.00$0
GRETA BEECH
2461 ONEAL RDCONYERSGA30094Secretary8.00$0
KEVIN KRAUS
400 GALLERIA PKWY 1050ATLANTAGA30339Director1.00$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)
Description1PROGRAM OF ORGANIZING AND FUNDING MISSION TRIPS TO KENYA IN WHICH AMERICAN PARTICIPANTS PROVIDED MEDICAL, CONSTRUCTION, EDUCATION AND SPIRITUAL ASSISTANCE TO NATIVE CHRISTIANS. IN ADDITION, THE FOUNDATION CONTINUED ITS INVOLVEMENT IN DEVELOPING AN ORPHANAGE, SCHOOL, AND CLINIC IN NAKURU, KENYA, TO SERVE KENYAN CHILDREN, PARTICULARLY THOSE ORPHANED OR ILL DUE TO HIV/AIDS. THE FOUNDATION HAS ALSO STARTED WORKING WITH SIMILAR EFFORTS WIHT NON-PROFIT MINISTRIES IN INDIA AND HONDURAS.Description1Txt
Expenses1$33,310Expenses1Amt
Description2THE FOUNDATION HAS PARTNERED WITH RESTORATION STOREHOUSE CENTER ASSOCIATION, INC A 501C3. THE CENTER WAS CREATED TO collectively empower and equip people in Rockdale to transform from instability to sustainability by offering practical services which renew hope, strengthen lives, so all may bear fruit resulting in an improved quality of life and a positive economic impact for our community while glorifying God in everything we do.Description2Txt
Expenses2$1,111,793Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,779,389AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,836,004TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,836,004AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,540CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,808,464NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,172,646ExpensesAndContributionsAmt
Qualifying Distributions$1,172,646QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2002-05-13PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$8,060CurrentYearAmt
Year1$9,311Year1Amt
Year2$79,510Year2Amt
Year3$31,762Year3Amt
Total$128,643TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$6,851CurrentYearAmt
Year1$7,914Year1Amt
Year2$67,584Year2Amt
Year3$26,998Year3Amt
Total$109,347TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,172,646CurrentYearAmt
Year1$1,074,468Year1Amt
Year2$397,542Year2Amt
Year3$787,093Year3Amt
Total$3,431,749TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,172,646CurrentYearAmt
Year1$1,074,468Year1Amt
Year2$397,542Year2Amt
Year3$787,093Year3Amt
Total$3,431,749TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$60,282CurrentYearAmt
Year1$60,568Year1Amt
Year2$53,007Year2Amt
Year3$21,174Year3Amt
Total$195,031TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY A BEECHContributingManagerNm
Contributing ManagerGRETA BEECHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FCA GEORGIA TECH
PO BOX 79102ATLANTAGA30357NONEPCTO FURTHER THE EXEMPT PURPOSE AND CHARITABLE MISSIONS ACTIVITY OF THE FOUNDATION$500
PROGRAM OPERATIONS
VARIOUSVARIOUSGA30094NONEN/ATO FURTHER THE EXEMPT PURPOSE AND CHARITABLE MISSION ACTIVITY OF THE FOUNDATION$54,353
RESTORATION STOREHOUSE
2461 ONEAL ROAD SWCONYERSGA30094NONESO ITO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION$1,111,793
NEW COVENANT FELLOWSHIP
1295 PARKER ROADCONYERSGA30094NONENCTO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION$5,000
REFUGE PRENANCY CENTER
1307 MILSTEAD AVE NECONYERSGA30012NONEPCTO FURTHER THE MISSION OF THE FOUNDATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,172,646TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,673ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$395RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,680ExclusionAmt
Related Or Exempt Function Incm$395RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,075TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARSHA LAKE
12971 WINTERTHUR CLOSEKENNESAWGA30144$13,695Yes (X)
GH SIEMENS
2PO BOX 127SANDPOINTID83864$15,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$2,870Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$521,871USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$521,048USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJP MORGAN ETF TRUST ULTRA SHRT INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,004,855BookValueAmt
EOYFMV$998,494EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$550,000CostOrOtherBasisAmt
Book Value$550,000BookValueAmt
EOYFMV$550,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ADMINISTRATION FEES$190
INSURANCE$1,102
LICENSES/FEES$30
SUPPLIES$2,598
TELEPHONE$2,477

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$3EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX$129
REAL ESTATE TAXES$1,704

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