HENRY RICHMOND LAND USE DEFENSE FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HENRY RICHMOND LAND USE DEFENSE FUND (EIN 20-1362997)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-07
IRS object ID
202201589349100335
Schema version
2021v4.2
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)
Return2022-06-07T17:40:43-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN931042710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GEFFEN MESHER & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1888 SW FIFTH AVE SUITE 800AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201362997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COLUMBIA GORGE ENVIRONMENTAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O AUBREY RUSSELLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOLUBusinessNameControlTxt
Phone5032928518PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAUBREY RUSSELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5032928518PhoneNum
Signature2022-05-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAUBREYPersonFirstNm
Person LastRUSSELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN ANNANDPreparerPersonNm
PTINP01082656PTIN
Phone5032210141PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,343,614FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$299ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,617DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,617DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$5,200GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$5,200GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$3,531NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$62,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,401TotalRevAndExpnssAmt
Total Net Invst Incm$78,102TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,650AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,650AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$186OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$186OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,780TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,639TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$141TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss-$691OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm-$741OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,575TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,734TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,841TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,075TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,734TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,341TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,674ExcessRevenueOverExpensesAmt
Net Investment Income$74,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,196SavAndTempCashInvstBOYAmt
Acct Rcvbl$1,000AcctRcvblAmt
Acct Rcvbl EOY$1,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$197,571CorporateStockBOYAmt
Corporate Stock EOY$205,703CorporateStockEOYAmt
Corporate Stock EOYFMV$341,209CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$892,405InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$892,405LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$892,405LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$892,405LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$109,000OtherInvestmentsBOYAmt
Other Investments EOY$109,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$109,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,208,172TotalAssetsBOYAmt
Total Assets EOY$1,208,108TotalAssetsEOYAmt
Total Assets EOYFMV$1,343,614TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,610OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,610TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,208,172RetainedEarningBOYAmt
Retained Earning EOY$1,206,498RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,208,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,206,498TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,208,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,208,108TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,208,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,674ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,206,498SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,206,498TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyINTEL CORP - 1600 SHARESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2008-11-14AcquiredDt
Sold2021-09-09SoldDt
Gross Sales Price$84,905GrossSalesPriceAmt
Cost Or Other Basis$22,624CostOrOtherBasisAmt
Gain Or Loss$62,281GainOrLossAmt
Gains Minus Excess Or Losses$62,281GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$62,281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,034InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,034SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,034TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$405EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,405TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,371OverpaymentAmt
Applied To ES Tax$1,371AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAUBREY RUSSELLIndividualWithBooksNm
Phone5032951893PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AUBREY RUSSELL
4921 SW HEWETT BLVDPORTLANDOR97221PRESIDENT1.00$0$0$0
SARAH B RUSSELL
442 NW STATE STREETBENDOR97701VICE PRESIDENT0.50$0$0$0
CHRIS BECK
1430 SW ENGLEWOOD DRPORTLANDOR97034SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$358,599AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,868AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,001,405FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,386,872TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,386,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,366,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,034TaxBasedOnInvestmentIncomeAmt
Total Tax$1,034TotalTaxAmt
Distributable Before Adj$67,269DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,269DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,269DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,341ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$76,341QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,269DistributableAsAdjustedAmt
Undistributed Income PY$63,879UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$76,341QualifyingDistributionsAmt
Applied To Year1$63,879AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$54,807UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAUBREY RUSSELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14921 SW HEWETT BLVDAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97221ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5032928518RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASCADE RESOURCES ADVOCACY GROUP
917 SW OAK ST STE 417PORTLANDOR97205TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$20,000
CENTRAL OREGON LANDWATCH
1539 NW VICKSBURG AVENUEBENDOR97701TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$25,000
LANDWATCH LANE COUNTY
PO BOX 5347EUGENEOR97405TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$17,000
OLCV EDUCATION FUND
133 SW 2ND AVENUE SUITE 200PORTLANDOR97204TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$8,000
THRIVE HOOD RIVER
PO BOX 1544HOODRIVEROR97031TAX EXEMPTENVIRONMENTAL EDUCATION AND CONSERVATION$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,617ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$3,531ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,281ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,433ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,433TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,300Amt
Net Investment Income$1,650NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,650DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1200 SHARES GLAXOSMITHKNLINE$58,692$52,920
3140 SHARES CISCO SYSTEMS INC$76,074$198,982
1454 SHARES KONINKL PHIL NV SH NEW$40,181$54,317
115 SHARES AIR PRODUCTS & CHEM$30,756$34,990

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ESTATE OPTIONAT COST$10,000$10,000
INTEREST IN REAL ESTATEAT COST$99,000$99,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$50$0$50
INSURANCE$1,331$1,331$0
LANDSCAPING EXPENSES REIMBURSEMENT DEDUCTED IN 2020-$2,072-$2,072$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOVERDRAFT CASHDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,610EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$186Amt
Net Investment Income$186NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$141$0$141
FOREIGN TAXES$229$229$0
PROPERTY TAXES$2,410$2,410$0

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