SOKOL FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SOKOL FAMILY FOUNDATION (EIN 85-3064683)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202221319349104657
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)
Return2022-05-11T12:29:45-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470700692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VERDANT ACCOUNTING PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112110 PORT GRACE BLVD STE 100AddressLine1Txt
CityLA VISTACityNm
State AbbreviationNEStateAbbreviationCd
ZIP681283190ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853064683EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOKOL FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2KELLY SOKOLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOKOBusinessNameControlTxt
Phone7575820264PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18110 OCEAN FRONT AVENUEAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY SOKOLPersonNm
Person TitlePRESIDENT/EXEC DIRPersonTitleTxt
Phone7575820264PhoneNum
Signature2022-05-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLYPersonFirstNm
Person LastSOKOLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACY KERNS CPAPreparerPersonNm
PTINP00454583PTIN
Phone4023301200PhoneNum
Preparation2022-05-10PreparationDt
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$28,735,694FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$527,702DividendsRevAndExpnssAmt
Dividends Net Invst Incm$527,702DividendsNetInvstIncmAmt
Dividends Adj Net Incm$527,702DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,821,861NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,604,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,821,861CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,349,563TotalRevAndExpnssAmt
Total Net Invst Incm$3,349,563TotalNetInvstIncmAmt
Total Adj Net Incm$527,702TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$34,583CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$34,583CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$34,583CompOfcrDirTrstAdjNetIncmAmt
Pension Empl Bnft Rev And Expnss$2,853PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,853PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$2,853PensionEmplBnftAdjNetIncmAmt
Legal Fees Rev And Expnss$300LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$300LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$300LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,104AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,104AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,104AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$29,399TaxesRevAndExpnssAmt
Taxes Net Invst Incm$77TaxesNetInvstIncmAmt
Taxes Adj Net Incm$77TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$4,485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,485OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$4,485OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$73,724TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,402TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$44,402TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$428,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$428,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$502,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,402TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$44,402TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$428,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,847,339ExcessRevenueOverExpensesAmt
Net Investment Income$3,305,161NetInvestmentIncomeAmt
Adjusted Net Income$483,300AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,977CashBOYAmt
Cash EOY$348,977CashEOYAmt
Cash EOYFMV$348,977CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,438,943SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,548,131SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,548,131SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,414,083CorporateStockBOYAmt
Corporate Stock EOY$9,303,881CorporateStockEOYAmt
Corporate Stock EOYFMV$21,725,916CorporateStockEOYFMVAmt
Other Investments BOY$455,000OtherInvestmentsBOYAmt
Other Investments EOY$995,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,109,866OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,402OtherAssetsBOYAmt
Other Assets EOY$2,804OtherAssetsEOYAmt
Other Assets EOYFMV$2,804OtherAssetsEOYFMVAmt
Total Assets BOY$13,351,405TotalAssetsBOYAmt
Total Assets EOY$16,198,793TotalAssetsEOYAmt
Total Assets EOYFMV$28,735,694TotalAssetsEOYFMVAmt
Other Liabilities BOY$467OtherLiabilitiesBOYAmt
Other Liabilities EOY$516OtherLiabilitiesEOYAmt
Total Liabilities BOY$467TotalLiabilitiesBOYAmt
Total Liabilities EOY$516TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$13,350,938NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$16,198,277NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$13,350,938TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,198,277TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,351,405TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,198,793TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,350,938TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,847,339ExcessRevenueOverExpensesAmt
Subtotal$16,198,277SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,198,277TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyATLAS CORPORATIONPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$4,582,376GrossSalesPriceAmt
Cost Or Other Basis$1,782,292CostOrOtherBasisAmt
Gain Or Loss$2,800,084GainOrLossAmt
Gains Minus Excess Or Losses$2,800,084GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,821,861CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,942InvestmentIncomeExciseTaxAmt
Subtotal$45,942SubtotalAmt
Tax Based On Investment Income$45,942TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$798EsPenaltyAmt
Tax Due$36,940TaxDueAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt
Individual With BooksKELLY SOKOLIndividualWithBooksNm
Phone7575820264PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18110 OCEAN FRONT AVEAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELLY SOKOL
8110 OCEAN FRONT AVEVIRGINIA BEACHVA23451PRESIDENT/EX13.00$34,583$0$0
JOHN WEECH
8110 OCEAN FRONT AVENUEVIRGINIA BEACHVA23451TREASURER/SE3.00$0$0$0
DAVID SOKOL
2400 DEL LAGO DRIVEFORT LAUDERDALEFL33316DIRECTOR000.00$0$0$0
PEGGY SOKOL
2400 DEL LAGO DRIVEFORT LAUDERDALEFL33316DIRECTOR000.00$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$23,149,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,928,354AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,402FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,078,867TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,078,867AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$406,183CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,672,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,333,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,333,634MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,942TaxBasedOnInvestmentIncomeAmt
Total Tax$45,942TotalTaxAmt
Distributable Before Adj$1,287,692DistributableBeforeAdjAmt
Distributable Before Ded$1,287,692DistributableBeforeDedAmt
Distributable As Adjusted$1,287,692DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$428,500ExpensesAndContributionsAmt
Qualifying Distributions$428,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,287,692DistributableAsAdjustedAmt
Undistributed Income PY$179,978UndistributedIncomePYAmt
Qualifying Distributions$428,500QualifyingDistributionsAmt
Applied To Year1$179,978AppliedToYear1Amt
Applied To Current Year$248,522AppliedToCurrentYearAmt
Undistributed Income CY$1,039,170UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459GENERAL$5,000
HER SHELTER
PO BOX 2187PORTSMOUTHVA23702GENERAL$6,500
FOODBANK OF SOUTHEASTERN VA
800 TIDEWATER DRIVENORFOLKVA23504GENERAL$2,500
ANIMAL RESOURCES OF TIDEWATER
PO BOX 11535NORFOLKVA23517GENERAL$1,000
K9'S FOR WARRIORS
114 CAMP K9 ROADPONTE VEDRAFL32081GENERAL$5,000
VIRGINIA BEACH VOLUNTEER RESCUE
740 VIRGINIA BEACH BLVDVIRGINIA BEACHVA23451GENERAL$2,500
FOR KIDS
1001 POINDEXTER STCHESAPEAKEVA23324GENERAL$200,000
PARK COUNTY COMMUNITY FOUNDATION
104 S MAIN STLIVINGSTONMT59047GENERAL$100,000
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314GENERAL$100,000
SALVAGE USA
1234 DIVI ST 1000SAN FRANCISCOCA93513GENERAL$5,000
VIRGINIA STATE PARKS
600 E MAIN ST 24TH FLOORRICHMONDVA23219GENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$428,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$527,702ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,821,861ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,349,563ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,349,563TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,104Amt
Net Investment Income$2,104NetInvestmentIncomeAmt
Adjusted Net Income$2,104AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ATLAS$8,305,714$20,679,531
ATLANTIC UNION BANKSHARES$251,600$275,946
BANK OF AMERICA$246,125$278,063
JP MORGAN CHASE$251,536$253,360
VERIZON$248,906$239,016

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD EMERGING MARKETSAT COST$30,000$29,190
VANGUARD 500 INDEX ADMIRALAT COST$175,000$226,808
VANGUARD HEALTHCARE INVESTORAT COST$280,000$270,550
VANGUARD SMALL CAP INDEXAT COST$30,000$34,439
VANGUARD TOTAL STOCK MARKET INDEXAT COST$100,000$129,048
VANGUARD VALUE INDEX ADMIRALAT COST$280,000$303,577
VANGUARD WINDSOR ADMIRAL IIAT COST$100,000$116,254

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$300LegalFeesAmt
Net Investment Income$300NetInvestmentIncomeAmt
Adjusted Net Income$300AdjustedNetIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescADVANCEDesc
BOY Book Value$1,402BOYBookValueAmt
EOY Book Value$2,804EOYBookValueAmt
EOYFMV$2,804EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BANK FEES$193$193$193
CONTRACTOR PAY$2,600$2,600$2,600
MISCELLANEOUS$1,605$1,605$1,605
OFFICE EXPENSE$87$87$87

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES PAYABLEDesc
BOY Book Value$467BOYBookValueAmt
EOY Book Value$516EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES$77$77$77
FEDERAL TAX DUE$19,522
FEDERAL ESTIMATES$9,800

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