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JOHN WILLIS MASHBURN CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JOHN WILLIS MASHBURN CHARITABLE TRUST (EIN 27-3958145)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349102145
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)
Return2022-11-14T13:37:39-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581762926PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ACREE JINRIGHT LEONARD & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1212 W GORDON STAddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP307204211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273958145EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN W MASHBURN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone7062785853PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12206 FAWN DRIVEAddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON BEAVERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7062785853PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSHARONPersonFirstNm
Person LastBEAVERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL JINRIGHTPreparerPersonNm
PTINP00978972PTIN
Phone7062785853PhoneNum
Preparation2022-11-10PreparationDt
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$12,540,861FMVAssetsEOYAmt
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$667InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$667InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$667InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,575DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,575DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$279,644GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$279,644GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$279,644GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$102,287NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$378,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,526,440GrossSalesPriceAmt
Total Rev And Expnss-$90,637TotalRevAndExpnssAmt
Total Net Invst Incm$287,886TotalNetInvstIncmAmt
Total Adj Net Incm$287,886TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$90,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$90,000CompOfcrDirTrstAdjNetIncmAmt
Accounting Fees Rev And Expnss$8,640AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,640AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$8,640AccountingFeesAdjNetIncmAmt
Occupancy Rev And Expnss$1,608OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,608OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$1,608OccupancyAdjNetIncmAmt
Other Expenses Rev And Expnss$194,177OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$194,177OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$194,177OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$294,425TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$294,425TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$294,425TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,686,602ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,686,602ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,981,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$294,425TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$294,425TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,686,602TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,071,664ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,546CashBOYAmt
Cash EOY$493,554CashEOYAmt
Cash EOYFMV$493,554CashEOYFMVAmt
Corporate Stock BOY$832,409CorporateStockBOYAmt
Corporate Stock EOY$235,850CorporateStockEOYAmt
Corporate Stock EOYFMV$334,118CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$11,713,189InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$13,533,302LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$11,713,189LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$11,713,189LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$14,514,257TotalAssetsBOYAmt
Total Assets EOY$12,442,593TotalAssetsEOYAmt
Total Assets EOYFMV$12,540,861TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$14,514,257RetainedEarningBOYAmt
Retained Earning EOY$12,442,593RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,514,257TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,442,593TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,514,257TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,442,593TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,514,257TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,071,664ExcessRevenueOverExpensesAmt
Subtotal$12,442,593SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,442,593TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 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
Individual With BooksSHARON BEAVERSIndividualWithBooksNm
Phone7062785853PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12206 FAWN DRIVEAddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30720ZIPCd
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
SHARON BEAVERS
2206 FAWN DRIVEDALTONGA30720TRUSTEE000.00$18,000$0$0
DEWEY HUGHES
1210 VANDERBILT DRDALTONGA30720TRUSTEE000.00$18,000$0$0
BONNIE JONES
351 CASTLE ROADDALTONGA30720TRUSTEE000.00$18,000$0$0
CARLA RIPLEY
1088 GLENN COVE DRDALTONGA30720TRUSTEE000.00$18,000$0$0
MENDY MASHBURN
442 OLD GRADE RDRESACAGA30735TRUSTEE000.00$18,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonBEAVERS PROPERTIES LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12277 SHANNONDALE PLAddressLine1Txt
CityDALTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30720ZIPCd
FieldValueIRS element (for citing)
Service TypePROPERTY MANAGEServiceTypeTxt
Compensation$93,476CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HAMILTON HEALTHCARE FOUNDATIONDescription1Txt
Expenses1$971,115Expenses1Amt
Description2FIRST BAPTIST CHURCH OF DALTONDescription2Txt
Expenses2$400,000Expenses2Amt
Description3WHITFIELD COUNTY SCHOOLSDescription3Txt
Expenses3$275,002Expenses3Amt
Description4CARPET CAPITAL AQUATICS, DALTON, GADescription4Txt
Expenses4$10,000Expenses4Amt

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$666,947AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$321,050AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,667,068FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,655,065TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,655,065AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$204,826CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,450,239NetVlNoncharitableAssetsAmt
Minimum Investment Return$672,512MinimumInvestmentReturnAmt

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$1,686,602ExpensesAndContributionsAmt
Qualifying Distributions$1,686,602QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$1,686,602QualifyingDistributionsAmt
Remaining Distri From Corpus$1,686,602RemainingDistriFromCorpusAmt
Total Corpus$1,686,602TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2015-05-04PrivateOperatingFndtnRulingDt
Section4942j5Yes (X)Section4942j5Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,686,602CurrentYearAmt
Year1$2,121,909Year1Amt
Year2$2,378,692Year2Amt
Year3$2,131,445Year3Amt
Total$8,318,648TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,686,602CurrentYearAmt
Year1$2,121,909Year1Amt
Year2$2,378,692Year2Amt
Year3$2,131,445Year3Amt
Total$8,318,648TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$448,341CurrentYearAmt
Year1$509,798Year1Amt
Total$958,139TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
WHITFIELD HEALTHCARE FOUNDATION
1200 MEMORIAL DRIVEDALTONGA30720501-(C)3NO RESTRICTIONS$971,115
FIRST BAPTIST CHURCH
311 N THORNTON AVEDALTONGA30720501-(C)3NO RESTRICTIONS$400,000
WHITFIELD COUNTY SCHOOLS
1306 S THORNTON AVEDALTONGA30720501-(C)3NO RESTRICTIONS$275,002
MAPLE GROVE BAPTIST
4006 MAPLE GROVE CHURCH RRESACAGA30735501-(C)3NO RESTRICTIONS$5,000
DALTON STATE COLLEGE
650 COLLEGE DRDALTONGA30720501-(C)3SCHOLARSHIPS$2,123
UNIVERSITY OF GEORGIA
COLLEGE DRATHENSGA30602501-(C)3SCHOLARSHIPS$1,000
UNIVERSITY OF TENNESSEE - CHATT
615 MCCALLIE AVECHATTANOOGATN37403501-(C)3SCHOLARSHIPS$1,000
CHEROKEE BOYS ESTATE
850 CHEROKEE BOYS ESTATEDALTONGA30721501-(C)3NO RESTRICTIONS$5,000
CARPET CAPITAL AQUATICS
THORNTON AVEDALTONGA30720501C(3)GENERAL FUND$10,000NONE
WHITFIELDMURRAY HISTORICAL SOCIETY
715 CHATTANOOGA AVEDALTONGA30720501C(3)SCHOLARSHIP$5,000NONE
WILLIAM & MARY COLLEGE
200 STADIUM CRWILLIAMSBURGVA23185501C(3)SCHOLARSHIP$5,000NONE
GEORGIA NORTHWESTERN TECH COLLEGE
265 BICENTENNIAL TRAILROCK SPRINGSGA30739501C(3)SCOLARSHIPS$6,362NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,686,602TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$667RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,575RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$102,287RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$378,523RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$267,994RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$267,994TotalIncomeProducingActyAmt

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$8,640Amt
Net Investment Income$8,640NetInvestmentIncomeAmt
Adjusted Net Income$8,640AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SCHEDULE ATTACHEDPURCHASE2021-12$845,187$653,783$191,404
125 MARION STPURCHASE2021-08$266,891$399,557-$132,666
334 & 336 S HAMILTON STPURCHASE2021-03$234,484$313,238-$78,754
RESACA PROPERTYPURCHASE2021-08$179,878$176,458$3,420
LONGVIEW HOUSE, HIWASSEE, GAPURCHASE2021-07$1,000,000$1,361,927-$361,927

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHEDULE ATTACHEDStockNm
EOY Book Value$235,850EOYBookValueAmt
EOYFMV$334,118EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATECategoryOrItemTxt
Cost Or Other Basis$11,713,189CostOrOtherBasisAmt
Book Value$11,713,189BookValueAmt
EOYFMV$11,713,189EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
REAL ESTATE
INSURANCE$28,187$28,187$28,187
REPAIRS$32,538$32,538$32,538
UTILITIES$2,868$2,868$2,868
EXTERMINATING$3,284$3,284$3,284
PROPERTY MANAGMENT$93,476$93,476$93,476
CLEANING$7,140$7,140$7,140
LANDSCAPING$635$635$635
TRASH SERVICE$4,002$4,002$4,002
ADVERTISING$81$81$81
BANK CHARGES$291$291$291
MISCELLANEOUS$3,247$3,247$3,247
EXPENSES
INVESTMENT FEES$18,428$18,428$18,428

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