THE LONG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LONG FOUNDATION (EIN 74-2916682)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-24
- IRS object ID
- 202531759349100513
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T12:55:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742916682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 5124794080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL A LONG | PersonNm |
| Person Title | TREASURER/EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5124794080 | PhoneNum |
| Signature | 2025-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA GERSTEIN | PreparerPersonNm |
| PTIN | P00892596 | PTIN |
| Phone | 5124796000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,230,517 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $150,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $828,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,130,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $828,383 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $994 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $979,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $979,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,043 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,389 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,232 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $723 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,509 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,678 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,678 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,395 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,849 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,552 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,056 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,506 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,550 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,033 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,038 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $135,068 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $473,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $395,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $869,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $264,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,048 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,905 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,957 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,915 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,143,435 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,735,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,189,366 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,210 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,807 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,223,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,116,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,332,538 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $158,460 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $158,460 | LandBOYAmt |
| Land EOY | $158,460 | LandEOYAmt |
| Land EOYFMV | $505,843 | LandEOYFMVAmt |
| Total Assets BOY | $6,828,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,204,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,230,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,828,462 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,204,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,828,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,204,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,828,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,204,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,828,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $395,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,224,007 | SubtotalAmt |
| Other Decreases | $19,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,204,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,080,051 | $1,301,698 | $778,353 | $778,353 | |
| CAPITAL GAINS DIVIDENDS | $50,030 | $50,030 | $50,030 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $828,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Overpayment | $5,229 | OverpaymentAmt |
| Applied To ES Tax | $5,229 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LONGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE LONG FOUNDATION | IndividualWithBooksNm |
| Phone | 5124794080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE R LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| KALLY A LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUBY LU ANN LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCHELL A LONG | ||||||||
| 40 N IH 35 SUITE 7C2 | AUSTIN | TX | 78701 | SEC./TREAS./DIR./EXECUTIVE DIRECTOR | 40.00 | $90,432 | $7,232 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOWERS PONDER & ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE RD NE STE 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $95,023 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,053,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $266,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,876 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,395,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,395,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,239,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $512,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $512,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,086 | TotalTaxAmt |
| Distributable Before Adj | $499,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $499,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $499,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $473,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,068 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $499,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $443,175 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $473,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $443,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,893 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $470,021 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE R LONG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MITCHELL A LONG EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124794080 | RecipientPhoneNum |
| Form And Info And Materials | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTHROPOS ARTS | ||||||||
| PO BOX 685000 | AUSTIN | TX | 78768 | N/A | PC | GRANT SUPPORTING YOUTH MUSIC PROGRAM | $10,000 | |
| ASSISTANCE LEAGUE OF AUSTIN | ||||||||
| 4901 BURNET ROAD | AUSTIN | TX | 78756 | N/A | PC | GRANT SUPPORTING OPERATION WISH LIST PROGRAM | $10,000 | |
| AUSTIN CLASSICAL GUITAR | ||||||||
| PO BOX 4072 | AUSTIN | TX | 78765 | N/A | PC | GRANT SUPPORTING AUSTIN AREA SCHOOL-BASED GUITAR PROGRAM | $20,000 | |
| AUSTIN PARTNERS IN EDUCATION | ||||||||
| PO BOX 6118 | AUSTIN | TX | 78762 | N/A | PC | GRANT SUPPORTING MATH CLASSROOM COACHING PROGRAM | $10,000 | |
| AUSTIN SOUNDWAVES | ||||||||
| PO BOX 28251 | AUSTIN | TX | 78755 | N/A | PC | GRANT TO ADVANCE MUSICIAN PROGRAM INCLUDING COLLEGE ASSISTANCE | $20,000 | |
| AVANCE-AUSTIN | ||||||||
| PO BOX 19105 | AUSTIN | TX | 78760 | N/A | PC | GRANT SUPPORTING PARENT-CHILD PROGRAM | $20,000 | |
| BOOKSPRING | ||||||||
| PO BOX 153024 | AUSTIN | TX | 78715 | N/A | PC | GENERAL SUPPORT GRANT FOR VARIOUS PROGRAMS | $10,000 | |
| BREAKTHROUGH AUSTIN | ||||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING SUMMER PROGRAMS | $15,000 | |
| CAPITAL IDEA | ||||||||
| PO BOX 1784 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING 2-YEAR DEGREE PROGRAM | $10,000 | |
| CASA OF TRAVIS COUNTY | ||||||||
| 7600 CHEVY CHASE DRIVE SUITE 200 | AUSTIN | TX | 78752 | N/A | PC | SUPPORTING SPANISH-SPEAKING VOL. ADVOCATES | $15,000 | |
| CENTER FOR CHILD PROTECTION | ||||||||
| 8509 FM 969 BUILDING 2 | AUSTIN | TX | 78724 | N/A | PC | GRANT SUPPORTING FAMILY ADVOCATE PROGRAM | $10,000 | |
| COLLEGE POSSIBLE-TEXAS | ||||||||
| PO BOX 142308 | AUSTIN | TX | 78714 | N/A | PC | GRANT SUPPORTING AUSTIN AREA PROGRAM | $15,000 | |
| CON MI MADRE | ||||||||
| 1825 FORTVIEW ROAD SUITE 114 | AUSTIN | TX | 78704 | N/A | PC | GENERAL SUPPORT GRANT FOR AUSTIN AREA PROGRAM | $15,000 | |
| E3 ALLIANCE | ||||||||
| 5930 MIDDLE FISKVILLE ROAD SUITE | AUSTIN | TX | 78752 | N/A | PC | GRANT SUPPORTING EMERGENCY BRIDGE FUNDING PROGRAM | $15,000 | 507 |
| FOUNDATION COMMUNITIES | ||||||||
| 3000 S IH-35 SUITE 300 | AUSTIN | TX | 78704 | N/A | PC | GRANT SUPPORTING COLLEGE HUB PROGRAM | $20,000 | |
| GIRL EMPOWERMENT NETWORK | ||||||||
| PO BOX 3122 | AUSTIN | TX | 78764 | N/A | PC | GRANT SUPPORTING GIRL CONNECT PROGRAM AT SELECTED AREA SCHOOLS | $10,000 | |
| PELOTONU | ||||||||
| 1201 HACKBERRY STREET | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING ONLINE COLLEGE DEGREE PROGRAM | $18,000 | |
| SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | GRANT SUPPORTING SUMMER EDUCATION PROGRAM | $15,000 | |
| SUSTAINABLE FOOD CENTER | ||||||||
| 2921 EAST 17TH STREET BUILDING C | AUSTIN | TX | 78702 | N/A | PC | GRANT SUPPORTING BILINGUAL SPANISH-LANGUAGE PROGRAMMING | $10,000 | |
| THE LONG CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 W RIVERSIDE DRIVE | AUSTIN | TX | 78704 | N/A | PC | SPONSORSHIP GRANT FOR THE TERESA LOZANO LONG DAY OPEN HOUSE COMMUNITY CELEBRATION | $10,000 | |
| TODOS JUNTOS LEARNING CENTER | ||||||||
| PO BOX 41213 | AUSTIN | TX | 78704 | N/A | PC | GRANT SUPPORTING EARLY CHILDHOOD EDUCATION PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO LITERACY FIRST | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING LITERACY FIRST'S READING PROGRAM | $20,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO UTEACH | ||||||||
| PO BOX 250 | AUSTIN | TX | 78767 | N/A | PC | GRANT SUPPORTING UTEACH INTERNSHIP PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS-RIO GRANDE VALLEY | ||||||||
| 701 E EXPRESSWAY 83 BOX 13 | MCALLEN | TX | 78501 | N/A | GOV | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $828,383 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $979,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $979,910 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $7,678 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,678 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FHLMC CMO 2013 4153 YD 02.000% | $1,387 | $12,656 |
| SBA 5219 83 ABS 2013 | $1,823 | $151 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOT LABS | $70,476 | $69,223 |
| ABBOT LABS | $28,747 | $30,653 |
| ABBVIE INC SHS | $21,006 | $24,523 |
| ABBVIE INC SHS | $48,547 | $72,146 |
| ACCENTRUE PLC SHS | $24,158 | $28,143 |
| ACCENTURE PLC SHS | $63,571 | $90,058 |
| ALIBABA GROUP HOLDING LT | $35,295 | $24,165 |
| ALPHABET INC SHS CL A | $12,206 | $112,066 |
| ALPHABET INC SHS CL C | $10,646 | $98,648 |
| AMAZON COM INC | $36,974 | $230,579 |
| AMD ARN ISS HSBC | $125,000 | $107,650 |
| AMER EXPRESS COMPANY | $13,391 | $25,524 |
| AMER EXPRESS COMPANY | $49,379 | $99,128 |
| AMERICAN TOWER REIT INC | $58,816 | $56,490 |
| AMPHENOL CORP CL A NEW | $56,338 | $63,130 |
| ANALOG DEVICES INC COM | $22,877 | $29,107 |
| AON PLC REG SHS | $21,510 | $34,120 |
| APPLE INC | $65,425 | $250,921 |
| AUTODESK INC | $14,092 | $101,676 |
| BARRICK GOLD CORPORATION | $169,159 | $77,500 |
| BLOCK INC | $46,821 | $36,886 |
| BOEING COMPANY | $32,730 | $29,205 |
| BOEING COMPANY | $150,888 | $154,875 |
| BROADCOM INC | $66,290 | $164,606 |
| CHEVRON CORP | $42,727 | $58,381 |
| CHUBB LTD | $13,211 | $23,762 |
| CIGNA COPR REG SHS | $38,926 | $43,906 |
| CITIGROUP INC COM NEW | $14,855 | $20,765 |
| COMCAST CORP NEW CL A | $56,853 | $52,655 |
| CONOCOPHILLIPS | $25,967 | $35,205 |
| DEERE CO | $5,871 | $17,795 |
| DIAGEO PLC SPSD ADR NEW | $23,511 | $19,578 |
| DISNEY (WALT) CO COM STK | $98,362 | $95,650 |
| DOMINION ENERGY INC | $36,807 | $30,970 |
| DUKE ENERGY CORP | $26,008 | $29,629 |
| EASTERLY GOVT PROPERTIES INC SHS | $238,925 | $136,320 |
| EATON CORP PLC | $8,190 | $19,248 |
| EATON CORP PLC | $42,528 | $70,688 |
| ELEVANCE HEALTH INC | $47,561 | $46,481 |
| EXPEDITORS INTL WASH INC | $12,903 | $37,440 |
| EXXON MOBIL CORP COM | $38,888 | $36,897 |
| EXXON MOBIL CORP COM | $62,582 | $63,789 |
| FACTSET RESH SYS INC | $9,209 | $41,304 |
| FIDELITY MSCI UTILITIES | $502,851 | $643,032 |
| GENL DYNAMICS CORP COM | $22,722 | $26,349 |
| GOLDMAN SACHS GROUP INC | $89,366 | $151,744 |
| HONEYWELL INTL INC DEL | $45,163 | $56,247 |
| ILLINOIS TOOL WORKS INC | $15,205 | $20,031 |
| ILLUMINA INC | $60,695 | $33,408 |
| INTUITIVE SURGICAL INC | $17,174 | $51,674 |
| JOHNSON AND JOHNSON | $29,984 | $27,189 |
| JPMORGAN CHASE & CO | $30,207 | $52,496 |
| JPMORGAN CHASE & CO | $91,034 | $161,804 |
| JPMORGAN CHASE & CO | $69,286 | $117,937 |
| KENVUE INC | $20,258 | $18,745 |
| KKR & CO INC | $11,716 | $25,736 |
| KLA CORP | $8,575 | $15,753 |
| LINDE PLC REG SHS | $56,240 | $85,409 |
| LOWE'S COMPANIES INC | $17,511 | $23,199 |
| LOWE'S COMPANIES INC | $19,005 | $63,674 |
| MARRIOTT INTL INC NEW A | $14,978 | $24,268 |
| MARSH & MCLENNAN COS INC | $12,285 | $23,790 |
| MARSH & MCLENNAN COS INC | $43,578 | $68,608 |
| MASTERCARD INC | $73,057 | $95,836 |
| MCDONALDS CORP COM | $66,622 | $75,951 |
| MCKESSON CORPORATION COM | $17,038 | $41,603 |
| META PLATFORMS INC CLASS A COMMON STOCK | $44,197 | $266,993 |
| MICROSOFT CORP | $104,344 | $244,516 |
| MICROSOFT CORP | $11,178 | $151,319 |
| MONDELEZ INTERNATIONAL INC | $22,058 | $18,576 |
| MONDELEZ INTERNATIONAL INC | $38,297 | $39,959 |
| MONSTER BEVERAGE SHS | $18,832 | $80,417 |
| MORGAN STANLEY | $21,240 | $32,059 |
| MOTOROLA SOLUTIONS INC | $53,443 | $98,455 |
| NASDAQ OMX GRP INC | $12,507 | $19,714 |
| NESTLE S A REP RG | $21,435 | $15,768 |
| NETFLIX COM INC | $77,910 | $215,699 |
| NEWMONT CORPORATION | $111,472 | $122,826 |
| NEXTERA ENERGY INC SHS | $57,252 | $73,912 |
| NIKE INC CL B | $31,040 | $31,100 |
| NORTHROP GRUMMAN CORP | $38,720 | $39,890 |
| NOVARTIS ADR | $30,352 | $34,740 |
| NOVO NORDISK A S ADR | $40,737 | $30,451 |
| NOVO NORDISK A S ADR | $22,360 | $56,601 |
| NVIDIA | $10,076 | $337,068 |
| NXP SEMICONDUCTORS N.V. | $16,940 | $16,836 |
| ORACLE CORP $0.01 | $36,778 | $169,306 |
| PACCAR INC | $28,056 | $30,894 |
| PACKAGING CORP AMERICA | $9,966 | $13,733 |
| PAYPAL HOLDINGS INC SHS | $41,939 | $33,543 |
| PEPSICO INC | $24,935 | $24,330 |
| PEPSICO INC | $38,154 | $41,512 |
| PFIZER INC | $35,171 | $24,248 |
| PHILIP MORRIS INTL INC | $44,752 | $62,221 |
| PROGRESSIVE CRP OHIO | $20,815 | $47,443 |
| PROLOGIS INC | $31,301 | $28,011 |
| PROLOGIS INC | $68,932 | $63,949 |
| QUALCOMM INC | $19,357 | $50,848 |
| REGENERON PHARMACTCLS | $31,091 | $56,986 |
| ROCHE HLDG LTD SPN ADR | $30,070 | $27,137 |
| RTX CORP | $18,294 | $25,574 |
| S&P GLOBAL INC | $52,393 | $63,250 |
| SALESFORCE COM INC | $52,502 | $114,007 |
| SEI INVT CO PA PV $0.01 | $15,798 | $43,055 |
| SHOPIFY INC CL A | $48,768 | $87,829 |
| SMURFIT WESTROCK LTD REG | $20,577 | $20,521 |
| SOUTHERN COMPANY | $21,686 | $28,977 |
| STARBUCKS CORP | $35,747 | $33,945 |
| STARBUCKS CORP | $37,742 | $51,830 |
| TARGET CORP | $13,938 | $13,518 |
| TAIWAN S MANUFCTRING ADR | $60,451 | $81,563 |
| TESLA INC | $155,129 | $332,764 |
| TEXAS INSTRUMENTS | $18,760 | $27,939 |
| THERMO FISHER SCIENTIFIC | $43,005 | $41,098 |
| TJX COS INC NEW | $45,760 | $68,016 |
| TRANE TECHNOLOGIES PLC | $29,769 | $62,420 |
| UNION PACIFIC CORP | $23,243 | $26,453 |
| UNION PACIFIC CORP | $36,528 | $44,012 |
| UNITEDHEALTH GROUP INC | $66,759 | $93,584 |
| VERTEX PHARMCTLS INC | $45,578 | $82,151 |
| VISA INC CL A SHRS | $26,489 | $171,926 |
| WALMART INC | $46,686 | $83,212 |
| WEC ENERGY GROUP INC SHS | $49,767 | $59,245 |
| WORKDAY INC CL A | $16,133 | $30,964 |
| YUM BRANDS INC | $11,920 | $31,528 |
| YUM CHINA HOLDINGS INC | $5,965 | $13,488 |
| ZOETIS INC | $67,594 | $59,469 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,957 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,915 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE REAL ESTATE INCOME TRUST INC | AT COST | $284,912 | $360,229 |
| PARTNERS GROUP PRIVATE EQ MASTER FD LLC CL I | AT COST | $577,196 | $719,252 |
| STARWOOD REAL ESTATE INCOME TRUST INC | AT COST | $254,791 | $253,057 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONDOMINIUM | CategoryOrItemTxt |
| Cost Or Other Basis | $158,460 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $158,460 | BookValueAmt |
| EOYFMV | $505,843 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| Amt | $19,969 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $309 | $309 | $0 |
| INSURANCE | $3,243 | $324 | $2,919 |
| ADMINISTRATIVE EXPENSE | $1,344 | $16 | $1,328 |
| SUPPLIES | $247 | $0 | $247 |
| MAINTENANCE | $3,890 | $389 | $3,501 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $994 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $994 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $994 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $95,023 | $95,023 | $0 |
| PAYROLL SERVICES | $2,278 | $228 | $2,050 |
| PROPERTY VALUATION CONSULTANT | $383 | $38 | $345 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $10,340 | $1,034 | $9,306 |
| FOREIGN TAXES | $1,121 | $1,121 | $0 |
| EXCISE TAX | $848 | $0 | $0 |
| PAYROLL TAXES | $6,941 | $694 | $6,246 |
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