LINDY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LINDY FOUNDATION (EIN 46-4222159)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349103785
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:34:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464222159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ALAN/FRANK/ELAINE LINDY TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2158868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 OLD YORK ROAD SUITE 211 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE LINDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELAINE | PersonFirstNm |
| Person Last | LINDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J FEENAN CPA | PreparerPersonNm |
| PTIN | P00968659 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,732,555 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,289 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,289 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,289 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,290 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,290 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,148,443 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $24,892 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $24,892 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $120,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,579 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,471 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $13,564 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,564 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $256 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $280,209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $280,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $280,216 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,259 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,471 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $975,226 | CashBOYAmt |
| Cash EOY | $846,907 | CashEOYAmt |
| Cash EOYFMV | $846,907 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,734,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,689,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,885,648 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,709,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,536,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,732,555 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $41,263 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,844,397 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,312,153 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,844,397 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,353,416 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | -$135,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $183,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$135,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,709,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,536,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$135,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $506,670 | OtherIncreasesAmt |
| Subtotal | $191,316 | SubtotalAmt |
| Other Decreases | $8,111 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,205 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $337 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $337 | SubtotalAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $663 | OverpaymentAmt |
| Applied To ES Tax | $663 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELAINE LINDY | IndividualWithBooksNm |
| Phone | 2158868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 914 SPRUCE STREET 9 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE LINDY | ||||||||
| 914 SPRUCE STREET 9 | PHILADELPHIA | PA | 19107 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ALAN LINDY | ||||||||
| 117 CHESTON LANE | AMBLER | PA | 19002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| FRANK LINDY | ||||||||
| 8364 FISHER ROAD | ELKINS | PA | 19027 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,882,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $911,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,955,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,749,160 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,749,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,617,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $337 | TotalTaxAmt |
| Distributable Before Adj | $430,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $430,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $430,559 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,216 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $280,216 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $280,216 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $278,804 | UndistributedIncomePYAmt |
| Qualifying Distributions | $280,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $278,804 | AppliedToYear1Amt |
| Applied To Current Year | $1,412 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $429,147 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELAINE LINDY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 914 SPRUCE STREET 9 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6104311003 | RecipientPhoneNum |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,289 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,290 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$44,967 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Z BRISTOL LLC | 34 | $31,072 | ||
| LINDY-ZELL POCOMOKE LLC | 531120 | -$4,944 | ||
| LINDY POCCOMOKE LLC | 34 | -$1,236 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,944 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,836 | ExclusionAmt |
| Related Or Exempt Function Incm | -$4,388 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,504 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST TRUST BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WALNUT GROVE DRIVE | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,020 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $6,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO STATEMENT SEC. | 2020-03 | PURCHASE | 2020-11 | $910,182 | $931,019 | -$20,837 |
| WELLS FARGO STATEMENT SEC. | 2019-01 | PURCHASE | 2020-03 | $1,237,699 | $1,262,391 | -$24,692 |
| WELLS FARGO CAPITAL GAIN DIST | PURCHASE | $562 | $562 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AND PAYABLES | Desc |
| Amt | $8,111 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SCHOOLYARD PROJECTS | $240,216 | $240,216 |
| AUTO EXPENSE | -$7 | |
| REFURBISHING COSTS TO SCHOOLY | $40,000 | $40,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Z BRISTOL LLC | $31,072 | $31,072 |
| LINDY-ZELL POCOMOKE LLC | -$4,944 | -$4,944 |
| LINDY POCCOMOKE LLC | -$1,236 | -$1,236 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONVERSION BEG 754 BASIS | Desc |
| Amt | $506,670 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINDY POCOMOKE | $2,231,996 | $2,234,041 |
| INVEST IN CVS | $612,401 | $74,659 |
| OTHER | $3,453 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $13,564 | Amt |
| Net Investment Income | $13,564 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES AND LICENSES | $250 | |
| FOREIGN TAXES | $256 | $256 |
Comments