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ORIEN WOOLF AND DR JACK WOOLF: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ORIEN WOOLF AND DR JACK WOOLF (EIN 27-2113885)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-03-03
IRS object ID
202110629349100211
Schema version
2019v5.0
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)
Return2021-03-03T16:05:24-06:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201847071PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHEN CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14441 LONGFELLOW DRAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272113885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ORIEN WOOLF AND DR JACK WOOLFBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlORIEBusinessNameControlTxt
Phone9725178740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 FOREST BEND DRAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA SHAPIROPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9725178740PhoneNum
Signature2021-02-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHYH-JANG CHENPreparerPersonNm
PTINP00034649PTIN
Phone9729641197PhoneNum
Preparation2021-02-26PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,701,570FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,806DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,806DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$281,439GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$281,439GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$233,473NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$346,021NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,988,071GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$346,021CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$691,278TotalRevAndExpnssAmt
Total Net Invst Incm$691,278TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,020AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,020AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$4TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$71,868OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$71,868OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$76,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76,892TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$251,406ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$251,406ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$328,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76,892TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$251,406TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$362,980ExcessRevenueOverExpensesAmt
Net Investment Income$614,386NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,437CashBOYAmt
Cash EOY$20,177CashEOYAmt
Cash EOYFMV$20,177CashEOYFMVAmt
Sav And Temp Cash Invst BOY$77,550SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,934SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,934SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$339,096CorporateStockBOYAmt
Corporate Stock EOY$248,017CorporateStockEOYAmt
Corporate Stock EOYFMV$273,433CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$1,993,565InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$389,511InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$1,644,520LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,604,054LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$3,905,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$1,944,631OtherInvestmentsBOYAmt
Other Investments EOY$2,440,258OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,444,026OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,016,234TotalAssetsBOYAmt
Total Assets EOY$4,371,440TotalAssetsEOYAmt
Total Assets EOYFMV$6,701,570TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,815OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,329OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,815TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,329TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,014,419CapitalStockBOYAmt
Capital Stock EOY$4,365,111CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,014,419TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,365,111TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,016,234TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,371,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,014,419TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$362,980ExcessRevenueOverExpensesAmt
Subtotal$4,377,399SubtotalAmt
Other Decreases$12,288OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,365,111TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,967,681GrossSalesPriceAmt
Cost Or Other Basis$1,642,050CostOrOtherBasisAmt
Gain Or Loss$325,631GainOrLossAmt
Gains Minus Excess Or Losses$325,631GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$346,021CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$242,345AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,362,616NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038089DistributionYr1Rt
Adjusted Qlfy Distri Yr2$297,341AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,082,593NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058502DistributionYr2Rt
Adjusted Qlfy Distri Yr3$238,542AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,887,008NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048811DistributionYr3Rt
Adjusted Qlfy Distri Yr4$230,455AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,773,858NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048274DistributionYr4Rt
Adjusted Qlfy Distri Yr5$241,024AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,776,506NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050460DistributionYr5Rt
Total Distribution0.244136TotalDistributionRt
Average Distribution0.048827AverageDistributionRt
Net Vl Noncharitable Assets$6,453,427NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$315,101AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,144NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$321,245AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$251,406QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,288InvestmentIncomeExciseTaxAmt
Subtotal$12,288SubtotalAmt
Tax Based On Investment Income$12,288TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,960TotalPaymentsAndCreditsAmt
Tax Due$6,328TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksROBERTA SHAPIROIndividualWithBooksNm
Phone9725178740PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1612 FOREST BEND DRAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75025ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
ROBERTA SHAPIRO
612 FOREST BEND DRPLANOTX75025PRESIDENT000.00$0$0$0
JOHN BROUDE
309 WEST 7TH STREET STE 1100FORT WORTHTX76102SECRETARY000.00$0$0$0
MICHELLE DEVEREUX
4415 W LAWTHER DRIVEDALLASTX75214VICE PRESIDE000.00$0$0$0
KATY CROWE
7805 DEER TRAIL DRDALLASTX75238TRUSTEE000.00$0$0$0
BARBARA DEVEREUX
4415 W LAWTHER DRDALLASTX75214TRUSTEE000.00$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$2,499,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,905,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,551,703TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,551,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,276CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,453,427NetVlNoncharitableAssetsAmt
Minimum Investment Return$322,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$322,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,288TaxBasedOnInvestmentIncomeAmt
Total Tax$12,288TotalTaxAmt
Distributable Before Adj$310,383DistributableBeforeAdjAmt
Distributable Before Ded$310,383DistributableBeforeDedAmt
Distributable As Adjusted$310,383DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$251,406ExpensesAndContributionsAmt
Qualifying Distributions$251,406QualifyingDistributionsAmt
Adjusted Qualifying Distri$251,406AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$310,383DistributableAsAdjustedAmt
Undistributed Income PY$250,306UndistributedIncomePYAmt
Qualifying Distributions$251,406QualifyingDistributionsAmt
Applied To Year1$250,306AppliedToYear1Amt
Applied To Current Year$1,100AppliedToCurrentYearAmt
Undistributed Income CY$309,283UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY HOME FOR ADULTS
11615 FOREST CENTRAL DRDALLASTX75243PUBLIC CHARITY$65,000
EAST DALLAS COMMUNITY SCHOOL
924 WAYNE STREETDALLASTX75223PUBLIC CHARITY$406
JEWISH FAMILY SERVICE
5402 ARAPAHO ROADDALLASTX75248PUBLIC CHARITY$35,000
LUMIN EDUCATION
924 WAYNE STREETDALLASTX75223PUBLIC CHARITY$100,400
PHILANTHROPY SOUTHWEST
624 N GOOD LATIMAR EXPYDALLASTX75204PUBLIC CHARITY$600
TEXAS WOMAN'S UNIVERSITY
PO BOX 425618DENTONTX76204PUBLIC CHARITY$25,000
VISITING NURSE ASSOCIATION
1600 VICEROY DR 400DALLASTX75235PUBLIC CHARITY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$251,406TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,806ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$233,473ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$346,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$643,312ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$643,312TotalIncomeProducingActyAmt

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 FEECategoryTxt
Amt$5,020Amt
Net Investment Income$5,020NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
KINDRED STEPHENS ACCT 8955-6955$248,017$273,433
FROST BANK ACCT WD006

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$1,993,565CostOrOtherBasisAmt
Accumulated Depreciation$389,511AccumulatedDepreciationAmt
Book Value$1,604,054BookValueAmt
EOYFMV$3,905,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS-KINDRED ACCT 8955-6955$362,375$375,373
EQUITY FUNDS-FROST ACCT WD006
FIXED INCOME FUNDS-FROST ACCT WD006$2,077,883$2,068,653

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescEXCISE TAXDesc
Amt$12,288Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMERCIAL BLDGS DALLAS
LEGAL FEES$765$765
INSURANCE$735$735
APPRAISAL FEE$6,000$6,000
INVESTMENT DEPRECIATION$40,466$40,466
EXPENSES
INVESTMENT ADVISORY FEES$23,902$23,902

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
EXCISE TAX PAYABLE$1,813$6,328
ROUNDING$2$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4Amt
Net Investment Income$4NetInvestmentIncomeAmt

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