TAJ FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TAJ FOUNDATION (EIN 31-1191104)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-25
IRS object ID
202502069349100405
Schema version
2024v5.2
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)
Return2025-07-25T10:00:57-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 EAST MAIN STREET SUITE 500AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45502ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311191104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAJ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAJFBusinessNameControlTxt
Phone9373980354PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 BURRWOOD DRIVEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAJUDDIN AHMEDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9373980054PhoneNum
Signature2025-07-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARRIN D SPITZERPreparerPersonNm
PTINP01399907PTIN
Phone9373992000PhoneNum
Preparation2025-07-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,817,046FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$90,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$90,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$449,864NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,752,209GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$449,864CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$539,940TotalRevAndExpnssAmt
Total Net Invst Incm$539,940TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,884AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,884AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,086OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,086OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,202TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,350DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$37,522TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,172TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$247,446ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$247,446ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$284,968TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,172TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$247,446TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$254,972ExcessRevenueOverExpensesAmt
Net Investment Income$503,768NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$471,352SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$495,939SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$495,939SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$293,621CorporateStockBOYAmt
Corporate Stock EOY$314,516CorporateStockEOYAmt
Corporate Stock EOYFMV$1,074,119CorporateStockEOYFMVAmt
Other Investments BOY$2,686,014OtherInvestmentsBOYAmt
Other Investments EOY$2,896,304OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,217,647OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$56,750LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$27,409LandBldgEquipAccumDeprecAmt
Land BOY$30,691LandBOYAmt
Land EOY$29,341LandEOYAmt
Land EOYFMV$29,341LandEOYFMVAmt
Total Assets BOY$3,481,678TotalAssetsBOYAmt
Total Assets EOY$3,736,100TotalAssetsEOYAmt
Total Assets EOYFMV$4,817,046TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,317OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,802OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,317TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,802TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,479,361RetainedEarningBOYAmt
Retained Earning EOY$3,734,298RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,479,361TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,734,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,481,678TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,736,100TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,479,361TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$254,972ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,734,333SubtotalAmt
Other Decreases$35OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,734,298TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 1089P$25,000$24,628$372$372
SCHWAB 1089P$1,208,507$1,012,080$196,427$196,427
SCHWAB 3122P$58,703$43,863$14,840$14,840
SCHWAB 3122P$17,243$17,467-$224-$224
SCHWAB 1089P$412,807$204,307$208,500$208,500
CAPITAL GAINS DIVIDENDSP$29,949$29,949$29,949
FieldValueIRS element (for citing)
Capital Gain Net Income$449,864CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,002InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,002SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,002TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,802TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TAJUDDIN AHMED MDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9376312055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11174 EAST HOME ROADAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45503ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TAJUDDIN AHMED
10784 BERRY CREEK ROADORLANDOFL32836PRESIDENT5.00$0$0$0
ASHFAQ AHMED
3000 BURRWOOD DRIVESPRINGFIELDOH45503VICE PRESIDENT5.00$0$0$0
AFSHAN SYED
326 BRAYTONBURNE DRIVESPRINGFIELDOH45503TREASURER/SECRETARY5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,192,594AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$483,645AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,676,239TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,676,239AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,144CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,606,095NetVlNoncharitableAssetsAmt
Minimum Investment Return$230,305MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$230,305MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,002TaxBasedOnInvestmentIncomeAmt
Total Tax$7,002TotalTaxAmt
Distributable Before Adj$223,303DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$223,303DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$223,303DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$247,446ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$247,446QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$223,303DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$63,567ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,481ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$98,162ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,558ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,118ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$261,886TotalExcessDistributionCyovAmt
Qualifying Distributions$247,446QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$223,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,143RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$286,029TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$63,567ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$222,462ExcessDistriCyovToNextYrAmt
Excess From Year4$65,481ExcessFromYear4Amt
Excess From Year3$98,162ExcessFromYear3Amt
Excess From Year2$14,558ExcessFromYear2Amt
Excess From Year1$20,118ExcessFromYear1Amt
Excess From Current Year$24,143ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTAJUDDIN AHMED CO TAJ FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11174 EAST HOME ROADAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45503ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9373980054RecipientPhoneNum
Form And Info And MaterialsLETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERNATIONAL INSTITUTE OF ISLAMIC MEDICINE
P O BOX 160BRANDONFL33509NONEPUBLICCHARITABLE CONTRIBUTION$51,000
ISLAMIC SOCIETY OF NORTH AMERICA
P O BOX 808PLAINFIELDIN46168NONEPUBLICCHARITABLE CONTRIBUTION$10,000
NORTHWEST SUBURBAN COLLEGE OF BASIC AND ALLIED HEALTH SCIENCES
5999 S NEW WILKE ROADROLLING MEADOWSIL60008NONEPUBLICCHARITABLE CONTRIBUTION$61,000
DAYTON MERCY SOCIETY
2277 MAUE ROADMIAMISBURGOH45432NONEPUBLICCHARITABLE CONTRIBUTION$1,000
UNIVERSITY OF LOUISVILLE
2301 S 3RD STREETLOUISVILLEKY40292NONEPUBLICCHARITABLE CONTRIBUTION$17,546
ISLAMIC FOUNDATION
300 WEST HIGHRIDGE RDVILLA PARKIL60181NONEPUBLICCHARITABLE CONTRIBUTION$7,900
FIVE PILLARS FREE CLINIC
7085 SPRING DROP CTORLANDOFL32836NONEPUBLICCHARITABLE CONTRIBUTION$5,000
IMRAN KHAN CANCER APPEAL INC
FOUR FOREST PARK DRFARMINGTONCT06032NONEPUBLICCHARITABLE CONTRIBUTION$13,000
ISLAMIC CENTER OF ORLANDO
11543 RUBY LAKE ROADORLANDOFL32836NONEPUBLICCHARITABLE CONTRIBUTION$2,500
MASJID UTHMAN
840 OAK CREEK DRIVELOMBARDIL60148NONEPUBLICCHARITABLE CONTRIBUTION$54,500
COMPASSIONATE CARE NETWORK
6348 N MILWAUKEE AVENUECHICAGOIL60646NONEPUBLICCHARITY$2,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST RDWEST HAVENCT06516NONEPUBLICEDUCATION$2,000
WILLIAM CAREY UNIVERSITY
710 WILLIAM CAREY PARKWAYHATTIESBURGMS39401NONEPUBLICEDUCATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$247,446TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$90,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$449,864ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$539,940ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$539,940TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPREP OF 990-PF & COMPILATIONCategoryTxt
Amt$16,884Amt
Net Investment Income$16,884NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE REMODELING2008-01-21$52,640$22,084SL39.000000000000$1,350$0
FURNITURE2008-05-27$4,110$3,975200DB10.000000000000$0$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$314,516EOYBookValueAmt
EOYFMV$1,074,119EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,879,675$3,201,646
OTHERAT COST$16,629$16,001

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
OFFICE REMODELING$52,640$23,434$29,206
FURNITURE$4,110$3,975$135

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR UNREALIZED GAIN ON ASSET SOLDDesc
Amt$35Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED EXCISE TAXDesc
BOY Book Value$2,317BOYBookValueAmt
EOY Book Value$1,802EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT SERVICE FEESCategoryTxt
Amt$12,086Amt
Net Investment Income$12,086NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER TAXES$200$200$0
EXCISE TAX$7,002$7,002$0

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