CARL & NANCY GEWIRZ FUND INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARL & NANCY GEWIRZ FUND INC (EIN 52-1387044)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-07-07
- IRS object ID
- 202121889349100912
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-07T13:10:09-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 542008811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 N WASHINGTON ST STE 1 | AddressLine1Txt |
| City | FALLS CHURCH | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 220464517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521387044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL & NANCY GEWIRZ FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7117 GLENBROOK ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY GEWIRZ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7038648949 | PhoneNum |
| Signature | 2021-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER A WILHELM | PreparerPersonNm |
| PTIN | P00166531 | PTIN |
| Phone | 7033565005 | PhoneNum |
| Preparation | 2021-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $12,211,779 | 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 |
| Interest On Sav Rev And Expnss | $907 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,854 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $529,264 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $529,264 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $529,264 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $541,025 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $541,025 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $529,264 | TotalAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $70,575 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,253 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,322 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,198 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $12,198 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,763 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $29,763 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,573 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $140 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $119,252 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,856 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $789,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $789,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $908,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $876,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$367,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $529,264 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201,251 | CashBOYAmt |
| Cash EOY | $201,897 | CashEOYAmt |
| Cash EOYFMV | $201,896 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,331,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,170,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,170,415 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $275,091 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $342,533 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $275,091 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $275,091 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $2,411,402 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,270,651 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,564,377 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,012 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,286,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,918,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,211,779 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $845 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $494 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $494 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,300,108 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,300,108 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,985,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,617,452 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,285,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,917,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,286,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,918,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,285,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$367,794 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,917,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,917,560 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $696,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,043,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057859 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $601,031 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,462,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $754,584 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,785,814 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064025 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $372,466 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,756,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031681 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $456,088 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,640,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039183 | DistributionYr5Rt |
| Total Distribution | 0.245183 | TotalDistributionRt |
| Average Distribution | 0.049037 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,007,229 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $588,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,086 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $593,884 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $876,423 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,086 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,086 | SubtotalAmt |
| Tax Based On Investment Income | $5,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,004 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $73 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,477 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,391 | OverpaymentAmt |
| Applied To ES Tax | $5,391 | 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 |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| 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 | NANCY GEWIRZ | IndividualWithBooksNm |
| Phone | 3019517117 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7117 GLENBROOK ROAD | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141224 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CARL GEWIRZ | ||||||||
| 7117 GLENBROOK ROAD | BETHESDA | MD | 208141224 | DIR/PRES | 20.00 | $0 | $0 | $0 |
| NANCY GEWIRZ | ||||||||
| 7117 GLENBROOK ROAD | BETHESDA | MD | 208141224 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| VICTORIA GEWIRZ | ||||||||
| 48 SWARTHMORE ROAD | WELLESLEY | MA | 024826609 | DIRECTOR | 2.50 | $0 | $70,575 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,293,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,896,162 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,190,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $6,105,893 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,190,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,007,229 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,086 | TotalTaxAmt |
| Distributable Before Adj | $595,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $595,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $595,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $876,423 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $876,423 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,086 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $871,337 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $595,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $174,483 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,189 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $318,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $876,423 | QualifyingDistributionsAmt |
| Applied To Current Year | $595,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,148 | RemainingDistriFromCorpusAmt |
| Total Corpus | $599,917 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $599,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $174,483 | ExcessFromYear3Amt |
| Excess From Year2 | $38,189 | ExcessFromYear2Amt |
| Excess From Year1 | $106,097 | ExcessFromYear1Amt |
| Excess From Current Year | $281,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL GEWIRZ | ContributingManagerNm |
| Contributing Manager | NANCY GEWIRZ | ContributingManagerNm |
| Shareholder Manager | CARL GEWIRZ | ShareholderManagerNm |
| Shareholder Manager | NANCY GEWIRZ | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROMOTE DOMESTIC VIOLENCE REDUCTION. | $150 |
| ADAS ISRAEL CONGREGATION | |||||||
| 2850 QUEBEC STREET NW | WASHINGTON | DC | 20015 | NONE | 501(C)(3) | MORRIS HARITON SENIOR PROGRAM FUND | $258 |
| ALL FOR NANTUCKET SAVE OUR SOUND | |||||||
| 4 BARNSTABLE RD | HYANNIS | MA | 02601 | NONE | 501(C)(3) | L-T PRESERVATION OF NANTUCKET SOUND | $200 |
| AMER FRIENDS OF MAGEN DAVID ADOM SO | |||||||
| 352 SEVENTH AVE STE 400 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | SUPPORT ISRAEL'S EMER MEDICAL SVSC | $250 |
| AMERICAN FRIENDS OF HEBREW UNIV | |||||||
| 5100 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | SUPPORT HEBREW UNIV IN JERUSALEM | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | PROMOTE MEDICAL RESEARCH | $100 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | ASSIST IN DISASTER AREAS | $150 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE N | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | JEWISH STUDIES PROGRAM | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1100 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | PROMOTE HUMAN RIGHTS ISSUES | $1,000 |
| ARTISTS ASSOC OF NANTUCKET | |||||||
| BOX 1104 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $500 |
| BETHESDA CHEVY CHASE RESCUE SQUAD | |||||||
| 5020 BATTERY LANE | BETHESDA | MD | 20814 | NONE | 501(C)(3) | SUPPORT EMERGENCY MEDICAL SERVICES | $2,000 |
| BETHESDA FIRE DEPARTMENT | |||||||
| PO BOX 30384 | BETHESDA | MD | 20824 | NONE | 501(C)(3) | SUPPORT EMERGENCY FIRE SERVICE | $250 |
| BIRTH RIGHT ISRAEL | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | 501(C)(3) | PROMOTE MEDICAL RESEARCH | $1,000 |
| BOSTON MED FLIGHT | |||||||
| HANSCOM AFB ROBINS ST | BEDFORD | MA | 01730 | NONE | 501(C)(3) | SUPPORT CRITICAL CARE TRANSPORT | $300 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $125 |
| CENTRAL UNION MISSION | |||||||
| 65 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | SUPPORT MEN'S SOCIAL SERVICE AGENCY | $35 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDAN AVE | ANNAPOLIS | MD | 21403 | NONE | 501(C)(3) | PROMOTE CONSERVATION AND EDUC OF BAY | $150 |
| CHILDRENS NATIONAL MEDICAL CENTER | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | NONE | 501(C)(3) | SUPPORT EDITH HARITON LIBRARY | $500 |
| COAST GUARD FOUNDATION | |||||||
| 394 TAUGWONK RD | STOWINGTON | CT | 06378 | NONE | 501(C)(3) | SUPPORT US COAST GUARD AND FAMILIES | $100 |
| CONGREGATION SHIRAT HA YAM | |||||||
| PO BOX 1145 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | SUPPORT WORKS OF JEWISH CONGREGATION | $1,800 |
| CORCORAN SCHOOL OF ART DESIGN - G | |||||||
| 500 17TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $15,000 |
| EGAN MARITIME INSTITUTE | |||||||
| 4 WINTER STREET | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROMOTE EDUC OF NANTUCKET'S HISTORY | $50 |
| FAIRWINDS - NANTUCKET COUNSELING | |||||||
| 20 VESPER LN L-1 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | SUPPORT MENTAL HEALTH SERVICES | $50 |
| FOOD AND FRIENDS | |||||||
| 219 RIGGS ROAD NE | WASHINGTON | DC | 20011 | NONE | 501(C)(3) | PROVIDE FOOD TO AT RISK POPULATION | $100 |
| GEORGE WASHINGTON'S MOUNT VERNON | |||||||
| PO BOX 240 | MT VERNON | VA | 22116 | NONE | 501(C)(3) | SUPPORT LIBRARY FOR STUDY OF G WASH. | $100 |
| GEORGETOWN UNIV MEDICAL CENTER | |||||||
| 4000 RESERVOIR RD NW 120 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | LOMBARDI CANCER CENTER | $1,000 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 5TH ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $275 |
| HEBREW HOME OF GREATER WASHINGTON | |||||||
| 6121 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROVIDE CARE FOR THE ELDERLY | $1,000 |
| HILLEL AT GWU | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROMOTE JEWISH COMM ON COLLEGE CAMPU | $500,000 |
| HILLEL AT GWU | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | DONATION TO PAY FOR BOOKKEEPER | $10,000 |
| HILLEL OF GREATER WASHINGTON | |||||||
| 12230 WILKINS AVE | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROMOTE JEWISH LIFE ON CAMPUS | $200 |
| HILLEL UNIV OF PENNSYLVANIA | |||||||
| 215 S 39TH ST | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | PROMOTE JEWISH LIFE ON CAMPUS | $250 |
| HOLOCAUST MEMORIAL MUSEUUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | PROMOTE EDUCATON ABOUT HOLOCAUST | $2,000 |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | CARE OF INDIGENT AND ABUSED WOMEN | $200 |
| HOUSING UNLIMITED INC | |||||||
| 1309 LAMBERTON DR STE G1 | SILVER SPRING | MD | 20902 | NONE | 501(C)(3) | HOUSING FOR PERSONS W/ PSYCH. DIS. | $100 |
| JAMES RENWICK ALLIANCE | |||||||
| 4405 E WEST HWY 510 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | SUPPORT ART EXHIBITIONS | $1,000 |
| JEWISH COMM CENTER OF GREATER WASH | |||||||
| 6125 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROVIDE SOC/REC/CULTURAL ACTIVIES | $500 |
| JEWISH COUNCIL FOR THE AGING | |||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROVIDE ASSISTANCE TO THE ELDERLY | $250 |
| JEWISH FEDERATION OF GREATER WASH | |||||||
| 6101 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROMOTE SOCL/REL/EDUC OPPORTUNITIES | $19,500 |
| JEWISH FOUNDATION FOR GROUP HOMES | |||||||
| 1500 E JEFFERSON STREET | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | SUPPORT IND & INCLUSION OF DISABLED | $500 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | 501(C)(3) | PROMOTE EDUCATION ABOUT ISRAEL | $250 |
| JEWISH SOCIAL SERVICE AGENCY | |||||||
| 6123 MONTROSE RD | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | PROVIDE SOCIAL SERVICES | $200 |
| JOHN F KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $25,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 1803 E MONUMENT ST 5TH FL | BALTIMORE | MD | 21215 | NONE | 501(C)(3) | WILMER EYE | $20,000 |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | NONE | 501(C)(3) | SUPPORT MEDICAL RESEARCH | $300 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | PROMOTE RESEARCH | $30 |
| MARYLAND PUBLIC TELEVISION | |||||||
| 11767 OWINGS MILLS BLVD | OWINGS MILLS | MD | 21117 | NONE | 501(C)(3) | SUPPORT EDUCATIONAL OFFERINGS | $250 |
| MARYLAND TROOPERS | |||||||
| 1300 REISTERSTOWN ROAD | PIKESVILLE | MD | 21208 | NONE | 501(C)(3) | PROVIDE BENEFITS TO STATE TROOPERS | $100 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | 501(C)(3) | PROMOTE MEDICAL RESEARCH | $250 |
| MEMORIAL SLOAN-KETTERING CANCER CEN | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | PROMOTE CANCER RESEARCH | $250 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | PROMOTE THE ARTS | $109 |
| MONTGOMERY CTY FIREFIGHTERS | |||||||
| 100 EDISON PARK DR | GAITHERSBURG | MD | 20878 | NONE | 501(C)(3) | SUPPORT FIREFIGHTERS | $250 |
| MONTGOMERY CTY POLICE FOUNDATION | |||||||
| 5910 CONNECTICUT AVE PO | CHEVY CHASE | MD | 20825 | NONE | 501(C)(3) | SUPPORT POLICE | $100 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | PROMOTE THE ARTS | $200 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA ST | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | SUPPORT PUBLIC LIBRARY | $250 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROMOTE CONSERV OF NATURAL HABITATS | $1,000 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | SUPPORT HOSPITALS ABILITY TO PROV SV | $11,000 |
| NANTUCKET HISTORICAL ASSOC | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROMOTE EDUC OF NANTUCKET'S HISTORY | $500 |
| NANTUCKET LAND COUNCIL | |||||||
| 6 ASH LANE | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | PROTECT NANTUCKET'S NATURAL WORLD | $100 |
| NATIONAL AIR SPACE | |||||||
| INDEP AVE 6TH ST SW | WASHINGTON | DC | 20013 | NONE | 501(C)(3) | PROMOTE EDUC ABOUT AIR & SPACE EXPLO | $500 |
| NATIONAL BUILDING MUSEUM | |||||||
| 401 F ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $200 |
| NATIONAL GALLERY OF ART | |||||||
| 2000B SOUTH CLUB DR | LANDOVER | MD | 20785 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $25,000 |
| NATIONAL LAW ENFORCEMENT OFFICERS M | |||||||
| 444 E STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | SUPPORT POLICE | $25 |
| NATIONAL MUSEUM OF WOMEN IN ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $95 |
| NEWTON WELLESLEY HOSPITAL FOUNDATIO | |||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | NONE | 501(C)(3) | SUPPORT MEDICAL FACILITY | $250 |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | PROMOTE THE ARTS | $500 |
| OTB STRENGTH | |||||||
| 23009 WINGED ELM DRIVE | CLARKSBURG | MD | 20871 | NONE | 501(C)(3) | SUPPORT VETS & RETURNING SERVICE MEM | $500 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | 501(C)(3) | LASTING SOLUTIONS TO HEALTH PROBLEMS | $100 |
| SIBLEY MEMORIAL HOSPITAL | |||||||
| 5255 LAUGHBORO RD NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | SUPPORT WORK ON PHYSICIANS LOUNGE | $60,000 |
| SMITHSONIAN AMERICAN ART MUSEUM | |||||||
| MRC 970 BOX 37012 | WASHINGTON | DC | 20013 | NONE | 501(C)(3) | PROMOTE THE ARTS | $1,000 |
| SMITHSONIAN CONTRIBUTING MEMBER | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | NONE | 501(C)(3) | PROMOTE ARTS AND EDUCATION | $500 |
| SMITHSONIAN HIRSHHORN MUSEUM | |||||||
| 700 INDEPENDENCE AVE SW | WASHINGTON | DC | 20560 | NONE | 501(C)(3) | PROMOTION OF THE ARTS | $2,275 |
| SO OTHERS MIGHT EAT | |||||||
| 60 O ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | CLOTHING FOOD & HEALTHCARE FOR POOR | $207 |
| SUBURBAN HOSPITAL | |||||||
| 8600 OLD GEORGETOWN RD | BETHESDA | MD | 20814 | NONE | 501(C)(3) | DONATION FOR NURSING CARE SERVICES | $1,000 |
| TEMPLE BETH ELOHIM | |||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | NONE | 501(C)(3) | SUPPORT RELIGIOUS CONGREGATION | $9,060 |
| THE EISENHOWER FOUNDATION | |||||||
| PO BOX 35 | ABILENE | KS | 67410 | NONE | 501(C)(3) | SUPPORT EXHIBITS, PROGRAMS, EVENTS | $150 |
| TRUST FOR THE NATIONAL MALL | |||||||
| PO BOX 96475 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | SUPPORT RENEWING AND IMPROVING MALL | $1,000 |
| UNITED STATES OLYMPIC COMMITTEE | |||||||
| PO BOX 15119 | COLORADO SPRINGS | CO | 80903 | NONE | 501(C)(3) | SUPPORT US OLYMPIC ATHLETES | $250 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | ABRAMSON CANCER CENTER | $500 |
| US BOTANIC GARDEN | |||||||
| 245 FIRST ST SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | PROMOTE EDUC OF IMPORT OF PLANTS | $250 |
| US DEPUTY SHERIFF DEPT | |||||||
| 2909 S SPRUCE | WICHITA | KS | 67216 | NONE | 501(C)(3) | PROVIDE OFFICER SURVIVAL TRAINING | $25 |
| USA POWERLIFITNG | |||||||
| PO BOX 668 | COLUMBIA CITY | IN | 46725 | NONE | 501(C)(3) | SUPPORT AMATEUR ATHLETES | $5,000 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | SUPPORT AID TO US TROOPS &FAMILIES | $500 |
| WASHINGTON HEBREW CONGRETATION | |||||||
| 3935 MACOMB STREET NW | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | SUPPORT WORKS OF JEWISH CONGREGATION | $6,280 |
| WASHINGTON HOSPITAL CENTER FDN | |||||||
| 110 IRVING ST NW | WASHINGTON | DC | 20010 | NONE | 501(C)(3) | ZIRKIN HEART & VASCULAR HOSPITAL | $50,000 |
| WETA | |||||||
| PO BOX 96100 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | PROMOTE EDUC AND ARTS PROGRAMMING | $500 |
| ZETA BETA TAU FOUNDATION | |||||||
| 3905 VINCENNES RD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | PROMOTION OF EDUCATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $788,249 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $907 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,854 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OIL & GAS ROYALTIES | 15 | $12 |
| RENTAL INCOME FROM PASS-THR | 16 | $512,303 |
| THEFT LOSS RECOVERY, FROM K | 16 | $10,466 |
| CREDIT CARD REWARDS | 14 | $7,439 |
| SECT 1231 LOSS FROM PASS-TH | 16 | -$956 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $541,025 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $541,025 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING | $3,618 | $3,618 |
| BOOKKEEPING | $26,145 | $26,145 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| OFFICE FURNITURE | 2002-04-13 | $937 | $937 | 200DB | 7.0000 |
| COMPUTER | 2002-07-15 | $2,809 | $2,809 | 200DB | 5.0000 |
| COMPUTER | 2002-07-15 | $2,809 | $2,809 | 200DB | 5.0000 |
| COMPUTER MONITORS | 2002-07-16 | $2,098 | $2,098 | 200DB | 5.0000 |
| COMPUTER RELATED EQUIPMENT | 2002-07-19 | $523 | $523 | 200DB | 5.0000 |
| OFFICE EQUIPMENT | 2002-08-07 | $567 | $567 | 200DB | 7.0000 |
| COMPUTER PERIPHERALS | 2002-08-07 | $755 | $755 | 200DB | 5.0000 |
| TELEPHONES | 2002-08-15 | $241 | $241 | 200DB | 7.0000 |
| SOFTWARE | 2002-08-08 | $399 | $399 | S/L | 3.0000 |
| EQUIPMENT | 2006-06-16 | $3,180 | $3,180 | 200DB | 7.0000 |
| DELL HARD DRIVE | 2011-01-18 | $814 | $814 | 200DB | 5.0000 |
| SCANNER | 2011-01-20 | $565 | $565 | 200DB | 5.0000 |
| APPLE COMPUTER | 2013-11-22 | $2,315 | $2,315 | 200DB | 5.0000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT AND SOFTWARE | CategoryOrItemTxt |
| Cost Or Other Basis | $18,012 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $18,012 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,198 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,198 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ANNUAL REPORT FILING FEE | $80 | $80 |
| BANK CHARGES AND CREDIT CARD | $60 | $60 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $12 | $12 | $12 |
| RENTAL INCOME FROM PASS-THRU | $512,303 | $512,303 | $512,303 |
| THEFT LOSS RECOVERY, FROM K-1 | $10,466 | $10,466 | $10,466 |
| CREDIT CARD REWARDS | $7,439 | $7,439 | $7,439 |
| SECT 1231 LOSS FROM PASS-THRU | -$956 | -$956 | -$956 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMP PAYABLE | Desc |
| BOY Book Value | $845 | BOYBookValueAmt |
| EOY Book Value | $494 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HOSKINSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $1,255,000 | LoanOriginalAmt |
| Balance Due | $275,091 | BalanceDueAmt |
| Note | 2002-12 | NoteDt |
| Loan Maturity | 2024-11 | LoanMaturityDt |
| Repayment Terms | 5,888/MO. | RepaymentTermsTxt |
| Interest | 0.0100 | InterestRt |
| Security Provided Borrower | 20.33% DORCHESTER HOUSE LP INTEREST | SecurityProvidedBorrowerTxt |
| Loan Purpose | PURCHASE PARTNERSHIP INTEREST | LoanPurposeTxt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE FUND OWNS A MINORITY INTEREST IN SEVERAL REAL ESTATE PARTNERSHIPS OR LLCS. A DISCOUNT FOR BLOCKAGE AND MINORITY INTEREST HAS BEEN USED. THE PERCENTAGES APPLIED TO THE VARIOUS ENTITIES RANGE FROM 36% TO 40% PER THE VALUATIONS PERFORMED BY VALUATION SERVICES, INC. IN 2018. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $3 | $3 | |
| FEDERAL INCOME TAXES | $6,573 | $6,573 |
Comments