BEECH FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BEECH FOUNDATION INC (EIN 61-1405192)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-12
IRS object ID
202121939349100287
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-07-12T14:40:36-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463804477PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCHUGH CPA GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15550 TRIANGLE PKWY STE 200AddressLine1Txt
CityPEACHTREE CORNERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30092ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611405192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEECH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEECBusinessNameControlTxt
Phone6784132136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12461 ONEAL ROADAddressLine1Txt
CityCONYERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY A BEECHPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-07-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREY APersonFirstNm
Person LastBEECHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM SCOTT MCHUGH CPA PFS CGMAPreparerPersonNm
PTINP00624669PTIN
Phone7704490285PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,253,851FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,699,505ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$9,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,233DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,233DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$65NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$753,807GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$65NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$2,708,816TotalRevAndExpnssAmt
Total Net Invst Incm$9,311TotalNetInvstIncmAmt
Total Adj Net Incm$9,311TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,873AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$6,871TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,836OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$17,580TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,074,468ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,074,468ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,092,048TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,074,468TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,616,768ExcessRevenueOverExpensesAmt
Net Investment Income$9,311NetInvestmentIncomeAmt
Adjusted Net Income$9,311AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$87,312SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,403SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,403SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,000,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,656,822USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,656,822USGovtObligationsEOYFMVAmt
Other Investments EOY$1,004,855OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,004,626OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$550,000LandBldgEquipCostOrOtherBssAmt
Land BOY$550,000LandBOYAmt
Land EOY$550,000LandEOYAmt
Land EOYFMV$550,000LandEOYFMVAmt
Total Assets BOY$1,637,312TotalAssetsBOYAmt
Total Assets EOY$3,254,080TotalAssetsEOYAmt
Total Assets EOYFMV$3,253,851TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,637,312NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,637,312TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,254,080TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,637,312TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,254,080TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,637,312TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,616,768ExcessRevenueOverExpensesAmt
Subtotal$3,254,080SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,254,080TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
700.000 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2019-12-182020-01-17$7,000$6,993$7$7
2,997.003 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2019-12-182020-02-04$30,000$29,940$60$60
399.600 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2019-12-182020-02-18$4,000$3,992$8$8
13,420.915 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2019-12-182020-03-19$133,807$134,075-$268-$268
31,904.287 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102020-11-16$320,000$320,000
25,796.812 SHS Virtus Funds SEIX US Gov SEc Ultra SHT BP2020-08-102020-12-10$259,000$258,742$258$258
FieldValueIRS element (for citing)
Capital Gain Net Income$65CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$65NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129InvestmentIncomeExciseTaxAmt
Subtotal$129SubtotalAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$129ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$129TotalPaymentsAndCreditsAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY A BEECHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6784132136PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12461 ONEAL RDAddressLine1Txt
CityCONYERSCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30094ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFREY A BEECH
2461 ONEAL RDCONYERSGA30094President8.00$0
GRETA BEECH
2461 ONEAL RDCONYERSGA30094Secretary8.00$0
KEVIN KRAUS
400 GALLERIA PKWY 1050ATLANTAGA30339Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROGRAM OF ORGANIZING AND FUNDING MISSION TRIPS TO KENYA IN WHICH AMERICAN PARTICIPANTS PROVIDED MEDICAL, CONSTRUCTION, EDUCATION AND SPIRITUAL ASSISTANCE TO NATIVE CHRISTIANS. IN ADDITION, THE FOUNDATION CONTINUED ITS INVOLVEMENT IN DEVELOPING AN ORPHANAGE, SCHOOL, AND CLINIC IN NAKURU, KENYA, TO SERVE KENYAN CHILDREN, PARTICULARLY THOSE ORPHANED OR ILL DUE TO HIV/AIDS. THE FOUNDATION HAS ALSO STARTED WORKING WITH SIMILAR EFFORTS WIHT NON-PROFIT MINISTRIES IN INDIA AND HONDURAS.Description1Txt
Expenses1$77,989Expenses1Amt
Description2THE FOUNDATION HAS PARTNERED WITH RESTORATION STOREHOUSE CENTER ASSOCIATION, INC A 501C3. THE CENTER WAS CREATED TO collectively empower and equip people in Rockdale to transform from instability to sustainability by offering practical services which renew hope, strengthen lives, so all may bear fruit resulting in an improved quality of life and a positive economic impact for our community while glorifying God in everything we do.Description2Txt
Expenses2$988,646Expenses2Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,397,049AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$447,674AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,844,723TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,844,723AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,671CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,817,052NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,853MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,074,468ExpensesAndContributionsAmt
Qualifying Distributions$1,074,468QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,074,468AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2002-05-13PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$9,311CurrentYearAmt
Year1$79,510Year1Amt
Year2$31,762Year2Amt
Year3$4,943Year3Amt
Total$125,526TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$7,914CurrentYearAmt
Year1$67,584Year1Amt
Year2$26,998Year2Amt
Year3$4,202Year3Amt
Total$106,698TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$1,074,468CurrentYearAmt
Year1$397,542Year1Amt
Year2$787,093Year2Amt
Year3$272,989Year3Amt
Total$2,532,092TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,074,468CurrentYearAmt
Year1$397,542Year1Amt
Year2$787,093Year2Amt
Year3$272,989Year3Amt
Total$2,532,092TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Year3$37,662Year3Amt
Total$37,662TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY A BEECHContributingManagerNm
Contributing ManagerGRETA BEECHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
VARIOUS RECIPIENTS
VARIOUSVARIOUSINNONEN/ATO FURTHER THE EXEMPT PURPOSE AND CHARITABLE MISSIONS ACTIVITY OF THE FOUNDATION$32,930
PROGRAM OPERATIONS
NONEN/ATO FURTHER THE EXEMPT PURPOSE AND CHARITABLE MISSION ACTIVITY OF THE FOUNDATION$45,059VARIOUSVARIOUSGA30094
RESTORATION STOREHOUSE
NONESO ITO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION$988,6462461 ONEAL ROAD SWCONYERSGA30094
VARIOUS RECIPIENTS
NONENCTO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION$7,833VARIOUSVARIOUSGA30094
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,074,468TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,233ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,246ExclusionAmt
Related Or Exempt Function Incm$65RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,311TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MARSHA LAKE
12971 WINTERTHUR CLOSEKENNESAWGA30144$9,400Yes (X)
NATIONAL CHRISTIAN FOUNDATION
211625 RAINWATER DRIVEALPHARETTAGA30009$2,665,700Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING SERVICES$88$0$0$0
TAX RETURN PREPARATION$2,785$0$0$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,656,822USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,656,822USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJP MORGAN ETF TRUST ULTRA SHRT INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,004,855BookValueAmt
EOYFMV$1,004,626EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLandCategoryOrItemTxt
Cost Or Other Basis$550,000CostOrOtherBasisAmt
Book Value$550,000BookValueAmt
EOYFMV$550,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INSURANCE$1,045
LICENSES/FEES$120
TELEPHONE$2,405
WEBSITE/SUBSCRIPTIONS$4,266

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL TAX$5,448
REAL ESTATE TAXES$1,423

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