DAVID J SOLOWAY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID J SOLOWAY FOUNDATION INC (EIN 20-1360694)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-13
- IRS object ID
- 202141039349100134
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-13T15:58:37-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201360694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David J Soloway Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 9176562627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2014 S Federal Hwy B-107 | AddressLine1Txt |
| City | Boynton Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33435 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SOLOWAY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $3,424,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,163 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $555,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,295,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $484,698 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $593,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $3,556 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,926 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $701 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,162 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $513,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,579,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,543,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,907,483 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,595,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,059,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,424,354 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $3,655 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,655 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,595,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,056,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,595,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,595,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,059,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,595,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,056,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,056,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $3,295,179 | $2,706,191 | $588,988 | $588,988 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$104,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $484,698 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,713,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,960 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,906,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,246 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,767,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049592 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $131,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,431,084 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053898 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,769 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,700,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049538 | DistributionYr5Rt |
| Total Distribution | 0.24398 | TotalDistributionRt |
| Average Distribution | 0.048796 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,034,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,162 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,264 | SubtotalAmt |
| Tax Based On Investment Income | $10,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $754 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $754 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,510 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Raymond DeStasio | ||||||||
| 2014 S Federal Hwy B-107 | Boynton Beach | FL | 33435 | Dir | 1.0 | $0 | $0 | $0 |
| David J Soloway | ||||||||
| 2014 S Federal Hwy B-107 | Boynton Beach | FL | 33435 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,058,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,277,800 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $196,848 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,080,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,034,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,264 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20,681 | IncomeTaxAmt |
| Total Tax | $30,945 | TotalTaxAmt |
| Distributable Before Adj | $120,792 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $120,792 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $120,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $128,162 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $128,162 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,493 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $128,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,493 | AppliedToYear1Amt |
| Applied To Current Year | $11,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $109,123 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 410 GLENN RD | JACKSON | NJ | 08527 | N/A | PC | Big Brothers and Big Sisters Program and the Widows and Orphans Fund | $25,000 |
| AMIT CHILDREN INC | |||||||
| 49 W 37TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | Mother-in-Israel Campaign | $25,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | N/A | PC | Programs of Service to Disabled American Veterans | $5,000 |
| FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO | |||||||
| 1133 BROADWAY STE 232 | NEW YORK | NY | 10010 | N/A | PC | Programs of Service to Disabled Israeli Veterans | $25,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 60 E 42ND ST | NEW YORK | NY | 10165 | N/A | PC | Spiritual Needs Program and the Dignity Program | $25,000 |
| UNIVERSITY OF MIAMI - THE MIAMI PROJECT TO CURE PA | |||||||
| 1095 NW 14TH TERRACE R-48 | MIAMI | FL | 33136 | N/A | PC | Miami Project to Cure Paralysis | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $8 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,758 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $104,290 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $450,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $111,056 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $482,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $593,401 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM | $424,360 | $427,685 |
| APPLE INC | $67,270 | $273,696 |
| ISHARES GOLD TRUST | $140,398 | $144,973 |
| ORACLE CORP | $630,804 | $1,647,965 |
| TECHNOLOGY SPDR | $280,170 | $413,164 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | DAVID J SOLOWAY | LenderPersonNm |
| Loan Original | $3,655 | LoanOriginalAmt |
| Balance Due | $3,655 | BalanceDueAmt |
| Note | 2020-11 | NoteDt |
| Loan Maturity | 2021-03 | LoanMaturityDt |
| Repayment Terms | PRINCIPAL ON MATURITY | RepaymentTermsTxt |
| Interest | 0. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | TO COVER CASH NEEDS FOR ADMINISTRATION OF THE FDN | LoanPurposeTxt |
| Lender Consideration | CASH - 3,655 | LenderConsiderationDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $13,101 | $13,101 |
| State or Local Filing Fees | $61 | $61 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $700 |
| 990-T Income Tax for 2019 | $1 |
Comments