RICHARD E AND LILLIAN M BECKERFAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD E AND LILLIAN M BECKERFAMILY FOUNDATION INC (EIN 20-4371982)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202141349349101929
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T13:23:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271238921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KMETZ ELWELL GRAHAM & ASSOC PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 OCEAN DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329632064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204371982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD & LILLIAN BECKER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7722345915 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SAGO PALM ROAD | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANN M BECKER | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 7722345915 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOANN | PersonFirstNm |
| Person Last | BECKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J ELWELL CPA | PreparerPersonNm |
| PTIN | P00292618 | PTIN |
| Phone | 7722316902 | PhoneNum |
| Preparation | 2021-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,216,859 | 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 | $44,195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,195 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $722,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,891 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $478 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,540 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,567 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $829,777 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $829,777 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $829,777 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $829,777 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,224,639 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $983,791 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,238,515 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $2,130,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,962,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,216,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,130,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,962,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,130,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,130,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,962,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,130,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,627 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,962,441 | SubtotalAmt |
| Other Decreases | $306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,135 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL | P | 2020-01-01 | 2020-12-31 | $322,349 | $353,109 | -$30,760 | -$30,760 |
| MERRILL | P | 2019-01-01 | 2020-12-31 | $396,784 | $337,511 | $59,273 | $59,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,333 | SubtotalAmt |
| Tax Based On Investment Income | $1,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $533 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | JOANN M BECKER | IndividualWithBooksNm |
| Phone | 7722345915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SAGO PALM ROAD | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOANN M BECKER | ||||||||
| 155 SAGO PALM ROAD | VERO BEACH | FL | 32963 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| BRUCE R ABERNETHY JR ESQ | ||||||||
| 130 S INDIAN RIVER DR SUITE 201 | FORT PIERCE | FL | 34950 | SECRETARY/DI | 0.10 | $0 | $0 | $0 |
| RICHARD E HURLEY | ||||||||
| 633 LAKE DR | VERO BEACH | FL | 32963 | VICE-PRESIDE | 0.10 | $0 | $0 | $0 |
| R SCOTT HURLEY | ||||||||
| 1915 WINDWARD WAY | VERO BEACH | FL | 32963 | DIRECTOR | 0.10 | $0 | $0 | $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 | $1,231,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $829,777 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,173,464 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,173,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,140,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,333 | TotalTaxAmt |
| Distributable Before Adj | $105,710 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,710 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,710 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $251,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $251,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,710 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $300,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $183,638 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $270,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $107,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $861,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $105,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,790 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,007,398 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $300,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $707,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $183,638 | ExcessFromYear4Amt |
| Excess From Year3 | $270,614 | ExcessFromYear3Amt |
| Excess From Year1 | $107,100 | ExcessFromYear1Amt |
| Excess From Current Year | $145,790 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VERO BEACH OPERA | ||||||
| P O BOX 6912 | VERO BEACH | FL | 32961 | 501 (C) (3) | GENERAL | $15,000 |
| BROOKES HAVEN ANIMAL RESCUE | ||||||
| 25 BUCK ISLAND ROAD | BLUFFTON | SC | 29910 | 501 (C) (3) | GENERAL | $1,000 |
| YMCA OF AVERY COUNTY | ||||||
| 436 HOSPITAL DR | LINVILLE | NC | 28646 | 501 (C) (3) | GENERAL | $10,000 |
| INDIAN RIVER CLAY | ||||||
| 1174 SOUTH US-1 | VERO BEACH | FL | 32962 | 501 (C) (3) | GENERAL | $80,000 |
| THE CROSSNORE SCHOOL | ||||||
| 100 D A R DR | CROSSNORE | NC | 28616 | 501 (C) (3) | GENERAL | $10,000 |
| APPALACHIAN REGIONAL HEALTHCARE | ||||||
| P O BOX 2600 | BOONE | NC | 28607 | 501 (C) (3) | GENERAL | $10,000 |
| AVERY COUNTY NC HUMANE SOCIETY INC | ||||||
| P O BOX 1213 | NEWLAND | NC | 28657 | 501 (C) (3) | GENERAL | $50,000 |
| HUMANE SOCIETY OF VERO BEACH | ||||||
| 6230 77TH ST | VERO BEACH | FL | 32967 | 501(C)(3) | GENERAL | $25,000 |
| GRACE FARM ANIMAL RESCUE | ||||||
| 122 BILLINGSLEY LN | ISLANDTON | SC | 29929 | 501(C)(3) | GENEARL | $50,000 |
| FLOAT HOPE NOW | ||||||
| 6001 HIGHWYA A1A | INDIAN RIVER SHORES | FL | 32963 | 501(C)(3) | GENERAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,195 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,893 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$27,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,273 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,618 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,273 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,891 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFUTT BARTON SCHLITT | CategoryTxt |
| Amt | $3,000 | Amt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $983,791 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,238,515 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MERRILL LYNCH MANAGEMENT FEES | $8,540 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOAN RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $829,777 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $478 | Amt |