EVELYN V MCPHERSON FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN V MCPHERSON FOUNDATION INC (EIN 41-2061167)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107369
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:40:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263968745 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walton Rahal CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW Boca Raton Blvd Ste 5 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334317498 | 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 | 412061167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Evelyn V McPherson Foundation Inc | BusinessNameLine1Txt |
| Business Name Line2 | John J Raymond Jr President | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 5616598660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Royal Palm Way Suite 215 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R Keith Walton CPA | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5616598660 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | R | PersonFirstNm |
| Person Last | Keith Walton CPA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew L Rahal CPA | PreparerPersonNm |
| PTIN | P01685089 | PTIN |
| Phone | 5613956653 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,367,206 | 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 | $59,403 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $99,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,504 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$88,013 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $99,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,865,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $258,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,566 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,425 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,141 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,308 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,481 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,827 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,746 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $23,091 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $23,091 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40,000 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $40,000 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,380 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,380 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,982 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,822 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,822 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $395,040 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,300 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,028 | CashBOYAmt |
| Cash EOY | $68,325 | CashEOYAmt |
| Cash EOYFMV | $68,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $125,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $330,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $330,377 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,511 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,918 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,918 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,450,799 | CorporateStockBOYAmt |
| Corporate Stock EOY | $478,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $529,486 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $961,875 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $706,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $736,064 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $200,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $200,000 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $40,000 | LandBldgInvestmentsBOYAmt |
| Mortgage Loans BOY | $3,160,242 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,201,041 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,201,041 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $522,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $496,995 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $496,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,332,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,286,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,367,206 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,311,985 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,439,920 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,311,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,439,920 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,020,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,846,750 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,020,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,846,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,332,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,286,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,020,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,884,383 | SubtotalAmt |
| Other Decreases | $37,633 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,846,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50 shs Alphabet Inc Cl A | 2000-12-31 | 2020-03-23 | $51,394 | $34,278 | $17,116 | $17,116 | |
| 300 shs Altria Group Inc | 2000-12-31 | 2020-03-23 | $9,418 | $13,499 | -$4,081 | -$4,081 | |
| 175 shs American Electric Power Inc | 2000-12-31 | 2020-03-23 | $11,719 | $10,044 | $1,675 | $1,675 | |
| 175 shs American Electric Power Inc | 2000-12-31 | 2020-03-23 | $16,860 | $12,470 | $4,390 | $4,390 | |
| 150 shs Amgen Inc | 2000-12-31 | 2020-03-23 | $27,581 | $24,200 | $3,381 | $3,381 | |
| 250 shs Apple Inc | 2000-12-31 | 2020-03-23 | $54,983 | $13,548 | $41,435 | $41,435 | |
| 250 shs Bank New York Mellon Corp | 2000-12-31 | 2020-03-23 | $6,842 | $9,982 | -$3,140 | -$3,140 | |
| 34 shs Baxter International Inc | 2000-12-31 | 2020-03-23 | $2,663 | $2,921 | -$258 | -$258 | |
| 75 shs Cigna Corp | 2000-12-31 | 2020-03-23 | $9,745 | $8,864 | $881 | $881 | |
| 83 shs CVS Caremark Corp | 2000-12-31 | 2020-03-23 | $4,367 | $6,699 | -$2,332 | -$2,332 | |
| 200 shs Celanese Corp | 2000-12-31 | 2020-03-23 | $12,290 | $13,709 | -$1,419 | -$1,419 | |
| 325 shs Cisco Systems Inc | 2000-12-31 | 2020-03-23 | $11,098 | $7,789 | $3,309 | $3,309 | |
| 200 shs Cintas Corp | 2000-12-31 | 2020-03-23 | $32,031 | $17,301 | $14,730 | $14,730 | |
| 50000 shs Citicgroup Inc | 2016-06-29 | 2020-02-18 | $50,000 | $50,689 | -$689 | -$689 | |
| 11 shs Clorox Co | 2000-12-31 | 2020-11-17 | $2,268 | $2,516 | -$248 | -$248 | |
| 4 shs Clorox Co | 2000-12-31 | 2020-11-17 | $825 | $825 | $0 | $0 | |
| 700 shs Comcast Corporation Cl A | 2000-12-31 | 2020-03-23 | $23,071 | $13,167 | $9,904 | $9,904 | |
| 150 shs Constellation Brands Inc Cl A | 2000-12-31 | 2020-03-23 | $16,194 | $15,483 | $711 | $711 | |
| 600 shs DB X-Trackers Msci Japan | 2000-12-31 | 2020-03-05 | $22,455 | $23,916 | -$1,461 | -$1,461 | |
| 1800 shs Deutsche X-Trackers Msci Eur | 2000-12-31 | 2020-03-23 | $39,535 | $48,538 | -$9,003 | -$9,003 | |
| 350 shs D R Horton Inc | 2000-12-31 | 2020-03-23 | $10,114 | $10,833 | -$719 | -$719 | |
| 255 shs Disney Walt Co | 2000-12-31 | 2020-03-23 | $19,005 | $21,651 | -$2,646 | -$2,646 | |
| 275 shs Edwards Lifesciences Corp | 2000-12-31 | 2020-03-23 | $43,559 | $20,759 | $22,800 | $22,800 | |
| 225 shs Exxon Mobil Corp | 2000-12-31 | 2020-03-23 | $6,978 | $16,749 | -$9,771 | -$9,771 | |
| 225 shs Facebook Inc | 2000-12-31 | 2020-03-23 | $33,003 | $25,366 | $7,637 | $7,637 | |
| 185 shs Fidelity National Information | 2000-12-31 | 2020-03-23 | $18,831 | $10,932 | $7,899 | $7,899 | |
| 100 shs General Dynamics Corp | 2000-12-31 | 2020-03-23 | $10,718 | $14,265 | -$3,547 | -$3,547 | |
| 1149.522 shs Harding Loevner Emerging Markets | 2000-12-31 | 2020-03-23 | $44,762 | $41,603 | $3,159 | $3,159 | |
| 175 shs Home Depot Inc | 2000-12-31 | 2020-03-23 | $27,980 | $20,171 | $7,809 | $7,809 | |
| 200 shs Honeywell Intl Co | 2000-12-31 | 2020-03-23 | $20,701 | $20,130 | $571 | $571 | |
| 125 shs Illinois Tool Work Inc | 2000-12-31 | 2020-03-23 | $14,731 | $13,118 | $1,613 | $1,613 | |
| 320 shs iShares Tips Bond | 2000-12-31 | 2020-11-02 | $40,095 | $36,360 | $3,735 | $3,735 | |
| 300 shs iShares Msci Emerging Mkts | 2000-12-31 | 2020-03-23 | $9,189 | $13,166 | -$3,977 | -$3,977 | |
| 4250 shs iShares Tr MSCI Eafe Idx | 2000-12-31 | 2020-03-23 | $198,344 | $271,577 | -$73,233 | -$73,233 | |
| 1300 shs iShares Tr Russell Midcap Index Fd | 2000-12-31 | 2020-03-23 | $48,008 | $52,709 | -$4,701 | -$4,701 | |
| 600 shs iShares Tr Russell 2000 | 2000-12-31 | 2020-03-23 | $59,915 | $68,920 | -$9,005 | -$9,005 | |
| 450 shs JPMorgan Chase | 2000-12-31 | 2020-03-23 | $35,999 | $19,500 | $16,499 | $16,499 | |
| 200 shs Johnson & Johnson Com | 2000-12-31 | 2020-03-23 | $22,200 | $15,907 | $6,293 | $6,293 | |
| 200 shs Lam Research Corp | 2000-12-31 | 2020-03-23 | $38,115 | $16,181 | $21,934 | $21,934 | |
| 300 shs Lincoln National Corp | 2000-12-31 | 2020-03-23 | $5,181 | $16,203 | -$11,022 | -$11,022 | |
| 50 shs Lockheed Martin Corp | 2000-12-31 | 2020-03-23 | $13,728 | $8,970 | $4,758 | $4,758 | |
| 1 shs Wells Fargo & Co | 2001-01-01 | 2020-11-19 | $100 | $25 | $75 | $75 | |
| 225 shs Microsoft Corp | 2000-12-31 | 2020-03-23 | $30,556 | $9,035 | $21,521 | $21,521 | |
| 125 shs Northrop Gruman Corporation | 2000-12-31 | 2020-03-23 | $34,238 | $22,230 | $12,008 | $12,008 | |
| 125 shs PPG Inds Inc | 2000-12-31 | 2020-03-23 | $9,052 | $13,409 | -$4,357 | -$4,357 | |
| 4219.409 shs Pacific Funds Floating Rate Income | 2000-12-31 | 2020-11-02 | $40,000 | $42,827 | -$2,827 | -$2,827 | |
| 650 shs Pfizer Inc | 2000-12-31 | 2020-03-23 | $18,434 | $21,740 | -$3,306 | -$3,306 | |
| 74 shs Pfizer Inc | 2000-12-31 | 2020-11-17 | $2,675 | $2,676 | -$1 | -$1 | |
| 8711.264 shs Pgim High Yield Fund | 2000-12-31 | 2020-08-04 | $46,431 | $50,000 | -$3,569 | -$3,569 | |
| 75 shs Public Storage Inc | 2000-12-31 | 2020-02-24 | $16,921 | $17,538 | -$617 | -$617 | |
| 75 shs Raytheon Company | 2000-12-31 | 2020-03-23 | $8,623 | $9,419 | -$796 | -$796 | |
| 1009.51 shs Rowe T Price Mid-Cap Growth Fd | 2000-12-31 | 2020-03-23 | $64,033 | $39,324 | $24,709 | $24,709 | |
| 2212.865 shs Rowe T Price Mid Cap Value | 2000-12-31 | 2020-03-23 | $38,039 | $49,300 | -$11,261 | -$11,261 | |
| 175 shs Spdr Tr Unit Ser 1 | 2000-12-31 | 2020-03-23 | $38,849 | $35,933 | $2,916 | $2,916 | |
| 50 shs Simon Ppty Group | 2000-12-31 | 2020-02-24 | $7,018 | $10,385 | -$3,367 | -$3,367 | |
| 250 shs Texas Instrs Inc | 2000-12-31 | 2020-03-23 | $24,620 | $14,271 | $10,349 | $10,349 | |
| 10 shs Texas Instrs Inc | 2000-12-31 | 2020-11-10 | $1,552 | $1,360 | $192 | $192 | |
| 100 shs Thermo Election Corp | 2000-12-31 | 2020-03-23 | $25,530 | $13,301 | $12,229 | $12,229 | |
| 450 shs Total Fina S A | 2000-12-31 | 2020-03-23 | $13,050 | $21,549 | -$8,499 | -$8,499 | |
| 175 shs The Travelers Cos Inc | 2000-12-31 | 2020-02-24 | $23,360 | $18,712 | $4,648 | $4,648 | |
| 150 shs Tyson Fds Inc | 2000-12-31 | 2020-03-23 | $8,553 | $9,792 | -$1,239 | -$1,239 | |
| 750 shs Etracs Alerian Infrast | 2000-12-31 | 2020-03-05 | $11,160 | $30,028 | -$18,868 | -$18,868 | |
| 2477.701 shs Vanguard Ultra-Short Term Bond | 2000-12-31 | 2020-08-26 | $49,950 | $50,000 | -$50 | -$50 | |
| 600 shs Vanguard Real Estate Etf | 2000-12-31 | 2020-03-23 | $33,803 | $46,570 | -$12,767 | -$12,767 | |
| 400 shs Verizon Communication Com | 2000-12-31 | 2020-03-23 | $19,940 | $18,692 | $1,248 | $1,248 | |
| 0.181 Viatris Inc | 2000-12-31 | 2020-11-27 | $3 | $3 | $0 | $0 | |
| 9 shs Viatris Inc | 2000-12-31 | 2020-11-30 | $152 | $145 | $7 | $7 | |
| 175 shs Visa Inc | 2000-12-31 | 2020-03-23 | $23,835 | $12,359 | $11,476 | $11,476 | |
| 325 shs Wec Energy Corp | 2000-12-31 | 2020-03-23 | $23,219 | $14,485 | $8,734 | $8,734 | |
| 450 shs Wells Fargo & Co | 2000-12-31 | 2020-03-23 | $11,737 | $21,024 | -$9,287 | -$9,287 | |
| 7015.903 shs Western Asset Intermediate Bond Fund | 2000-12-31 | 2020-11-02 | $81,104 | $75,000 | $6,104 | $6,104 | |
| 125 shs Accenture Plc | 2000-12-31 | 2020-03-23 | $18,037 | $13,074 | $4,963 | $4,963 | |
| 250 shs TE Connectivity Ltd | 2000-12-31 | 2020-03-23 | $13,594 | $15,805 | -$2,211 | -$2,211 | |
| Vanguard Real Estate Etf - cost basis adjustment | 2000-12-31 | 2020-02-28 | $630 | -$630 | -$630 | ||
| Wells Fargo Class Action - cost basis adjustment | 2001-01-01 | 2020-11-19 | $25 | $25 | $25 | ||
| Capital Gains Dividends | $1,087 | $1,087 | $1,087 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,918 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,918 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,483 | OverpaymentAmt |
| Applied To ES Tax | $4,483 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R Keith Walton CPA | IndividualWithBooksNm |
| Phone | 5613956653 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 NW Boca Raton Blvd Ste 5 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334317498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| John J Raymond | ||||||||
| 251 Royal Palm Way Ste 215 | Palm Beach | FL | 33480 | President | 5.00 | $0 | $0 | $0 |
| R Keith Walton | ||||||||
| 2101 NW Boca Raton Blvd Ste 5 | Boca Raton | FL | 33431 | Treasurer | 1.00 | $0 | $0 | $0 |
| Connie McKenzie | ||||||||
| 251 Royal Palm Way Ste 215 | Palm Beach | FL | 33480 | Secretary | 1.00 | $0 | $0 | $0 |
| Beverlee Miller Raymond | ||||||||
| 251 Royal Palm Way Ste 215 | Palm Beach | FL | 33480 | Director | 1.00 | $0 | $0 | $0 |
| Brenda McAdams | ||||||||
| 251 Royal Palm Way Ste 215 | Palm Beach | FL | 33480 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,670,912 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,966,204 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,966,204 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,493 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,876,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $435 | TotalTaxAmt |
| Distributable Before Adj | $293,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $293,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $293,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $293,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $198,879 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $241,173 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $164,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $217,858 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $827,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $66,191 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,191 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $761,187 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $132,688 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $628,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $241,173 | ExcessFromYear4Amt |
| Excess From Year3 | $164,614 | ExcessFromYear3Amt |
| Excess From Year2 | $217,858 | ExcessFromYear2Amt |
| Excess From Year1 | $4,854 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Autism Project Palm Beach County | ||||||
| 5800 Corporate Way | West Palm Beach | FL | 33407 | 501(c)(3) | unrestricted donations | $335 |
| Center for Creative Education | ||||||
| 425 24th St | West Palm Beach | FL | 33407 | 501(c)(3) | unrestricted donations | $2,500 |
| Chamber of Music Society of Palm Beach | ||||||
| 125 Worth Avenue Suite 330 | Palm Beach | FL | 33480 | 501(c)(3) | unrestricted donations | $12,500 |
| DePorres Place Adult Literacy Center | ||||||
| 1016 N Dixie Hwy | West Palm Beach | FL | 33401 | 501(c)(3) | unrestricted donations | $5,576 |
| Extraordrinary Charities | ||||||
| 125 Worth Avenue Suite 330 | Palm Beach | FL | 33480 | 501(c)(3) | unrestricted donations | $120,000 |
| Holy Ground Shelter for the Homeless | ||||||
| 200 W 20th St | Riviera Beach | FL | 33404 | 501(c)(3) | unrestricted donations | $335 |
| Kips Bay Boys & Girls Club | ||||||
| 1930 Randall Avenue | Bronx | NY | 10473 | 501(c)(3) | unrestricted donations | $105 |
| Palm Beach County Bar Association | ||||||
| PO Box 17726 | West Palm Beach | FL | 33416 | 501(c)(3) | unrestricted donations | $675 |
| Palm Beach County Food Bank | ||||||
| 525 Gator Drive | Lantana | FL | 33462 | 501(c)(3) | unrestricted donations | $100 |
| Pediatric Oncology Support Team | ||||||
| 5325 Greenwood Ave 301 | West Palm Beach | FL | 33407 | 501(c)(3) | unrestricted donations | $2,500 |
| Stand Down | ||||||
| 3175 S Congress Ave Suite 310 | Palm Springs | FL | 33461 | 501(c)(3) | unrestricted donations | $500 |
| The Glades Project | ||||||
| 125 Worth Avenue Suite 330 | Palm Beach | FL | 33480 | 501(c)(3) | unrestricted donations | $57,696 |
| Toski Junior Golf Corporation | ||||||
| 8310 Eleuthera LN | Wellington | FL | 33414 | 509(a)(2) | unrestricted donations | $500 |
| New England Center and Home for Veterans | ||||||
| 17 Court Street | Boston | MA | 02108 | 501(c)(3) | unrestricted donations | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,822 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,504 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$48,013 | UnrelatedBusinessTaxblIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532420 | BusinessCd |
| Unrelated Business Taxbl Incm | -$40,000 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,626 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$88,013 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,130 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,117 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $7,308 | Amt |
| Net Investment Income | $5,481 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,827 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Equipment | PropertyDesc |
| Acquired | 2016-01-01 | AcquiredDt |
| Cost Or Other Basis | $200,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $160,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $40,000 | CurrentYearExpenseAmt |
| Net Investment Income | $40,000 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Evelyn V. McPherson Foundation, Inc. is not required to file a Florida tax return, Form F-1120, because the foundation did not have "unrelated trade or business taxable income" according to IRC section 512 or not required to file Form 990-T with the IRS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PNC Bank N.A. as nominee - fixed income investment | BondNm |
| EOY Book Value | $706,999 | EOYBookValueAmt |
| EOYFMV | $736,064 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC Bank N.A. as nominee - equity investment | StockNm |
| EOY Book Value | $478,015 | EOYBookValueAmt |
| EOYFMV | $529,486 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 204 RPW LLC- 25% interest | AT COST | $135,735 | $135,735 |
| North Carolina property | AT COST | $284,494 | $284,494 |
| Palm Beach RE LLC | AT COST | $44,396 | $44,396 |
| Miscellaneous receivables | AT COST | $32,370 | $32,370 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $24,566 | LegalFeesAmt |
| Net Investment Income | $18,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,141 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Life Insurance Premiums | $36,950 |
| Estimated tax adjustment | $593 |
| Wash sale adjustment | $90 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $40 | $0 | $40 |
| Loss from Palm Beach Re, LLC K-1 | $9,929 | $9,929 | $0 |
| Net rental real estate loss per K-1 | $48,013 | $48,013 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PNC line of credit | $1,526,859 | $604,794 |
| Due to ASKK | $493,441 | $493,441 |
| E.L. Trust reserve | $91,685 | $91,685 |
| Note in transit | $200,000 | $200,000 |
| Due to Palm Beach RE LLC | $0 | $50,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Assets under management fee | CategoryTxt |
| Amt | $22,746 | Amt |
| Net Investment Income | $22,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other taxes | CategoryTxt |
| Amt | $145 | Amt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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