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TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-12
IRS object ID
202000729349101000
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-12T15:49:46-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208678978EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Turkanis Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTURKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY TURKANISPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-03-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$434,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,729InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,729InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,836DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,836DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,090NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,183GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,090CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,655TotalRevAndExpnssAmt
Total Net Invst Incm$10,655TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$288TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,239OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,239OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,527TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,239TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,841ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,841ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,713ExcessRevenueOverExpensesAmt
Net Investment Income$10,655NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$171,041SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$135,250SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$135,250SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$228,557CorporateStockBOYAmt
Corporate Stock EOY$234,885CorporateStockEOYAmt
Corporate Stock EOYFMV$299,465CorporateStockEOYFMVAmt
Total Assets BOY$399,598TotalAssetsBOYAmt
Total Assets EOY$370,135TotalAssetsEOYAmt
Total Assets EOYFMV$434,715TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$399,598RetainedEarningBOYAmt
Retained Earning EOY$370,135RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$399,598TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$370,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$399,598TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$370,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$399,598TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,713ExcessRevenueOverExpensesAmt
Other Increases$250OtherIncreasesAmt
Subtotal$370,135SubtotalAmt
Tot Net Ast Or Fund Balances EOY$370,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$99,183GrossSalesPriceAmt
Cost Or Other Basis$98,093CostOrOtherBasisAmt
Gain Or Loss$1,090GainOrLossAmt
Gains Minus Excess Or Losses$1,090GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,090CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,739AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$422,163NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082288DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,690AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$429,059NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050552DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,691AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$371,320NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077268DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,516AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$358,504NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071174DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,849AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$331,522NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.102102DistributionYr5Rt
Total Distribution0.383384TotalDistributionRt
Average Distribution0.076677AverageDistributionRt
Net Vl Noncharitable Assets$405,940NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,126AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$107NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,233AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,080QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$107InvestmentIncomeExciseTaxAmt
Subtotal$107SubtotalAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$107TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Amanda Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Barry S Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
David Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Ellen Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Jeffrey Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$267,924AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,198AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$412,122TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$412,122AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,182CashDeemedCharitableAmt
Net Vl Noncharitable Assets$405,940NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,297MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,297MinimumInvestmentReturnAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Total Tax$107TotalTaxAmt
Distributable Before Adj$20,190DistributableBeforeAdjAmt
Recoveries Qualfied Distri$250RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,440DistributableBeforeDedAmt
Distributable As Adjusted$20,440DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$40,080QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$107PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,973AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,440DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr5$18,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,089ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,379ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$818ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$15,407ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$53,193TotalExcessDistributionCyovAmt
Qualifying Distributions$40,080QualifyingDistributionsAmt
Applied To Current Year$20,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,640RemainingDistriFromCorpusAmt
Total Corpus$72,833TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,333ExcessDistriCyovToNextYrAmt
Excess From Year4$8,089ExcessFromYear4Amt
Excess From Year3$10,379ExcessFromYear3Amt
Excess From Year2$818ExcessFromYear2Amt
Excess From Year1$15,407ExcessFromYear1Amt
Excess From Current Year$19,640ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBarry S TurkanisContributingManagerNm
Contributing ManagerEllen TurkanisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION
1504 E FRANKLIN ST STE 102CHAPEL HILLNC27514N/APCGeneral & Unrestricted$200
CHILDRENS HOSPITAL CORPORATION
401 PARK DR STE 602BOSTONMA02215N/APCGeneral & Unrestricted$1,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I
126 HIGH STBOSTONMA02110N/APCGeneral & Unrestricted$1,872
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCGeneral & Unrestricted$10,000
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$1,500
DIABETES RESEARCH INSTITUTE FOUNDATION INC
200 S PARK RD STE 100HOLLYWOODFL33021N/APCCharitable Event$200
GILDAS CLUB WESTCHESTER INC
80 MAPLE AVEWHITE PLAINSNY10601N/APCCharitable Event$100
JUVENILE DIABETES RESEARCH FOUNDATION
30 GLENN ST STE 409WHITE PLAINSNY10603N/APCGeneral & Unrestricted$500
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCCharitable Event$200
MEMORIAL SLOAN-KETTERING CANCER CENTER
885 2ND AVE 7TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$200
MY BROTHERS TABLE INC
98 WILLOW STLYNNMA01901N/APCGeneral & Unrestricted$100
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCKol Nidre fund$614
NORTH SHORE UNIVERSITY HOSPITAL
972 BRUSH HOLLOW RD STE 5TH FLWESTBURYNY11590N/APCCardiovascular and Thoracic Division$225
PLAY FOR P I N K INC
60 E 56TH ST 8TH FLNEW YORKNY10022N/APCGeneral & Unrestricted$1,200
PLAY FOR P I N K INC
60 E 56TH ST 8TH FLNEW YORKNY10022N/APCDelaire Country Club Program$1,200
ROSIES PLACE INC
889 HARRISON AVEBOSTONMA02118N/APCGeneral & Unrestricted$50
SPUR INC
PO BOX 1274MARBLEHEADMA01945N/APCGeneral & Unrestricted$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
3750 NW 87TH AVE STE 100DORALFL33178N/APCGeneral & Unrestricted$100
SYOSSET FIRE DEPARTMENT INC
50 COLD SPRING RDSYOSSETNY11791N/APCGeneral & Unrestricted$75
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$6,500
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCFiscal 2018 Campaign$180
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$7,500
THE LENNY ZAKIM FUND INC
33 ARCH ST 26TH FLBOSTONMA02110N/APCGeneral & Unrestricted$200
THE VISCARDI CENTER INC
201 I U WILLETS RDALBERTSONNY11507N/APCCharitable Event$125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,841TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,729ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,836ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,090ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,655ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,655TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$56,979$66,851
APPLE INC$18,842$58,730
EXXON MOBIL CORP$23,151$20,934
GOLDMAN SACHS GROUP INC PFD -$135,913$152,950

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,214$5,214
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETUNRED GRANTDesc
Amt$250Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2018CategoryTxt
Amt$288Amt

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