FLORIDA LIONS FOUNDATION FOR THE BLIND INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA LIONS FOUNDATION FOR THE BLIND INC (EIN 59-1052971)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2020-03-13
- IRS object ID
- 202040739349100319
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-13T15:32:50-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA DE ARMAS & TRUJILLO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 560 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331347417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591052971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA LIONS FOUNDATION FOR THE BLIND | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3057332553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 PALERMO AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUAN J TEJERA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3057332553 | PhoneNum |
| Signature | 2020-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO R VERDEJA | PreparerPersonNm |
| PTIN | P00678119 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2020-03-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $15,195,914 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $174,617 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $297,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,212 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $297,212 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,871,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,100 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $158,731 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $51,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,119 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $51,856 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $684,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $499,431 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $507,799 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,435 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,235 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,555 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,272 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $819 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $819 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,616 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $4,616 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $99 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $99 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $482,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $23,435 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $458,953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $573,399 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $34,241 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $464,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $34,241 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $455,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $473,558 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,950 | CashBOYAmt |
| Cash EOY | $78,018 | CashEOYAmt |
| Cash EOYFMV | $78,018 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $644,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $368,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $368,603 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $78,315 | AcctRcvblAmt |
| Acct Rcvbl BOY | $78,315 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $78,315 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $78,315 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,244,358 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,161,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,381,064 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,513,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,307,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,345,921 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $891,932 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $866,996 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $866,996 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,345,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,103,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,076,997 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $819 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,831,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,964,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,195,914 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,312 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,312 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,831,321 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,954,292 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,831,321 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,954,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,831,321 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,964,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,831,321 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,585 | OtherIncreasesAmt |
| Subtotal | $13,954,292 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,954,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BASF AKTIENGESELLSCHAFT | P | 2017-09-26 | 2018-05-21 | $1,853 | $1,572 | $281 | $281 |
| BASF AKTIENGESELLSCHAFT | P | 2013-03-04 | 2018-05-21 | $258 | -$258 | -$258 | |
| COMMONWEALTH BK | P | 2017-11-08 | 2018-05-21 | $4,214 | $4,856 | -$642 | -$642 |
| GLAXOSMITHLINE CAPI | P | 2008-05-07 | 2018-05-15 | $75,000 | $74,954 | $46 | $46 |
| LYONDELLBASELL | P | 2014-07-29 | 2018-05-21 | $4,385 | $1,427 | $2,958 | $2,958 |
| LYONDELLBASELL | P | 2014-11-14 | 2018-05-21 | $2,209 | -$2,209 | -$2,209 | |
| NVENT ELECTRIC | P | 2017-03-10 | 2018-05-21 | $1,245 | $1,013 | $232 | $232 |
| EXXON MOBIL CORPORATION | P | 2014-07-29 | 2018-06-18 | $3,352 | $3,756 | -$404 | -$404 |
| EXXON MOBIL CORPORATION | P | 2015-06-22 | 2018-06-18 | $427 | -$427 | -$427 | |
| FERGUSON PLC ADR | P | 2017-06-30 | 2018-06-20 | $3 | $3 | $0 | $0 |
| LVMH MOET HENNESSY | P | 2014-02-28 | 2018-06-18 | $2,706 | $1,450 | $1,256 | $1,256 |
| MICROSOFT CORP | P | 2016-06-28 | 2018-06-18 | $3,143 | $1,326 | $1,817 | $1,817 |
| MICROSOFT CORP | P | 2013-03-04 | 2018-06-18 | $1,713 | $112 | $1,601 | $1,601 |
| PUBLIC SVC ENTERPRISE | P | 2013-03-04 | 2018-06-18 | $1,101 | -$1,101 | -$1,101 | |
| SIEMENS AG | P | 2013-10-31 | 2018-06-18 | $1,607 | $1,471 | $136 | $136 |
| DRIEHAUS ACTIVE INCOME | P | 2016-07-14 | 2018-09-06 | $98,384 | $100,000 | -$1,616 | -$1,616 |
| ELI LILLY & CO | P | 2018-07-31 | 2018-09-28 | $5,873 | $792 | $5,081 | $5,081 |
| ELI LILLY & CO | P | 2016-12-20 | 2018-09-28 | $3,455 | -$3,455 | -$3,455 | |
| TIME WARNER INC | P | 2011-01-26 | 2018-09-27 | $77,124 | $77,565 | -$441 | -$441 |
| TORONTO DOMINION BK ONT | P | 2015-02-20 | 2018-09-28 | $3,115 | $1,032 | $2,083 | $2,083 |
| TORONTO DOMINION BK ONT | P | 2015-04-16 | 2018-09-18 | $1,238 | -$1,238 | -$1,238 | |
| AMGEN INC | P | 2018-07-31 | 2018-10-30 | $743 | $786 | -$43 | -$43 |
| LAS VEGAS SANDS CORP | P | 2018-07-31 | 2018-10-30 | $578 | $572 | $6 | $6 |
| LAS VEGAS SANDS CORP | P | 2013-08-16 | 2018-10-30 | $171 | -$171 | -$171 | |
| PUTNAM FLOATING RATE INC | P | 2011-05-18 | 2018-10-16 | $202,206 | $107,642 | $94,564 | $94,564 |
| PUTNAM FLOATING RATE INC | P | 2012-01-17 | 2018-10-16 | $50,000 | -$50,000 | -$50,000 | |
| PUTNAM FLOATING RATE INC | P | 2012-12-17 | 2018-10-16 | $50,000 | -$50,000 | -$50,000 | |
| ROYAL DUTCH SHELL PLC ADR | P | 2013-03-04 | 2018-10-30 | $621 | $658 | -$37 | -$37 |
| COMPASS GROUP PLOC | P | 2015-02-20 | 2018-11-23 | $2,192 | $650 | $1,542 | $1,542 |
| COMPASS GROUP PLOC | P | 2016-02-18 | 2018-11-23 | $1,248 | -$1,248 | -$1,248 | |
| EXXON MOBIL CORPORATION | P | 2015-06-22 | 2018-11-23 | $2,146 | $2,391 | -$245 | -$245 |
| JPMORGAN CHASE & CO | P | 2018-07-31 | 2018-11-23 | $1,303 | $231 | $1,072 | $1,072 |
| JPMORGAN CHASE & CO | P | 2017-12-13 | 2018-11-23 | $1,066 | -$1,066 | -$1,066 | |
| SIEMENS AG | P | 2014-09-04 | 2018-11-23 | $3,197 | $1,657 | $1,540 | $1,540 |
| SIEMENS AG | P | 2013-10-31 | 2018-11-23 | $1,983 | -$1,983 | -$1,983 | |
| WELLS FARGO | P | $130,993 | $130,993 | $130,993 | |||
| AMGEN INC | P | 2018-07-31 | 2019-01-16 | $592 | $589 | $3 | $3 |
| MONDELEZ INTERNATIONAL INC | P | 2018-07-31 | 2019-01-16 | $933 | $954 | -$21 | -$21 |
| EASTON VANCE GLOBAL MACRO | P | 2016-07-14 | 2019-02-06 | $95,238 | $100,000 | -$4,762 | -$4,762 |
| MERGER FUND-INST | P | 2018-08-26 | 2019-02-06 | $98,223 | $99,239 | -$1,016 | -$1,016 |
| NEUBERGER BERMAN LONG | P | 2018-08-29 | 2019-02-06 | $85,000 | $95,909 | -$10,909 | -$10,909 |
| WF ULTR SHORT | P | 2016-02-23 | 2019-02-06 | $505,701 | $502,123 | $3,578 | $3,578 |
| ANALOG DEVICES INC | P | 2018-02-22 | 2019-03-07 | $1,948 | $1,598 | $350 | $350 |
| ANALOG DEVICES INC | P | 2017-09-01 | 2019-03-28 | $2,127 | $253 | $1,874 | $1,874 |
| ANALOG DEVICES INC | P | 2018-02-22 | 2019-03-28 | $1,509 | -$1,509 | -$1,509 | |
| CHEVRON CORP | P | 2011-01-26 | 2019-03-04 | $125,000 | $139,888 | -$14,888 | -$14,888 |
| DOWDUPONT INC | P | 2018-05-17 | 2019-03-28 | $5,506 | $7,113 | -$1,607 | -$1,607 |
| LAS VEGAS SANDS CORP | P | 2015-04-16 | 2019-03-07 | $4,526 | $1,749 | $2,777 | $2,777 |
| LAS VEGAS SANDS CORP | P | 2013-08-16 | 2019-03-07 | $2,559 | -$2,559 | -$2,559 | |
| TORONTO DOMINION BK ONT | P | 2015-02-20 | 2019-03-28 | $3,789 | $1,764 | $2,025 | $2,025 |
| TORONTO DOMINION BK ONT | P | 2015-11-04 | 2019-03-28 | $1,154 | -$1,154 | -$1,154 | |
| ARBITRAGE FUND CLASS I | P | 2016-02-05 | 2018-08-30 | $68,585 | $65,000 | $3,585 | $3,585 |
| ARBITRAGE FUND CLASS I | P | 2016-07-14 | 2018-08-30 | $3,000 | -$3,000 | -$3,000 | |
| BOSTON P LNG/SHRT RES | P | 2015-06-19 | 2018-08-30 | $78,708 | $24,000 | $54,708 | $54,708 |
| BOSTON P LNG/SHRT RES | P | 2016-02-05 | 2018-08-30 | $43,000 | -$43,000 | -$43,000 | |
| BOSTON P LNG/SHRT RES | P | 2016-07-14 | 2018-08-30 | $2,000 | -$2,000 | -$2,000 | |
| DRIEHAUS ACTIVE INCOME | P | 2016-02-05 | 2018-09-06 | $46,129 | $43,000 | $3,129 | $3,129 |
| DRIEHAUS ACTIVE INCOME | P | 2016-07-14 | 2018-09-06 | $3,000 | -$3,000 | -$3,000 | |
| JENSEN QUALITY GROWTH FUND | P | 2016-07-14 | 2018-09-18 | $60,000 | $46,245 | $13,755 | $13,755 |
| PUTNAM FLOATING RATE INC | P | 2011-05-18 | 2018-10-16 | $24,705 | $10,187 | $14,518 | $14,518 |
| PUTNAM FLOATING RATE INC | P | 2012-01-25 | 2018-10-16 | $15,000 | -$15,000 | -$15,000 | |
| WELLS FARGO | P | $36,599 | $36,599 | $36,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,100 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $158,731 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $379 | EsPenaltyAmt |
| Tax Due | $9,482 | TaxDueAmt |
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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | FLORIDALIONSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ANITA MCHENRY | IndividualWithBooksNm |
| Phone | 3057332553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 PALERMO AVENUE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA MCHENRY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 PALERMO AVE | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE SECRETARY TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDED FOR 200 EYE SURGERIES FOR INDIVIDUALS WHO DID NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING FOR SUCH SURGERIES. | Description1Txt |
| Expenses1 | $453,815 | Expenses1Amt |
| Description2 | THE FOUNDATION PROVIDED GRANTS TO SIX ORGANIZATIONS THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY HANDICAPPED AS DETAILED ON PART XV. | Description2Txt |
| Expenses2 | $49,340 | Expenses2Amt |
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 | $13,781,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,859,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,859,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,651,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $682,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $509,153 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $509,153 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $473,558 | CurrentYearAmt |
| Year1 | $339,291 | Year1Amt |
| Year2 | $237,985 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,050,834 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $402,524 | CurrentYearAmt |
| Year1 | $288,397 | Year1Amt |
| Year2 | $202,287 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $893,209 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $509,153 | CurrentYearAmt |
| Year1 | $494,541 | Year1Amt |
| Year2 | $491,356 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,495,050 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $509,153 | CurrentYearAmt |
| Year1 | $494,541 | Year1Amt |
| Year2 | $491,356 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,495,050 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $455,055 | CurrentYearAmt |
| Year1 | $226,194 | Year1Amt |
| Year2 | $158,657 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $839,906 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $156,846 | Year1Amt |
| Year2 | $167,180 | Year2Amt |
| Total | $324,026 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| QUEST CAMP THUNDERBIRD | |||||
| 909 W WETCH ROAD | APOPKA | FL | 32712 | 4 CAMPERSHIPS | $2,000 |
| HIGH POINT NEIGHBORHOOD FAMILY CENTER | |||||
| 5812 150TH AVENUE NORTH | CLEARWATER | FL | 33760 | 13 CAMPERSHIPS | $2,340 |
| FLORIDA LIONS CONKLIN CENTER | |||||
| 4005 WHITE STREET | DAYTONA BEACH | FL | 33760 | FIRE ALARM SYSTEM | $30,000 |
| LIONS FOR THE BLINDS INC | |||||
| 14833 NORTH SPUR DR | MIAMI | FL | 33161 | BRAILE EQUIPMENT AND FRAMES | $5,000 |
| DR JOSE C SANCHEZ LIONS EYE CLINIC | |||||
| 2405 N ROOSEVELT BLVD | KEY WEST | FL | 33040 | EYE CARE CLINIC | $5,000 |
| SOUTHEASTERN GUIDE DOGS INC | |||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,340 | 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 |
| Related Or Exempt Function Incm | $297,212 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $161,100 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MORTGAGE INTEREST | $41,119 |
| OTHER INCOME | $10,737 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $510,168 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $510,168 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (9 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 12 | THE FLORIDA LIONS FOUNDATION FOR THE BLIND, INC. RECEIVES DONATIONS |
| 12 | FROM THE PUBLIC, PRIMARILY THROUGH LIONS CLUBS THAT SERVE THEIR |
| 12 | RESPECTIVE COMMUNITIES IN THE STATE OF FLORIDA, AS WELL AS FROM |
| 12 | OCCASSIONAL BEQUETHS FROM INDIVIDUAL ESTATES. |
| 12 | THESE FUNDS ARE USED TO FUND EYE SURGERIES TO RESIDENTS OF THE STATE |
| 12 | OF FLORIDA WHO DO NOT HAVE HEALTH INSURANCE OR OTHER MEANS OF PAYING |
| 12 | FOR SUCH SURGERIES. THE FOUNDATION ALSO PROVIDES GRANTS TO CHARITABLE |
| 12 | ORGANIZATIONS THAT PROVIDE SERVICES AND ASSISTANCE TO THE VISUALLY |
| 12 | HANDICAPPED. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SANIBEL-CAPTIVA LIONS CHARITIES INC | ||||||
| 1 | PO BOX 391 | SANIBEL ISLAND | FL | 33957 | $5,000 | Yes (X) |
| BEVERLY KRUGER ESTATE | ||||||
| 2 | 240 NOKOMIS AVE S 200 | VENICE | FL | 34285 | $42,680 | Yes (X) |
| FORT MYERS BEACH LIONS FOUNDATION INC | ||||||
| 3 | PO BOX 5019 | FORT MYERS BEACH | FL | 339325019 | $10,000 | Yes (X) |
| ST PETERSBURG LIONS CLUB SIGHT FUND | ||||||
| 4 | PO BOX 11734 | ST PETERSBURG | FL | 33733 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,500 | Amt |
| Net Investment Income | $28,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FLF ENDOWMENT FUND - CORPORATE BONDS | BondNm |
| EOY Book Value | $7,307,782 | EOYBookValueAmt |
| EOYFMV | $7,345,921 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FLF ENDOWMENT FUND - EQUITIES | StockNm |
| EOY Book Value | $4,161,703 | EOYBookValueAmt |
| EOYFMV | $5,381,064 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FLF ENDOWMENT FUND - ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,103,187 | BookValueAmt |
| EOYFMV | $1,076,997 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPUTER | Desc |
| BOY Book Value | $819 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO EXPENSES | $318 | $0 | $318 | $0 |
| AWARDS | $2,087 | $0 | $2,087 | $0 |
| FINANCE CHARGES | $18 | $0 | $18 | $0 |
| COMPUTER EXPENSE | $469 | $0 | $469 | $0 |
| EYE SURGERIES CASES | $454,613 | $0 | $0 | $454,613 |
| ADMINISTRATIVE EXPENSES | $13,088 | $0 | $13,088 | $0 |
| CAMPERSHIP PROGRAM | $4,340 | $0 | $0 | $4,340 |
| INTERNET | $1,048 | $0 | $1,048 | $0 |
| LICENSES AND PERMITS | $186 | $0 | $186 | $0 |
| PUBLIC RELATIONS | $800 | $0 | $800 | $0 |
| OFFICE SUPPLIES | $4,274 | $0 | $4,274 | $0 |
| POSTAGE | $927 | $0 | $927 | $0 |
| REPAIRS | $129 | $0 | $129 | $0 |
| TELEPHONE | $91 | $0 | $91 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORTGAGE INTEREST | $41,119 | $41,119 | $41,119 |
| OTHER INCOME | $10,737 | $10,737 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $46,273 |
| ACCOUNT PAYABLE | $10,312 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $715 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAX | $75 | $0 | $75 | $0 |
| FEDERAL INCOME TAXES | $13,752 | $8,555 | $5,197 | $0 |
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