HARRY H BEREN FOUNDATION CF: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HARRY H BEREN FOUNDATION CF (EIN 20-1203500)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-28
IRS object ID
202532409349101308
Schema version
2024v5.2
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)
Return2025-08-28T16:14:41-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341854260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 S ULSTER ST SUITE 900AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201203500EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY H BEREN FOUNDATION CFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone3038885727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN ST SUITE 600AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHASKEL FELDBERGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3032957772PhoneNum
Signature2025-08-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIM WEST CPA JD LLMPreparerPersonNm
PTINP00290756PTIN
Phone7202007000PhoneNum
Preparation2025-08-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$876,510FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,989DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$20,476GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$20,476GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$10,020NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$85,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$346,437GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,128CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$109,593TotalRevAndExpnssAmt
Total Net Invst Incm$109,593TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,848AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,796OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,796OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,039DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$11,039DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$12,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,645OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,344TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,751ExcessRevenueOverExpensesAmt
Net Investment Income$79,097NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,148SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,149SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$303,574InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$147,317InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$167,296LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$156,257LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$238,483LandBldgInvestmentsEOYFMVAmt
Other Assets BOY$487,630OtherAssetsBOYAmt
Other Assets EOY$393,695OtherAssetsEOYAmt
Other Assets EOYFMV$588,878OtherAssetsEOYFMVAmt
Total Assets BOY$703,851TotalAssetsBOYAmt
Total Assets EOY$599,100TotalAssetsEOYAmt
Total Assets EOYFMV$876,510TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,478,113CapitalStockBOYAmt
Capital Stock EOY$4,478,113CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$3,774,262RetainedEarningBOYAmt
Retained Earning EOY-$3,879,013RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$703,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$599,100TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$703,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$599,100TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$703,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,751ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$599,100SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$599,100TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY S/TP2024-12-31$105,522$90,466$15,056$15,056
FIDELITY L/TP2024-12-31$236,469$170,843$65,626$65,626
CAPITAL GAINS DIVIDENDSP$4,446$4,446$4,446
FieldValueIRS element (for citing)
Capital Gain Net Income$85,128CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,099InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,099SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,323EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,323TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,224OverpaymentAmt
Applied To ES Tax$1,224AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone3038885727PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHASKEL FELDBERGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$561,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,847AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$611,856TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$611,856AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,178CashDeemedCharitableAmt
Net Vl Noncharitable Assets$602,678NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,134MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,099TaxBasedOnInvestmentIncomeAmt
Total Tax$1,099TotalTaxAmt
Distributable Before Adj$29,035DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,035DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,035DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$179,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,035DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$236,616ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$148,880ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$120,484ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$109,600ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$247,467ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$863,047TotalExcessDistributionCyovAmt
Qualifying Distributions$179,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,035AppliedToCurrentYearAmt
Remaining Distri From Corpus$149,965RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,013,012TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$236,616ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$776,396ExcessDistriCyovToNextYrAmt
Excess From Year4$148,880ExcessFromYear4Amt
Excess From Year3$120,484ExcessFromYear3Amt
Excess From Year2$109,600ExcessFromYear2Amt
Excess From Year1$247,467ExcessFromYear1Amt
Excess From Current Year$149,965ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGUDATH ISRAEL OF AMERICA
42 BROADWAY 1400NEW YORKNY10004N/APUBLICCHARITABLE$55,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
55 W39TH STNEW YORKNY10018N/APUBLICCHARITABLE$2,000
CONGREGATION EMUNAS YISROEL
1559 41ST STBROOKLYNNY11218N/APUBLICCHARITABLE$26,000
UNITED LUBAVITCHER YESHIVOTH
885 EASTERN PKWYBROOKLYNNY11213N/APUBLICCHARITABLE$55,000
TELSHE - KOLLEL ATERES MORDECHAI
2302 TAPESTRY COURTTOMS RIVERNJ08755N/APUBLICCHARITABLE$1,000
CONG EMUNAS YISROEL TORAH VODAATH
4310 16TH AVEBROOKLYNNY11219N/APUBLICCHARITABLE$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,989ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$10,020ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$85,128ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$79,097ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,097TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementINVESTMENT INCOME THAT ALLOWS THE FOUNDATION TO CONTINUE ITS CHARITABLE GIVINGRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGMENT FEESCategoryTxt
Amt$4,848Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyRENTAL PROPERTYPropertyDesc
Acquired2010-01-01AcquiredDt
Cost Or Other Basis$303,574CostOrOtherBasisAmt
Prior Year Depreciation$136,278PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life27.500000000000LifeRt
Current Year Expense$11,039CurrentYearExpenseAmt
Net Investment Income$11,039NetInvestmentIncomeAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemRENTAL PROPERTYCategoryOrItemTxt
Cost Or Other Basis$303,574CostOrOtherBasisAmt
Accumulated Depreciation$147,317AccumulatedDepreciationAmt
Book Value$156,257BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFIDELITY SECURITIESDesc
BOY Book Value$487,630BOYBookValueAmt
EOY Book Value$393,695EOYBookValueAmt
EOYFMV$588,878EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$7,082$7,082$0
BANK$72$72$0
UTILITIES$5,491$5,491$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,796Amt
Net Investment Income$6,796NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$16Amt
Net Investment Income$16NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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