EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-06
- IRS object ID
- 202042809349100309
- Schema version
- 2019v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-06T09:55:54-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 West Town St | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066475783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EILE | BusinessNameControlTxt |
| Phone | 8603760235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PATRICIA JACKMAN 119 COLONEL BR | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA JACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8603760235 | PhoneNum |
| Signature | 2020-08-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert A LaSaracina | PreparerPersonNm |
| PTIN | P01460566 | PTIN |
| Phone | 8608865186 | PhoneNum |
| Preparation | 2020-10-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.88.46.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-06 | IPDt |
| IP Tm | 09:55:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03F4762DD934EFCF365D3C2A61A8674FA132727 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A03F4762DD934EFCF365D3C2A61A8674FA132727 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,368,561 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $23 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,659 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,659 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,280 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $388,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $76,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,682 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,682 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,575 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,575 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,375 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $1,990 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,585 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $5,585 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,585 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,397 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $2,397 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $4,429 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $4,429 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,429 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $130 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $130 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $41,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $41,455 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $61,936 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $61,936 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,014 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,424 | CashBOYAmt |
| Cash EOY | $36,988 | CashEOYAmt |
| Cash EOYFMV | $36,988 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,994 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $855,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $950,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $950,519 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $351,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,902 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $325,795 | LandBOYAmt |
| Land EOY | $329,898 | LandEOYAmt |
| Land EOYFMV | $329,898 | LandEOYFMVAmt |
| Other Assets BOY | $4,835 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,162 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,162 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,255,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,368,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,368,561 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,255,024 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,368,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,255,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,368,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,255,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,368,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,255,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,799 | OtherIncreasesAmt |
| Subtotal | $1,368,849 | SubtotalAmt |
| Other Decreases | $288 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,368,561 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,742 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,731 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,370 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,046 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,014 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $287 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $287 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $320 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$320 | OriginalReturnOverpaymentAmt |
| Overpayment | $33 | OverpaymentAmt |
| Applied To ES Tax | $33 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA JACKMAN | IndividualWithBooksNm |
| Phone | 8603760235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1Txt |
| City | GRISWOLD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER FRAME | ||||||||
| 22017 138 AVENUE | SPRINGFIELD GARDENS | NY | 114132326 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $1,500 | $0 | $0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $1,500 | $0 | $0 |
| MARY REIF | ||||||||
| 61 OLD VOLUNTOWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | $1,500 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO CHARTIABLE CONTRIBUTIONS MADE IN 2019 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,014 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,014 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $287 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,053 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,030 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,234 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,014 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $10,014 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,248 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,891 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,689 | ExcessFromYear4Amt |
| Excess From Year3 | $20,053 | ExcessFromYear3Amt |
| Excess From Year2 | $28,105 | ExcessFromYear2Amt |
| Excess From Year1 | $23,030 | ExcessFromYear1Amt |
| Excess From Current Year | $10,014 | ExcessFromCurrentYearAmt |
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 | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,014 | CurrentYearAmt |
| Year1 | $23,030 | Year1Amt |
| Year2 | $28,105 | Year2Amt |
| Year3 | $20,053 | Year3Amt |
| Total | $81,202 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,014 | CurrentYearAmt |
| Year1 | $23,030 | Year1Amt |
| Year2 | $28,105 | Year2Amt |
| Year3 | $20,053 | Year3Amt |
| Total | $81,202 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,368,561 | CurrentYearAmt |
| Year1 | $1,255,024 | Year1Amt |
| Year2 | $1,354,674 | Year2Amt |
| Year3 | $1,283,053 | Year3Amt |
| Total | $5,261,312 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,368,561 | CurrentYearAmt |
| Year1 | $1,255,024 | Year1Amt |
| Year2 | $1,354,674 | Year2Amt |
| Year3 | $1,283,053 | Year3Amt |
| Total | $5,261,312 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REAL ESTATE | Desc |
| Exclusion | 30 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,280 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $48,280 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,962 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|
| SEE STMT ATTACHED-TD AMERITRADE - SALES OF STOCK ST | Purchased | $108,543 | $107,633 | $910 | |
| SEE STMT ATTACHED- TD AMERITRADE SALE OF STOCK ST | $25,917 | $0 | $25,917 | ||
| SEE STMT ATTACHED-TD AMERITRADE SALE OF STOCK LT | $229,190 | $47,339 | $181,851 | ||
| SEE STMT ATTACHED-TD AMERITRADE SALE OF STOCK LT | $25,000 | $0 | $25,000 | ||
| TD AMERITRADE- CAPITAL GAIN DIST | $31 | $31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE- INVESTMENTS | StockNm |
| EOY Book Value | $950,519 | EOYBookValueAmt |
| EOYFMV | $950,519 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $265,000 | $0 | $265,000 |
| FURNITURE AND FIXTURES | $7,977 | $6,978 | $999 |
| IMPROVEMENTS | $78,823 | $14,924 | $63,899 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE -BOND PREMIUM | Desc |
| BOY Book Value | $4,835 | BOYBookValueAmt |
| EOY Book Value | $5,162 | EOYBookValueAmt |
| EOYFMV | $5,162 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $288 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $9,130 | $9,130 |
| INSURANCE | $8,576 | $8,576 |
| BANK CHARGES | ||
| SECURITY-ALARM | $225 | $225 |
| OFFICE EXPENSE | $850 | $850 |
| REPAIRS & MAINTENANCE | $17,291 | $17,291 |
| MEMBERSHIPS | $500 | $500 |
| AMORTIZATION | $2,435 | $2,435 |
| SUPPLIES | $731 | $731 |
| FOREIGN TAXES | $8 | $8 |
| OUTSIDE SERVICES | $200 | $200 |
| STATE FEES | $1,509 | $1,509 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SECTION 199A DIVIDENDS | $139 |
| PARTNERSHIP DISTRIBUTION | $1,624 |
| NON DIVIDEND DISTRIBUTION | $28 |
| UNREALIZED CAPITAL GAIN | $97,008 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $5,585 | Amt |
| Adjusted Net Income | $5,585 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,585 | DisbursementsCharitablePrpsAmt |
Comments