BETA

ERICKSON FOUNDATION TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ERICKSON FOUNDATION TR (EIN 55-0722731)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202043179349101459
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)
Return2020-11-12T10:17:24-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN550603535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCDONOUGH EDDY PARSONS & BAYLOUS ACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 184AddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP261020184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN550722731EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ERICKSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone3044852051PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1094AddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY G EDDYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3044852051PhoneNum
Signature2020-11-12SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES M MULLIGAN CPAPreparerPersonNm
PTINP01273681PTIN
Phone3044288091PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.76.169.76IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm10:17:24IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8E715E70D841FC5B8705C48476F2EBBF0CCE14F9AtSubmissionCreationDeviceId
At Submission Filing Device Id8C96B6F22DB82AA7FE9C572B61A7AFCE03599C87AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,542,299FMVAssetsEOYAmt
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$85DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$342,838GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$342,838GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$73,335NetRentalIncomeOrLossAmt
Other Income Rev And Expnss$1,199OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,199OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$344,122TotalRevAndExpnssAmt
Total Net Invst Incm$344,122TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$13,859OthEmplSlrsWgsRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$3,736PensionEmplBnftRevAndExpnssAmt
Legal Fees Rev And Expnss$1,021LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,021LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,940AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$227OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,939TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$4,709OccupancyRevAndExpnssAmt
Other Expenses Rev And Expnss$269,503OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$269,503OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$302,934TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$270,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$387,934TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$270,674TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,812ExcessRevenueOverExpensesAmt
Net Investment Income$73,448NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$176,913CashBOYAmt
Cash EOY$156,829CashEOYAmt
Cash EOYFMV$156,829CashEOYFMVAmt
Sav And Temp Cash Invst BOY$83,499SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,435SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,435SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$3,163,674InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,477,653InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$1,709,702LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,686,021LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,305,000LandBldgInvestmentsEOYFMVAmt
Other Assets BOY-$2,928OtherAssetsBOYAmt
Other Assets EOY-$2,965OtherAssetsEOYAmt
Other Assets EOYFMV-$2,965OtherAssetsEOYFMVAmt
Total Assets BOY$1,967,186TotalAssetsBOYAmt
Total Assets EOY$1,923,320TotalAssetsEOYAmt
Total Assets EOYFMV$1,542,299TotalAssetsEOYFMVAmt
Accounts Payable BOY$282AccountsPayableBOYAmt
Accounts Payable EOY$228AccountsPayableEOYAmt
Total Liabilities BOY$282TotalLiabilitiesBOYAmt
Total Liabilities EOY$228TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,966,904NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,923,092NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,966,904TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,923,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,967,186TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,923,320TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,966,904TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,812ExcessRevenueOverExpensesAmt
Subtotal$1,923,092SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,923,092TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$101,952AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,703,039NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059865DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,055,196NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041359DistributionYr2Rt
Adjusted Qlfy Distri Yr3$69,315AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,337,393NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029655DistributionYr3Rt
Adjusted Qlfy Distri Yr4$76,976AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,817,197NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.027324DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,506AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,821,228NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.017548DistributionYr5Rt
Total Distribution0.175751TotalDistributionRt
Average Distribution0.035150AverageDistributionRt
Net Vl Noncharitable Assets$1,570,171NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,192AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$734NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,926AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$85,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$734InvestmentIncomeExciseTaxAmt
Subtotal$734SubtotalAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$552EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$552TotalPaymentsAndCreditsAmt
Tax Due$182TaxDueAmt

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 StateWVOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ERICKSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3044852051PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1305 1/2 4TH STREETAddressLine1Txt
CityPARKERSBURGCityNm
State AbbreviationWVStateAbbreviationCd
ZIP26101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnYes (true)SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY G EDDY
412 MARKET STREETPARKERSBURGWV26101TRUSTEE4.00$0$0$0
LAURIE A ERICKSON
4333 N OCEAN BLVDGULF STREAMFL33483TRUSTEE1.00$0$0$7,402
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$289,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,305,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,594,082TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,594,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,911CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,570,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Total Tax$734TotalTaxAmt
Distributable Before Adj$77,775DistributableBeforeAdjAmt
Distributable Before Ded$77,775DistributableBeforeDedAmt
Distributable As Adjusted$77,775DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,000ExpensesAndContributionsAmt
Qualifying Distributions$85,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$734PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$84,266AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,775DistributableAsAdjustedAmt
Undistributed Income PY$84,390UndistributedIncomePYAmt
Qualifying Distributions$85,000QualifyingDistributionsAmt
Applied To Year1$84,390AppliedToYear1Amt
Applied To Current Year$610AppliedToCurrentYearAmt
Undistributed Income CY$77,165UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARSHALL UNIVERSITY FOUNDATION
519 JOHN MARSHALL DRIVEHUNTINGTONWV25703N/APCLCOB AACSB ACCREDITATION/RESEARCH$17,500
MARSHALL UNIVERSITY FOUNDATION
519 JOHN MARSHALL DRIVEHUNTINGTONWV25703N/APCACCOUNTING ENDOWMENT FUND$15,000
WVU FOUNDATION - WEST VIRGINIA UNIV
ONE WATERFRONT PLACE 7THMORGANTOWNWV26507N/APCWVU CANCER INSTITUTE FUND THE MISSIO$10,000
WVU FOUNDATION - WEST VIRGINIA UNIV
ONE WATERFRONT PLACE 7THMORGANTOWNWV265071650N/CPCEMERGENCY STUDENT FINANCIAL AID$22,500
WVUP AT PARKERSBURG FOUNDATION
300 CAMPUS DRIVEPARKERSBURGWV26104N/CPCSUPPORT FOR UNDERSERVED STUDENTS$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$73,335ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MISC INCOME17$40
OIL & GAS INVESTMENT15$1,159
FIXED ASSETS NO LONGER IN U1

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$74,619ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,619TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION & GENERAL FDN ACCategoryTxt
Amt$7,940Amt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLAND, BUILDINGS, AND EQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$3,163,674CostOrOtherBasisAmt
Accumulated Depreciation$1,477,653AccumulatedDepreciationAmt
Book Value$1,686,021BookValueAmt
EOYFMV$1,305,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryRENTAL DOCUMENTS REVIEWCategoryTxt
Legal Fees$1,021LegalFeesAmt
Net Investment Income$1,021NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOIL & GAS MINERAL RIGHTSDesc
BOY Book Value-$2,928BOYBookValueAmt
EOY Book Value-$2,965EOYBookValueAmt
EOYFMV-$2,965EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
REAL ESTATE RENTAL
ADVERTISING & PROMOTION$181$181
BUILDING REPAIRS$88,181$88,181
EMPLOYEE INSURANCE$9,422$9,422
EMPLOYEE SALARIES AND WAGES$13,859$13,859
EQUIPMENT RENTAL$746$746
INSURANCE$21,583$21,583
JANITORIAL SERVICE AND SUPPLI$9,295$9,295
MISCELLANEOUS$3,032$3,032
OFFICE EXPENSE$2,267$2,267
SMALL TOOLS$398$398
SUPPLIES$639$639
TAXES$28,442$28,442
TELEPHONE$1,424$1,424
TRASH HAULING$1,271$1,271
UTILITIES$15,117$15,117
APPRAISAL$7,500$7,500
INVESTMENT DEPRECIATION$66,146$66,146

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MISC INCOME$40$40
OIL & GAS INVESTMENT$1,159$1,159

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
DUES AND SUBSCRIPTIONS$77
INVESTMENT ADVISORY FEES$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
PAYROLL TAXES$1,716
990PF$215
CITY LICENSE$8

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