JOHNY MELOHN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHNY MELOHN FOUNDATION (EIN 13-3395220)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-11-08
- IRS object ID
- 201913129349100721
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T08:48:01-08:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800358554 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman Dick CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5820 17th Avenue | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133395220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johny Melohn Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7183061992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Altman Dick 5820 17th Avenue | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Johny Melohn | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Norman Dick | PreparerPersonNm |
| PTIN | P01255489 | PTIN |
| Phone | 7183061992 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $570,884 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $85,005 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $33 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,440 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,440 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,200 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,657 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $107,657 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $24,510 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $260,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,130 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $151,130 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,417 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $116,305 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $126,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,580 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,130 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $151,130 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,371 | CashBOYAmt |
| Cash EOY | $14,992 | CashEOYAmt |
| Cash EOYFMV | $14,992 | CashEOYFMVAmt |
| Other Investments BOY | $296,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,508 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $555,892 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $299,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $570,884 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $299,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $299,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $299,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $299,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $394,500 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $394,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Crius Energy Trust | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-12-01 | AcquiredDt |
| Sold | 2018-01-01 | SoldDt |
| Gross Sales Price | $128,200 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,543 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,657 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,657 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,657 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $107,657 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr3 | $567,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $981,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.57872 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $934,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,338 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $873,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00382 | DistributionYr5Rt |
| Total Distribution | 0.602692 | TotalDistributionRt |
| Average Distribution | 0.200897 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,557,357 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $312,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,511 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $314,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,580 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,023 | SubtotalAmt |
| Tax Based On Investment Income | $3,023 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,477 | OverpaymentAmt |
| Applied To ES Tax | $1,477 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johny Melohn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122651220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 West 57th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10107 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Johny Melohn | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 West 57th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,563,149 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,581,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,581,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,557,357 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,023 | TotalTaxAmt |
| Distributable Before Adj | $74,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,580 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,580 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,580 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,845 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $518,909 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $518,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,580 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,580 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,265 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,265 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $482,644 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $482,644 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $482,644 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Johny Melohn | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONG SHAARAY TEFILAH | |||||||
| 25 Central Avenue | Lawrence | NY | 11559 | None | Exempt | Charitable | $750 |
| CONG KNESETH ISRAEL | |||||||
| 728 Empire Avenue | Far Rockaway | NY | 11691 | None | Exempt | Charitable | $850 |
| Congregation Bnei Torah of Lawrence | |||||||
| 33 Wedgwood Avenue | Lawrence | NY | 11559 | None | Exempt | Charitable | $1,000 |
| AVIGDORS HELPING HAND | |||||||
| 13845 78TH DR | FLUSHING | NY | 11367 | None | Exempt | Charitable | $180 |
| Cong Simchat Tzion - Libi Bmizrah | |||||||
| 1573 41ST ST | Brooklyn | NY | 11218 | None | Exempt | Charitable | $6,250 |
| KREN AHAVAS CHESED | |||||||
| 506 East Seventh Street | Brooklyn | NY | 11218 | None | Exempt | Charitable | $20,500 |
| Yeshivath Torah Vodaath | |||||||
| 425 E 9th St | Brooklyn | NY | 11218 | None | Exempt | Charitable | $1,000 |
| Mesivta Ateres Yaakov of Greater Lo | |||||||
| LONG ISLAND 131 WASHINGTON AVE | LAWRENCE | NY | 11559 | None | Exempt | Charitable | $3,000 |
| Yeshiva Ketana of Long Island | |||||||
| 321 DOUGHTY BLVD | INWOOD | NY | 11096 | None | Exempt | Charitable | $1,000 |
| Yeshiva Nishmas Hatorah Inc | |||||||
| 6 FRANKLIN PL | Woodmere | NY | 11598 | None | Exempt | Charitable | $1,800 |
| Yeshiva Ateres Yisroel | |||||||
| 8101 AVENUE K | Brooklyn | NY | 11236 | Exempt | Charitable | $1,000 | |
| Lekovod Shabbos | |||||||
| 422 MANETTA AVE | Lakewood | NJ | 08701 | None | Exempt | Charitable | $250 |
| AmericanFriends YeshivatOhr Yerusha | |||||||
| C/O ARYEH VICTOR 1137 E 13th St | Brooklyn | NY | 11230 | None | Exempt | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,440 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,657 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $107,657 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,640 | TotalIncomeProducingActyAmt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| John Hancock - Life Insurance | FMV | $321,296 | $321,296 |
| Crius Energy | AT COST | $58,212 | $234,596 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance - Term Life | Desc |
| Revenue And Expenses Per Books | $116,305 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $24,510 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign Tax | $10,074 |
| IRS | $93 |
| NYS Department of Law | $250 |
Comments