ISAAC FAMILY INSTITUTE OF CHARITY: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ISAAC FAMILY INSTITUTE OF CHARITY (EIN 45-4101244)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349101149
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:04:56-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 481079278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICHITA CONSULTING COMPANY LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454101244 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC FAMILY INSTITUTE OF CHARITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISAA | BusinessNameControlTxt |
| Phone | 3163713478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N NO 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY ISAAC | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3163713478 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE R HOLLE | PreparerPersonNm |
| PTIN | P00232666 | PTIN |
| Phone | 3166815171 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.236.201.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:26:28 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6CC25B31F567E9F7A7E234783717A8AFD960A100 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,577,856 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $28,347 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,825 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,735,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,713 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,455 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $117,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,133 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,089 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $289 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,081 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,894 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,340 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $408,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,040 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,040 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,274 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,274 | AcctRcvblEOYAmt |
| Corporate Stock BOY | $2,174,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,087,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,962,739 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $206,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $452,077 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,789,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,761,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,577,856 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $521 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,551 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $521 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,551 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,789,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,731,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,789,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,731,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,789,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,761,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,789,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,731,224 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,731,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,735,287 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,712,560 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,727 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,727 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,107,338 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,183 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,979,645 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,029,163 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050390 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,082,114 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047960 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,737 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,041,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038071 | DistributionYr5Rt |
| Total Distribution | 0.218959 | TotalDistributionRt |
| Average Distribution | 0.043792 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,870,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $126,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $145,000 | 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 | $963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,326 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,326 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,363 | OverpaymentAmt |
| Applied To ES Tax | $2,363 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELLE R HOLLE | IndividualWithBooksNm |
| Phone | 3166815171 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8100 E 22ND ST N BLDG 500 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672262305 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| B ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MICHELE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANTHONY ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| GERALD ISAAC | ||||||||
| 8100 E 22ND ST N SUITE 500 | WICHITA | KS | 672262305 | DIRECTOR | 1.00 | $0 | $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 |
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 | $1,437,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,282,192 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,914,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,914,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,870,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $963 | TotalTaxAmt |
| Distributable Before Adj | $142,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $963 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,037 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $144,663 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $144,663 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $142,225 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | B ANTHONY ISAAC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WORKING IN THE SCHOOLS (WITS) | ||||||||
| 641 WEST LAKE STREET SUITE 200 | CHICAGO | IL | 60661 | N/A | 509(A)(1) | HELP STUDENTS DEVELOP A LOVE OF READING THAT GUIDES THEM THROUGH THE CRITICAL TRANSITION OF LEARNING-TO-READ TO READING-TO-LEARN | $5,000 | |
| WITNESSING IN THE HEARTLAND | ||||||||
| PO BOX 20737 | WICHITA | KS | 67208 | N/A | 509(A)(1) | FAITH BASED AFRICAN AMERICAN BREAST AND CERVICAL CANCER EDUCATION ORGANIZATION | $2,500 | |
| WICHITA CHILDREN'S HOME | ||||||||
| 7271 E 37TH ST N | WICHITA | KS | 67226 | N/A | 509(A)(1) | PROVIDE SAFETY AND CARE FOR CHILDREN WHO HAVE FACED ABUSE, NEGLECT, HOMELESSNESS, AND VIOLENCE | $2,500 | |
| VICTORY IN THE VALLEY INC | ||||||||
| 3755 E DOUGLAS | WICHITA | KS | 67218 | N/A | 509(A)(1) | SUPPORT CANCER PATIENTS AND THEIR FAMILIES EMOTIONALLY AND SPIRITUALLY | $2,500 | |
| VIA CHRISTI HEALTH | ||||||||
| 8200 E THORN | WICHITA | KS | 67226 | N/A | 509(A)(1) | PROVIDE ASSISTANCE FOR FAMILIES OF SICK AND INJURED CHILDREN AND PROVIDE NEEDED FUNDING AND EQUIPMENT | $10,000 | |
| UNITED WAY OF THE PLAINS | ||||||||
| 245 N WATER ST | WICHITA | KS | 67202 | N/A | 509(A)(1) | IMPROVING LIVES BY IDENTIFYING COMMUNITY NEEDS AND MOBILIZING RESOURCES TO MEET THOSE NEEDS THROUGH A NETWORK OF CAPABLE AND INNOVATIVE PARTNERSHIPS | $10,000 | |
| UNION RESCUE MISSION | ||||||||
| 2800 N HILLSIDE | WICHITA | KS | 67219 | N/A | 509(A)(1) | PROVIDE FOOD, SHELTER, AND CARE FOR HOMELESS MEN | $500 | |
| TREEHOUSE | ||||||||
| 151 N VOLUTSIA | WICHITA | KS | 67214 | N/A | 509(A)(1) | OFFERS MOTHERS AND BABIES A BRIGHTER FUTURE THROUGH SHARING GOD'S LOVE, BASIC NECESSITIES, EDUCATION AND GENUINE PERSONAL CARE | $1,000 | |
| THON - PENN STATE | ||||||||
| 227D HETZEL UNION BUILDING | UNIVERSITY PARK | PA | 16802 | N/A | 509(A)(1) | PROVIDE EMOTIONAL AND FINANCIAL SUPPORT, SPREAD AWARENESS AND ENSURE FUNDING FOR CRITICAL, ALL IN PURSUIT OF A CURE FOR CANCER | $500 | |
| THE BOWERY MISSION | ||||||||
| 227 BOWERY | NEW YORK | NY | 10002 | N/A | 509(A)(1) | SERVE HOMELESS AND HUNGRY NEW YORKERS AND PROVIDE SERVICES THAT MEET THEIR IMMEDIATE NEEDS AND TRANSFORM THEIR LIVES FROM POVERTY AND HOPELESSNESS TO HOPE | $5,000 | |
| TEXAS SCOTTISH RITE HOSPITAL | ||||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | N/A | 509(A)(1) | ADVANCING TREATMENT METHODS, CONDUCTING PIONEERING RESEARCH AND EDUCATING HEALTH CARE PROFESSIONALS LOCALLY AND ABROAD | $10,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| 55 EAST JACKSON BLVD SUITE 1010 | CHICAGO | IL | 60604 | N/A | 509(A)(1) | SUPPORT RESEARCH AND OUTREACH PROGRAMS FOR WOMEN AND MEN FACING BREAST CANCER | $500 | |
| ST THOMAS AQUINAS CATHOLIC CHURCH | ||||||||
| 1321 N STRATFORD | WICHITA | KS | 67206 | N/A | 509(A)(1) | PARISH SUPPORT | $2,000 | |
| ST PIO OF PEITRELCINA ROMAN CATHOLIC CHURCH | ||||||||
| 103 WASHINGTON AVE | LAVALLETTE | NJ | 08735 | N/A | 509(A)(1) | PARISH SUPPORT | $2,500 | |
| SOCIETY OF ST VINCENT DE PAUL - WEEKEND MEALS ON WHEELS | ||||||||
| 9714 W MAXWELL STREET | WICHITA | KS | 67215 | N/A | 509(A)(1) | DELIVER NUTRITIOUS MEALS TO HOMEBOUND SENIORS | $500 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | N/A | 509(A)(1) | DEDICATED TO ENDING THE DEVASTATION THAT ADDICTION CAUSES FAMILIES | $2,500 | FLOOR |
| SCOTCH PLAINS PBA LOCAL #87 - CHILDREN'S CHARITY GOLF CLASSIC | ||||||||
| PO BOX 355 | SCOTCH PLAINS | NJ | 07076 | N/A | 509(A)(1) | RAISE FUNDS TO BENEFIT VARIOUS CHILDREN'S CHARITIES | $1,100 | |
| SALVATION ARMY | ||||||||
| 350 N MARKET ST | WICHITA | KS | 67202 | N/A | 509(A)(1) | MEET HUMAN NEEDS WITHOUT DISCRIMINATION | $750 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA - WALK FOR KIDS | ||||||||
| 4560 FOUNTAIN AVE | LOS ANGELES | CA | 90029 | N/A | 509(A)(1) | PROVIDE COMFORT, CARE AND SUPPORT TO CHILDREN AND FAMILIES IN SOUTHERN CALIFORNIA | $1,500 | |
| PELOTONIA - OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | N/A | 509(A)(1) | CANCER RESEARCH AT OHIO STATE UNIVERSITY | $500 | |
| PAN-MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | 509(A)(1) | SUPPORTS DANA-FARBER CANCER INSTITUTE IN THEIR SEARCH FOR CURES FOR CANCERS AND RELATED DISEASES | $500 | |
| OPERATION SECOND CHANCE | ||||||||
| 20251 CENTURY BLVD SUITE 130 | GERMANTOWN | MD | 20874 | N/A | 509(A)(1) | SUPPORT NEEDS AND INTERESTS OF VETERANS AND THEIR FAMILIES | $500 | |
| OPEN HEART MAGIC | ||||||||
| 67 E MADISON STREET SUITE 1504 | CHICAGO | IL | 60603 | N/A | 509(A)(1) | PROVIDE ACTIVITIES AND GROWTH TO BRING MAGIC AND SMILES TO SICK KIDS IN HOSPITALS AROUND THE GREATER CHICAGO AREA | $1,000 | |
| ONE LOVE MOVEMENT | ||||||||
| 1351 PACIFIC BEACH DR 8 | SAN DIEGO | CA | 92109 | N/A | 509(A)(1) | CREATE A BETTER FUTURE FOR AT-RISK AND HOMELESS YOUTH POPULATIONS LOCALLY AND GLOBALLY | $11,000 | |
| MARY STAR OF THE SEA CATHOLIC CHURCH | ||||||||
| 7669 GIRARD AVENUE | LA JOLLA | CA | 92037 | N/A | 509(A)(1) | PARISH SUPPORT | $5,000 | |
| MARK ARTS | ||||||||
| 1307 N ROCK ROAD | WICHITA | KS | 67206 | N/A | 509(A)(1) | MAKING ART AND ARTS EDUCATION AVAILABLE TO THE CITIZENS OF WICHITA AND THE SURROUNDING COMMUNITIES | $1,000 | |
| WICHITA CHILDREN'S HOME - KIDZCOPE | ||||||||
| 7271 E 37TH ST N | WICHITA | KS | 67226 | N/A | 509(A)(1) | PROVIDE THE OPPORTUNITY FOR CHILDREN, TEENS AND THEIR FAMILIES TO LEARN LIFELONE COPING SKILLS AFTER THE DEATH OF A LOVED ONE | $2,500 | |
| KANSAS HUMANE SOCIETY | ||||||||
| 3313 N HILLSIDE | WICHITA | KS | 67219 | N/A | 509(A)(1) | PROVIDE CARE AND COMFORT TO PETS | $500 | |
| JOHN WAYNE CANCER FOUNDATION | ||||||||
| 210 62ND STREET | NEWPORT BEACH | CA | 92663 | N/A | 509(A)(1) | FUND NOVEL AND INNOVATIVE PROGRAMS THAT IMPROVE CANCER PATIENTS' OUTCOMES AND SAVE LIVES THROUGH RESEARCH, EDUCATION, AWARENESS AND SUPPORT | $250 | |
| JDRF - ONE WALK | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | 509(A)(1) | FUND RESEARCH THAT TRANSFORMS THE LIVES OF PEOPLE WITH TYPE ONE DIABETES | $5,500 | |
| HOLMES ELEMENTARY SCHOOL | ||||||||
| 508 NORTH KENILWORTH AVENUE | OAK PARK | IL | 60302 | N/A | 509(A)(1) | SUPPORT EDUCATION | $80 | |
| HABITAT FOR HUMANITY - GLOBAL VILLAGE PROGRAM | ||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | N/A | 509(A)(1) | EMPOWERING VOLUNTEERS TO BUILD AND IMPROVE HOMES ALONGSIDE FAMILIES IN OVER 30 NATIONS ACROSS THE GLOBE | $500 | |
| GUADALUPE CLINIC | ||||||||
| 940 S ST FRANCIS | WICHITA | KS | 67211 | N/A | 509(A)(1) | PROVIDE ACCESS TO NECESSARY HEALTH CARE FOR THOSE IN NEED | $5,000 | |
| GOD'S LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 509(A)(1) | PROVIDE NUTRITIOUS, FRESHLY PREPARED MEALS AND NUTRITION COUNSELING TO PEOPLE LIVING WITH VARIOUS LIFE-ALTERING ILLNESSES | $5,450 | |
| FUNDAMENTAL LEARNING CENTER | ||||||||
| 2220 E 21ST ST N | WICHITA | KS | 67214 | N/A | 509(A)(1) | HELP CHILDREN WITH SIGNIFICANT READING, SPELLING, AND WRITING DIFFICULTIES | $1,000 | |
| FRIENDS OF RAMANA'S GARDEN | ||||||||
| PO BOX 33312 | WASHINGTON | DC | 20033 | N/A | 509(A)(1) | PROVIDE HOUSING, FOOD, EDUCATION, AND MEDICAL CARE FOR AT RISK CHILDREN IN NORTH INDIA | $2,500 | |
| DICK & JODY VILARDO FOUNDATION | ||||||||
| PO BOX 544 | OLNEY | MD | 20830 | N/A | 509(A)(1) | INSPIRE INDIVIDUALS AND ORGANIZATIONS TO GIVE BACK TO THEIR COMMUNITIES BY CONTRIBUTING THEIR TIME, TALENTS AND RESOURCES THROUGH INITIATIVES THAT TREASURE FAMILIES, LEARNING, AND NATURE | $6,940 | |
| CORNELL UNIVERSITY - VILARDO SCHOLARSHIP | ||||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | N/A | 509(A)(1) | PROVIDE A PATH FOR STUDENTS TO RECEIVE EDUCATION IN THE FIELD OF HOTEL MANAGEMENT | $10,000 | |
| CITYMEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | N/A | 509(A)(1) | PROVIDING MEALS FOR HOMEBOUND ELDERLY | $2,800 | |
| CHICAGO HOPE ACADEMY | ||||||||
| 2189 W BOWLER ST | CHICAGO | IL | 60612 | N/A | 509(A)(1) | EDUCATING AT-RISK YOUTH IN THE CITY OF CHICAGO | $1,000 | |
| CEREBRAL PALSY RESEARCH FOUNDATION | ||||||||
| 5111 E 21ST ST N | WICHITA | KS | 67208 | N/A | 509(A)(1) | PROVIDE PEOPLE WITH THE CUSTOMIZED SERVICES, SUPPORT, AND TECHNOLOGY THEY NEED IN ORDER TO FACILITATE THEIR CHOSEN PERSONAL AND ECONOMIC INDEPENDENCE, WITH AN EMPHASIS ON EMPLOYMENT AND TRAINING OPPORTUNITIES | $250 | |
| CATHOLIC DIOCESE OF WICHITA - THE LORD'S DINER | ||||||||
| 520 N BROADWAY | WICHITA | KS | 67202 | N/A | 509(A)(1) | PROVIDE MEALS FOR HOMELESS OR THOSE IN FINANCIAL HARDSHIP | $2,500 | |
| CATHOLIC CHARITIES OF WICHITA | ||||||||
| 437 NORTH TOPEKA STREET | WICHITA | KS | 67202 | N/A | 509(A)(1) | ALLEVIATE POVERTY AND BUILD STRONG FAMILIES THROUGHOUT THE COMMUNITY | $5,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | N/A | 509(A)(1) | WILDFIRE RELIEF FUND | $2,500 | |
| BOYS AND GIRLS CLUBS | ||||||||
| 2400 N OPPORTUNITY DRIVE | WICHITA | KS | 67219 | N/A | 509(A)(1) | PROVIDE SAFE, QUALITY, EDUCATIONAL, AND ENRICHING AFTER-SCHOOL PROGRAMS FOR CHILDREN AGES KINDERGARTEN THROUGH 12TH GRADE | $600 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 310 E 2ND ST N | WICHITA | KS | 67202 | N/A | 509(A)(1) | CREATE AND SUPPORT ONE-TO-ONE MENTORING RELATIONSHIPS THAT IGNITE THE POWER AND PROMISE OF YOUTH | $2,500 | |
| BINSPIRED - KATHY'S TUBE FOR THE CAUSE | ||||||||
| 1680 MISSOURI STREET | SAN DIEGO | CA | 92109 | N/A | 509(A)(1) | PROVIDE A HEALING RETREAT FOR CANCER SURVIVORS | $250 | |
| AUTISM TREE PROJECT FOUNDATION | ||||||||
| 2845 NIMITZ BLVD SUITE C | SAN DIEGO | CA | 92106 | N/A | 509(A)(1) | ASSISTING WITH EDUCATION, ADVOCACY, EARLY INTERVENTION PRESCHOOL SCREENING, RESEARCH AND MENTORING FOR FAMILIES IMPACTED BY AUTISM | $1,000 | |
| ALLIED EDUCATION INITIATIVE | ||||||||
| 420 N MCKINLEY ST SUITE 111-1006 | CORONA | CA | 92879 | N/A | 509(A)(1) | PROVIDE FUNDING TO ORPHANAGE IN MEXICO | $2,500 | |
| AIDSLIFECYCLE - SAN FRANCISCO AIDS FOUNDATION | ||||||||
| 1035 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | 509(A)(1) | REDUCE NEW HIV INFECTIONS AND IMPROVE THE QUALITY OF LIFE FOR PEOPLE LIVING WITH HIV/AIDS | $1,030 | |
| ACUHO-I FOUNDATION | ||||||||
| 1445 SUMMIT STREET | COLUMBUS | OH | 43201 | N/A | 509(A)(1) | FUND LARGE-SCALE EDUCATIONAL PROGRAMS, RESEARCH INITIATIVES, AND PRACTICE INNOVATIONS FOR CAMPUS HOUSING AND RESIDENCE LIFE PROFESSIONALS AROUND THE WORLD | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,347 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,126 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,455 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,727 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISA CASH BACK REWARD | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $258 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $258 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,913 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,355 | Amt |
| Net Investment Income | $1,089 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $2,087,893 | EOYBookValueAmt |
| EOYFMV | $1,962,739 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $508,568 | BookValueAmt |
| EOYFMV | $452,077 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP LOSS | Desc |
| Revenue And Expenses Per Books | $9,081 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,081 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WELLS FARGO #7245-3021 | $1,719 | $1,719 | $1,719 |
| PARTNERSHIP INCOME | $1,736 | $1,736 | $1,736 |
| VISA CASH BACK REWARD | $258 | $258 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP FEES | $2,000 | $0 | $0 |
| MANAGEMENT FEES | $9,334 | $9,334 | $0 |
| LICENSES AND FEES | $40 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $289 | $289 | $0 |
| FEDERAL INCOME TAX | $5,795 | $0 | $0 |
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