GERONDELIS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GERONDELIS FOUNDATION INC (EIN 04-6130871)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-01
- IRS object ID
- 201913059349100906
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-01T13:38:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823447701 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS INC CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE SUITE 301 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019011190 | 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 | 046130871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERONDELIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERO | BusinessNameControlTxt |
| Phone | 7815953311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUE STE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY C DEMAKIS ESQ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7815953311 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A DEMAKIS | PreparerPersonNm |
| PTIN | P01417596 | PTIN |
| Phone | 7815926120 | PhoneNum |
| Preparation | 2019-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.0.214.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 13:38:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F97BDBBF5BE4ADAA5D4763B813811FC4E6512072 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB1A299CBAA6BCBB2CC707DA52B6AD270323CB7B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,097,480 | 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 | $762 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $762 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $762 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,223 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,894,126 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,894,126 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,894,126 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,894,126 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $119,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $768,392 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $22,582 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,582 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $22,582 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,068,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,948,693 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,948,693 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $120,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $750 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $46,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,230 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $273,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,028,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,918,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,301,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,918,203 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,761,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,948,693 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $498,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,652 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $137,954 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $104,168 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $104,167 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $70,448 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $72,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $72,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,367,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,587,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,426,393 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $228,302 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $152,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $147,500 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,910,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $3,910,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,910,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $19,100,700 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,212,802 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,072,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,097,480 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,415,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,525,000 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $324 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,415,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,525,324 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,797,802 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,547,134 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,797,802 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,212,802 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,072,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,797,802 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,052 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,564,750 | SubtotalAmt |
| Other Decreases | $17,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,547,134 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,592,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,324,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058270 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,728,798 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,975,215 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064088 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,325,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,020,234 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049055 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,183,164 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,747,213 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $818,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,296,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031111 | DistributionYr5Rt |
| Total Distribution | 0.246759 | TotalDistributionRt |
| Average Distribution | 0.049352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,379,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,400,600 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,418,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,918,203 | 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 | $17,620 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,620 | SubtotalAmt |
| Tax Based On Investment Income | $17,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,292 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,292 | TotalPaymentsAndCreditsAmt |
| Tax Due | $328 | TaxDueAmt |
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 |
| Org Report Or Register State | MA | 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 |
| Individual With Books | GREGORY C DEMAKIS ESQ | IndividualWithBooksNm |
| Phone | 7815953311 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 WEST SHORE DRIVE | AddressLine1Txt |
| City | MARBLEHEAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS C DEMAKIS ESQ | ||||||||
| 186 PERKINS ROW | TOPSFIELD | MA | 01983 | TREASURER | 000.00 | $8,000 | $0 | $0 |
| GREGORY C DEMAKIS ESQ | ||||||||
| 180 WEST SHORE DRIVE | MARBLEHEAD | MA | 01945 | PRESIDENT | 000.00 | $8,000 | $0 | $0 |
| PAUL C DEMAKIS ESQ | ||||||||
| 46 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| DR NICHOLAS T ZERVAS | ||||||||
| MASS GENERAL HOSPITAL | BOSTON | MA | 02114 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| THOMAS L DEMAKIS | ||||||||
| 45 BLODGETT AVENUE | SWAMPSCOTT | MA | 01907 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| CHRISTOPHER SCANGAS | ||||||||
| 25 SANDPIPER STRAND | SAN DIEGO | CA | 921183211 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| JOHN N DEMAKIS | ||||||||
| 1 LEO ROAD | MARBLEHEAD | MA | 01945 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| T PHILLIP COMENOS | ||||||||
| 1 DEXTER LANE | MANCHESTER | MA | 01944 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| NONDAS LAGONAKIS | ||||||||
| 30 FAIRVIEW AVENUE | SALEM | MA | 01970 | DIRECTOR | 000.00 | $6,000 | $0 | $0 |
| ARTHUR KOURKOULIS | ||||||||
| 101 LITTLE NAHANT ROAD | NAHANT | MA | 01908 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| IRENE DUROS | ||||||||
| 789 SUMMER STREET | LYNNFIELD | MA | 01940 | DIRECTOR | 000.00 | $8,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMAKIS LAW OFFICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVE SUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & ADMIN | ServiceTypeTxt |
| Compensation | $120,000 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,860,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $851,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,100,700 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,811,974 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,811,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,379,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,418,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,418,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,620 | TotalTaxAmt |
| Distributable Before Adj | $1,401,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,401,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,401,370 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,918,203 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,918,203 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,620 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,900,583 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,401,370 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $259,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $678,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,918,203 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,401,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $516,833 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,195,529 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,195,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,054 | ExcessFromYear3Amt |
| Excess From Year2 | $412,877 | ExcessFromYear2Amt |
| Excess From Year1 | $259,765 | ExcessFromYear1Amt |
| Excess From Current Year | $516,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY C DEMAKIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 CENTRAL AVENUESUITE 201 | AddressLine1Txt |
| City | LYNN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7815953311 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTERS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR FUNDING OF SCHOLARSHIP FOR PEOPLE OF GREEK HERITAGE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPHA OMEGA COUNCIL | ||||||||||||
| 9 NONESUCH DRIVE | NATICK | MA | 01760 | NONE | PUBLIC | FOR FUNDING | $3,000 | |||||
| AMERICAN COLLEGE OF GREECE | ||||||||||||
| NONE | PUBLIC | SCHOLARSHIP | $200,000 | 6 GRAVIAS STREET | ATHENS | GREECE | GR | |||||
| ARCHBISHOP IAKOVOS LEADERSHIP FUND | ||||||||||||
| 645 FIFTH AVE STE 403 | NEW YORK | NY | 10022 | NONE | PUBLIC | FOR FUNDING | $2,800 | |||||
| ASPIRE DEVELOPMENT SERVICES | ||||||||||||
| 176 FRANKLIN ST | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $20,000 | |||||
| BOSTON SYMPHONY ORCHESTRA | ||||||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | FOR FUNDING | $35,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| BOYS AND GIRLS CLUB OF LYNN | ||||||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $47,500 | |||||
| BOYS AND GIRLS CLUB OF STONEHAMWAK | ||||||||||||
| 15 DALE COURT | STONEHAM | MA | 02180 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| BROWN UNIVERSITY | ||||||||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02912 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| CARE DIMENSIONS | ||||||||||||
| 75 SYLVAN STREET | DANVERS | MA | 01923 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 535 WEST 114TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $25,000 | 1172 AMSTERDAM AVENUE | ||||
| CUNY | ||||||||||||
| 65-70 KISSENA BLVD | QUEENS | NY | 11367 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $10,000 | |||||
| EXPONENT PHILOSOPHY | ||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | FOR FUNDING | $1,750 | |||||
| FLORIDA ATLANTIC UNIVERSITY | ||||||||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| FORDHAM UNIVERSITY | ||||||||||||
| 113 W 60TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| GEORGIA INST OF TECH | ||||||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | PUBLIC | SCHOLARSHIP | $35,000 | ADMIN BLDG | ||||
| GEORGIA STATE UNIVERSITY | ||||||||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| GERONTELION PRIMARY SCHOOL | ||||||||||||
| NONE | PUBLIC | FOR FUNDING | $285,000 | 7 EMMANOUIL PAPPA | IRAKLIO | CRETE | GR | |||||
| GREEK 4 KIDS | ||||||||||||
| 1345 CENTRE STREET | NEWTON | MA | 02459 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| GREEK ORTHODOX METROPOLIS OF BOSTON | ||||||||||||
| 162 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC | FOR FUNDING | $20,000 | |||||
| HARVARD BUSINESS SCHOOL | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HARVARD GRADUATE SCHOOL OF DESIGN | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| 48 QUINCY ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HARVARD UNIVERSITY LIBRARY | ||||||||||||
| 1 HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HOLY ASCENSION GREEK ORTHODOX CHURC | ||||||||||||
| 1440 LAURA STREET | CLEARWATER | FL | 33755 | NONE | PUBLIC | FOR FUNDING | $36,524 | |||||
| HAVEN PROJECT | ||||||||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC | PROVIDE SUPPORT FOR THE HOMELESS | $10,000 | |||||
| HIGH SCHOOL SCHOLARSHIPS | ||||||||||||
| 56 CENTRAL AVE | LYNN | MA | 01901 | NONE | PRIVATE | SCHOLARSHIP | $135,000 | |||||
| INTERCITY SCHOLARSHIP FUND | ||||||||||||
| 1011 FIRST AVE 14FL | NEW YORK | NY | 10022 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $20,000 | |||||
| ITT CHICAGO-KENT SCHOOL OF LAW | ||||||||||||
| 565 WEST ADAMS STREET | CHICAGO | IL | 60661 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| IOWA STATE UNIVERSITY | ||||||||||||
| 100 ENROLLMENT SERVICES C | AMES | IA | 50011 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| LYNN COMMUNITY HEALTH CENTER | ||||||||||||
| 269 UNION STREET | LYNN | MA | 01901 | NONE | PUBLIC | TO FUND | $20,000 | |||||
| LYNN ECONOMIC OPPORTUNITY INC | ||||||||||||
| 156 BROAD STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $30,000 | |||||
| LYNN MUSEUM AND HISTORICAL SOCIETY | ||||||||||||
| 590 WASHINGTON STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $11,629 | |||||
| LYNN SHELTER ASSOCIATION | ||||||||||||
| 91 LIBERTY STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $16,500 | |||||
| MASSACHUSETTS COALITION FOR THE HOM | ||||||||||||
| 73 BUFFUM STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| NEW YORK ACADAMY OF ART | ||||||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $15,000 | SOUTH | ||||
| NEW YORK UNIVERSITY SCHOOL OF MEDIC | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $10,000 | SOUTH | ||||
| NSCC | ||||||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PUBLIC | FOR FUNDING | $27,500 | |||||
| NORTHSHORE COMMUNITY DEVELOPMENT | ||||||||||||
| 96 LAYFAYETTE STREET | SALEM | MA | 01970 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| PATHWAYS ADULT EDUCATION TRAINING | ||||||||||||
| 330 LYNNWAY STE 302 | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| PRINCESTON UNIVERSITY | ||||||||||||
| 88 COLLEGE ROAD W | PRINCESTON | NJ | 08540 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| PURDUE UNIVERSITY | ||||||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| RENNSELAER POLYTECHNIC UNIVERSITY | ||||||||||||
| 110 EIGHTH STREET | TROY | NY | 12180 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| RUTGERS UNIVERSITY | ||||||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $25,000 | |||||
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| SCHOOL OF VISUAL ARTS | ||||||||||||
| 209 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| SOUTHERN CAL INSTITUTE OF ARCHITEC | ||||||||||||
| 960 EAST 3RD STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| STANFORD UNIVERSITY | ||||||||||||
| 408 PANAMA MALL STE 217 | STANFORD | CA | 94305 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| SAINT VASILIOS GREEK ORTHODOX CHURC | ||||||||||||
| 5 PALEOLOGOS STREET | PEABODY | MA | 01960 | NONE | PUBLIC | FUNDING | $1,000 | |||||
| STEVENS INST OF TECH | ||||||||||||
| 1 CASTLE POINT | HOBOKEN | NJ | 07030 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | |||||
| STONY BROOK UNIVERSITY | ||||||||||||
| 100 NICHOLS ROAD | STONY BROOK | NY | 11794 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| THE NEW SCHOOL | ||||||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| THE OHIO STATE UNIVERSITY | ||||||||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF TEXAS AT AUSTIN | ||||||||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| TUFTS UNIVERSITY | ||||||||||||
| 2 THE GREEN | MEDFORD | MA | 02155 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| TEXAS A&M | ||||||||||||
| 750 AGRONOMY ROAD | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY AT BUFFALO - SUNY | ||||||||||||
| 12 CAPEN HALL | BUFFALO | NY | 142601660 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CALIFORNIA BERKLEY | ||||||||||||
| 2227 PIEDMONT AVE | BERKLEY | CA | 94704 | NONEQ | PUBLIC | SCHOLARSHIP | $30,000 | |||||
| UNIVERSITY OF CALIFORNIA IRVINE | ||||||||||||
| 405 ALDRICH HALL | IRVINE | CA | 92697 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| UNIVERSITY OF CALIFORNIA LOS ANGEL | ||||||||||||
| 410 CHARLES E YOUNG DR E | LOS ANGELES | CA | 90095 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | SUITE 1237 | ||||
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||||||
| 9500 GILMAN DR | LA JOLLA | CA | 92093 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 SOUTH ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CINCINNATI | ||||||||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF COLORADO BOULDER | ||||||||||||
| 1255 19TH STREET | BOULDER | CO | 80302 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF IL AT URBANA CHAMPAI | ||||||||||||
| 901 WEST ILLINOIS STREET | URBANA | IL | 61801 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MARYLAND | ||||||||||||
| COLLEGE PARK | MARYLAND | MD | 20742 | NONE | PUBLIC | SCHOLARSHIP | $25,000 | |||||
| UNIVERSITY OF MA - LOWELL | ||||||||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF MIAMI | ||||||||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF MINNESOTA | ||||||||||||
| 100 CHURCH STREET SE | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| UNIVERSITY OF ROCHESTER | ||||||||||||
| 500 JOSEPH C WILSON BLVD | ROCHESTER | NY | 14627 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF TEXAS AT ARLINGTON | ||||||||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76019 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||||||
| 500 LINCOLN DR | MADISON | WI | 53706 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| USO | ||||||||||||
| 211 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC | WOUNDED WARRIER FUND | $100,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 17 HILLHOUSE AVE | NEW HAVEN | CT | 06520 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| YMCA OF METRO NORTH | ||||||||||||
| 298 MAIN STREET | SAUGUS | MA | 01906 | NONE | PUBLIC | FOR FUNDING | $360,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,918,203 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS GENERAL HOSPITAL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 FRUIT STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR FUNDING | GrantOrContributionPurposeTxt |
| Amt | $110,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $110,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $762 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,223 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,894,126 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,938 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDENDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,582 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,567 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,014,064 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,068,631 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $20,000 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| INVESTMENTS | 2018-01 | PURCHASE | 2018-12 | $227,793 | $192,237 | $35,556 |
| INVESTMENTS | 2017-01 | PURCHASE | 2018-12 | $540,599 | $456,217 | $84,382 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $152,222 | EOYBookValueAmt |
| EOYFMV | $147,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER INVESTMENT | $97,132 | $81,476 |
| HEDGE FUNDS | $254,474 | $244,423 |
| COMMON STOCK | $1,235,742 | $1,100,494 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $3,910,000 | CostOrOtherBasisAmt |
| Book Value | $3,910,000 | BookValueAmt |
| EOYFMV | $19,100,700 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $17,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $165 | $165 |
| ANNUAL DINNER | $508 | $508 |
| MISCELLANEOUS EXPENSE | $2,151 | $2,151 |
| SCHOLARSHIP ADVERTISING | $4,924 | $4,924 |
| INVESTMENT FEES | $13,482 | $13,482 |
| COMMISSIONS | $25,000 | $25,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $22,582 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,582 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX PAYABLE | Desc |
| EOY Book Value | $324 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROF. FEES | CategoryTxt |
| Amt | $120,000 | Amt |
| Net Investment Income | $120,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
Comments