RAMTELL INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RAMTELL INC (EIN 35-1925455)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349101100
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T07:11:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE ROAD SUITE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351925455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMTELL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMT | BusinessNameControlTxt |
| Phone | 5022456220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 804 7TH ST | AddressLine1Txt |
| City | TELL CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47586 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL RAMSEY | PersonNm |
| Person Title | DIRECTOR AND CHAIRPERSON | PersonTitleTxt |
| Phone | 8125482204 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN R CUSTER | PreparerPersonNm |
| PTIN | P00083522 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $290,248,654 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $274,581,774 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,810,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,810,096 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $383 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $383 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $383 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,680,200 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,620 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,620 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $273,797,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,896,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,266 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $516 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,273 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,273 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | -$1,446 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,155 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,155 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $617,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $608,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,859 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $749,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $627,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,455,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,455,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,205,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $627,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,567,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $271,592,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,268,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $728,021 | CashBOYAmt |
| Cash EOY | $249,231 | CashEOYAmt |
| Cash EOYFMV | $249,231 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,799,274 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $465,540 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $305,540 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $465,540 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $698,800 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $21,477,252 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,300,623 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $289,300,623 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $60,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,370,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,015,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $290,248,654 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | -$601,583 | RetainedEarningBOYAmt |
| Retained Earning EOY | $265,043,724 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,370,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $290,015,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,370,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $290,015,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,370,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $271,592,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $454,414 | OtherIncreasesAmt |
| Subtotal | $296,417,002 | SubtotalAmt |
| Other Decreases | $6,401,608 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $290,015,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| RAMGUARD K-1 | P | $21,847 | $21,847 |
| RAMGUARD K-1 | P | -$766,867 | -$766,867 |
| RAMGUARD K-1 SEC 1256 | P | -$169,472 | -$169,472 |
| RAMGUARD K-1 NON-PORTFOLIO | P | -$460,846 | -$460,846 |
| RAMGUARD K-1 NON-PORTFOLIO | P | $3,975 | $3,975 |
| RAMGUARD K-1 | P | $2,357 | $2,357 |
| G&L PARTNERSHIP LP | P | $88,824 | $88,824 |
| G&L PARTNERSHIP LP | P | -$1,951,089 | -$1,951,089 |
| G&L PARTNERSHIP LP | P | -$127,156 | -$127,156 |
| G&L PARTNERSHIP LP | P | -$1,724,048 | -$1,724,048 |
| G&L PARTNERSHIP LP | P | -$23,045 | -$23,045 |
| G&L PARTNERSHIP LP | P | -$10,481 | -$10,481 |
| GABC STOCK SALE | P | $435,801 | $435,801 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,680,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,783 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $79,783 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,353 | OverpaymentAmt |
| Applied To ES Tax | $34,353 | 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 | KY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5022456220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 ORMSBY STATION COURT | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL CONWAY | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | EXECUTIVE DIRECTOR | 10.00 | $60,000 | $0 | $0 |
| FR DANIEL J STAUBLIN | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $500 | $0 | $0 |
| JOHN A OBERHAUSEN | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $500 | $0 | $0 |
| MICKI KIDDER | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $500 | $0 | $0 |
| ZAREDA A SHERWOOD | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $500 | $0 | $0 |
| NEIL P RAMSEY | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | PRESIDENT, TREAS & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSH ALBERTSEN | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA A ACCHIARDO | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $0 | $0 | $0 |
| FR TONY HOLLOWELL | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | OTHER DIRECTOR | 1.00 | $0 | $0 | $0 |
| GUY N RAMSEY | ||||||||
| 804 7TH STREET | TELL CITY | IN | 47586 | PRESIDENT & 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 | $1,537,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,298,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $135,217,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $138,053,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $138,053,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,070,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $135,982,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,799,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,799,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,430 | TotalTaxAmt |
| Distributable Before Adj | $6,753,693 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,753,693 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,753,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,567,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,567,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,753,693 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,748 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,567,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,748 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,354,693 | 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 | $5,399,000 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21ST CENTURY PARKS | |||||||
| 471 W MAIN ST STE 202 | LOUISVILLE | KY | 40202 | N/A | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN LEGION 213 | |||||||
| 1914 MAIN STREET | TELL CITY | IN | 47586 | N/A | NC | GENERAL SUPPORT | $5,000 |
| ARCHDIOCESE OF INDIANAPOLIS | |||||||
| PO BOX 1410 | INDIANAPOLIS | IN | 46206 | N/A | PC | UNITED CATHOLIC APPEAL | $110,000 |
| ARCHDIOCESE OF LOUISVILLE | |||||||
| 3940 POPLAR LEVEL RD | LOUISVILLE | KY | 40202 | N/A | PC | UNITED CATHOLIC APPEAL | $100,000 |
| BAKER CHAPEL UNITED METHODIST CHURCH | |||||||
| 299 N STATE RD 161 | BOONVILLE | IN | 47601 | N/A | PC | GENERAL SUPPORT | $6,000 |
| BAKER STREET FOOD BANK INC | |||||||
| 15200 BECKLEY CROSSING DRIVE | LOUISVILLE | KY | 40245 | NA | PC | GENERAL SUPPORT | $25,000 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 401 W MAIN ST SUITE 806 | LOUISVILLE | KY | 40202 | N/A | PC | GENERAL SUPPORT | $75,000 |
| CITY OF TELL CITY | |||||||
| 700 MAIN STREET PO BOX 515 | TELL CITY | IN | 47586 | N/A | PC | GENERAL SUPPORT | $12,000 |
| CORPUS CHRISTI CLASSICAL ACADEMY | |||||||
| PO BOX 1142 | SHELBYVILLE | KY | 40066 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DOMINICAN SISTERS ST CECILIA CONGREGATION | |||||||
| 801 DOMINICAN DR | NASHVILLE | TN | 37228 | N/A | PC | GENERAL SUPPORT | $20,000 |
| ETERNAL WORLD TELEVISION NETWORK | |||||||
| 5817 OLD LEEDS RD | IRONDALE | AL | 35210 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FIRST TEE OF LOUISVILLE | |||||||
| 460 NORTHWESTERN PKWY | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL SUPPORT | $2,500 |
| FOSTER'S OUTRIDERS FOUNDATION | |||||||
| PO BOX 9790 | JACKSON | WY | 83002 | N/A | PC | GENERAL SUPPORT | $50,000 |
| GOVERNOR'S SCHOLARS PROGRAM FOUNDATION | |||||||
| 112 CONSUMER LN | FRANKFORT | KY | 40601 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HOLY ANGELS ACADEMY | |||||||
| 12201 OLD HENRY RD | LOUISVILLE | KY | 40223 | N/A | PC | GENERAL SUPPORT | $5,000 |
| HOLY ROSARY CATHOLIC CHURCH | |||||||
| 1301 S GREEN RIVER RD | EVANSVILLE | IN | 47715 | N/A | PC | GENERAL SUPPORT | $10,000 |
| HOME OF THE INNOCENTS INC | |||||||
| 1100 EAST MARKET STREET | LOUISVILLE | KY | 40206 | N/A | PC | GENERAL SUPPORT | $50,000 |
| INTERNATIONAL CATHOLIC STEWARDSHIP COUNCIL | |||||||
| PO BOX 775331 | CHICAGO | IL | 60677 | N/A | PC | GENERAL SUPPORT | $5,000 |
| KENTUCKY GOLF FOUNDATION INC | |||||||
| 1116 ELMORE JUST DR | LOUISVILLE | KY | 40245 | N/A | PC | GENERAL SUPPORT | $18,350 |
| LIFE IN ABUNDANCE INTERNATIONAL | |||||||
| PO BOX 660367 | DALLAS | TX | 75266 | N/A | PC | GENERAL SUPPORT | $25,000 |
| LIFEHOUSE MATERNITY HOME | |||||||
| 2710 RIEDLING DRIVE | LOUISVILLE | KY | 40206 | N/A | PC | GENERAL SUPPORT | $25,000 |
| LITTLE WAY PREGNANCY RESOURCE CENTER | |||||||
| 515 W OAK ST | LOUISVILLE | KY | 40203 | N/A | PC | GENERAL SUPPORT | $50,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING RD | INDIANAPOLIS | IN | 46222 | N/A | PC | GENERAL SUPPORT | $10,000 |
| PEACE ZONE INC | |||||||
| 410 MULBERRY STREET | EVANSVILLE | IN | 47713 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PERRY CO IN HABITAT FOR HUMANITY | |||||||
| 302 MAIN ST PO BOX 72 | TELL CITY | IN | 47586 | N/A | PC | GENERAL SUPPORT | $5,000 |
| PERRY COUNTY DEVELOPMENT CORP | |||||||
| 601 MAIN STREET | TELL CITY | IN | 47586 | N/A | NC | GENERAL SUPPORT | $500 |
| SACRED HEART SCHOOLS | |||||||
| 3115 LEXINGTON RD | LOUISVILLE | KY | 40206 | N/A | PC | GENERAL SUPPORT | $200,000 |
| SAINT AMBROSE CATHOLIC CHURCH | |||||||
| 325 S CHESTNUT ST | SEYMOUR | IN | 47274 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SAINT BERNARD'S CHURCH | |||||||
| 547 ELM STREET | ROCKPORT | IN | 47635 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SAINT ELIZABETH CATHOLIC CHARITIES | |||||||
| 702 E MARKET ST | NEW ALBANY | IN | 47150 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAINT MARGARET MARY CATHOLIC CHURCH | |||||||
| 7813 SHELBYVILLE RD | LOUISVILLE | KY | 40222 | N/A | PC | GENERAL SUPPORT | $150,000 |
| SAINT PAUL'S CATHOLIC CHURCH | |||||||
| 824 JEFFERSON ST | TELL CITY | IN | 47586 | N/A | PC | GENERAL SUPPORT | $100,000 |
| SAINT VINCENT DE PAUL EVANSVILLE | |||||||
| 767 E WALNUT ST | EVANSVILLE | IN | 47713 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SAINT VINCENT DE PAUL LOUISVILLE | |||||||
| PO BOX 17126 | LOUISVILLE | KY | 40217 | N/A | PC | GENERAL SUPPORT | $20,000 |
| SAINT XAVIER HIGH SCHOOL | |||||||
| 1609 POPULAR LEVEL ROAD | LOUISVILLE | KY | 40217 | N/A | PC | GENERAL SUPPORT | $25,000 |
| SHUBAEL LITTLE PIONEER VILLAGE | |||||||
| 7590 E STATE ROAD 66 | CANNELTON | IN | 47520 | N/A | PC | GENERAL SUPPORT | $4,000 |
| SISTERS FOR LIFE | |||||||
| 1143 S 6TH ST | LOUISVILLE | KY | 40203 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SISTERS OF SAINT BENEDICT | |||||||
| 802 EAST 10TH STREET | FERDINAND | IN | 47532 | N/A | PC | GENERAL SUPPORT | $200,000 |
| SPENCER COUNTY CHRISTIAN EDUCATION FOUNDATION | |||||||
| PO BOX 86 | ROCKPORT | IN | 47635 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SPIRE NETWORK | |||||||
| PO BOX 1197 | LONGMONT | CO | 80502 | N/A | PC | GENERAL SUPPORT | $50,000 |
| TELL CITY KNIGHTS OF COLUMBUS | |||||||
| 947 11TH STREET | TELL CITY | IN | 47586 | N/A | NC | GENERAL SUPPORT | $2,500 |
| WARRICK COUNTY COMMUNITY FOUNDATION | |||||||
| 224 W MAIN ST SUITE 2 | BOONVILLE | IN | 47601 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,455,850 | 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 | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,810,096 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $383 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,680,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $383 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$784,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$784,088 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITRUST ALPHA-1 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 804 7TH STREET | AddressLine1Txt |
| City | TELL CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47586 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $274,581,774 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 99.98% INTEREST IN G&L PARTNERSHIP, LP | NoncashPropertyDesc |
| Fair Market Value | $274,581,774 | FairMarketValueAmt |
| Received | 2024-07-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,725 | Amt |
| Net Investment Income | $16,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| TELL CITY KNIGHTS OF COLUMBUS | |||||||||
| 947 11TH STREET | TELL CITY | IN | 47586 | 2024-02-21 | $2,500 | THE GRANT IS TO BE USED ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON FEBRUARY 21, 2024. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $2,500 | NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR. | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| AMERICAN LEGION 213 | |||||||||
| 1914 MAIN STREET | TELL CITY | IN | 47586 | 2024-03-13 | $5,000 | THE GRANT IS TO BE USED ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON MARCH 13, 2024. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $5,000 | NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
| PERRY COUNTY DEVELOPMENT CORP | |||||||||
| 601 MAIN STREET | TELL CITY | IN | 47586 | 2024-10-09 | $500 | THE GRANT IS TO BE USED ONLY FOR CHARITABLE PURPOSES AS DESCRIBED IN THE GRANT AGREEMENT APPROVED BY THE GRANTOR ON OCTOBER 9, 2024. THE GRANTEE WILL USE THE GRANT FUNDS FOR EXCLUSIVELY CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | $500 | NO DIVERSION OF ANY FUNDS FROM THE PURPOSE, TO THE KNOWLEDGE OF THE GRANTOR | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND - CLARK CO. 4.32 ACRES | $120,000 | $0 | $120,000 |
| LAND - 12 OAKS SUBDIVISION | $185,450 | $0 | $185,450 |
| LAND - BRICKYARD WAREHOUSE | $90 | $0 | $90 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RAMGUARD LLC | FMV | $22,043,653 | $22,043,653 |
| G&L PARTNERSHIP LP | FMV | $267,256,970 | $267,256,970 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,266 | LegalFeesAmt |
| Net Investment Income | $516 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTIONS: LAND-TELL CITY (HOSPITAL) | Desc |
| BOY Book Value | $60,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENT IN G&L PARTNERSHIP LP | Desc |
| Amt | $6,401,608 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,028 | $2,028 | $0 |
| FILING FEE | $15 | $0 | $15 |
| INSURANCE | $8,844 | $0 | $8,844 |
| OTHER BUSINESS AND TRADING | $50,314 | $50,314 | $0 |
| OTHER DEDUCTIONS FROM K-1 | $397,556 | $397,556 | $0 |
| OFFICE SUPPLIES | $127 | $127 | $0 |
| COMMISSIONS AND FEES | $158,237 | $158,237 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $85,620 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,620 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT IN RAMGUARD LLC | Desc |
| Amt | $454,414 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $36,273 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,273 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $795 | $2,241 | -$1,446 |
| FEDERAL TAX | $10,000 | $0 | $0 |
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