WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201931289349100528
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-08T11:17:17-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453701122PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH A SPOKAS & ASSOCIATES CPA'S LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVE STE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP601484998ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472272274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM AND EVELYN FUCHSBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone6308738500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVE SUITE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK LEVYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6304248902PhoneNum
Signature2019-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH A SPOKAS CPAPreparerPersonNm
PTINP00179205PTIN
Phone6308738508PhoneNum
Preparation2019-05-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-08IPDt
IP Tm11:17:17IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF6A9316069F615C2B2A1AAED53B8EB1B5BB73CB4AtSubmissionCreationDeviceId
At Submission Filing Device Id0D6111DE887E7AF52DE09838A5A5DE7E32FE3032AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$769,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,875,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$184InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$184InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$184InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$43,907DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,907DividendsNetInvstIncmAmt
Dividends Adj Net Incm$43,907DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,310NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,134,310GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,310CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,928,401TotalRevAndExpnssAmt
Total Net Invst Incm$53,401TotalNetInvstIncmAmt
Total Adj Net Incm$44,091TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$295LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,924AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,743OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,114TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,492OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$31,568TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,831,833ExcessRevenueOverExpensesAmt
Net Investment Income$53,401NetInvestmentIncomeAmt
Adjusted Net Income$44,091AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,666CashBOYAmt
Cash EOY$33,027CashEOYAmt
Corporate Stock BOY$703,989CorporateStockBOYAmt
Corporate Stock EOY$1,566,267CorporateStockEOYAmt
Land Bldg Equip Cost Or Other Bss$769,919LandBldgEquipCostOrOtherBssAmt
Land EOY$769,919LandEOYAmt
Land EOYFMV$769,919LandEOYFMVAmt
Total Assets BOY$720,655TotalAssetsBOYAmt
Total Assets EOY$2,369,213TotalAssetsEOYAmt
Total Assets EOYFMV$769,919TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$720,655UnrestrictedBOYAmt
Unrestricted EOY$2,369,213UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$720,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,369,213TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$720,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,369,213TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$720,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,831,833ExcessRevenueOverExpensesAmt
Subtotal$2,552,488SubtotalAmt
Other Decreases$183,275OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,369,213TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$9,310CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,191AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$59,454AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$25,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets$2,000,645NetVlNoncharitableAssetsAmt
Net Investment Income Pct$534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$534AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$534InvestmentIncomeExciseTaxAmt
Subtotal$534SubtotalAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$840TotalPaymentsAndCreditsAmt
Overpayment$306OverpaymentAmt
Applied To ES Tax$306AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksMARK LEVYIndividualWithBooksNm
Phone6308738500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HJIGHLAND AVEAddressLine1Txt
Address Line2SUITE 106AddressLine2Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK LEVY
1900 S HJIGHLAND AVESUITE 106LOMBARDIL60148PRESIDENT000.00$0$0$0
JOHN KUHLMAN JR
2 MID AMERICA PLAZASUITE 500OAK BROOKIL60181VP & TREASUR000.00$0$0$0
CHARLES P HAMMERSMITH JR
400 W FIRST STREETELMHURSTIL60126SECRETARY000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEDICAL RESEARCH FOUR ORGANIZATIONSDescription1Txt
Expenses1$40,000Expenses1Amt
Description2EDUCATION TWO ORGANIZATIONSDescription2Txt
Expenses2$20,000Expenses2Amt
Description3SUPPORT ANIMAL WELFARE ONE ORGANIZATIONDescription3Txt
Expenses3$5,000Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,117,608AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,585AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$769,919FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,031,112TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,031,112AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,467CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,000,645NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,032MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$534PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$64,466AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$65,000QualifyingDistributionsAmt
Remaining Distri From Corpus$65,000RemainingDistriFromCorpusAmt
Total Corpus$65,000TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$44,091CurrentYearAmt
Total$44,091TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$37,477CurrentYearAmt
Total$37,477TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$65,000CurrentYearAmt
Year1$65,000Year1Amt
Year2$60,000Year2Amt
Year3$25,000Year3Amt
Total$215,000TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$65,000CurrentYearAmt
Year1$65,000Year1Amt
Year2$60,000Year2Amt
Year3$25,000Year3Amt
Total$215,000TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$2,369,214CurrentYearAmt
Year1$720,655Year1Amt
Year2$678,381Year2Amt
Year3$725,436Year3Amt
Total$4,493,686TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$2,369,214CurrentYearAmt
Year1$720,655Year1Amt
Year2$678,381Year2Amt
Year3$725,436Year3Amt
Total$4,493,686TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK LEVYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11900S HIGHLAND AVE STE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6308735000RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ST JUDE RESEARCH HOSPITAL
2625 DANNY THOMAS PLMEMPHISTN38105NONE501(C)3MEDICAL RESEARCH$5,000
HUMANE SOCIETY OF THE
2100 L STREET NWWASHINGTONDC20037NONE501(C)3GENERAL$5,000UNITED STATES
CHILD'S VOICE SCHOOL
180 HANSEN COURTWOOD DALEIL60191NONE501(C)3GENERAL$15,000
ELMHURST HOSPITAL FOUNDATION
155 E BRUSH HILL ROADELMHURSTIL60126NONE501(C)3MEDICAL RESEARCH$15,000
UNIVERSITY OF CHICAGO CANCER
5841 S MARYLAND AVECHICAGOIL60637NONE501(C)3CANCER RESEARCH$10,000RESEARCH FOUNDATIONMC 1140
NAMI DUPAGE COUNTY
115 N COUNTY FARM ROADWHEATONIL60187NONE501(C)3GENERAL$5,000
CARLOS G BIANCIOTTON RESTOBLASTOMA
PO BOX 832PHILADELPHIAPA19105NONE501(C)3CANCER RESEARCH$10,000RESEARCH FUND
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$184RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$43,907RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Related Or Exempt Function Incm$9,310RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$53,401RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,401TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEVELYN FUCHSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVEAddressLine1Txt
Address Line2SUITE 100AddressLine2Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,875,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyREAL ESTATE FLORIDANoncashPropertyDesc
Fair Market Value$1,875,000FairMarketValueAmt
Received2018-02-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$8,924Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetISLAMORADA PROPERTYAssetDesc
Acquired2018-02AcquiredDt
How AcquiredDONATIONHowAcquiredTxt
Sold2018-06SoldDt
Gross Sales Price$1,125,000GrossSalesPriceAmt
Basis$1,105,081BasisAmt
Sales Expense$19,919SalesExpenseAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$1,566,267EOYBookValueAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or Item13724 MINNICH RD SAWYER MICategoryOrItemTxt
Cost Or Other Basis$769,919CostOrOtherBasisAmt
Book Value$769,919BookValueAmt
EOYFMV$769,919EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$295LegalFeesAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECLINE IN FMV OF INVESTMENTSDesc
Amt$183,275Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$19
PROPERTY MAINTENANCE$13,473

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$7,743Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FILING FEES$25
INCOME TAXES$1,089

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