GERONDELIS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GERONDELIS FOUNDATION INC (EIN 04-6130871)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-03
- IRS object ID
- 201832159349100408
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T14:09:36-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-07-27 | 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 | 2018-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,629,094 | 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 | $766 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $766 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $766 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,409 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,409 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,811,039 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,811,039 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,811,039 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,811,039 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $108,922 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,224,004 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $6,253 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,253 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,253 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,958,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,849,467 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,849,467 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,175 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,175 | LegalFeesNetInvstIncmAmt |
| 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 | $10,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $46,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,741 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $112,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,497,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,497,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,769,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,609,111 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,689,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,849,467 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $398,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $498,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $498,404 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $169,646 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $137,954 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $137,954 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $67,988 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $70,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $70,448 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $415,099 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,367,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,544,139 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,080,126 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $228,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $228,149 | 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 | $25,150,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,041,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,212,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,629,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,041,153 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,212,802 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,041,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,212,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,041,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,212,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,041,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,862 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,230,015 | SubtotalAmt |
| Other Decreases | $17,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,212,802 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,728,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,975,215 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064088 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,325,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,020,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,183,164 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,747,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $818,130 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,296,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $509,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,264,244 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061606 | DistributionYr5Rt |
| Total Distribution | 0.250095 | TotalDistributionRt |
| Average Distribution | 0.050019 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,324,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,366,756 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,891 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,383,647 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,609,111 | 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 | $16,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,891 | SubtotalAmt |
| Tax Based On Investment Income | $16,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,109 | OverpaymentAmt |
| Applied To ES Tax | $9,109 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
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 | $4,000 | $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 | $1,794,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $796,388 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,150,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,740,848 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $27,740,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $416,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,324,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,366,237 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,366,237 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,891 | TotalTaxAmt |
| Distributable Before Adj | $1,349,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,349,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,349,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,609,111 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,609,111 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,891 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,592,220 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,349,346 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $80,588 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $6,054 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $412,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $499,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,609,111 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,349,346 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $259,765 | RemainingDistriFromCorpusAmt |
| Total Corpus | $759,284 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $80,588 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $678,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,054 | ExcessFromYear2Amt |
| Excess From Year1 | $412,877 | ExcessFromYear1Amt |
| Excess From Current Year | $259,765 | 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 (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALL HANDS VOLUNTEERS | ||||||||||||
| 6 COUNTY ROAD STE 6 | MATTAPOISETT | MA | 02739 | NONE | PUBLIC | FOR FUNDING | $30,000 | |||||
| ANATOLIA COLLEGE | ||||||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| ARCHBISHOP OAKOVOS LEADERSHIP FUND | ||||||||||||
| 645 FIFTH AVE STE 403 | NEW YORK | NY | 10022 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| ASPIRE DEVELOPMENT SERVICES | ||||||||||||
| 176 FRANKLIN ST | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $20,000 | |||||
| BOSTON COLLEGE | ||||||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| BOSTON SYMPHONY ORCHESTRA | ||||||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | FOR FUNDING | $32,000 | |||||
| BOYS AND GIRLS CLUB OF LYNN | ||||||||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| CALIFORNIA STATE UNV LONG BEACH | ||||||||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| CARNEGIE MELLON UNIV | ||||||||||||
| 5000 FORBES AVENUE | PITTSBURG | PA | 15213 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | |||||
| CITY OF LYNN | ||||||||||||
| LYNN CITY HALL | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $81,250 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 535 WEST 114TH ST | NEW YORK | NY | 10027 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $20,000 | 1172 AMSTERDAM AVENUE | ||||
| CORNELL UNIVERSITY | ||||||||||||
| 410 THURSTON AVENUE | ITHACA | NY | 14853 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| CUNY | ||||||||||||
| 42ND STREET | NEW YORK | NY | 10012 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $15,000 | |||||
| DIRECT RELIEF | ||||||||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC | FOR FUNDING | $35,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27708 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| GEORGIA INST OF TECH | ||||||||||||
| 225 NORTH AVENUE | ATLANTA | GA | 30332 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | ADMIN BLDG | ||||
| GERONTELION PRIMARY SCHOOL | ||||||||||||
| NONE | PUBLIC | FOR FUNDING | $50,000 | 7 EMMANOUIL PAPPA | IRAKLIO | CRETE | GR | |||||
| GREEK 4 KIDS | ||||||||||||
| 1345 CENTRE STREET | NEWTON | MA | 02459 | NONE | PUBLIC | FOR FUNDING | $15,000 | |||||
| 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 BUSINESS SCHOOL FUND | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| 48 QUINCY ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| 48 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | |||||
| HAVEN PROJECT | ||||||||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC | PROVIDE SUPPORT FOR THE HOMELESS | $10,000 | |||||
| HELLENIC COLLEGEHOLY CROSS | ||||||||||||
| 50 GODDARD AVE | BROOKLINE | MA | 02445 | NONE | PUBLIC | FOR FUNDING | $10,000 | |||||
| HIGH SCHOOL SCHOLARSHIPS | ||||||||||||
| 56 CENTRAL AVE | LYNN | MA | 01901 | NONE | PRIVATE | SCHOLARSHIP | $155,000 | |||||
| INTERCITY SCHOLARSHIP FUND | ||||||||||||
| 1011 FIRST AVE 14FL | NEW YORK | NY | 10022 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $10,000 | |||||
| LEHIGH UNIVERSITY | ||||||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| LYNN COMMUNITY HEALTH CENTER | ||||||||||||
| 269 UNION STREET | LYNN | MA | 01901 | NONE | PUBLIC | TO FUND | $25,000 | |||||
| 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 | $10,000 | |||||
| LYNN PUBLIC SCHOOLS | ||||||||||||
| 100 BENNETT STREET | LYNN | MA | 01905 | NONE | PUBLIC | FOR FUNDING | $40,414 | |||||
| LYNN SHELTER ASSOCIATION | ||||||||||||
| 91 LIBERTY STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $45,415 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NON | PUBLIC | FOR FUNDING | $25,000 | |||||
| MCNEESE STATE UNIVERSITY | ||||||||||||
| 4205 RYAN STREET | LAKE CHARLES | LA | 70605 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| MERRIMACK COLLEGE | ||||||||||||
| 315 TURNPIKE ST | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| MIT | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | SCHOLARSHIP | $15,000 | |||||
| MIT SLOAN SCHOOL OF MANAGEMENT | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | SOUTH | ||||
| NEW YORK UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | SOUTH | ||||
| NSCC | ||||||||||||
| 1 FERNCROFT ROAD | DANVERS | MA | 01923 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| PATHWAYS ADULT EDUCATION TRAINING | ||||||||||||
| 330 LYNNWAY STE 302 | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $25,000 | |||||
| PURDUE UNIVERSITY | ||||||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| REAL PROGRAM INC | ||||||||||||
| 17 ATLANTIC ST | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $1,000 | |||||
| RUN FOR FREEDOM | ||||||||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $1,000 | |||||
| RUTGERS UNIVERSITY | ||||||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $35,000 | |||||
| SCHOOL OF THE ART INSTITUTE OF CHIC | ||||||||||||
| 36 S WABASH AVE | CHICAGO | IL | 60603 | NONE | PUBLIC | SCHORLASHIP | $5,000 | |||||
| ST GEORGE GREEK ORTHODOX CHURCH | ||||||||||||
| 54 SOUTH COMMON STREET | LYNN | MA | 01902 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| ST MARY'S HIGH SCHOOL | ||||||||||||
| 35 TREMONT STREET | LYNN | MA | 01901 | NONE | PUBLIC | FOR FUNDING | $5,000 | |||||
| STEVENS INST OF TECH | ||||||||||||
| 1 CASTLE POINT | HOBOKEN | NJ | 07030 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $5,000 | |||||
| SUFFOLK UNIVERSITY LAW SCHOOL | ||||||||||||
| 120 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| TEXAS A&M | ||||||||||||
| 750 AGRONOMY ROAD | COLLEGE STATION | TX | 77840 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY AT BUFFALO - SUNY | ||||||||||||
| 12 CAPEN HALL | BUFFALO | NY | 142601660 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF ALABAMA - BIRMINGTON | ||||||||||||
| CAPSTONE DR | TUSCALOOSA | AL | 35487 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CALIFORNIA | ||||||||||||
| 900 UNIVERSITY AVENUE | RIVERSIDE | CA | 92521 | NONE | PUBLIC | TO FUND SCHOLARSHIP | $40,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5801 SOUTH ELLIS AVE | CHICAGO | IL | 60637 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF CONNECTICUT | ||||||||||||
| 115 NORTH EAGLEVILLE ROAD | STORRS | CT | 06269 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF FLORIDA | ||||||||||||
| 3215 HILL ROAD | GAINESVILLE | FL | 32611 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF MA - LOWELL | ||||||||||||
| 220 PAWTUCKET STREET | LOWELL | MA | 01854 | NONE | PUBLIC | SCHOLARSHIP | $10,000 | |||||
| UNIVERSITY OF MA AMHERST | ||||||||||||
| 300 MASS AVENUE | AMHERST | MA | 01003 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | SCHOLARSHIP | $5,000 | |||||
| USO | ||||||||||||
| 211 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC | WOUNDED WARRIER FUND | $101,000 | |||||
| YMCA OF METRO NORTH | ||||||||||||
| 298 MAIN STREET | SAUGUS | MA | 01906 | NONE | PUBLIC | FOR FUNDING | $360,000 | |||||
| UNIVERSITY OF MINNESOTA | ||||||||||||
| 100 CHURCH STREET SE | MINNEAPOLIS | MN | 55455 | NONE | PUBLIC | FOR FUNDING | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,497,079 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $766 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,409 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,811,039 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,922 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDENDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,919,961 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,958,389 | 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 | 2017-01 | PURCHASE | 2017-12 | $578,535 | $526,059 | $52,476 |
| INVESTMENTS | 2015-01 | PURCHASE | 2017-12 | $645,469 | $589,023 | $56,446 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $228,302 | EOYBookValueAmt |
| EOYFMV | $228,149 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER INVESTMENT | $19,530 | $16,933 |
| HEDGE FUNDS | $179,655 | $191,341 |
| COMMON STOCK | $1,168,509 | $1,335,865 |
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 | $25,150,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,175 | LegalFeesAmt |
| Net Investment Income | $1,175 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $17,213 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| SCHOLARSHIP ADVERTISING | $2,032 | $2,032 | |
| BANK CHARGES | $186 | $186 | |
| INVESTMENT FEES | $12,805 | $12,805 | |
| MISCELLANEOUS EXPENSE | $1,750 | $1,750 | |
| COMMISSIONS | $25,000 | $25,000 | |
| ANNUAL DINNER | $5,000 | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $6,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,253 | AdjustedNetIncomeAmt |
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 | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110,000 | DisbursementsCharitablePrpsAmt |
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