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WOLF CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WOLF CHARITABLE FOUNDATION (EIN 20-8069029)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-29
IRS object ID
201832419349100908
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-08-29T12:16:15-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208069029EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wolf Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MR PHILLIPS YEEInCareOfNm
Business Name ControlWOLFBusinessNameControlTxt
Phone9259311421PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 70AddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE WOLFPersonNm
Person TitlepresidentPersonTitleTxt
Phone9259311421PhoneNum
Signature2018-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$409,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,684DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,561NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$419,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,561CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$91,455TotalRevAndExpnssAmt
Total Net Invst Incm$91,255TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,139OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,139OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,830TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,230TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,716OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$691OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,135TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,320ExcessRevenueOverExpensesAmt
Net Investment Income$86,195NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,060SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,435SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,435SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,457CorporateStockBOYAmt
Corporate Stock EOY$383,287CorporateStockEOYAmt
Corporate Stock EOYFMV$399,854CorporateStockEOYFMVAmt
Land Bldg Investments BOY$301,885LandBldgInvestmentsBOYAmt
Total Assets BOY$323,402TotalAssetsBOYAmt
Total Assets EOY$392,722TotalAssetsEOYAmt
Total Assets EOYFMV$409,289TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$323,402RetainedEarningBOYAmt
Retained Earning EOY$392,722RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$323,402TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$392,722TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$323,402TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$392,722TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$323,402TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,320ExcessRevenueOverExpensesAmt
Subtotal$392,722SubtotalAmt
Tot Net Ast Or Fund Balances EOY$392,722TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
Publicly-traded Securities$39,902$29,700$10,202$10,202
LAND - 51 MONTECITO ROAD, SAN RAFAEL, CA$380,000$303,641$76,359$76,359P2012-12-212017-07-13
FieldValueIRS element (for citing)
Capital Gain Net Income$86,561CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$19,025AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$332,809NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057165DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,525AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$356,543NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.035129DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,525AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$372,705NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.038972DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,335AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$394,526NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043939DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,604AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$376,341NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054748DistributionYr5Rt
Total Distribution0.229953TotalDistributionRt
Average Distribution0.045991AverageDistributionRt
Net Vl Noncharitable Assets$391,145NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$862NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,851AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,475QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,724InvestmentIncomeExciseTaxAmt
Subtotal$1,724SubtotalAmt
Tax Based On Investment Income$1,724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,605EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$119ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,724TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$1TaxDueAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MR PHILLIPS YEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9259311421PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70AddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEugene M WolfPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 70AddressLine1Txt
CityPleasantonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94566ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$175,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$201,973FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$397,102TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$397,102AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$391,145NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,557MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,724TaxBasedOnInvestmentIncomeAmt
Total Tax$1,724TotalTaxAmt
Distributable Before Adj$17,833DistributableBeforeAdjAmt
Distributable Before Ded$17,833DistributableBeforeDedAmt
Distributable As Adjusted$17,833DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,475QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,475AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,833DistributableAsAdjustedAmt
Undistributed Income PY$15,037UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$15,475QualifyingDistributionsAmt
Applied To Year1$15,037AppliedToYear1Amt
Applied To Current Year$438AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$17,395UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEugene M WolfContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARIN HUMANE SOCIETY
171 BEL MARIN KEYS BLVDNOVATOCA94949N/APCGeneral & Unrestricted$100
SALVATION ARMY
832 FOLSOM STSAN FRANCISCOCA94107N/APCGeneral & Unrestricted$100
SAN RAFAEL POLICE K9 ASSOCIATION
1400 5TH AVESAN RAFAELCA94901N/APCGeneral & Unrestricted$250
MARIN CATHOLIC HIGH SCHOOL
675 SIR FRANCIS DRAkE BLVDKENTFIELDCA94904n/aPCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,684ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,561ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$91,255ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,255TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyLAND - 51 MONTECITPropertyDesc
Cost Or Other Basis$301,885CostOrOtherBasisAmt
Computation MethodLComputationMethodTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WISDOMTREE MIDCAP EARNINGS FUN$11,783$12,896
WISDOMTREE EMERGING MARKETS EQ$15,014$15,873
WISDOMTREE MIDCAP DIVIDEND F$11,802$12,701
WISDOMTREE SC DIV$10,152$10,894
INVESCO DEVELOPING MARKETS FD$15,155$16,217
FIRST TRUST LARGE CAP VALUE AL$30,592$32,778
OPPENHEIMER LARGE CAP REVENUE$29,218$31,862
BLACKROCK EQUITY DIVIDEND FUND$13,783$14,536
JPMORGAN SMALL CAP GROWTH FUND$11,861$12,671
LAZARD INTL STRATEGY EQUITY PO$15,207$16,131
DELAWARE VALUE FUND INSTITUTIO$31,008$32,567
BLACKROCK CAPITAL AND INCOME S$30,658$32,760
MORGAN STANLEY INST GLOBAL OPP$50,210$55,014
GOLDMAN SACHS GROWTH FUND INST$36,321$32,633
ANGEL OAK MULTI-STRATEGY INCOM$35,572$35,415
PUTNAM DIVERSIFIED INCOME TRUS$34,951$34,906

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemLAND - 51 MONTECITCategoryOrItemTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,000$5,000
Bank Charges$120$120
Property insurance$371$371
Property Maintenance$200$200
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,139Amt
Net Investment Income$2,139NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2017$1,600
Property Taxes$2,230$2,230

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