HOW FIRM A FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOW FIRM A FOUNDATION INC (EIN 52-2203356)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349100515
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees 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 | 2018-11-13T09:36:32-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE ACCOUNTING SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6077-C HARFORD ROAD | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21214 | 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 | 522203356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOW FIRM A FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWF | BusinessNameControlTxt |
| Phone | 4108372200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS SCHETELICH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4108372200 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul E White | PreparerPersonNm |
| Phone | 4102543400 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.195.78.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 14:36:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7084D03A39902EDD89A37A1355AF44F217DDCD48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 873BBEC1E8F7AA8C63131F14600A71ED8F0B0964 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,734 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,954 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,954 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $170 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,406 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,127 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,957 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $915 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,095 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $125 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $3 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $43 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $83 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $46 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $46 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,911 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,754 | CashBOYAmt |
| Cash EOY | $939 | CashEOYAmt |
| Cash EOYFMV | $939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,145 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $273,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $190,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $282,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $282,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $193,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $282,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $193,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $282,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $282,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,313 | OtherIncreasesAmt |
| Subtotal | $275,121 | SubtotalAmt |
| Other Decreases | $81,387 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $193,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $170 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $82 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | THOMAS SCHETELICH | IndividualWithBooksNm |
| Phone | 4108372200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S CHARLES STREET SUITE 1401 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| AUDREY FITZGERALD | ||||||
| 6081 SILVER KING BLVD1101 | CAPE CORAL | FL | 33914 | PRESIDENT | 000.25 | $0 |
| THOMAS SCHETELICH | ||||||
| 100 S CHARLES ST 1401 | BALTIMORE | MD | 21201 | SECRETARY | 000.50 | $0 |
| JOHN FITZGERALD | ||||||
| 6081 SILVER KING BLVD1101 | CAPE CORAL | FL | 33914 | TREASURER | 000.25 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $231,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $238,005 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $238,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $234,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $11,640 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,640 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $16,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,640 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,675 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,054 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $18,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,360 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,809 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,675 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $720 | ExcessFromYear3Amt |
| Excess From Year2 | $16,054 | ExcessFromYear2Amt |
| Excess From Current Year | $4,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRACE BAPTIST CHURCH | |||||||
| 1300 CEITUS TERRACE | CAPE CORAL | FL | 33991 | N/A | PC | GIFT | $8,000 |
| OCEAN CITY BAPTIST CHURCH | |||||||
| 10TH AND WESTLEY AVENUE | OCEAN CITY | NJ | 08226 | N/A | PC | GIFT | $4,500 |
| ERIN REED | |||||||
| 24906 THORTON KNOLLS | SPRING | TX | 77389 | FAMILY MEMBER | I | HURRICANE RELIEF | $1,000 |
| DALIT FREEDOM NETWORK | |||||||
| 1062 LASKIN ROAD 21A | VIRGINIA BEACH | VA | 23451 | N/A | PC | GIFT | $1,500 |
| COREY NACEY KURICA | |||||||
| 801 NEW YORK AVENUE | ABSECON | NJ | 08201 | FRIENDS | I | HEART TRANSPLANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,954 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASS-THROUGH INCOME | 14 | -$9,409 |
| UNRECAPTURED SECTION 1250 GAIN | 18 | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$5,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,204 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
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 Person | JOHN FITZGERALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6801 SILVER KING BLVD 1101 | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEAR PANNEPACKER | CategoryTxt |
| Amt | $2,095 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
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 |
|---|---|---|---|---|---|---|
| SHORT-TERM ACTIVITY | 2017-01 | P | 2017-06 | $27,624 | $26,273 | $1,351 |
| LONG-TERM ACTIVITY | 2014-01 | P | 2017-12 | $58,240 | $59,513 | -$1,273 |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $190,650 | BookValueAmt |
| EOYFMV | $190,650 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FSB | CategoryTxt |
| Legal Fees | $915 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WRITE-OFF SHELL POINT INVESTMENT amount represents an expense, not an investment, from 2008 | $45,398 |
| WRITE-OFF HERSELF IV, LLC INVESTMENT entity dissolved in 2017 | $35,989 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROUND RENT | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UNRECAPTURED SECTION 1250 GAIN | $3 | $3 | $3 |
| K-1 - ORDINARY BUSINES INCOME | -$9,409 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION OF CASH | Desc |
| Amt | $1,313 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CCRA SERVICES | CategoryTxt |
| Amt | $125 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $43 | Amt |
| Net Investment Income | $43 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43 | AdjustedNetIncomeAmt |