JULIUS FLEISCHMAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS FLEISCHMAN FOUNDATION INC (EIN 02-0565065)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349101611
- Schema version
- 2016v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:19:49-00:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Webb Financial Services PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12844 Parapet Way | AddressLine1Txt |
| City | Oak Hill | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020565065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julius Fleischman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 7036202600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2267 Yalta Terrace | AddressLine1Txt |
| City | North Port | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Davis | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott A Webb CPA CFP | PreparerPersonNm |
| Phone | 7036202600 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.196.212.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 18:22:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E794EEC63485320F384D0F2F68C052709F8B9EB7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E794EEC63485320F384D0F2F68C052709F8B9EB7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,248,348 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,644 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,962,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,264 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,456 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,281 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,054 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,054 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $24,158 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $12,000 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,319 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $155,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,073 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,073 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$256,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $376,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,522 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,522 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,353,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,954,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,049,826 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,730,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,152,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,248,348 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,730,178 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,152,815 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,730,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,152,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,730,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,152,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,730,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$256,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$319,478 | OtherIncreasesAmt |
| Subtotal | $3,154,285 | SubtotalAmt |
| Other Decreases | $1,470 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,152,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities Raymond James Acct.0109 | P | $299,702 | $335,042 | -$35,340 | -$35,340 |
| Publicly Traded Securities Raymond James Acct.0109 | P | $814,732 | $931,664 | -$116,932 | -$116,932 |
| Publicly Traded Securities Raymond James Acct. 2726 | P | $3,945 | $6,148 | -$2,203 | -$2,203 |
| Publicly Traded Securities Raymond James Acct. 2726 | P | $52,975 | $51,361 | $1,614 | $1,614 |
| Publicly Traded Securities Morgan Stanley Acct. 0715 | P | $82,141 | $81,911 | $230 | $230 |
| Publicly Traded Securities Morgan Stanley Acct. 0715 | P | $331,511 | $251,827 | $79,684 | $79,684 |
| Publicly Traded Securities Morgan Stanley Acct. 1094 | P | $133,296 | $131,898 | $1,398 | $1,398 |
| Publicly Traded Securities Morgan Stanley Acct. 1094 | P | $244,388 | $218,483 | $25,905 | $25,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$45,644 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $246,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,974,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.062105 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,017 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,316,803 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.031509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $199,636 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,681,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.054220 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,382,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.050414 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,185 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,260,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.023940 | DistributionYr5Rt |
| Total Distribution | 000.222188 | TotalDistributionRt |
| Average Distribution | 000.044438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,522,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $791 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,073 | 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 | $791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $791 | SubtotalAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,382 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,382 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,382 | OriginalReturnTaxPaidAmt |
| Overpayment | $591 | OverpaymentAmt |
| Applied To ES Tax | $591 | 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 | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | Linda Davis | IndividualWithBooksNm |
| Phone | 7039327931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2267 Yalta Terrace | AddressLine1Txt |
| City | North Port | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34286 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Linda Davis | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Pres/Treas | 015.00 | $28,000 |
| Sally Bartolotta | ||||||
| 4197 Gorgas Street | North Port | FL | 34287 | VP/Secr. | 008.00 | $12,000 |
| Carolyne Williams | ||||||
| 20216 Gifford Street | Winnetka | CA | 91306 | Directort | 008.00 | $12,000 |
| Lewis Wharton | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Director | 008.00 | $14,000 |
| Lori Norcia | ||||||
| 1882 Falcon Lane | Chambersburg | PA | 17202 | Director | 008.00 | $12,000 |
| Andrew Bartolotta | ||||||
| 4197 Gorgas Street | North Port | FL | 34287 | Director | 004.00 | $12,000 |
| Korneda J Aitcheson | ||||||
| 7 Beaverdam Lane | Palm Coast | FL | 32137 | Director | 008.00 | $12,000 |
| Edward Gondella | ||||||
| 2326 Sarno Road | Melbourne | FL | 32935 | Director | 004.00 | $2,000 |
| Hillarie Immel | ||||||
| 4465 Old Fox Court | Midlothian | VA | 23112 | Director | 004.00 | $500 |
| Vickie Miles | ||||||
| 7719 Modisto Lane | Springfield | VA | 22153 | Director | 004.00 | $8,000 |
| Jennifer Wharton | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Director | 004.00 | $2,781 |
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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,089,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $485,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,575,723 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,575,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,522,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $791 | TotalTaxAmt |
| Distributable Before Adj | $175,313 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $175,313 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $175,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,073 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $791 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,313 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $7,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,485 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,073 | QualifyingDistributionsAmt |
| Applied To Current Year | $158,073 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,485 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,485 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $9,755 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adopt an Author | ||||||
| 9447 Coventry Lake Court | West Palm Beach | FL | 33411 | PC | Charitable Support | $2,000 |
| ALS DC Foundation | ||||||
| 7507 Standish Place | Rockville | MD | 20855 | PC | Charitable Support | $5,000 |
| Calvary Baptist Church | ||||||
| 915 8th Avenue | Huntington | WV | 25701 | PC | Charitable Support | $15,000 |
| Columbia Lighthouse for the Blind | ||||||
| 1825 K Street NW Ste 1103 | Washington | DC | 20006 | PC | Charitable Support | $10,000 |
| Blue Horse Mukwa Equine Retirement | ||||||
| 25859 Hwy 49 | Chase City | VA | 23924 | PC | Charitable Support | $22,500 |
| Foundation for Fighting Blindness | ||||||
| 7168 Columbia Gateway Drive | Columbia | MD | 21046 | PC | Charitable Support | $10,000 |
| Fort Hunt High School Alumni | ||||||
| 1703 River Farm Drive | Alexandria | VA | 22308 | PC | Charitable Support | $2,500 |
| Maryland School for the Blind | ||||||
| 3501 Taylor Avenue | Baltimore | MD | 21236 | PC | Charitable Support | $45,073 |
| MOTE Marine Laboratory | ||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | PC | Charitable Support | $10,000 |
| Inland Empire Lighthouse for the Bl | ||||||
| 359 E Parkcenter Circle South | San Bernardino | CA | 92408 | PC | Charitable Support | $35,000 |
| Peace River Wildlife Sanctuary | ||||||
| 3400 Ponce de Leon Pkwy | Punta Gorda | FL | 33950 | PC | Charitable Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,073 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,462 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,730 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$45,644 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,470 | 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 | Webb Financial Services, PLLC | CategoryTxt |
| Amt | $4,054 | Amt |
| Net Investment Income | $4,054 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The District of Columbias Office of the Attorney General does not require the filing of the 990-PF with their office. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly Traded Securities Raymond James Acct.0109 | P | $299,702 | $335,042 | -$35,340 |
| Publicly Traded Securities Raymond James Acct.0109 | P | $814,732 | $931,664 | -$116,932 |
| Publicly Traded Securities Raymond James Acct. 2726 | P | $3,945 | $6,148 | -$2,203 |
| Publicly Traded Securities Raymond James Acct. 2726 | P | $52,975 | $51,361 | $1,614 |
| Publicly Traded Securities Morgan Stanley Acct. 0715 | P | $82,141 | $81,911 | $230 |
| Publicly Traded Securities Morgan Stanley Acct. 0715 | P | $331,511 | $251,827 | $79,684 |
| Publicly Traded Securities Morgan Stanley Acct. 1094 | P | $133,296 | $131,898 | $1,398 |
| Publicly Traded Securities Morgan Stanley Acct. 1094 | P | $244,388 | $218,483 | $25,905 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Attached | StockNm |
| EOY Book Value | $2,954,293 | EOYBookValueAmt |
| EOYFMV | $3,049,826 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Payments | Desc |
| Amt | $1,470 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Management Fees | $11,793 | $11,793 |
| Postage Delivery | $526 | $526 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership K-1 | -$4,342 | |
| Capital Gain Distributions | $19,322 | $19,322 |
| Unrecaptured Section 1250 Gain | $29 | $29 |
| Sec. 1231 Gains from K-1 | -$87 | -$87 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book v. tax gains | Desc |
| Amt | -$319,478 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Julius Fleischman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11825 Shady Mill Road | AddressLine1Txt |
| City | Oak Hill | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20171 | ZIPCd |
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