BETA

LEFKOVITZ FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEFKOVITZ FOUNDATION (EIN 36-3734049)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201733179349101778
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-13T14:24:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363734049EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lefkovitz FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DONNA NESHEKInCareOfNm
Business Name ControlLEFKBusinessNameControlTxt
Phone2627236006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 Elm StreetAddressLine1Txt
CityElkhornCityNm
State AbbreviationWIStateAbbreviationCd
ZIP531211614ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONNA NESHEKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2627236006PhoneNum
Signature2017-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin HodgesPreparerPersonNm
PTINP00742715PTIN
Phone8472055000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.98.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id15866820173175000005FederalOriginalSubmissionId
Federal Original Submission Id2017-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5DA7BB0D43A911BD6A89321E0966BD30E87D9C01AtSubmissionCreationDeviceId
At Submission Filing Device IdA0EDBB6EC277CC7D88AEF19290139B1E71DB56F7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,646,276FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$157InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$157InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,823DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,896NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$75,896GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,896CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,876TotalRevAndExpnssAmt
Total Net Invst Incm$32,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,200TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,574ExcessRevenueOverExpensesAmt
Net Investment Income$32,876NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,230SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,458SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,458SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$172,772USGovernmentObligationsBOYAmt
US Government Obligations EOY$119,772USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$162,636USGovtObligationsEOYFMVAmt
Corporate Stock BOY$642,825CorporateStockBOYAmt
Corporate Stock EOY$642,825CorporateStockEOYAmt
Corporate Stock EOYFMV$1,454,922CorporateStockEOYFMVAmt
Other Assets BOY$9,062OtherAssetsBOYAmt
Other Assets EOY$260OtherAssetsEOYAmt
Other Assets EOYFMV$260OtherAssetsEOYFMVAmt
Total Assets BOY$836,889TotalAssetsBOYAmt
Total Assets EOY$791,315TotalAssetsEOYAmt
Total Assets EOYFMV$1,646,276TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$836,889RetainedEarningBOYAmt
Retained Earning EOY$791,315RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$836,889TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$791,315TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$836,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$791,315TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$836,889TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,574ExcessRevenueOverExpensesAmt
Subtotal$791,315SubtotalAmt
Tot Net Ast Or Fund Balances EOY$791,315TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property53,000 SHS - UST BONDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-05-29AcquiredDt
Sold2016-01-06SoldDt
Gross Sales Price$75,896GrossSalesPriceAmt
Cost Or Other Basis$53,000CostOrOtherBasisAmt
Gain Or Loss$22,896GainOrLossAmt
Gains Minus Excess Or Losses$22,896GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,896CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,941AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,509,887NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052283DistributionYr1Rt
Adjusted Qlfy Distri Yr2$72,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,474,283NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048837DistributionYr2Rt
Adjusted Qlfy Distri Yr3$65,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,341,803NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048442DistributionYr3Rt
Adjusted Qlfy Distri Yr4$61,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,048,392NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.058852DistributionYr4Rt
Adjusted Qlfy Distri Yr5$59,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$991,029NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059635DistributionYr5Rt
Total Distribution0.268049TotalDistributionRt
Average Distribution0.05361AverageDistributionRt
Net Vl Noncharitable Assets$1,467,891NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,694AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$329NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,023AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$77,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$658InvestmentIncomeExciseTaxAmt
Subtotal$658SubtotalAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,087EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,087TotalPaymentsAndCreditsAmt
Overpayment$429OverpaymentAmt
Applied To ES Tax$429AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DONNA NESHEKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2627236006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 ELM STREETAddressLine1Txt
CityelkhornCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53121ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Arlene Lefkovitz
1015 Green Bay RoadHighland ParkIL60035President Director0$0$0$0
Gayle Dougherty
1114 South High StreetDenverCO80210Director0$0$0$0
Nina Mann
901 DeanHighland ParkIL60035Secretary0$0$0$0
Shelley Loyd-Lawton
660 LindenBoulderCO80304Director0$0$0$0
Donna Neshek
16 Elm StreetElkhornWI53121Director Treasurer0$0$0$0
Veronica Lefkovitz
112 GlenwoodWinnetkaIL60093Director0$0$0$0
Alex Loyd
660 LindenBoulderCO80304Director0$0$0$0
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$1,457,701AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,284AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$260FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,490,245TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,490,245AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,467,891NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,395MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,395MinimumInvestmentReturnAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Total Tax$658TotalTaxAmt
Distributable Before Adj$72,737DistributableBeforeAdjAmt
Distributable Before Ded$72,737DistributableBeforeDedAmt
Distributable As Adjusted$72,737DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$77,250QualifyingDistributionsAmt
Adjusted Qualifying Distri$77,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$72,737DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,822ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,790ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$4,344ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,956TotalExcessDistributionCyovAmt
Qualifying Distributions$77,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$72,737AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,513RemainingDistriFromCorpusAmt
Total Corpus$28,469TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,822ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,647ExcessDistriCyovToNextYrAmt
Excess From Year4$9,790ExcessFromYear4Amt
Excess From Year1$4,344ExcessFromYear1Amt
Excess From Current Year$4,513ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ravinia Festival Association
400 Iris LaneHighland ParkIL60035nonePCEducation$3,500
Alliance for the Mentally Ill
1536 West Chicago AveChicagoIL60622nonePCHealth$2,500
AM SHALOM
840 Vernon AveGlencoeIL60022nonePCEducation$2,000
Brent's Place
11980 East 16th AvenueAuroraCO80010nonePCHealth$2,500
Chicago Botanic Gardens
1000 Lake Cook RoadGlencoeIL600220400nonePCEducation$500
The Chicago Lighthouse
1850 W Roosevelt RoadChicagoIL60608nonePCHealth$2,500
Childrens Memorial Hospital Foundation
Dept 4595Carol StreamIL601224595nonePCHealth$5,000
The Field Museum
1400 S Lake Shore DriveChicagoIL60605nonePCEducation$500
Jewish Federation of Palm Beach County
4601 Community DriveWest Palm BeachFL334172760nonePCEducation$20,000
Jewish United Fund Metropolitan Chicago
30 S Wells StreetChicagoIL60606nonePCEducation$2,000
John G Shedd Aquarium
PO Box NChicagoIL606909410nonePCEducation$500
KESHET
617 Landwehr RoadNorthbrookIL600622358nonePCHealth$2,000
Misericordia Women's Auxiliary
6300 N Ridge BlvdChicagoIL60660nonePCHealth$2,500
Rehabilitation Institute of Chicago
345 E Superior Street Suite 1640ChicagoIL60611nonePCHealth$2,500
Simon Wiesenthal Center
1399 South Roxberry DriveLos AngelesCA90035nonePCEducation$1,000
Special Olympics Illinois
PO Box 129NormalIL617610129nonePCSpecial needs$1,000
WTTW CHANNEL 11
PO Box 598777ChicagoIL60659nonePCEducation$500
American Heart Association
208 S LaSalle St Ste 900ChicagoIL60604nonePCEducation$500
The Art Institute of Chicago
111 S Michigan AveChicagoIL60603nonePCEducation$1,000
VIP Services
811 E Geneva StElkhornWI53121nonePCSpecial needs$2,500
Cancer Wellness
215 Revere DrNorthbrookIL60062nonePCHealth$2,500
Michael J Fox Foundation
PO BOx 5018HagerstownMD217415018nonePCHealth$2,500
Chicago Symphony Orchestra Society
220 South Michigan AveChicagoIL60604nonePCEducation$1,000
Raymond Kravis Center
701 Okeechobee BlvdWest Palm BeachFL33401nonePCEducation$1,000
Make a Wish Foundation
4742 N 24th Street Suite 400PhoenixAZ85016nonePCSpecial needs$1,000
Preeclampsia Foundation
6767 N Wickham Road Suite 400MelbourneFL32940NONEPCHEALTH$2,500
National Fragile X Foundation
1615 Bonanza Suite 202Walnut CreekCA94596NONEPCHealth$2,500
Rush University Medical Center
1653 W Congress ParkwayChicagoIL60612NONEPCEducation$2,500
Illinois Holocaust Museum
9603 WOODS DRIVESKOKIEIL60077NONEPCEDUCATION$1,000
Museum of Science and Industry
5700 S Lake Shore DriveChicagoIL60637nonePCEducation$500
Safehouse Progressive Alliance of Nonviolence
835 North StreetBoulderCO80304nonePCEducation$3,000
Anti Defamation League
120 S LaSalle St 1150ChicagoIL60603nonePCEducation$2,000
March of Dimes
PO Box 2547DecaturIL625252547NonePCHealth$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,250TotalGrantOrContriPdDurYrAmt

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$157ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,823ExclusionAmt
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$22,896ExclusionAmt
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$32,876ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,876TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKStockNm
EOY Book Value$642,825EOYBookValueAmt
EOYFMV$1,454,922EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$119,772USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$162,636USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FEDERAL TAX DEPOSITS$260$260$260
DUE FROM VENTURE FUND LLC$8,802$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$1,200Amt

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