JULIUS FLEISCHMAN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS FLEISCHMAN FOUNDATION INC (EIN 02-0565065)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349100439
- Schema version
- 2015v2.1
- 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
- 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
- General Explanation Attachment
- 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 | 2016-11-14T11:00:11-00:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-11 | 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 | 2016-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,711,112 | 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 | $760 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $760 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,955,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,654 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51,654 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,744 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $99,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,029 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,029 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,690 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,884 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,884 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,172 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,172 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $346,161 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $376,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $376,759 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,627,489 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,353,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,334,353 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,973,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,730,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,711,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,973,650 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,730,178 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,973,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,730,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,973,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,730,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,973,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,916 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,165 | OtherIncreasesAmt |
| Subtotal | $3,733,899 | SubtotalAmt |
| Other Decreases | $3,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,730,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities Acct. 0109 | P | $1,046,471 | $1,142,207 | -$95,736 | -$95,736 |
| Publicly Traded Securities Acct. 0109 | P | $769,921 | $745,839 | $24,082 | $24,082 |
| Publicly Traded Securities Acct. 2726 | P | $19,018 | $24,023 | -$5,005 | -$5,005 |
| Publicly Traded Securities Acct. 2726 | P | $120,343 | $103,422 | $16,921 | $16,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,738 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,017 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,316,803 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.031509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,636 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,681,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.054220 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,382,752 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.050414 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,260,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.023940 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,252 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $831,556 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.006316 | DistributionYr5Rt |
| Total Distribution | 000.166399 | TotalDistributionRt |
| Average Distribution | 000.033280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,974,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $132,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $966 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133,227 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $247,785 | 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 | $966 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $966 | SubtotalAmt |
| Tax Based On Investment Income | $966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $879 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,470 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,349 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,349 | OriginalReturnTaxPaidAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,382 | OverpaymentAmt |
| Applied To ES Tax | $1,382 | 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 (7 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 | $24,000 |
| 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 | $11,000 |
| Lori Norcia | ||||||
| 1882 Falcon Lane | Chambersburg | PA | 17202 | Director | 008.00 | $16,000 |
| 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 |
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 | $3,604,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $429,820 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,034,724 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,034,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,974,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $966 | TotalTaxAmt |
| Distributable Before Adj | $197,744 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $197,744 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $197,744 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,785 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $247,785 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $966 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $246,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,556 | UndistributedIncomePYAmt |
| Qualifying Distributions | $247,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,556 | AppliedToYear1Amt |
| Applied To Current Year | $197,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,485 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,485 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $7,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Florida School for the Deaf | |||||||
| 207 San Marco Avenue | St Augustine | FL | 32084 | None | PC | Charitable Support | $137,166 |
| Blue Horse Mukwa Equine Retirement | |||||||
| 25859 Hwy 49 | Chase City | VA | 23924 | None | PC | Charitable Support | $20,000 |
| Earth Echo International Inc | |||||||
| 1600 S Joyce St 826 | Arlington | VA | 22202 | None | PC | Charitable Support | $10,000 |
| Florida Native Butterfly Society | |||||||
| 1815 Fowler Street | Fort Myers | FL | 33901 | None | PC | Charitable Support | $3,556 |
| Foundation for Fighting Blindness | |||||||
| 7168 Columbia Gateway Drive | Columbia | MD | 21046 | None | PC | Charitable Support | $10,000 |
| MOTE Marine Laboratory | |||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | PC | Charitable Support | $10,000 |
| Southeastern Guide Dogs | |||||||
| 4210 77th Street East | Palmetto | FL | 34221 | None | PC | Charitable Support | $35,000 |
| Inland Empire Lighthouse for the Bl | |||||||
| 359 E Parkcenter Circle South | San Bernardino | CA | 92408 | None | PC | Charitable Support | $11,028 |
| Peace River Wildlife Sanctuary | |||||||
| 3400 Ponce de Leon Pkwy | Punta Gorda | FL | 33950 | None | PC | Charitable Support | $1,000 |
| Place of Hope | |||||||
| 9078 Isaiah Lane | West Palm Beach | FL | 33418 | None | PC | Charitable Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $760 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,330 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,006 | 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 | $3,690 | Amt |
| Net Investment Income | $3,690 | 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 (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| Publicly Traded Securities Acct. 0109 | P | $1,046,471 | $1,142,207 | -$95,736 |
| Publicly Traded Securities Acct. 0109 | P | $769,921 | $745,839 | $24,082 |
| Publicly Traded Securities Acct. 2726 | P | $19,018 | $24,023 | -$5,005 |
| Publicly Traded Securities Acct. 2726 | P | $120,343 | $103,422 | $16,921 |
General Explanation Attachment GeneralExplanationAttachment
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 | $3,353,419 | EOYBookValueAmt |
| EOYFMV | $3,334,353 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Joseph Reiner | CategoryTxt |
| Legal Fees | $1,029 | LegalFeesAmt |
| Net Investment Income | $1,029 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Payments | Desc |
| Amt | $3,721 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Registration Fee | $35 | $35 | $35 |
| Investment Expense per Broker | $206 | $206 | |
| Investment Management Fees | $13,802 | $13,802 | |
| Web Development | $170 | $170 | |
| Postage Delivery | $2,356 | $2,356 | |
| Consulting | $3,000 | $3,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership K-1 | $969 | $969 |
| Capital Gain Distributions | $50,263 | $50,263 |
| Unrecaptured Section 1250 Gain | $66 | $66 |
| Sec. 1231 Gains from K-1 | $356 | $356 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book v. tax gains | Desc |
| Amt | $70,165 | 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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