KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-01-09
- IRS object ID
- 201530099349100058
- Schema version
- 2013v4.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-09T14:04:21-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGGAN BERTSCH LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 W MADISON ST SUITE 1000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606063321 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721609700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kevin JP OHara Family Fdn | BusinessNameLine1 |
| Business Name Line2 | co Duggan Bertsch LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEVI | BusinessNameControlTxt |
| Phone | 3122638600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 West Madison | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin JP O'Hara | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura J Crane CPA | PreparerPersonNm |
| PTIN | P00540885 | PTIN |
| Phone | 3122638600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $364,789 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Other Income Rev And Expnss | -$166,992 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$166,992 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$166,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$166,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,000 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,204 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$341,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $388,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,789 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $311,324 | OtherAssetsBOYAmt |
| Other Assets EOY | $244,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $700,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $364,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $700,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $359,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $700,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $359,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $700,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $359,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $700,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$341,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111 | OtherIncreasesAmt |
| Subtotal | $359,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $359,253 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,057,315 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07724 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,535 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $891,211 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.18013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,148,646 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,905 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,351,901 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04505 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,807 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,495,781 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14027 | DistributionYr5Rt |
| Total Distribution | 0.57215 | TotalDistributionRt |
| Average Distribution | 0.11443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $493,475 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,468 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,468 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,680 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $909 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $909 | TotalPaymentsAndCreditsAmt |
| Overpayment | $909 | OverpaymentAmt |
| Applied To ES Tax | $909 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duggan Bertsch LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122638600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 W Madison St Suite 1000 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606063321 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kevin JP O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | President | 4.00 | $8,300 |
| Andreea O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Vice President | 0.25 | $0 |
| Andreea O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Treasurer | 0.00 | $0 |
| Kevin JP O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Secretary | 0.00 | $0 |
| Doreen O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 600932627 | Director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $500,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $500,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $493,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,674 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $24,674 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,674 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,680 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,680 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $150,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,674 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $135,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $91,360 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,974 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $372,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,680 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,006 | RemainingDistriFromCorpusAmt |
| Total Corpus | $498,033 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $362,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $91,360 | ExcessFromYear3Amt |
| Excess From Year2 | $115,974 | ExcessFromYear2Amt |
| Excess From Year1 | $28,799 | ExcessFromYear1Amt |
| Excess From Current Year | $126,006 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin JP O'Hara | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chicago Blackhawk Charities | |||||||
| 1901 W Madison Street | Chicago | IL | 60612 | None | 501(c)3 | Children's assistance | $5,680 |
| Big Shoulder Charity Fund | |||||||
| 309 West Washington Suite 550 | Chicago | IL | 60606 | None | 501(c)3 | Education for children | $75,000 |
| Irish School of Music | |||||||
| 5978 N Lincoln Unit 5A | Chicago | IL | 60659 | None | 501(c)3 | Education | $5,000 |
| Willow Creek Community Church | |||||||
| 67 E Algonquin Road | South Barrington | IL | 60010 | None | 501(c)3 | Religious | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,680 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary Income From Inv | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$166,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$166,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$166,943 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments | Desc |
| BOY Book Value | $311,324 | BOYBookValueAmt |
| EOY Book Value | $244,464 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank & Other Service Fee Expense | $288 | |
| Meals & Entertainment | $4,040 | $2,000 |
| Parking Expense | $24 | |
| Professional & Consulting Fees | $10,000 | |
| Travel Expense | $872 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary Income From Inv | Desc |
| Revenue And Expenses Per Books | -$166,992 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$166,992 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Book to tax difference from Flow-through | Description |
| Amount | $111 | Amount |
Comments