JULIUS FLEISCHMAN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JULIUS FLEISCHMAN FOUNDATION INC (EIN 02-0565065)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-15
IRS object ID
201543199349100114
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-15T08:47:35-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Webb Financial Services PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112844 Parapet WayAddressLine1Txt
CityOak HillCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN020565065EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Julius Fleischman Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone7036202600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12267 Yalta TerraceAddressLine1Txt
CityNorth PortCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34286ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLinda DavisPersonNm
Person TitleDirectorPersonTitleTxt
Signature2015-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott A Webb CPA CFPPreparerPersonNm
Phone7036202600PhoneNum
Preparation2015-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,239,252FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,198InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,198InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$113,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,575NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,503,054GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,575CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53,448OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53,448OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$178,103TotalRevAndExpnssAmt
Total Net Invst Incm$178,103TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$95,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,874AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,874AccountingFeesNetInvstIncmAmt
Interest Net Invst Incm$163InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,752TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,752TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$11,707TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$11,707TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$17,478OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,478OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,974TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$35TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,982ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,982ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$267,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,974TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$136,017TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,690ExcessRevenueOverExpensesAmt
Net Investment Income$141,129NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$505,404SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$346,161SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$346,161SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,494,867CorporateStockBOYAmt
Corporate Stock EOY$3,627,489CorporateStockEOYAmt
Corporate Stock EOYFMV$3,893,091CorporateStockEOYFMVAmt
Corporate Bonds BOY$105,389CorporateBondsBOYAmt
Total Assets BOY$4,105,660TotalAssetsBOYAmt
Total Assets EOY$3,973,650TotalAssetsEOYAmt
Total Assets EOYFMV$4,239,252TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,105,660CapitalStockBOYAmt
Capital Stock EOY$3,973,650CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,105,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,973,650TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,105,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,973,650TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,105,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,690ExcessRevenueOverExpensesAmt
Subtotal$4,015,970SubtotalAmt
Other Decreases$42,320OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,973,650TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities Acct. 0109P$1,644,358$1,692,624-$48,266-$48,266
Publicly Traded Securities Acct 0109P$731,575$701,425$30,150$30,150
Publicly Traded Securities Acct 0109P$2,312$2,312$2,312
Publicly Traded Securities Acct. 2726P$19,208$18,596$612$612
Publicly Traded Securities Acct. 2726P$105,601$80,834$24,767$24,767
FieldValueIRS element (for citing)
Capital Gain Net Income$9,575CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$199,636AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,681,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.054220DistributionYr1Rt
Adjusted Qlfy Distri Yr2$120,125AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,382,752NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.050414DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,185AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,260,869NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.023940DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,252AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$831,556NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.006316DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,009AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,264,792NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.079862DistributionYr5Rt
Total Distribution000.214752TotalDistributionRt
Average Distribution000.042950AverageDistributionRt
Net Vl Noncharitable Assets$4,316,803NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$185,407AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,411NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$186,818AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$136,017QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,823InvestmentIncomeExciseTaxAmt
Subtotal$2,823SubtotalAmt
Tax Based On Investment Income$2,823TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$3,721AppliedToEsTaxAmt
Total Payments And Credits$3,721TotalPaymentsAndCreditsAmt
Original Return Tax Paid$3,721OriginalReturnTaxPaidAmt
Es Penalty$19EsPenaltyAmt
Overpayment$879OverpaymentAmt
Applied To ES Tax$879AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLinda DavisIndividualWithBooksNm
Phone7039327931PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12267 Yalta TerraceAddressLine1Txt
CityNorth PortCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34286ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Linda Davis
11825 Shady Mill LaneOak HillVA20171Pres/Treas015.00$24,000
Sally Bartolotta
4197 Gorgas StreetNorth PortFL34287VP/Secr.008.00$12,000
Carolyne Williams
20216 Gifford StreetWinnetkaCA91306Directort008.00$12,000
Lewis Wharton
11825 Shady Mill LaneOak HillVA20171Director008.00$12,000
Lori Norcia
1882 Falcon LaneChambersburgPA17202Director008.00$14,000
Andrew Bartolotta
4197 Gorgas StreetNorth PortFL34287Director004.00$12,000
Korneda J Aitcheson
7 Beaverdam LanePalm CoastFL32137Director008.00$9,000

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,931,914AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$450,627AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,382,541TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,382,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,316,803NetVlNoncharitableAssetsAmt
Minimum Investment Return$215,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$215,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,823TaxBasedOnInvestmentIncomeAmt
Total Tax$2,823TotalTaxAmt
Distributable Before Adj$213,017DistributableBeforeAdjAmt
Distributable Before Ded$213,017DistributableBeforeDedAmt
Distributable As Adjusted$213,017DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$136,017ExpensesAndContributionsAmt
Qualifying Distributions$136,017QualifyingDistributionsAmt
Adjusted Qualifying Distri$136,017AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$213,017DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,781ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$2,911ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,752ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,444TotalExcessDistributionCyovAmt
Qualifying Distributions$136,017QualifyingDistributionsAmt
Applied To Current Year$136,017AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$34,444ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,444ExcessDistributionCyovAppCYAmt
Undistributed Income CY$42,556UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Florida School for the Deaf
207 San Marco AvenueSt AugustineFL32084NonePCCharitable Support$13,527
Columbia Lighthouse for the Blind
1825 K Street NW Ste 1103WashingtonDC20006NonePCCharitable Support$10,000
Octagon Wildlife Sanctuary
41660 Horseshoe RoadPunta GordaFL33982NonePCCharitable Support$1,000
Community Cats of Charlotte
PO Box 380755MurdockFL33949NonePCCharitable Support$1,000
Southeastern Guide Dogs
4210 77th Street EastPalmettoFL34221NonePCCharitable Support$50,000
Inland Empire Lighthouse for the Bl
359 E Parkcenter Circle SouthSan BernardinoCA92408NonePCCharitable Support$49,455
Peace River Wildlife Center
3400 Ponce de Leon PkwyPunta GordaFL33950NonePCCharitable Support$1,000
Place of Hope
9078 Isaiah LaneWest Palm BeachFL33418NonePCCharitable Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,982TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,198ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,882ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,448ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,575ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$178,103ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178,103TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWebb Financial Services, PLLCCategoryTxt
Amt$5,874Amt
Net Investment Income$5,874NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationThe 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 (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Publicly Traded Securities Acct. 0109P$1,644,358$1,692,624-$48,266
Publicly Traded Securities Acct 0109P$731,575$701,425$30,150
Publicly Traded Securities Acct 0109P$2,312$2,312
Publicly Traded Securities Acct. 2726P$19,208$18,596$612
Publicly Traded Securities Acct. 2726P$105,601$80,834$24,767

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSee AttachedStockNm
EOY Book Value$3,627,489EOYBookValueAmt
EOYFMV$3,893,091EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Book v. Tax Loss$41,103
Federal Tax Payments$1,217

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Registration Fee$37$37$35
Investment Expense per Broker$324$324
Investment Management Fees$13,711$13,711
Web Development$2,484$2,484
Postage Delivery$746$746
Supplies$176$176

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Partnership K-1$1,178$1,178
Capital Gain Distributions$51,469$51,469
Unrecaptured Section 1250 Gain$57$57
Sec. 1231 Gains from K-1$744$744

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEstate of Julius FleischmanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111825 Shady Mill RoadAddressLine1Txt
CityOak HillCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxes withheld at sourceCategoryTxt
Amt$1,752Amt
Net Investment Income$1,752NetInvestmentIncomeAmt

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