JULIUS FLEISCHMAN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JULIUS FLEISCHMAN FOUNDATION INC (EIN 02-0565065)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349100839
- Schema version
- 2013v3.1
- 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
- Schedule B
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T11:54:20-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Webb Financial Services PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12844 Parapet Way | AddressLine1 |
| City | Oak Hill | City |
| State | VA | State |
| ZIP Code | 20171 | 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 | 020565065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julius Fleischman Foundation Inc | BusinessNameLine1 |
| 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 | 7719 Modisto Lane | AddressLine1 |
| City | Springfield | City |
| State | VA | State |
| ZIP Code | 22153 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Linda Davis | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 7039327931 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2014-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,387,580 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,430,670 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,824,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,786 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,836 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,836 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,558,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,901 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $867 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $867 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $648 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $648 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,142 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,259,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $505,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $505,404 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,722,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,494,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,776,787 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $105,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,389 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,861,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,105,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,387,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,861,202 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,105,660 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,861,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,105,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,861,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,105,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,861,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,259,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,121,045 | SubtotalAmt |
| Other Decreases | $15,385 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,105,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly Traded Securities Acct. 2726 | $73,552 | $65,664 | $7,888 | $7,888 |
| Publicly Traded Securities Acct. 2726 | $42,252 | $33,013 | $9,239 | $9,239 |
| Publicly Traded Securities Acct. 0109 | $2,867,185 | $2,876,353 | -$9,168 | -$9,168 |
| Publicly Traded Securities Acct. 0109 | $841,517 | $843,690 | -$2,173 | -$2,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,786 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,382,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.050414 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,185 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,260,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.023940 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $831,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.006316 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $101,009 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,264,792 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.079862 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,518 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,802,183 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.001255 | DistributionYr5Rt |
| Total Distribution | 000.161787 | TotalDistributionRt |
| Average Distribution | 000.032357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,681,963 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,137 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,107 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,743 | 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 | $1,107 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,107 | SubtotalAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,130 | TaxDueAmt |
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 | Yes (true) | 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 | 11825 Shady Mill Lane | AddressLine1 |
| City | Oak Hill | City |
| State | VA | State |
| ZIP Code | 20171 | 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 |
| 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Linda Davis | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Pres/Treas | 015.00 | $25,109 |
| Sally Bartolotta | ||||||
| 4197 Gorgas Street | North Port | FL | 34287 | VP/Secr. | 008.00 | $14,526 |
| Carolyne Williams | ||||||
| 20216 Gifford Street | Winnetka | CA | 91306 | Directort | 008.00 | $10,900 |
| Lewis Wharton | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Director | 008.00 | $12,000 |
| Lori Norcia | ||||||
| 1882 Falcon Lane | Chambersburg | PA | 17202 | Director | 008.00 | $13,366 |
| Andrew Bartolotta | ||||||
| 4197 Gorgas Street | North Port | FL | 34287 | Director | 004.00 | $5,000 |
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 | $3,306,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,738,033 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,738,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,681,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,107 | TotalTaxAmt |
| Distributable Before Adj | $182,991 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,991 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,743 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $200,743 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,107 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,636 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,991 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,743 | QualifyingDistributionsAmt |
| Applied To Current Year | $182,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,752 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,444 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,781 | ExcessFromYear4Amt |
| Excess From Year1 | $2,911 | ExcessFromYear1Amt |
| Excess From Current Year | $17,752 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mote Marine Laboratory | |||||||
| 1600 Ken Thompson Pkwy | Sarasota | FL | 34236 | None | PC | Charitable Support | $10,000 |
| Coastal Wildlife Club Inc | |||||||
| PO Box 2022 | Englewood | FL | 34295 | None | PC | Charitable Support | $1,000 |
| Southeastern Guide Dogs | |||||||
| 4210 77th Street East | Palmetto | FL | 34221 | None | PC | Charitable Support | $57,000 |
| Northport Area Art Guild | |||||||
| 5950 Sam Shapos Way | North Port | FL | 34287 | None | PC | Charitable Support | $1,000 |
| Hurst Hospitality House | |||||||
| PO Box 3340 | Winchester | VA | 22604 | None | PC | Charitable Support | $1,000 |
| Florida School for the Deaf and Blind | |||||||
| 207 San Marco Avenue | St Augustine | FL | 32084 | None | PC | Charitable Support | $56,000 |
| San Bernandino Valley Lighthouse for the Blind | |||||||
| 359 E Parkcenter Cir South | San Bernandino | CA | 92408 | None | PC | Charitable Support | $37,618 |
| Columbia Lighthouse for the Blind | |||||||
| 1825 K Street NW Suite 1103 | Washington | DC | 20006 | None | PC | Charitable Support | $10,000 |
| Peace River Wildlife Center | |||||||
| 3400 Ponce de Leon Pkwy | Punta Gorda | FL | 33950 | None | PC | Charitable Support | $1,000 |
| The Place of Hope | |||||||
| 9078 Isaiah Lane | West palm Beach | FL | 33418 | None | PC | Charitable Support | $10,000 |
| Animals Asia Foundation | |||||||
| 300 Broadway St Suite 32 | San Francisco | CA | 94133 | None | PC | Charitable Support | $6,000 |
| The Shook Home | |||||||
| 55 S 2nd Street | Chambersburg | PA | 17201 | None | PC | Charitable Support | $6,000 |
| Big Brothers Big Sisters | |||||||
| 501 5th Ave Suite 3 | Huntington | WV | 25701 | None | PC | Charitable Support | $2,000 |
| Project Aware Foundation | |||||||
| 30151 Tomas Suite 200 | Rancho Saint Margarita | CA | 92688 | None | PC | Charitable Support | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,618 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,621 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,786 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,349 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Julius Fleischman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11825 Shady Mill Lane | AddressLine1 |
| City | Oak Hill | City |
| State | VA | State |
| ZIP Code | 20171 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,430,670 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Webb Financial Services, PLLC | CategoryTxt |
| Amt | $648 | Amt |
| Net Investment Income | $648 | 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 | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Publicly Traded Securities Acct. 2726 | $73,552 | $65,664 | $7,888 |
| Publicly Traded Securities Acct. 2726 | $42,252 | $33,013 | $9,239 |
| Publicly Traded Securities Acct. 0109 | $2,867,185 | $2,876,353 | -$9,168 |
| Publicly Traded Securities Acct. 0109 | $841,517 | $843,690 | -$2,173 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of Montreal Senion Medium Term Nts 2014-12-19 | $51,705 | $51,705 |
| Bank of Nova Scotia Eqty Lkd Indx Note 2016-09-21 | $53,684 | $53,684 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Attached | StockNm |
| EOY Book Value | $3,494,867 | EOYBookValueAmt |
| EOYFMV | $3,776,787 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Joseph Reiner | CategoryTxt |
| Legal Fees | $867 | LegalFeesAmt |
| Net Investment Income | $867 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Book v. Tax Loss | $12,760 |
| Federal Tax Payments | $2,625 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Registered agent fee | $125 | $125 | $125 |
| Investment Expense per Broker | $39 | $39 | |
| Investment Management Fees | $10,178 | $10,178 | |
| Web Development | $4,800 | $4,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Capital Gain Distributions | $25,738 | $25,738 |
| Unrecaptured Section 1250 Gain | $98 | $98 |
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 | AddressLine1 |
| City | Oak Hill | City |
| State | VA | State |
| ZIP Code | 20171 | ZIPCode |
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