JULIUS FLEISCHMAN FOUNDATION INC: Form 990PF, tax year 2012
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- Organization
- JULIUS FLEISCHMAN FOUNDATION INC (EIN 02-0565065)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349100201
- Schema version
- 2012v2.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T07:56:58-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Webb Financial Services PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020565065 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julius Fleischman Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JULI | NameControl |
| Phone | 7036202600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Linda Davis | Name |
| Title | Director | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Scott A Webb CPA CFP | Name |
| Phone | 7036202600 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2848333 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1656711 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 86918 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 86918 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 14444 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3374873 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 14444 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1299 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1299 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1759372 | TotalRevenueAndExpenses |
| Total Net Investment Income | 102661 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 46000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4000 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 383 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 2987 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2237 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 118 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 118 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 988 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 259 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 109 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 125 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 50735 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6464 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 120000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 120000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 170735 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6464 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 120125 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1588637 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96197 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 71550 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 138820 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 138820 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1125744 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2722382 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2709513 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 55010 | InvestmentsCorpBondsBOY |
| Total Assets BOY | 1252304 | TotalAssetsBOY |
| Total Assets EOY | 2861202 | TotalAssetsEOY |
| Total Assets EOYFMV | 2848333 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1252304 | CapitalStockBOY |
| Capital Stock EOY | 2861202 | CapitalStockEOY |
| Total Net Assets BOY | 1252304 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2861202 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1252304 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2861202 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1252304 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1588637 | ExcessOfRevenueOverExpenses |
| Other Increases | 20261 | OtherIncreases |
| Subtotal | 2861202 | Subtotal |
| Total Net Assets Fund Balances EOY | 2861202 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly Traded Securities | DescriptionOfAsset |
| Gross Sales Price | 3374873 | GrossSalesPrice |
| Cost Or Other Basis | 3360429 | CostOrOtherBasis |
| Gain Or Loss | 14444 | GainOrLoss |
| Gains Minus Excess Or Losses | 14444 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 14444 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30185 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1260869 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.023940 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5252 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 831556 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.006316 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 101009 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1264792 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.079862 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3518 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2802183 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.001255 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 233302 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1333135 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.175003 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.286376 | TotalDistributionRatio |
| Average Distribution Ratio | 000.057275 | AverageDistributionRatio |
| Net Noncharitable Assets | 2382752 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 136472 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 962 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 137434 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 120125 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1924 | InvestmentIncomeExciseTax |
| Subtotal | 1924 | Subtotal |
| Tax Based On Investment Income | 1924 | TaxBasedOnInvestmentIncome |
| Penalty For Underpayment | 14 | PenaltyForUnderpayment |
| Tax Due | 1938 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DC | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Linda Davis | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7039327931 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Julius Fleischman | ||||||
| 2901 Branch Avenue SE | Washington | DC | 20020 | President | 004.00 | 0 |
| Linda Davis | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Pres/Treas | 015.00 | 18000 |
| Sally Bartolotta | ||||||
| 4197 Gorgas Street | North Port | FL | 34287 | VP/Secr. | 008.00 | 7000 |
| Carolyne Williams | ||||||
| 20216 Gifford Street | Winnetka | CA | 91306 | Directort | 008.00 | 7000 |
| Lewis Wharton | ||||||
| 11825 Shady Mill Lane | Oak Hill | VA | 20171 | Director | 008.00 | 7000 |
| Lori Norcia | ||||||
| 1882 Falcon Lane | Chambersburg | PA | 17202 | Director | 008.00 | 7000 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2147999 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 271039 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2419038 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2419038 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36286 | CashDeemedCharitable |
| Net Noncharitable Assets | 2382752 | NetNoncharitableAssets |
| Minimum Investment Return | 119138 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 119138 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1924 | TaxBasedOnInvestmentIncome |
| Total Tax | 1924 | TotalTax |
| Distributable Amount Before Adj | 117214 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 117214 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 117214 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 120125 | ExpensesAndContributions |
| Qualifying Distributions | 120125 | QualifyingDistributions |
| Adj Qualifying Distributions | 120125 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 117214 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 13781 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 13781 | TotalExcessDistriCarryover |
| Qualifying Distributions | 120125 | QualifyingDistributions |
| Applied To Current Year | 117214 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2911 | RemainingDistriFromCorpus |
| Total Corpus | 16692 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 16692 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 13781 | ExcessFromYear3 |
| Excess From Current Year | 2911 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Southeastern Guide Dogs Inc | |||||||
| 4210 77th Street | Palmetto | FL | 34221 | None | 501c3 | General Support Grant | $60,000 |
| Florida School for the Deaf the Bli | |||||||
| 207 N San Marco Avenue | St Augustine | FL | 32084 | None | 501c3 | General Support Grant | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 120000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $86,918 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,299 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $14,444 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,661 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102661 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Estate of Julius Fleischman IRA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1656711 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Webb Financial Services, PLLC | Category |
| Amount | $2,987 | Amount |
| Net Investment Income | 2237 | NetInvestmentIncome |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | The District of Columbias Office of the Attorney General does not require the filing of the 990-PF with their office. | Statement |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly Traded Securities | Name |
| Gross Sales Price | 3374873 | GrossSalesPrice |
| Basis | 3360429 | Basis |
| Total Net | 14444 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | See Attached | NameOfStock |
| EOY Book Value | 2722382 | EOYBookValue |
| EOYFMV | 2709513 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Joseph Reiner | Category |
| Amount | $383 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| State registration fee | 25 | ||
| Registered agent fee | 125 | 125 | |
| Investment Expense per Broker | 109 | 109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Partnership K-1 | -7091 | -7091 |
| Capital Gain Distributions | 8203 | 8203 |
| Section 1231 Gains from K-1 | 187 | 187 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Non-dividend distributions | $16,274 |
| Net partnership reinvestment | $3,987 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Estate of Julius Fleischman | PersonName |
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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | Category |
| Amount | $118 | Amount |
| Net Investment Income | 118 | NetInvestmentIncome |
Comments