KEVIN J P OHARA FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KEVIN J P OHARA FAMILY FOUNDATION (EIN 72-1609700)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-30
- IRS object ID
- 201233049349100008
- Schema version
- 2011v1.2
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-30T14:58:33-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGGAN BERTSCH LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721609700 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | KEVI | NameControl |
| Phone | 3122638600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kevin JP O'Hara | Name |
| Title | President | Title |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Laura J Crane CPA | Name |
| Phone | 3122638600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 894889 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1182 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1182 | InterestOnSavingsNetInvstIncm |
| Other Income Rev And Expnss | -63500 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -63500 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | -62318 | TotalRevenueAndExpenses |
| Total Net Investment Income | -62318 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 125 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 6645 | OtherProfFeesRevAndExpnss |
| Interest Rev And Expnss | 377 | InterestRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 254 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 1212 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 8613 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160535 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160535 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169148 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 160535 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -231466 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1111587 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 882406 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 882406 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 7155 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 5510 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 5510 | PrepaidExpensesEOYFMV |
| Other Assets EOY | 6973 | OtherAssetsEOY |
| Other Assets EOYFMV | 6973 | OtherAssetsEOYFMV |
| Total Assets BOY | 1118742 | TotalAssetsBOY |
| Total Assets EOY | 894889 | TotalAssetsEOY |
| Total Assets EOYFMV | 894889 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 88 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 387 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 88 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 387 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1118654 | RetainedEarningsBOY |
| Retained Earnings EOY | 894502 | RetainedEarningsEOY |
| Total Net Assets BOY | 1118654 | TotalNetAssetsBOY |
| Total Net Assets EOY | 894502 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1118742 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 894889 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1118654 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -231466 | ExcessOfRevenueOverExpenses |
| Other Increases | 7314 | OtherIncreases |
| Subtotal | 894502 | Subtotal |
| Total Net Assets Fund Balances EOY | 894502 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 148708 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1148646 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.12946 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 60905 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1351901 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04505 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 209807 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1495781 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.14027 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 219124 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1646384 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.13309 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7299 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1703304 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.00429 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.45216 | TotalDistributionRatio |
| Average Distribution Ratio | 0.09043 | AverageDistributionRatio |
| Net Noncharitable Assets | 891211 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 80594 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 80594 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 160535 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 909 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 909 | TotalCreditsAndPayments |
| Overpayment | 909 | Overpayment |
| Amount Credited To Next Year | 909 | AmountCreditedToNextYear |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duggan Bertsch LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3122638600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Doreen O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Director | 0.25 | 0 |
| Kevin JP O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Secretary | 0.00 | 0 |
| Andreea O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Treasurer | 0.00 | 0 |
| Andreea O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | Vice President | 4.00 | 0 |
| Kevin JP O'Hara | ||||||
| 520 Maple Street | Winnetka | IL | 60093 | President | 4.00 | 125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 904783 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 904783 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 904783 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13572 | CashDeemedCharitable |
| Net Noncharitable Assets | 891211 | NetNoncharitableAssets |
| Minimum Investment Return | 44561 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44561 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 44561 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 44561 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 44561 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 160535 | ExpensesAndContributions |
| Qualifying Distributions | 160535 | QualifyingDistributions |
| Adj Qualifying Distributions | 160535 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 44561 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 64044 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 135894 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 91360 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 291298 | TotalExcessDistriCarryover |
| Qualifying Distributions | 160535 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 44561 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 115974 | RemainingDistriFromCorpus |
| Total Corpus | 407272 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 407272 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 64044 | ExcessFromYear4 |
| Excess From Year3 | 135894 | ExcessFromYear3 |
| Excess From Year1 | 91360 | ExcessFromYear1 |
| Excess From Current Year | 115974 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin JP O'Hara | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Judd Goldman Adaptive Sailing | |||||||
| 1362 S Lynn White Drive | Chicago | IL | 60605 | None | 501(c)3 | Education | $1,000 |
| Winnetka Hockey Club | |||||||
| PO Box 426 | Winnetka | IL | 60093 | None | 501(c)3 | Education for children | $150 |
| The Way to Work fka Vocational Fdn | |||||||
| 211 W 14th St | New York | NY | 10011 | None | 501(c)3 | Education | $7,500 |
| The Newmark Schools | |||||||
| 365 Emerson Ave | Plainfield | NJ | 07062 | None | 501(c)3 | Education for children | $5,000 |
| Sacred Heart Church | |||||||
| 1077 Tower Road | Winnetka | IL | 60093 | None | 501(c)3 | Religious | $9,100 |
| Big Shoulder Charity Fund | |||||||
| 309 West Washington Suite 550 | Chicago | IL | 60606 | None | 501(c)3 | Education for children | $30,000 |
| Chicago Blackhawk Charities | |||||||
| 1901 W Madison Street | Chicago | IL | 60612 | None | 501(c)3 | Children's assistance | $4,675 |
| Relevant Radio | |||||||
| PO Box 10707 | Green Bay | WI | 54307 | None | 501(c)3 | Education | $50,000 |
| Lumen Christi Institute | |||||||
| 5735 S University Avenue | Chicago | IL | 60637 | None | 501(c)3 | Education | $50,000 |
| Link Unlimited | |||||||
| 2221 South State Street | Chicago | IL | 60616 | None | 501(c)3 | Education | $3,000 |
| Our Lady of Perpetual Help | |||||||
| 1775 Grove Street | Glenview | IL | 60025 | None | 501(c)3 | Religious Education | $110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160535 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20 | ExclusionAmount |
| Related Or Exempt Function Income | 1162 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Ordinary Income From Inv | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$63,500 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$63,480 | ExclusionAmount |
| Related Or Exempt Function Income | 1162 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -62318 | 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 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment | Description |
| EOY Book Value | 6973 | EOYBookValue |
| EOYFMV | 6973 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Supplies Expense | 307 |
| Postage Expenses | 33 |
| Non-deductible Expenses | 100 |
| Meals Expense | 521 |
| Licenses and fees | 15 |
| Bank And Other Service Fee Expense | 236 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Ordinary Income From Inv | Description |
| Revenue And Expenses Per Books | -63500 | RevenueAndExpensesPerBooks |
| Net Investment Income | -63500 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Book to tax difference on investment | Description |
| Amount | $7,314 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unsecured Credit Obligation | Description |
| BOY Book Value | 88 | BOYBookValue |
| EOY Book Value | 387 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional & Consulting expense | Category |
| Amount | $6,645 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments