HARRY H BEREN FOUNDATION CF: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HARRY H BEREN FOUNDATION CF (EIN 20-1203500)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202631359349104048
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T15:38:29-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341854260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14600 S ULSTER ST SUITE 900AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201203500EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRY H BEREN FOUNDATION CFBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone3038885727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN ST SUITE 600AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHASKEL FELDBERGERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3032957772PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIM WEST CPA JD LLMPreparerPersonNm
PTINP00290756PTIN
Phone7202007000PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$750,766FMVAssetsEOYAmt
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$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,129DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$52,434GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$52,434GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$20,768NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$80,819NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$224,811GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,819CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$135,405TotalRevAndExpnssAmt
Total Net Invst Incm$135,405TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,348OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,348OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,962TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,962TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$11,039DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$11,039DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$12,317OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,317OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,666TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,666TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,666TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,666TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$233,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$129,261ExcessRevenueOverExpensesAmt
Net Investment Income$103,739NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,148SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,217SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,217SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$303,574InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$158,356InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$156,257LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$145,218LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$227,444LandBldgInvestmentsEOYFMVAmt
Other Assets BOY$393,695OtherAssetsBOYAmt
Other Assets EOY$281,403OtherAssetsEOYAmt
Other Assets EOYFMV$480,104OtherAssetsEOYFMVAmt
Total Assets BOY$599,100TotalAssetsBOYAmt
Total Assets EOY$469,839TotalAssetsEOYAmt
Total Assets EOYFMV$750,766TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,478,113CapitalStockBOYAmt
Capital Stock EOY$4,478,113CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$3,879,013RetainedEarningBOYAmt
Retained Earning EOY-$4,008,274RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$599,100TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$469,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$599,100TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$469,839TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$599,100TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$129,261ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$469,839SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$469,839TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY S/TP2025-12-31$44,446$40,697$3,749$3,749
FIDELITY L/TP2025-12-31$178,857$103,295$75,562$75,562
CAPITAL GAINS DIVIDENDSP$1,508$1,508$1,508
FieldValueIRS element (for citing)
Capital Gain Net Income$80,819CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,442InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,442SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,442TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,224EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$218ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,442TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone3038885727PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHASKEL FELDBERGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11888 SHERMAN STAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$456,381AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,221AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$484,602TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$484,602AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,269CashDeemedCharitableAmt
Net Vl Noncharitable Assets$477,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,442TaxBasedOnInvestmentIncomeAmt
Total Tax$1,442TotalTaxAmt
Distributable Before Adj$22,425DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,425DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,425DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$233,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$233,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,425DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$148,880ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,484ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$247,467ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$149,965ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$776,396TotalExcessDistributionCyovAmt
Qualifying Distributions$233,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,425AppliedToCurrentYearAmt
Remaining Distri From Corpus$210,575RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$986,971TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$148,880ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$838,091ExcessDistriCyovToNextYrAmt
Excess From Year4$120,484ExcessFromYear4Amt
Excess From Year3$109,600ExcessFromYear3Amt
Excess From Year2$247,467ExcessFromYear2Amt
Excess From Year1$149,965ExcessFromYear1Amt
Excess From Current Year$210,575ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGUDATH ISRAEL OF AMERICA
42 BROADWAY 1400NEW YORKNY10004N/ANCCHARITABLE$55,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
55 W39TH STNEW YORKNY10018N/ANCCHARITABLE$2,000
CONG EMUNAS YISROEL TORAH VODAATH
4310 16TH AVEBROOKLYNNY11219N/ANCCHARITABLE$40,000
CONGREGATION EMUNAS YISROEL
1559 41ST STBROOKLYNNY11218N/ANCCHARITABLE$26,000
UNITED LUBAVITCHER YESHIVOTH
885 EASTERN PKWYBROOKLYNNY11213N/ANCCHARITABLE$110,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,129ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$20,768ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,819ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$103,739ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,739TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementINVESTMENT INCOME THAT ALLOWS THE FOUNDATION TO CONTINUE ITS CHARITABLE GIVINGRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyRENTAL PROPERTYPropertyDesc
Acquired2010-01-01AcquiredDt
Cost Or Other Basis$303,574CostOrOtherBasisAmt
Prior Year Depreciation$147,317PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life27.500000000000LifeRt
Current Year Expense$11,039CurrentYearExpenseAmt
Net Investment Income$11,039NetInvestmentIncomeAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemRENTAL PROPERTYCategoryOrItemTxt
Cost Or Other Basis$303,574CostOrOtherBasisAmt
Accumulated Depreciation$158,356AccumulatedDepreciationAmt
Book Value$145,218BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFIDELITY SECURITIESDesc
BOY Book Value$393,695BOYBookValueAmt
EOY Book Value$281,403EOYBookValueAmt
EOYFMV$480,104EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$7,207$7,207$0
BANK$135$135$0
UTILITIES$4,975$4,975$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$1,348Amt
Net Investment Income$1,348NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$6,962Amt
Net Investment Income$6,962NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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