Civic Intelligence

Alice Pack and L Thomas Melly Foundation

990PF • Fiscal year 2020 • EIN 23-7059703

Jun 01, 2019 to May 31, 2020 • Filed on Mar 15, 2021

Organization Profile
4523 Windsor ParkSarasota, FL 34235

(212) 773-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

93rd percentile

74%

Higher net margin than 93% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,602,343

No earlier filing loaded for comparison.

Net Assets

$3,602,343

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

$2,070,768

No earlier filing loaded for comparison.

Expenses

$532,399

No earlier filing loaded for comparison.

Net Income

$1,538,369

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2020: $3,602,343Liabilities 2020: $0Net Assets 2020: $3,602,3432020Assets 2021: $4,594,758Liabilities 2021: $0Net Assets 2021: $4,594,7582021Assets 2022: $5,036,027Liabilities 2022: $0Net Assets 2022: $5,036,0272022Assets 2023: $4,743,799Liabilities 2023: $0Net Assets 2023: $4,743,7992023Assets 2024: $4,266,059Liabilities 2024: $0Net Assets 2024: $4,266,0592024

Highlighted filing

2020

Assets$3,602,343
Liabilities$0
Net Assets$3,602,343
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $2,070,768Expenses 2020: $532,399Net Income 2020: $1,538,3692020Revenue 2021: $1,386,608Expenses 2021: $271,663Net Income 2021: $1,114,9452021Revenue 2022: $2,064,254Expenses 2022: $936,559Net Income 2022: $1,127,6952022Revenue 2023: $925,801Expenses 2023: $1,249,302Net Income 2023: -$323,5012023Revenue 2024: $448,592Expenses 2024: $1,422,834Net Income 2024: -$974,2422024

Highlighted filing

2020

Revenue$2,070,768
Expenses$532,399
Net Income$1,538,369
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
L THOMAS MELLYTrustee/Parttime-$0--
ALICE P MELLYTrustee/Parttime-$0--
THOMAS L MELLYTrustee/Parttime-$0--
LAURA A MELLYTrustee/Parttime-$0--
LEE SCOTT MELLYTrustee/Parttime-$0--
DAVID RANDOLPH MELLYTrustee/Parttime-$0--
JUDITH H MELLYTrustee/Parttime-$0--
Filing and Contact Details

Filer

Filer Name
The Melly Foundation
EIN
23-7059703
In Care Of
% ERNST & YOUNG US LLP
Phone
2127733000
Address
4523 WINDSOR PARK, SARASOTA, FL 34235

Signing Officer

Name
Thomas Melly
Title
Trustee
Phone
2127733000
Signed
2021-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
5 TIMES SQUARE, NEW YORK, NY 10036
Preparer
William Rabetz
Phone
2127733000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0409947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0125325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0163505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0190917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0144234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0451618
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.010711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.016377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.024615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.021267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.07007
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt013941543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011700271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09984067
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07756220
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06781923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06445238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0507870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.14304
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0496763
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0507870
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011107
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0507870
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05 TIMES SQUARE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127733000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER SECTION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0501 (C)(3) OF THE INTERNAL REVENUE SERVICE.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0L THOMAS MELLY 4523 WINDSOR PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0288600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1169520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt241150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Hobart and William Smith Colleges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hobart and William Smith Colleges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1Hobart and William Smith Colleges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2Hobart and William Smith Colleges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Geneva
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Geneva
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd114456
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214456
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0499270
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0222209
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0285661
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0685970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0507870
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0463761
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0285661
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0L Thomas Melly
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04523 WINDSOR PARK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034235
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0953280
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0314520
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1331500
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2307260
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc06,000 SHARES STATE STREET CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11 SHARE OF BERKSHIRE HATHAWAY INC CL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21 SHARE OF BERKSHIRE HATHAWAY INC CL
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-04-02
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-11-05
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-09-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-8805
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ENERGY TRANSFER, LP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-21051
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0888983
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OF FMV OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1SECURITIES GIFTED TO THE FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NON-DEDUCTIBLE EXPS THRU K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTEREST EXPENSE THRU K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONTRIBUTIONS PAID THRU K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt037
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1625
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt217
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME THRU K-1'S - UBTI
OtherIncomeSchedule2/OtherIncomeDetail/Desc1RENTAL REAL ESTATE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3SEC. 1231 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc4ADD-BACK:C/Y SUSPENDED PASSIVE LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,602,343
Liabilities
$0
Net assets
$3,602,343
Revenue
$2,070,768
Expenses
$532,399
Net income
$1,538,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.45$1.42$0.97
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.93$1.25$0.32
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$2.06$0.94$1.13
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$1.39$0.27$1.11
2020Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$2.07$0.53$1.54