AFFORDABLE HOUSING MANAGEMENT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
AFFORDABLE HOUSING MANAGEMENT FOUNDATION (EIN 36-3633079)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349102979
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)
Return2026-05-13T12:39:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382268582PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RASMUSSEN TELLER & CARON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 MICHIGAN STREETAddressLine1Txt
CityPETOSKEYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49770ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363633079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AFFORDABLE HOUSING MANAGEMENT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAFFOBusinessNameControlTxt
Phone2396820694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1825 GLENN DRAddressLine1Txt
CityHARBOR SPRINGSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49740ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS L TITCOMBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2396820694PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTED M TELLER CPAPreparerPersonNm
PTINP00221694PTIN
Phone2313475555PhoneNum
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$649,602FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,702DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,702DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,460NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$77,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,460CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,165TotalRevAndExpnssAmt
Total Net Invst Incm$65,165TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,225TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,203TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,882ExcessRevenueOverExpensesAmt
Net Investment Income$65,165NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,262CashBOYAmt
Cash EOY$20,011CashEOYAmt
Cash EOYFMV$20,011CashEOYFMVAmt
Sav And Temp Cash Invst BOY$724SavAndTempCashInvstBOYAmt
Other Investments BOY$572,747OtherInvestmentsBOYAmt
Other Investments EOY$629,591OtherInvestmentsEOYAmt
Other Investments EOYFMV$629,591OtherInvestmentsEOYFMVAmt
Total Assets BOY$579,733TotalAssetsBOYAmt
Total Assets EOY$649,602TotalAssetsEOYAmt
Total Assets EOYFMV$649,602TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$579,733RetainedEarningBOYAmt
Retained Earning EOY$649,602RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$579,733TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$649,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$579,733TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$649,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$579,733TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,882ExcessRevenueOverExpensesAmt
Other Increases$38,987OtherIncreasesAmt
Subtotal$649,602SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$649,602TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BOND FUND OF AMERICA CL A2007-08-282025-06-25$5,000$5,700-$700-$700
SMALLCAP WORLD FD A2007-12-282025-06-25$4,276$2,409$1,867$1,867
SMALLCAP WORLD FD A2013-12-272025-12-17$25,000$13,226$11,774$11,774
CAPITAL GAINS DIVIDENDS$43,519$43,519$43,519P
FieldValueIRS element (for citing)
Capital Gain Net Income$56,460CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$906InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$906SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$906TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$306ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$906TotalPaymentsAndCreditsAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS L TITCOMBIndividualWithBooksNm
Phone2396820694PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1825 GLENN DRAddressLine1Txt
CityHARBOR SPRINGSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49740ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS L TITCOMB
825 GLENN DRHARBOR SPRINGSMI49740PRES/DIR2.00$0$0$0
CAROL A TITCOMB
825 GLENN DRHARBOR SPRINGSMI49740SEC/DIR2.00$0$0$0
WENDY E ALLEN
3303 BLUFF ST 6BOULDERCO80301VP/DIR1.00$0$0$0
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$603,139AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$609,961TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$609,961AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,149CashDeemedCharitableAmt
Net Vl Noncharitable Assets$600,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,041MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,041MinimumInvestmentReturnAmt
Tax Based On Investment Income$906TaxBasedOnInvestmentIncomeAmt
Total Tax$906TotalTaxAmt
Distributable Before Adj$29,135DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,135DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,135DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,080QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,135DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$207,728ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,473ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,424ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$219,625TotalExcessDistributionCyovAmt
Qualifying Distributions$28,080QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,055ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,055ExcessDistributionCyovAppCYAmt
Total Corpus$218,570TotalCorpusAmt
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$206,673ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,897ExcessDistriCyovToNextYrAmt
Excess From Year4$6,473ExcessFromYear4Amt
Excess From Year3$5,424ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS L TITCOMBRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1825 GLENN DRAddressLine1Txt
CityHARBOR SPRINGSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49740ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2396820694RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS MUST BE IN WRITING AND MUST CONTAIN INFORMATION ON PRIMARY PURPOSE OF THE ORGANIZATION AND IF IT IS A 501(C)(3) ENTITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINE BUT DISTRIBUTIONS ARE GENERALLY MADE OCTOBER THROUGH DECEMBER.SubmissionDeadlinesTxt
Restrictions On AwardsONLY LIMIATION IS THAT THE APPLICANT BE AN IRC SEC 501(C)(3) ENTITY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A BETTER SHOT
9600 EAGLE PRESERVE DRENGLEWOODFL34224PCCHILDREN CHARITIES$250
AARP FOUNDATION
601 EAST ST NWWASHINGTONDC20049PCADVOCACY$100
CLASSICAL WSMR
PO BOX 917134ORLANDOFL32891PCPUBLIC BROADCASTING$500
DETROIT HORSE POWER
PO BOX 38115DETROITMI48238PCCHILDREN MENTAL HEALTH$5,000
EASTER SEALS
2399 E WALTON BLVDAUBURN HILLSMI48326PCALL CHARITEIS$200
FRIENDS OF BOCA GRANDE
131 FIRST ST WBOCA GRANDEFL33921PCARTS & ENVIRONMENTAL CLEANUP$700
GREAT LAKES CHAMBER ORCHESTRA
219 EAST LAKE STPETOSKEYMI49770PCMUSIC EDUCATION$6,060
HARBOR SPRINGS CHAMBER OF COMMERCE
118 E MAIN STHARBOR SPRINGSMI49740PCCOMMUNITY SERVICE$500
LITTLE TRAVERSE BAY HUMANE SOCIETY
1300 W CONWAY RDHARBOR SPRINGSMI49740PCANIMAL PROTECTION$600
LITTLE TRAVERSE CONSERVANCY
3264 POWELL RDHARBOR SPRINGSMI49740PCENVIRONMENTAL$750
SALVATION ARMY
PO BOX 5188BOONEIA50950PCVARIOUS CHARITIES$1,500
SIERRA CLUB
2101 WEBSTER ST SUITE 1300OAKLANDCA94612PCENVIRONMENT$120
TIP OF THE MITT WATERSHED COUNCIL
426 BAY STPETOSKEYMI49770PCENVIRONMENTAL$500
WCMU
1999 EAST CAMPUT DRIVEMT PLEASANTMI48859PCPUBLIC BROADCASTING$500
WGCU
10501 FGCU BLVD SFT MYERSFL33965PCCOMMUNICATIONS$500
WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN
423 PORTER STPETOSKEYMI49770PCABUSED WOMEN$5,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20031PCNATURE$200
PILOTS TO THE RESCUE
931 MANHATTAN AVEBROOKLYNNY11222PCANIMAL RESCUE$5,000
AMERICAN HEART ASSOCIATION
PO BOX 78851PHOENIXAZ85062PCHEART RESEARCH$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,080TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,702ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,519ExclusionAmt
Related Or Exempt Function Incm$12,941RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,224ExclusionAmt
Related Or Exempt Function Incm$12,941RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,165TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementINCOME FROM LIQUIDATION OF MUTUAL FUND HOLDINGS (SMALLCAP WORLD FD, AMERICAN HIGH INCOME TRUST, BOND FD OF AMERICA, & EUROPACIFIC GROWTH FUND) WAS USED TO FUND CHARITABLE CAUSES AS OUTLINED IN FORM 990 PF, PART XIV, LINE 3RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & ACCOUNTINGCategoryTxt
Amt$1,350Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS AMERICAN HIGH INCOME TRUST CL AFMV$48,551$48,551
AMERICAN FUNDS BOND FUND OF AMERICAFMV$49,419$49,419
AMERICAN FUNDS GROWTH FUND OF AMERICAFMV$231,888$231,888
AMERICAN FUNDS SMALLCAP WORLD FDFMV$60,200$60,200
WASH MUTUAL INVS FDFMV$239,533$239,533

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONE$150$0$0
OFFICE SUPPLIES$50$0$0
POSTAGE$75$0$0
CA FILING FEES$25$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$38,987Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WELLS FARGO - FOREIGN TAX$130$0$0
FEDERAL TAXES$1,198$0$0

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