STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-29
IRS object ID
202621499349100912
Schema version
2025v4.0
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)
Return2026-05-29T15:03:39-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208213206PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABEL KRIEGER & WILMETH CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line173-350 EL PASEO SUITE 201AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237029751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STEPHEN PHILIBOSIAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone7605683920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line146-930 W ELDORADO DRAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOYCE P STEINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7605683920PhoneNum
Signature2026-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D WILMETH JRPreparerPersonNm
PTINP00352073PTIN
Phone7603467413PhoneNum
Preparation2026-05-20PreparationDt
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$8,576,204FMVAssetsEOYAmt
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$37,220InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,220InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$37,220InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$162,035DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162,035DividendsNetInvstIncmAmt
Dividends Adj Net Incm$162,035DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$216,757NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,139,428GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$416,012TotalRevAndExpnssAmt
Total Net Invst Incm$199,257TotalNetInvstIncmAmt
Total Adj Net Incm$199,255TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$10,690AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$10,690AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$56,733OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$48,613OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,120OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,202TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$5,000TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$5,000TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,063OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$21,063OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,688TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,873TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$471,255ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$471,255ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$568,943TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,815TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$516,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$152,931ExcessRevenueOverExpensesAmt
Net Investment Income$146,442NetInvestmentIncomeAmt
Adjusted Net Income$199,255AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,951CashBOYAmt
Cash EOY$13,656CashEOYAmt
Cash EOYFMV$13,656CashEOYFMVAmt
Sav And Temp Cash Invst BOY$404,219SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,380SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,380SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$685,598USGovernmentObligationsBOYAmt
US Government Obligations EOY$687,533USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$723,577USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,359,825CorporateStockBOYAmt
Corporate Stock EOY$2,126,589CorporateStockEOYAmt
Corporate Stock EOYFMV$3,723,695CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,178,183CorporateBondsBOYAmt
Corporate Bonds EOY$2,544,644CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,884,781CorporateBondsEOYFMVAmt
Other Investments BOY$1,011,638OtherInvestmentsBOYAmt
Other Investments EOY$1,009,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,108,115OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,659,414TotalAssetsBOYAmt
Total Assets EOY$6,504,759TotalAssetsEOYAmt
Total Assets EOYFMV$8,576,204TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,659,414RetainedEarningBOYAmt
Retained Earning EOY$6,504,759RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,659,414TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,504,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,659,414TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,504,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,659,414TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$152,931ExcessRevenueOverExpensesAmt
Subtotal$6,506,483SubtotalAmt
Other Decreases$1,724OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,504,759TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,036InvestmentIncomeExciseTaxAmt
Subtotal$2,036SubtotalAmt
Tax Based On Investment Income$2,036TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,524EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,524TotalPaymentsAndCreditsAmt
Overpayment$5,488OverpaymentAmt
Applied To ES Tax$5,488AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOYCE STEINIndividualWithBooksNm
Phone7605683920PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line146-930 W EL DORADO DRIVEAddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOYCE P STEIN
46-930 W EL DORADO DRIVEINDIAN WELLSCA92210TRUSTEE000.00$0$0$0
THOMAS MOMJIAN
111 PRESIDENTIAL BLVD SUITE 233BALA CYNWOODPA19004TRUSTEE000.00$0$0$0
LOUISE DANELIAN
75-600 BERYL LANEINDIAN WELLSCA92210TRUSTEE000.00$0$0$0
STEPHANIE LANDES
46-650 E EL DORADO DRIVEINDIAN WELLSCA92210TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,306,438AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,428AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,567,866TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,567,866AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,518CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,439,348NetVlNoncharitableAssetsAmt
Minimum Investment Return$421,967MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$421,967MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,036TaxBasedOnInvestmentIncomeAmt
Total Tax$2,036TotalTaxAmt
Distributable Before Adj$419,931DistributableBeforeAdjAmt
Distributable Before Ded$419,931DistributableBeforeDedAmt
Distributable As Adjusted$419,931DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$516,128ExpensesAndContributionsAmt
Qualifying Distributions$516,128QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$419,931DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,151ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$629,172ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$201,348ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,237ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$957,908TotalExcessDistributionCyovAmt
Qualifying Distributions$516,128QualifyingDistributionsAmt
Applied To Current Year$419,931AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,197RemainingDistriFromCorpusAmt
Total Corpus$1,054,105TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,151ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,022,954ExcessDistriCyovToNextYrAmt
Excess From Year3$629,172ExcessFromYear3Amt
Excess From Year2$201,348ExcessFromYear2Amt
Excess From Year1$96,237ExcessFromYear1Amt
Excess From Current Year$96,197ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVARIOUS CHARITIES - LIST ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUS - SEE ATTACHEDAddressLine1Txt
CityATTACHEDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposePHILANTHROPICGrantOrContributionPurposeTxt
Amt$471,255Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$471,255TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,220ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,035ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt
Related Or Exempt Function Incm$216,755RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$199,257ExclusionAmt
Related Or Exempt Function Incm$216,755RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$416,012TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREP - CPA (AFPS)$9,925$9,925
BOOKKEEPING - KATIE MILLER$765$765

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB -0943 ST DET ON FILEPURCHASE$27,991$27,610$381
CHARLES SCHWAB -1565 LT DET ON FILEPURCHASE$224,885$234,594-$9,709
CHARLES SCHWAB -1565 ST DET ON FILEPURCHASE$42,452$40,839$1,613
CHARLES SCHWAB -3223 ST DET ON FILEPURCHASE$96,210$102,393-$6,183
CHARLES SCHWAB -3223 LT DET ON FILEPURCHASE$331,597$291,460$40,137
CHARLES SCHWAB -3719 ST DET ON FILEPURCHASE$562$569-$7
CHARLES SCHWAB -3719 LT DET ON FILEPURCHASE$415,729$225,206$190,523

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - 3223: ETFS$1,161,643$1,525,375
CHARLES SCHWAB - 0943: ETFS$613,089$638,374
CHARLES SCHWAB - 1565 CORP BONDS$769,912$721,032

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - 0943: EQUITIES$30,981$402,857
CHARLES SCHWAB - 3223: EQUITIES$744,097$940,154
CHARLES SCHWAB - 3719: EQUITIES$1,351,511$2,380,684

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$687,533USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$723,577USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - 3223: REITSAT COST$290,426$346,857
CHARLES SCHWAB - 3719: REITSAT COST$19,531$21,544
CHARLES SCHWAB - 0943: REITSAT COST$700,000$739,714

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRINCIPAL DISTRIBUTIONS AND ADJUSTMENTSDesc
Amt$1,724Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$74$74
OFFICE EXPENSES$10,710$10,710
DUES AND SUBSCRIPTIONS$80$80
INSURANCE-ALLIANCE MEMBER SER$1,459$1,459
MISC. CHARITY WORKS$2,490$2,490
LUNCHEON$2,000$2,000
HOSPITAL FUNDRAISING EVENT$1,250$1,250
RIBBON FOR THE MUSIC CENTER$3,000$3,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
SECRETARY - LAURA TRICKEY$1,300$1,300
ITT CONSULTING$6,820$6,820
INVESTMENT ADVISORY FEES$48,613$48,613

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX -3719$3,574$3,574
FOREIGN TAX -3223$620$620
FOREIGN TAX-0943$8$8

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