BETA

ROBERT & MAUREEN LUCAS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MAUREEN LUCAS FAMILY FOUNDATION (EIN 95-4666465)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-18
IRS object ID
202621699349100007
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)
Return2026-06-18T10:13:34-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ ACCOUNTING GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13500 WEST OLIVE AVENUE SUITE 680AddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954666465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8186531539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8186531539PhoneNum
Signature2026-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUAN PABLO LOPEZ CPAPreparerPersonNm
PTINP01367411PTIN
Phone8188407075PhoneNum
Preparation2026-06-16PreparationDt
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$1,473,685FMVAssetsEOYAmt
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$810InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$810InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,756DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,279NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$392,831GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,279CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$81,845TotalRevAndExpnssAmt
Total Net Invst Incm$81,845TotalNetInvstIncmAmt
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$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,487OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,487OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,487TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,652ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,652ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,487TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,852TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,506ExcessRevenueOverExpensesAmt
Net Investment Income$71,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,209SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,520SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,520SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$838,527CorporateStockBOYAmt
Corporate Stock EOY$1,049,230CorporateStockEOYAmt
Corporate Stock EOYFMV$1,049,230CorporateStockEOYFMVAmt
Corporate Bonds BOY$477,939CorporateBondsBOYAmt
Corporate Bonds EOY$363,935CorporateBondsEOYAmt
Corporate Bonds EOYFMV$363,935CorporateBondsEOYFMVAmt
Total Assets BOY$1,341,675TotalAssetsBOYAmt
Total Assets EOY$1,473,685TotalAssetsEOYAmt
Total Assets EOYFMV$1,473,685TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,341,675NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,473,685NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,341,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,473,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,341,675TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,473,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,341,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,506ExcessRevenueOverExpensesAmt
Other Increases$125,504OtherIncreasesAmt
Subtotal$1,473,685SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,473,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$349,351$354,552-$5,201-$5,201
CAPITAL GAINS DIVIDENDS$43,480$43,480$43,480P
FieldValueIRS element (for citing)
Capital Gain Net Income$38,279CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$992InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$992SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$992TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,819EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,819TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,827OverpaymentAmt
Applied To ES Tax$2,827AppliedToESTaxAmt
Refund$0RefundAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT LUCASIndividualWithBooksNm
Phone8186536621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT LUCAS
823 GREEN LANELA CANADACA91011PRESIDENT5.00$0$0$0
MAUREEN LUCAS
823 GREEN LANELA CANADACA91011SECRETARY/TREASURER5.00$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$1,389,599AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,380AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,408,979TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,408,979AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,135CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,387,844NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,392MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,392MinimumInvestmentReturnAmt
Tax Based On Investment Income$992TaxBasedOnInvestmentIncomeAmt
Total Tax$992TotalTaxAmt
Distributable Before Adj$68,400DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,400DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,400DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,852ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$64,852QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,400DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$39,522ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,499ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,968ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$23,080ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$116,069TotalExcessDistributionCyovAmt
Qualifying Distributions$64,852QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,852AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,548ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,548ExcessDistributionCyovAppCYAmt
Total Corpus$112,521TotalCorpusAmt
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$35,974ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,547ExcessDistriCyovToNextYrAmt
Excess From Year4$43,499ExcessFromYear4Amt
Excess From Year3$9,968ExcessFromYear3Amt
Excess From Year1$23,080ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT LUCASContributingManagerNm
Contributing ManagerMAUREEN LUCASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AAPI WOMEN LEAD
490 LAKE PARK AVEOAKLANDCA94610PCGENERAL FUND$2,500
BRIDGES
466 FOOTHILL BLVDLA CANADACA91011PCGENERAL FUND$5,000
BRIDGES
466 FOOTHILL BLVDLA CANADACA91011PCMUSTARD SEED MINISTRIES$2,700
CHARITY NAVIGATOR
PO BOX 5117BOONEIA50950PCGENERAL FUND$500
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741PCGENERAL FUND$600
DOOR OF HOPE
221 E WALNUT ST 112PASADENACA91011PCGENERAL FUND$10,000
DOOR OF HOPE
221 E WALNUT ST 112PASADENACA91101PCEATON FIRE HOUSING ASSITANCE$10,000
GREENPEACE USA
1970 BROADWAY SUITE 1150OAKLANDCA94612PCGENERAL FUND$600
IMMIGRANT DEFENDERS LAW CENTER
634 S SPRING STLOS ANGELESCA90014PCGENERAL FUND$1,500
KCRW
1900 PICO BLVDSANTA MONICACA90405PCGENERAL FUND$600
KKJZ
PO BOX 251469LOS ANGELESCA90025PCGENERAL FUND$600
KUSC
1149 S HILL STREET SUITE H100LOS ANGELESCA90015PCGENERAL FUND$600
LA CANADA FLINTRIDGE EDUCATIONAL FOUNDATION
4490 CORNISHON ROOM 211LA CANADACA91011PCGENERAL FUND$3,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011PCCHRISTMAS MARKET$2,500
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011PCGENERAL FUND$10,000
PATH
340 N MADISON AVELOS ANGELESCA90004PCTASTE OF HOME FESTIVAL$10,000
PBS SOCAL
PO BOX 6009WHITTIERCA90607PCGENERAL FUND$600
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$420
VIBRA VOCE
2501 MIDWICKHILL DRALHAMBRACA91803PCGENERAL FUND$1,500
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PCGENERAL FUND$432
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,652TotalGrantOrContriPdDurYrAmt
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$810ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,756ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,279ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$81,845ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,845TotalIncomeProducingActyAmt

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)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE ORGANIZATION IS EXEMPT FROM FILING A COPY OF FORM 990-PF UNDER CALIFORNIA LAW SINCE IT HAS BEEN CLASSIFIED AS A RELIGIOUS CORPORATION BY THE CALIFORNIA SECRETARY OF STATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$363,935EOYBookValueAmt
EOYFMV$363,935EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,049,230EOYBookValueAmt
EOYFMV$1,049,230EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$125,504Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$10,487Amt
Net Investment Income$10,487NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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