JACE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JACE FOUNDATION (EIN 87-3976031)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202441349349102519
Schema version
2023v5.0
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)
Return2024-05-13T09:29:23-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475278347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALLISON & GIBB LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 E DAILY DRIVE SUITE 117AddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873976031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACEBusinessNameControlTxt
Phone8186870868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 TOWNSGATE ROAD SUITE 310AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN MARIE JERIANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSAN MARIEPersonFirstNm
Person LastJERIANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A ALLISON CPAPreparerPersonNm
PTINP01971329PTIN
Phone8059871999PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,495,765FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$504,038ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,300DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,300DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$234,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$666,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$234,467CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$752,847TotalRevAndExpnssAmt
Total Net Invst Incm$248,809TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,468OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,468OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$181TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$602OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$602OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,202TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,367ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,367ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,302TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,649TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,569TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$704,545ExcessRevenueOverExpensesAmt
Net Investment Income$245,160NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$8,265CashEOYAmt
Cash EOYFMV$8,265CashEOYFMVAmt
Sav And Temp Cash Invst BOY$456,798SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$723,863SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$723,863SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$221,258CorporateStockBOYAmt
Corporate Stock EOY$374,602CorporateStockEOYAmt
Corporate Stock EOYFMV$374,602CorporateStockEOYFMVAmt
Corporate Bonds BOY$78,047CorporateBondsBOYAmt
Corporate Bonds EOY$145,838CorporateBondsEOYAmt
Corporate Bonds EOYFMV$145,838CorporateBondsEOYFMVAmt
Other Investments BOY$191,027OtherInvestmentsBOYAmt
Other Investments EOY$243,197OtherInvestmentsEOYAmt
Other Investments EOYFMV$243,197OtherInvestmentsEOYFMVAmt
Total Assets BOY$947,130TotalAssetsBOYAmt
Total Assets EOY$1,495,765TotalAssetsEOYAmt
Total Assets EOYFMV$1,495,765TotalAssetsEOYFMVAmt
Other Liabilities EOY$13,339OtherLiabilitiesEOYAmt
Total Liabilities EOY$13,339TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$947,130NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,482,426NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$947,130TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,482,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$947,130TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,495,765TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$947,130TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$704,545ExcessRevenueOverExpensesAmt
Subtotal$1,651,675SubtotalAmt
Other Decreases$169,249OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,482,426TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Rockland TrustP2023-01-012023-12-31$221,737$209,115$12,622$12,622
Rockland TrustP2021-01-012023-12-31$444,291$223,206$221,085$221,085
Capital Gain Dividends$760
FieldValueIRS element (for citing)
Capital Gain Net Income$234,467CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12,622NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,408InvestmentIncomeExciseTaxAmt
Subtotal$3,408SubtotalAmt
Tax Based On Investment Income$3,408TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$4EsPenaltyAmt
Tax Due$3,412TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN MARIE JERIANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8186870868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 TOWNSGATE ROAD SUITE 310AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DAVID MARK ESSAYAN
2801 TOWNSGATE ROAD 310WESTLAKE VILLAGECA91361Trustee0.25$0
SUSAN MARIE JERIAN
2801 TOWNSGATE ROAD 310WESTLAKE VILLAGECA91361Trustee0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$556,027AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$440,371AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$996,398TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$996,398AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$981,452NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,073MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,073MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,408TaxBasedOnInvestmentIncomeAmt
Total Tax$3,408TotalTaxAmt
Distributable Before Adj$45,665DistributableBeforeAdjAmt
Distributable Before Ded$45,665DistributableBeforeDedAmt
Distributable As Adjusted$45,665DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,569ExpensesAndContributionsAmt
Qualifying Distributions$44,569QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,665DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$15,574ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,574TotalExcessDistributionCyovAmt
Qualifying Distributions$44,569QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,569AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,096ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,096ExcessDistributionCyovAppCYAmt
Total Corpus$14,478TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,478ExcessDistriCyovToNextYrAmt
Excess From Year1$14,478ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID MARK ESSAYANContributingManagerNm
Contributing ManagerSUSAN MARIE JERIANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AUA American University of Armenia
117 S Louise StreetGlendaleCA91205NonePCScholarships$20,450
Armenian Professional Society
350 N Glendale Ave Ste B 121GlendaleCA91206NonePCScholarship$5,000
Children of Armenia Fund
149 5th Avenue Ste 500New YorkNY10010NonePCEducational programs$3,579
Armenian Missionary Association of
31 W Century RoadParamusNJ07652NonePCHumanitarian Relief$13,338
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,367TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,300ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$234,467ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$248,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$248,809TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDavid Essayan and Susan JerianContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2130AddressLine1Txt
CityAgoura HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Total Contributions$504,038TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyTransfer of securities:1.Goldman Sachs MLP Energy Infr GMLPX Qty: 7,033.992.Wells Fargo & Co WFC QtyNoncashPropertyDesc
Fair Market Value$504,038FairMarketValueAmt
Received2023-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,600DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TAXABLE FIXED INCOME$138,467$138,467
INTERNATIONAL FIXED INCOME$7,371$7,371

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$374,602EOYBookValueAmt
EOYFMV$374,602EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DIVERSIFYING FUNDSFMV$122,105$122,105
INTERNATIONAL EQUITYFMV$82,320$82,320
DIVERSIFYING TAXABLE FUNDSFMV$38,772$38,772

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$95$95
OFFICE EXPENSE$507$507

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescEOY Book ValueEOYBookValueAmt
CREDIT CARD PAYABLE$13,338
Rounding$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeesCategoryTxt
Amt$3,468Amt
Net Investment Income$3,468NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSusan Jerian David EssayanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2130AddressLine1Txt
CityAgoura HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913762130ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise tax$84
Foreign tax paid$181$181

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