STEPHEN PHILIBOSIAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
STEPHEN PHILIBOSIAN FOUNDATION (EIN 23-7029751)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-01
IRS object ID
202421839349100962
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)
Return2024-07-01T17:16:57-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Line174-900 US HIGHWAY 111 STE 115AddressLine1Txt
CityINDIAN WELLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

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
Signature2024-06-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOYCE PPersonFirstNm
Person LastSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D WILMETH JRPreparerPersonNm
PTINP00352073PTIN
Phone7603467413PhoneNum
Preparation2024-06-26PreparationDt
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$7,748,740FMVAssetsEOYAmt
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$50,631InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50,631InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$50,631InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$155,176DividendsRevAndExpnssAmt
Dividends Net Invst Incm$153,458DividendsNetInvstIncmAmt
Dividends Adj Net Incm$155,176DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$479,885NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,383,715GrossSalesPriceAmt
Total Rev And Expnss$685,692TotalRevAndExpnssAmt
Total Net Invst Incm$204,089TotalNetInvstIncmAmt
Total Adj Net Incm$205,807TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$64,010OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,760OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$19,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17,583TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,577TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$13,006TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$2,032TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,032TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,684OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,684OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,337TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,972TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$473,718ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$473,718ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$570,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,337TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$520,690TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$115,665ExcessRevenueOverExpensesAmt
Net Investment Income$154,752NetInvestmentIncomeAmt
Adjusted Net Income$205,807AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,400CashBOYAmt
Cash EOY$26,695CashEOYAmt
Cash EOYFMV$26,695CashEOYFMVAmt
Sav And Temp Cash Invst BOY$91,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$109,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$109,246SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$208,753USGovernmentObligationsBOYAmt
US Government Obligations EOY$555,550USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$562,619USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,634,083CorporateStockBOYAmt
Corporate Stock EOY$2,854,056CorporateStockEOYAmt
Corporate Stock EOYFMV$3,890,361CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,578,237CorporateBondsBOYAmt
Corporate Bonds EOY$2,067,830CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,023,458CorporateBondsEOYFMVAmt
Other Investments BOY$1,902,722OtherInvestmentsBOYAmt
Other Investments EOY$1,000,556OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,136,361OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,441,631TotalAssetsBOYAmt
Total Assets EOY$6,613,933TotalAssetsEOYAmt
Total Assets EOYFMV$7,748,740TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,956,367CapitalStockBOYAmt
Retained Earning BOY$3,485,264RetainedEarningBOYAmt
Retained Earning EOY$6,613,933RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,441,631TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,613,933TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,441,631TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,613,933TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,441,631TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$115,665ExcessRevenueOverExpensesAmt
Other Increases$56,637OtherIncreasesAmt
Subtotal$6,613,933SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,613,933TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,151InvestmentIncomeExciseTaxAmt
Subtotal$2,151SubtotalAmt
Tax Based On Investment Income$2,151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$22EsPenaltyAmt
Overpayment$9,827OverpaymentAmt
Applied To ES Tax$9,827AppliedToESTaxAmt

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 WELLSCA92210TRUSTEE1.00$0$0$0
THOMAS MOMJIAN
111 PRESIDENTIAL BLVD SUITE 233BALA CYNWOODPA19004TRUSTEE1.00$0$0$0
LOUISE DANELIAN
75-600 BERYL LANEINDIAN WELLSCA92210TRUSTEE1.00$0$0$0
STEPHANIE LANDES
46-650 E EL DORADO DRIVEINDIAN WELLSCA92210TRUSTEE1.00$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$6,400,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,889AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,527,783TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,527,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,429,866NetVlNoncharitableAssetsAmt
Minimum Investment Return$321,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$321,493MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,151TaxBasedOnInvestmentIncomeAmt
Total Tax$2,151TotalTaxAmt
Distributable Before Adj$319,342DistributableBeforeAdjAmt
Distributable Before Ded$319,342DistributableBeforeDedAmt
Distributable As Adjusted$319,342DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$520,690ExpensesAndContributionsAmt
Qualifying Distributions$520,690QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$319,342DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$294,059ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$167,776ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,151ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$629,172ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,122,158TotalExcessDistributionCyovAmt
Qualifying Distributions$520,690QualifyingDistributionsAmt
Applied To Current Year$319,342AppliedToCurrentYearAmt
Remaining Distri From Corpus$201,348RemainingDistriFromCorpusAmt
Total Corpus$1,323,506TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$294,059ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,029,447ExcessDistriCyovToNextYrAmt
Excess From Year4$167,776ExcessFromYear4Amt
Excess From Year3$31,151ExcessFromYear3Amt
Excess From Year1$629,172ExcessFromYear1Amt
Excess From Current Year$201,348ExcessFromCurrentYearAmt

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)
Grant Or Contribution PurposePHILANTHROPICGrantOrContributionPurposeTxt
Amt$473,718Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$473,718TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,631ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$155,176ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$479,885RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$205,807ExclusionAmt
Related Or Exempt Function Incm$479,885RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$685,692TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB -3223 ST DET ON FILEPURCHASE$410,896$414,103-$3,207
CHARLES SCHWAB -3223 LT DET ON FILEPURCHASE$1,185,002$923,425$261,577
CHARLES SCHWAB -0943 ST DET ON FILEPURCHASE$39,299$36,753$2,546
CHARLES SCHWAB -0943 LT DET ON FILEPURCHASE$244,648$87,054$157,594
CHARLES SCHWAB -1656 ST DET ON FILEPURCHASE$55,020$54,435$585
CHARLES SCHWAB -1656 LT DET ON FILEPURCHASE$250,053$271,913-$21,860
CHARLES SCHWAB -3719 ST DET ON FILEPURCHASE$19,853$19,870-$17
CHARLES SCHWAB -3719 LT DET ON FILEPURCHASE$178,944$96,277$82,667

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VARIOUS CORP BONDS - DETAIL ON FILE
CHARLES SCHWAB - 3223: ETFS$619,002$697,011
CHARLES SCHWAB - 0943: ETFS$108,624$110,910
CHARLES SCHWAB - 1565 CORP BONDS$1,340,204$1,215,537

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VARIOUS STOCKS - DETAIL AVAILABLE
CHARLES SCHWAB - 3223: EQUITIES$1,167,379$1,308,108
CHARLES SCHWAB - 3719: EQUITIES$1,315,618$1,936,649
CHARLES SCHWAB - 0943: EQUITIES$371,059$645,604

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VARIOUS INVESTMENTS - DETAIL ON FILE
CHARLES SCHWAB - 3223: REITSAT COST$291,390$325,362
CHARLES SCHWAB - 3719: REITSAT COST$9,166$14,494
CHARLES SCHWAB - 0943: REITSAT COST$700,000$796,505

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$52$52
OFFICE EXPENSES$12,552$12,552
DUES AND SUBSCRIPTIONS$80$80

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BEGINNING BALANCESDesc
Amt$56,637Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
SECRETARY - LAURA TRICKEY$1,300$1,300
ITT CONSULTING$5,650$5,650
BOOKKEEPING - KATIE MILLER$300$300
TAX PREP - CPA (AFPS)$12,000$12,000
INVESTMENT ADVISORY FEES$44,760$44,760

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX -3223$1,258$1,258
FOREIGN TAX -3719$3,319$3,319
CA RRF-1
FEDERAL INCOME TAX FORM 990PF 20$13,006$13,006

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