THE RAUCH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RAUCH FAMILY FOUNDATION (EIN 58-1888280)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-18
- IRS object ID
- 202402629349100620
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-18T18:59:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954108809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E KATELLA AVE STE 900 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581888280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAUC | BusinessNameControlTxt |
| Phone | 7149901040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 EMERSON STREET | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91784 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR SAMUEL SALEN | PersonNm |
| Person Title | TREAS,PRESIDENT,DIRECTOR | PersonTitleTxt |
| Phone | 9096244491 | PhoneNum |
| Signature | 2024-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF C JONES | PreparerPersonNm |
| PTIN | P00568784 | PTIN |
| Phone | 7149901040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,495,673 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,098,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,098,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,220,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,107,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,220,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,318,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,318,034 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $138,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $138,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,553 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,553 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,558 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,558 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $185,506 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185,506 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $218,348 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $692,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $679,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,983,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,983,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,675,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $679,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,983,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,357,237 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,638,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,056,890 | CashBOYAmt |
| Cash EOY | $2,589,044 | CashEOYAmt |
| Cash EOYFMV | $2,589,044 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $741,574 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $88,170,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,482,777 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $227,168,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,424,334 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,851,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $28,571,721 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,987,670 | OtherAssetsBOYAmt |
| Other Assets EOY | $166,831 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $166,831 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $111,380,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,090,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,495,673 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,350,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,630,128 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $293,055 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,350,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,923,183 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $110,030,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,166,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,030,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,166,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,380,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,090,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,030,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,357,237 | ExcessRevenueOverExpensesAmt |
| Other Increases | $956,790 | OtherIncreasesAmt |
| Subtotal | $109,630,231 | SubtotalAmt |
| Other Decreases | $7,463,414 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,166,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #3251 | P | 2022-01-01 | 2023-12-31 | $10,202,000 | $3,354,293 | $6,847,707 | $6,847,707 |
| CHARLES SCHWAB #3251 | P | 2023-01-01 | 2023-12-31 | $1,000,000 | $999,800 | $200 | $200 |
| CHARLES SCHWAB #2478 | P | 2022-01-01 | 2023-12-31 | $433,208 | $466,840 | -$33,632 | -$33,632 |
| CHARLES SCHWAB #2478 | P | 2023-01-01 | 2023-12-31 | $427,409 | $681,275 | -$253,866 | -$253,866 |
| CHARLES SCHWAB #8905 | P | 2022-01-01 | 2023-12-31 | $39,885 | $42,187 | -$2,302 | -$2,302 |
| CAPITAL GROUP | P | 2022-01-01 | 2023-12-31 | $2,491,561 | $2,091,044 | $400,517 | $400,517 |
| CHARLES SCHWAB #8393 | P | 2022-01-01 | 2023-12-31 | $776,278 | $745,830 | $30,448 | $30,448 |
| RAUCH LIVING TRUST - PASS-THROUGH | P | 2022-01-01 | 2023-12-31 | $172,298 | $172,298 | $172,298 | |
| CAPITAL GROUP | P | 2023-01-01 | 2023-12-31 | $393,708 | $475,204 | -$81,496 | -$81,496 |
| CAPITAL GAIN DISTRIBUTION | P | 2022-01-01 | 2023-12-31 | $140,000 | $140,000 | $140,000 | |
| CAPITAL GROUP - CLOSED CONTRACTS | P | 2023-01-01 | 2023-12-31 | $31,096 | $30,938 | $158 | $158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,220,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $120,071 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $120,071 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $120,071 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $271,831 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $271,831 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151,760 | OverpaymentAmt |
| Applied To ES Tax | $151,760 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR SAMUEL SALEN TREASURERCO FRA | IndividualWithBooksNm |
| Phone | 7149901040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 E KATELLA AVENUE SUITE 900 | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HEATHER BR WATKINS | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | SECR/DIR/VP | 1.00 | $0 | $0 | $0 |
| JESSE SALEN | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL SALEN | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | PRESIDENT | 15.00 | $138,600 | $0 | $0 |
| OLIVIA WATKINS | ||||||||
| 136 EMERSON STREET | UPLAND | CA | 91784 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAPITAL GROUP PERSHING ADVISOR SOLUTIONS LLC | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | MANAGEMENT FEES | $159,754 |
| CHARLES SCHWAB & CO INC | |||||
| 3000 SCHWAB WAY | WESTLAKE | TX | 76262 | MANAGEMENT FEES | $58,281 |
| FRAZER LLP | |||||
| 2400 E KATELLA AVENUE SUITE 900 | ANAHEIM | CA | 92806 | ACCOUNTING SERVICES | $51,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $224,436,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,684,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,121,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $228,121,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,421,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,699,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,234,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,234,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $120,071 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $120,071 | TotalTaxAmt |
| Distributable Before Adj | $11,114,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,114,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,114,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,983,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,983,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,114,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,921,245 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $14,921,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,983,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,983,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,131,916 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,131,916 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,789,329 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,789,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,789,329 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DEVELOPMENT MEDIA INTERNATIONAL (VIA THE LIFE YOU CAN SAVE) - BURKINA FASO | |||||||
| 300 SHIRE WAY | LEXINGTON | MA | 02421 | PC | UNRESTRICTED ANNUAL GIVING | $150,000 | |
| JAS SAY OF SAN DIEGO DIR CHOICE | |||||||
| 4775 VIEWRIDGE AVENUE | SAN DIEGO | CA | 92123 | PC | UNRESTRICTED ANNUAL GIVING | $6,000 | |
| ST BERNARDINE MEDICAL CENTER - TRANSITION CARE CLINIC | |||||||
| 2101 N WATERMAN AVE | SAN BERNARDINO | CA | 92404 | PC | UNRESTRICTED ANNUAL GIVING | $250,000 | |
| PROVIDENCE ST MARY MEDICAL CENTER | |||||||
| 18300 CA-18 | APPLE VALLEY | CA | 92307 | PC | UNRESTRICTED ANNUAL GIVING | $450,000 | |
| SS ICAHN SCHOOL OF MEDICINE-SCHOLARSHIP FND | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | UNRESTRICTED ANNUAL GIVING | $5,000 | |
| EVIDENCE ACTION - WATER CHLORINATION (INDIA PROJECT - VIA GIVEWELL) | |||||||
| 1133 CONNECTICUT AVE NW SUITE 200 | WASHINGTON DC | DC | 20036 | PC | UNRESTRICTED ANNUAL GIVING | $500,000 | |
| HW PARTNERS IN DEMOCRACY (GOOD NATION FOUNDATION) | |||||||
| 100 CROSBY STREET | NEW YORK | NY | 10012 | PC | UNRESTRICTED ANNUAL GIVING | $5,000 | |
| HW THE DA CENTER FOR THE ARTS | |||||||
| 252 S MAIN ST D | POMONA | CA | 91766 | PC | UNRESTRICTED ANNUAL GIVING | $4,000 | |
| JAS CAMBODIAN BUDDHIST SOCIETY DIR CHOICE | |||||||
| 1833 LUBY DR | SAN JOSE | CA | 95133 | PC | UNRESTRICTED ANNUAL GIVING | $2,500 | |
| HELEN KELLER THROUGH GIVEWELL- VIT A SUPPLEMENTATION (MADAGASCAR PROJECT) | |||||||
| 352 PARK AVENUE SOUTH 12TH FLOOR | NEW YORK | NY | 10010 | CP | UNRESTRICTED ANNUAL GIVING | $1,500,000 | |
| JAS BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY INC | |||||||
| 4305 UNIVERSITY AVE 590 | SAN DIEGO | CA | 92105 | PC | UNRESTRICTED ANNUAL GIVING | $8,000 | |
| CALIFORNIA UNIVERSITY OF SCIENCE & MEDICINE (CUSM) | |||||||
| 1501 VIOLET ST | COLTON | CA | 92324 | PC | UNRESTRICTED ANNUAL GIVING | $130,000 | |
| SAN BERNADINO SYMPHONY ORCHESTRA | |||||||
| 536 W 11TH ST SUITE 1 | SAN BERNARDINO | CA | 92410 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 | |
| HIGHLANDER EDUCATION FOUNDATION - HOMELESSFOSTER YOUTH SUPPORT | |||||||
| G BUILDING 565 W 11TH ST | UPLAND | CA | 91786 | PC | UNRESTRICTED ANNUAL GIVING | $15,000 | |
| THE AMERICAN RED CROSS - US TORNADO RESPONSE | |||||||
| 600 N PARKCENTER DR | SANTA ANA | CA | 92705 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 | |
| FIRST PRESBYTERIAN CHURCH OF SAN BERNARDINO | |||||||
| 1900 N D ST | SAN BERNARDINO | CA | 92405 | PC | UNRESTRICTED ANNUAL GIVING | $20,000 | |
| THE CLAREMONT FORUM (PRISON LIBRARY PROJECT) | |||||||
| 586 W 1ST ST | CLAREMONT | CA | 91711 | PC | UNRESTRICTED ANNUAL GIVING | $20,000 | |
| THE AMERICAN RED CROSS - HURRICANE IDALIA RELIEF EFFORT | |||||||
| 600 N PARKCENTER DR | SANTA ANA | CA | 92705 | PC | UNRESTRICTED ANNUAL GIVING | $75,000 | |
| THE AMERICAN RED CROSS - MAUI FIRES RELIEF EFFORT | |||||||
| 600 N PARKCENTER DR | SANTA ANA | CA | 92705 | PC | UNRESTRICTED ANNUAL GIVING | $75,000 | |
| THE HAWAIIAN WAY FUND - MAUI FIRES RELIEF EFFORT KAKO'OFUND | |||||||
| 91-1270 KINOIKI ST STE 1 | KAPOLEI | HI | 96707 | PC | UNRESTRICTED ANNUAL GIVING | $75,000 | |
| OPHELIA'S JUMP | |||||||
| 2009 PORTERFIELD WAY STE H | UPLAND | CA | 91786 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 | |
| JPAL NORTH AMERICA | |||||||
| 400 MAIN STREET | CAMBRIDGE | MA | 02142 | PC | UNRESTRICTED ANNUAL GIVING | $70,000 | |
| JAS BETH ISRAEL OF SAN DIEGO DIR CHOICE | |||||||
| 9001 TOWNE CENTRE DR | SAN DIEGO | CA | 92122 | PC | UNRESTRICTED ANNUAL GIVING | $2,500 | |
| HUMANITARIAN OPEN MAPS TEAM (HOT) | |||||||
| 1100 13TH STREET NW SUITE 800 | WASHINGTON DC | DC | 20005 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 | |
| GLOBALGIVING - MOROCCO EARTHQUAKE RELIEF | |||||||
| 1 THOMAS CIRCLE NW | WASHINGTON DC | DC | 20005 | CP | UNRESTRICTED ANNUAL GIVING | $60,000 | |
| OW GIVEWELL UNRESTRICTED | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 | |
| HW JOHNS HOPKINS BLOOMBERG SCHOOL OF PUBLIC HEALTH CENTER FOR GUN VIOLENCE | |||||||
| 624 NORTH BROADWAY | BALTIMORE | MD | 21205 | PC | UNRESTRICTED ANNUAL GIVING | $7,500 | |
| HW BETTER BLOOD PROJECT | |||||||
| 5836 FAYETTEVILLE RD STE 202 | DURHAM | NC | 27713 | PC | UNRESTRICTED ANNUAL GIVING | $7,500 | |
| HW BEYOND BAROQUE | |||||||
| 681 VENICE BLVD | VENICE | CA | 90291 | PC | UNRESTRICTED ANNUAL GIVING | $1,000 | |
| GIVE2ASIA MULTI COUNTRY PRE DISASTER PREPARATION | |||||||
| 2201 BROADWAY 4TH FLOOR | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $25,000 | |
| THE SAHABA INITIATIVE | |||||||
| 1887 BUSINESS CENTER DR S 3A | SAN BERNARDINO | CA | 92408 | PC | UNRESTRICTED ANNUAL GIVING | $30,000 | |
| LIGHTHOUSE SOCIAL SERVICES | |||||||
| 1003 E COOLEY DR 205 | COLTON | CA | 92324 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 | |
| UNICEF | |||||||
| 101 MONTGOMERY ST 625 | SAN FRANCISCO | CA | 94104 | PC | UNRESTRICTED ANNUAL GIVING | $65,000 | |
| THE UCR FOUNDATION | |||||||
| 1136 HINDERAKER HALL | RIVERSIDE | CA | 92521 | PC | UNRESTRICTED ANNUAL GIVING | $500,000 | |
| SHEU FAMILY YMCA | |||||||
| 1150 EAST FOOTHILL BLVD | UPLAND | CA | 91786 | PC | SUPPORT PRESCHOOL PROGRAM | $55,000 | |
| LOS ANGELES OPERA | |||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90078 | PC | UNRESTRICTED ANNUAL GIVING | $150,000 | |
| BRIGHT PROSPECT | |||||||
| 1460 EAST HOLT AVENUE SUITE 74 | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $50,000 | |
| FOOTHILL FAMILY SHELTER | |||||||
| 1501 WEST NINTH STREET SUITE D | UPLAND | CA | 91768 | PC | UNRESTRICTED ANNUAL GIVING | $30,000 | |
| LA PHILHARMONIC ASSOCATION FBO YOLA | |||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | UNRESTRICTED ANNUAL GIVING | $200,000 | |
| WARRIORS FOR CHILDREN | |||||||
| 1523 HOWARD ACCESS RD UNIT A | UPLAND | CA | 91786 | PC | UNRESTRICTED ANNUAL GIVING | $16,000 | |
| GIVEWELL MALARIA CONSORTIUM | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $1,020,000 | |
| GIVEWELL - DIRECTORS CHOICE | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | UNRESTRICTED ANNUAL GIVING | $60,000 | |
| WORLD FOOD PROGRAM USA | |||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON DC | DC | 20006 | PC | UNRESTRICTED ANNUAL GIVING | $1,580,000 | |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 N PARK AVENUE | POMONA | CA | 91768 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 | |
| POMONA VALLEY HOSPITAL MEDICAL CENTER | |||||||
| 1798 N GAREY AVE | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $105,000 | |
| TIME FOR CHANGE FOUNDATION | |||||||
| 2164 N MOUNTAIN VIEW AVE | SAN BERNARDINO | CA | 92405 | PC | UNRESTRICTED ANNUAL GIVING | $50,000 | |
| FEEDING AMERICA RIVERSIDE & SAN BERNARDINO COUNTIES | |||||||
| 2950 - B 2950 JEFFERSON ST STE B | RIVERSIDE | CA | 92504 | PC | UNRESTRICTED ANNUAL GIVING | $503,000 | |
| THE SALVATION ARMY DISASTER RELIEF | |||||||
| 2950 MANOA ROAD | HONOLULU | HI | 96822 | PC | UNRESTRICTED ANNUAL GIVING | $100,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10029 | PC | UNRESTRICTED ANNUAL GIVING | $250,000 | |
| ARROWHEAD REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 400 N PEPPER AVE | COLTON | CA | 92324 | PC | UNRESTRICTED ANNUAL GIVING | $215,000 | |
| CARTER CENTER - 20222023 TRACHOMA INTERVENTIONS IN SUDAN PROJECT | |||||||
| 453 JOHN LEWIS FREEDOM PARKWAY NE | ATLANTA | GA | 30307 | PC | UNRESTRICTED ANNUAL GIVING | $600,000 | |
| HOUSE OF RUTH | |||||||
| 605 N CUMMINGS STREET | LOS ANGELES | CA | 90033 | PC | UNRESTRICTED ANNUAL GIVING | $70,000 | |
| BE PERFECT FOUNDATION | |||||||
| 720 INDIGO CT | POMONA | CA | 91767 | PC | UNRESTRICTED ANNUAL GIVING | $5,000 | |
| SS TEMPLE BETH ISRAEL DIRECTORS CHOICE | |||||||
| 8056 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | PC | UNRESTRICTED ANNUAL GIVING | $7,500 | |
| HOPE THROUGH HOUSING FOUNDATION | |||||||
| 9421 HAVEN AVENUE | RANCHO CUCAMONGA | CA | 91730 | PC | UNRESTRICTED ANNUAL GIVING. | $150,000 | |
| PACIFIC LIFELINE | |||||||
| PO BOX 1424 | UPLAND | CA | 91785 | PC | UNRESTRICTED ANNUAL GIVING | $145,000 | |
| WFP CHAD - SUPPORT FOR SUDANESE REFUGEES | |||||||
| PO BOX 96316 | WASHINGTON DC | DC | 20090 | PC | UNRESTRICTED ANNUAL GIVING | $150,000 | |
| SS THOMAS JEFFERSON DIR CHOICE | |||||||
| THOMAS JEFFERSON FOUNDATION POST | CHARLOTTESVILLE | VA | 22902 | PC | UNRESTRICTED ANNUAL GIVING | $12,500 | OFFICE BOX 316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,983,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,098,002 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,220,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,318,034 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,318,034 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $51,558 | Amt |
| Net Investment Income | $51,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS AND TREASURIES CHARLES SCHWAB | $4,404,495 | $3,032,151 |
| MUTUAL FUNDS BONDS - CAPITAL GROUP | $17,446,853 | $25,539,570 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK CHARLES SCHWAB | $79,273,040 | $221,926,296 |
| CORPORATE STOCK - VANGUARD | $4,209,737 | $5,241,781 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,553 | LegalFeesAmt |
| Net Investment Income | $5,553 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM PASS THROUGH ENTITY | $2,987,670 | $0 | $0 |
| PREPAID TAX | $0 | $141,831 | $141,831 |
| CONTRIBUTION RECEIVABLE | $0 | $25,000 | $25,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE GRANTS | $5,533,168 |
| BOOK/TAX DIFFERENCE CAPITAL GAIN/LOSS | $119,834 |
| PPA PASSTHROUGH ENTITY BOOK INCOME - NO TAX EFFECT | $1,487,670 |
| BOOK/TAX DIFFERENCE INTEREST EXPENSE | $293,055 |
| 2023 UNREALIZED GAIN/LOSS | $29,687 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND POSTAGE | $2,666 | $0 | $0 |
| TRAVEL | $9,790 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $218,348 | $218,348 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE INTEREST AND DIVIDENDS | $17,362 |
| 2023 PASSTHROUGH ENTITY BOOK/TAX DIFFERENCE | $750,000 |
| MISC BOOK/TAX DIFFERENCE | $177,597 |
| NET FEDERAL TAX REFUND/(EXPENSE) | $11,831 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $293,055 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $169,985 | $169,985 | $0 |
| PAYROLL TAXES | $15,521 | $15,521 | $0 |
Comments