LYMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LYMAN FAMILY FOUNDATION (EIN 20-2019997)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202443189349101729
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T10:40:58-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330690020PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAVINE LOFGREN MORRIS & ENGELBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14180 LA JOLLA VILLAGE DR STE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202019997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYMABusinessNameControlTxt
Phone8586952001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN LYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8586952001PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND GALLAGHERPreparerPersonNm
PTINP00647562PTIN
Phone8584551200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$748,992FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$84InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,700DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,700DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,404,893GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,800CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$160,584TotalRevAndExpnssAmt
Total Net Invst Incm$160,584TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$200LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$200LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,112AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,113AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$25OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,842TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$107,400ExcessRevenueOverExpensesAmt
Net Investment Income$159,242NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,642CashBOYAmt
Cash EOY$1,960CashEOYAmt
Cash EOYFMV$1,960CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,398SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,590SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$606,664CorporateStockBOYAmt
Corporate Stock EOY$696,442CorporateStockEOYAmt
Corporate Stock EOYFMV$696,442CorporateStockEOYFMVAmt
Total Assets BOY$611,704TotalAssetsBOYAmt
Total Assets EOY$748,992TotalAssetsEOYAmt
Total Assets EOYFMV$748,992TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$611,704RetainedEarningBOYAmt
Retained Earning EOY$748,992RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$611,704TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$748,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$611,704TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$748,992TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$611,704TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$107,400ExcessRevenueOverExpensesAmt
Other Increases$29,888OtherIncreasesAmt
Subtotal$748,992SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$748,992TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$1,042,991$978,595$64,396$64,396
PUBLICLY TRADED SECURITIES$361,902$339,498$22,404$22,404
FieldValueIRS element (for citing)
Capital Gain Net Income$86,800CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,213InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,213SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,507EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,507TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$19,294OverpaymentAmt
Applied To ES Tax$19,294AppliedToESTaxAmt
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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTANIA LANCASTERIndividualWithBooksNm
Phone8586952001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
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

FieldValueIRS element (for citing)
PersonSTEVEN A LYMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT MAKING CHARITABLE PRIVATE FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

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$626,162AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,369AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$649,531TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$649,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$639,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,989MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,989MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,213TaxBasedOnInvestmentIncomeAmt
Total Tax$2,213TotalTaxAmt
Distributable Before Adj$29,776DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,776DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,776DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,842ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,842QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,776DistributableAsAdjustedAmt
Undistributed Income PY$8,103UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$51,842QualifyingDistributionsAmt
Applied To Year1$8,103AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,776AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,963RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,963TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,963ExcessDistriCyovToNextYrAmt
Excess From Current Year$13,963ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN A LYMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHP 11-99 FOUNDATION
3188 AIRWAY AVENUE SUITE CCOSTA MESACA92626NONEPUBLIC CHARITYGENERAL GRANT$500
COMMUNITY CONCERTS RSF
6225 PASEO DELICIASRANCHO SANTA FECA92067NONEPUBLIC CHARITYGENERAL GRANT$500
CUREBOUND
9605 SCRANTON RD SUITE 120SAN DIEGOCA92121NONEPUBLIC CHARITYHEALTH GRANT$10,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPUBLIC CHARITYGENERAL GRANT$2,000
HELEN WOODWARD ANIMAL CENTER
PO BOX 64RANCHO SANTA FECA92067NONEPUBLIC CHARITYHEALTH GRANT$250
HONORARY DEPUTY SHERIFFS
PO BOX 421260SAN DIEGOCA92142NONEPUBLIC CHARITYGENERAL GRANT$750
HORIZON CHRISTIAN FELLOWSHIP
PO BOX 9070RANCHO SANTA FECA92067NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$12,000
PADRES PEDAL THE CAUSE
9191 TOWNE CENTER DR STE 310SAN DIEGOCA92122NONEPUBLIC CHARITYHEALTH GRANT$500
RESTORATIVE JUSTICE MEDIATION PROGRAM
2341 JEFFERSON ST STE 102SAN DIEGOCA92110NONEPUBLIC CHARITYGENERAL GRANT$2,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$10,000
SAN DIEGO ZOO WILDLIFE ALLIANCE
2920 ZOO DRIVESAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$10,000
THE OLD GLOBE
PO BOX 122171SAN DIEGOCA92112NONEPUBLIC CHARITYGENERAL GRANT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,500TotalGrantOrContriPdDurYrAmt
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$84ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,700ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,800ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$160,584ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,584TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,225Amt
Net Investment Income$1,112NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,113DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$696,442EOYBookValueAmt
EOYFMV$696,442EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$400LegalFeesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGEDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Disbursements Charitable Prps$4DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCE - CAPITAL GAINS/(LOSSES)Desc
Amt$29,888Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$50Amt
Net Investment Income$25NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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