BETA

GEORGIA B RIDDER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GEORGIA B RIDDER FOUNDATION (EIN 95-4813547)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-12-06
IRS object ID
202403419349100710
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)
Return2024-12-06T16:20:19-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822021615PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATS Accounting Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16355 Topanga Canyon Blvd Ste 225AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954813547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGIA B RIDDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone6267659345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm
Person TitleDirectorPersonTitleTxt
Signature2024-12-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael Trunnell CPAPreparerPersonNm
PTINP00397894PTIN
Phone8187041040PhoneNum
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$6,406,366FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$118,379DividendsRevAndExpnssAmt
Dividends Net Invst Incm$118,379DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,232NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,119,643GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,232CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,384OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$237,995TotalRevAndExpnssAmt
Total Net Invst Incm$234,611TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$66,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$39,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,654AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$827AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$827AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,776OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,776OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,102TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,027TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$407OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$407OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,030TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40,909TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$311,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$311,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$417,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,030TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$352,309TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$179,344ExcessRevenueOverExpensesAmt
Net Investment Income$169,581NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$363,983SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,593SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$148,763USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$149,789USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,918,464CorporateStockBOYAmt
Corporate Stock EOY$1,884,244CorporateStockEOYAmt
Corporate Stock EOYFMV$4,710,126CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,445,210CorporateBondsBOYAmt
Corporate Bonds EOY$1,408,712CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,316,555CorporateBondsEOYFMVAmt
Other Investments BOY$73,637OtherInvestmentsBOYAmt
Other Investments EOY$73,637OtherInvestmentsEOYAmt
Other Investments EOYFMV$123,303OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,801,294TotalAssetsBOYAmt
Total Assets EOY$3,621,950TotalAssetsEOYAmt
Total Assets EOYFMV$6,406,366TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,801,294RetainedEarningBOYAmt
Retained Earning EOY$3,621,950RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,801,294TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,621,950TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,801,294TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,621,950TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,801,294TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$179,344ExcessRevenueOverExpensesAmt
Subtotal$3,621,950SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,621,950TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB CAP GAIN DISTRIBUTIONSP$173$173$173
CHARLES SCHWABP$921,927$147,861$147,8612001-01-012023-12-31$774,066
CHARLES SCHWABP$197,543-$31,802-$31,8022023-01-012023-12-31$229,345
FieldValueIRS element (for citing)
Capital Gain Net Income$116,232CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$31,629NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,357InvestmentIncomeExciseTaxAmt
Subtotal$2,357SubtotalAmt
Tax Based On Investment Income$2,357TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,242EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,242TotalPaymentsAndCreditsAmt
Overpayment$2,885OverpaymentAmt
Applied To ES Tax$2,885AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL R WHALENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267659345PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
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

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 S MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos2.50AverageHrsPerWkDevotedToPosRt
Compensation$66,000CompensationAmt
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$5,884,398AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,215AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,031,613TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$6,031,613AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,941,139NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,057MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$297,057MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,357TaxBasedOnInvestmentIncomeAmt
Total Tax$2,357TotalTaxAmt
Distributable Before Adj$294,700DistributableBeforeAdjAmt
Distributable Before Ded$294,700DistributableBeforeDedAmt
Distributable As Adjusted$294,700DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$352,309ExpensesAndContributionsAmt
Qualifying Distributions$352,309QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$294,700DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$94,067ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$54,916ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,983TotalExcessDistributionCyovAmt
Qualifying Distributions$352,309QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$294,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,609RemainingDistriFromCorpusAmt
Total Corpus$206,592TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$206,592ExcessDistriCyovToNextYrAmt
Excess From Year3$94,067ExcessFromYear3Amt
Excess From Year1$54,916ExcessFromYear1Amt
Excess From Current Year$57,609ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER THE FINISH LINE
10153 RIVERSIDE DR 397TOLUCA LAKECA91602NONEPCGENERAL SUPPORT. HORSE RESCUE & REHABILITATION.$29,400
PLANNED PARENTHOOD-PASADENA SGV
1045 N LAKE AVENUEPASADENACA91104NONEPCSUPPORT FAMILY PLANNING$60,000
QUILTS FOR KIDS
891 12TH STREETBOULDERCO80302NONEPCGENERAL SUPPORT$20,000
SCRIPPS COLLEGE
1030 COLUMBIA AVENUE PMB 2008CLAREMONTCA91711NONEPCGENERAL SUPPORT$100,000
THE PETCARE FOUNDATION
C/O KENQUEST 499 N CANONBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$60,000
UNITED PEGASUS FOUNDATION
20411 PEGASUS STREETTEHACHAPICA93561NONEPCGENERAL SUPPORT$10,000
OUTWARD BOUND CALIFORNIA
PO BOX 29632SAN FRANCISCOCA94129NONEPCGENERAL SUPPORT$5,000
RETIRED RACEHORSE PROJECT
3357 HAZLEWOOD ROADEDGEWATERMD21037NONEPCGENERAL SUPPORT. HORSE RESCUE & REHABILITATION.$5,000
UCP HEARTLAND
4645 LA GUARDIA DRSAINT LOUISMO63134NONEPCGENERAL SUPPORT$10,000
IMMUNE DEFICIENCY FOUNDATION
7550 TEAGUE ROAD SUITE 220HANOVERMD21076NONEPCGENERAL SUPPORT$2,000
AUTRY MUSEUM OF THE AMERICAN WEST
4700 WESTERN HERITAGE WAYLOS ANGELESCA90027NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$311,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118,379ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,384ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$116,232ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$237,995ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$237,995TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,654Amt
Net Investment Income$827NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$827DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB CORPORATE BONDS$1,383,312$1,295,800
SCHWAB CONVERTIBLE BONDS$25,400$20,755

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB CORPORATE STOCKStockNm
EOY Book Value$1,884,244EOYBookValueAmt
EOYFMV$4,710,126EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$148,763USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$149,789USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB REITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$73,637BookValueAmt
EOYFMV$123,303EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$47$47
OFFICE EXPENSE$360$360

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$3,384RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$35,776Amt
Net Investment Income$35,776NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CALIFORNIA ATTORNEY GENERAL$75$75
FOREIGN TAXES$2,027$2,027

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