SAMUELSON CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SAMUELSON CHARITABLE FOUNDATION INC (EIN 95-4594473)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-31
IRS object ID
202342439349100629
Schema version
2022v5.0
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)
Return2023-08-31T12:02:29-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201484966PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SKINNER FOUCH & OLSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line138 DISCOVERY SUITE 250AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954594473EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUELSON CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone8185000155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 EDENHURST AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90039ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREID G SAMUELSONPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8185000155PhoneNum
Signature2023-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstREIDPersonFirstNm
Person LastSAMUELSONPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA R ANNANPreparerPersonNm
PTINP00543409PTIN
Phone9492601430PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,867,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$19,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,298NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,854,613GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,298CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$140,979TotalRevAndExpnssAmt
Total Net Invst Incm$38,979TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,595AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,023OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$110OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,228TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,515ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,515ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$199,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,628TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,764ExcessRevenueOverExpensesAmt
Net Investment Income$26,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$2,391,660OtherInvestmentsBOYAmt
Other Investments EOY$2,329,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,864,578OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$3,000OtherAssetsEOYAmt
Other Assets EOYFMV$3,000OtherAssetsEOYFMVAmt
Total Assets BOY$2,391,660TotalAssetsBOYAmt
Total Assets EOY$2,332,896TotalAssetsEOYAmt
Total Assets EOYFMV$2,867,578TotalAssetsEOYFMVAmt
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$2,391,660RetainedEarningBOYAmt
Retained Earning EOY$2,332,896RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,391,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,332,896TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,391,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,332,896TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,391,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,764ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,332,896SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,332,896TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
D.A. DAVIDSONP2022-08-192022-11-30$1,804,321$1,804,964-$643-$643
D.A. DAVIDSONP$29,483$27,826$1,657$1,657
HIGHLAND INVESTMENT TRUSTP$8,007$2,525$5,482$5,482
CAPITAL GAINS DIVIDENDSP$12,802$12,802$12,802
FieldValueIRS element (for citing)
Capital Gain Net Income$19,298CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$366InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$366SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,486EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,486TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,120OverpaymentAmt
Applied To ES Tax$1,120AppliedToESTaxAmt
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 BooksREID G SAMUELSONIndividualWithBooksNm
Phone8185000155PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 EDENHURST AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90039ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REID G SAMUELSON
5000 EDENHURST AVENUELOS ANGELESCA90039CHIEF EXECUTIVE OFFICER0.00$0$0$0
WARREN LUKESH
5000 EDENHURST AVENUELOS ANGELESCA90039CHIEF FINANCIAL OFFICER0.00$0$0$0
TODD SAMUELSON
5000 EDENHURST AVENUELOS ANGELESCA90039SECRETARY0.00$0$0$0
GARY AWAD
5000 EDENHURST AVENUELOS ANGELESCA90039OFFICER0.00$0$0$0
H JAMES SCHAFER
5000 EDENHURST AVENUELOS ANGELESCA90039OFFICER0.00$0$0$0
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

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$1,284,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,723,928AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,008,862TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,008,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,963,729NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,186MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,186MinimumInvestmentReturnAmt
Tax Based On Investment Income$366TaxBasedOnInvestmentIncomeAmt
Total Tax$366TotalTaxAmt
Distributable Before Adj$147,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$147,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$147,820DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$185,615QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$147,820DistributableAsAdjustedAmt
Undistributed Income PY$8,376UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$185,615QualifyingDistributionsAmt
Applied To Year1$8,376AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$147,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,419RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$29,419TotalCorpusAmt
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$29,419ExcessDistriCyovToNextYrAmt
Excess From Current Year$29,419ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerREID G SAMUELSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARLINGTON GARDEN IN PASADENA
PO BOX 50617PASADENACA91105NONEPCGENERAL PROGRAM SUPPORT$1,265
BEACON HOUSING INC
5000 EDENHURST AVENUELOS ANGELESCA90039NONEPCGENERAL PROGRAM SUPPORT$52,000
BRIDGES
466 FOOTHILL BLVD SUITE 320LA CANADACA91011NONEPCGENERAL PROGRAM SUPPORT$11,500
CHRIST LUTHERAN CHURCH
25816 TOURNAMENT ROADSANTA CLARITACA91355NONEPCGENERAL PROGRAM SUPPORT$5,000
CHRIST THE SERVANT LUTHERAN CHURCH
506 VIA APPIA WAYLOUISVILLECO80027NONEPCGENERAL PROGRAM SUPPORT$28,000
CONNECT2MINISTRIES
2635 BRINDLE COURTSIMI VALLEYCA93063NONEPCGENERAL PROGRAM SUPPORT$3,000
FIRESIDE ELEMENTARY SCHOOL
845 W DAHLIA STREETLOUISVILLECO80027NONEPCGENERAL PROGRAM SUPPORT$2,000
HOLLYWOOD CHURCH OF CHRIST
600 N ROSSMORE AVENUELOS ANGELESCA90004NONEPCGENERAL PROGRAM SUPPORT$5,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011NONEPCGENERAL PROGRAM SUPPORT$55,000
NEW HOPE LUTHERAN CHURCH
29295 AGOURA ROADAGOURA HILLSCA91301NONEPCGENERAL PROGRAM SUPPORT$5,000
PAT TILLMAN FOUNDATION
400 E TYLER MALLTEMPEAZ85281NONEPCGENERAL PROGRAM SUPPORT$1,000
ROSE DRIVE FRIENDS CHURCH
4221 ROSE DRIVEYORBA LINDACA92886NONEPCGENERAL PROGRAM SUPPORT$5,000
SAN DIEGUITO UNITED METHODIST CHURCH
170 CALLE MAGDALENAENCINITASCA92024NONEPCGENERAL PROGRAM SUPPORT$2,500
THE MOVEMENT CHURCH
1609 CAPALINA ROADSAN MARCOSCA92069NONEPCGENERAL PROGRAM SUPPORT$3,000
PITTSBURGH THEOLOGICAL SEMINARY
616 NORTH HIGHLAND AVENUEPITTSBURGHPA15206NONEPCGENERAL PROGRAM SUPPORT$500
DOMINICAN SISTERS VISION OF HOPE
1555 34TH AVENUEOAKLANDCA94601NONEPCGENERAL PROGRAM SUPPORT$250
HIGHLANDS CHURCH
4111 LA CRESCENTA AVENUELA CRESCENTACA91214NONEPCGENERAL PROGRAM SUPPORT$3,000
LA CONSERVATION CORPS
PO BOX 861658LOS ANGELESCA90086NONEPCGENERAL PROGRAM SUPPORT$1,000
YMCA OF THE FOOTHILLS
1930 FOOTHILL BLVDLA CANADACA91011NONEPCGENERAL PROGRAM SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,515TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,681ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,298ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,979ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,979TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUN LIFE FINANCIALBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line196 WORCESTER STREETAddressLine1Txt
CityWELLESLEY HILLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,595Amt
Net Investment Income$1,595NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CASH EQUIVALENTSFMV$1,688,598$1,816,105
HIGHLAND INVESTMENT TRUSTFMV$641,298$1,048,473

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
EOY Book Value$3,000EOYBookValueAmt
EOYFMV$3,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$100$0$100
OTHER EXPENSE$10$10$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFROM HIGHLAND INVESTMENT TRUSTCategoryTxt
Amt$11,023Amt
Net Investment Income$11,023NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.