CORWIN D DENNEY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CORWIN D DENNEY FOUNDATION (EIN 23-7015087)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202302979349100810
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T10:50:44-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861400078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN ALLIANCE PROFESSIONAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4332 CERRITOS AVE SUITE A105 | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237015087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CORWIN D DENNEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 5624368800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E SPRING ST 200 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M LAWRENCE LALLANDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5624368800 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | M | PersonFirstNm |
| Person Last | LAWRENCE LALLANDE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | REBECCA CHRISTIANSEN | PreparerPersonNm |
| PTIN | P01219191 | PTIN |
| Phone | 7143728110 | PhoneNum |
| Preparation | 2023-10-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,228,877 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,191,100 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58,157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,907 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $250,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$187,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,655,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $355,373 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $355,373 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,668,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $611,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $165 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $132 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,560 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,538 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,658 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $360 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $766 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $470,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $470,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $639,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,464 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,028,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $497,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $234,650 | CashBOYAmt |
| Cash EOY | $426,041 | CashEOYAmt |
| Cash EOYFMV | $426,041 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $559,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,513,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,513,563 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $13,360 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,360 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $309,376 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $530,025 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $530,025 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,459,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,108,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,108,250 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $501,344 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,244,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,244,692 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $767,125 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $757,754 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $767,125 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $767,125 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $2,049,834 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,625,821 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,625,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,871,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,228,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,228,877 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,200 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,200 | 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 | $9,871,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,227,677 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,871,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,227,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,871,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,228,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,871,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,028,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,000 | OtherIncreasesAmt |
| Subtotal | $16,907,569 | SubtotalAmt |
| Other Decreases | $1,679,892 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,227,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2013-01-30 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $2,655,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,843,196 | CostOrOtherBasisAmt |
| Gain Or Loss | -$187,406 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$187,406 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$187,406 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,921 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,921 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,701 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,875 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,576 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,655 | OverpaymentAmt |
| Applied To ES Tax | $1,655 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | EVERGREEN ALLIANCE PROFESSIONAL COR | IndividualWithBooksNm |
| Phone | 7143728110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4332 CERRITOS AVE SUITE A105 | AddressLine1Txt |
| City | LOS ALAMITOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90720 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| L ANDREW GIFFORD | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | CFO/TREASURER | 2.00 | $24,000 | $0 | $0 |
| M LAWRENCE LALLANDE | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | SECRETARY / FOUNDATION MGR | 5.00 | $72,000 | $0 | $0 |
| KARINA N LALLANDE | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| NICOLE LALLANDE | ||||||||
| 2801 E SPRING ST STE 200 | LONG BEACH | CA | 90806 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $10,591,551 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,825,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $767,125 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,184,221 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,184,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,986,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,921 | TotalTaxAmt |
| Distributable Before Adj | $642,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $642,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $642,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,464 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,464 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,819 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $209,881 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,464 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,464 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $141,938 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $141,938 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,943 | 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 | $67,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $67,943 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BANDITS BUDDIES RESCUE | |||||||
| 3082 W DUDLEY AVENUE | FRESNO | CA | 93722 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| BEAUTIFUL DAY | |||||||
| 3251 PRUNE RIDGE AVE | SANTA CLARA | CA | 95051 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| CALIFORNIA OUTDOOR RECREATION FOUNDATION | |||||||
| 660 NORTH EL MOLINO AVENUE | PASADENA | CA | 91101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| INNOCENT ANGELS | |||||||
| 45834 OLD CORRAL ROAD | COARSEGOLD | CA | 93614 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| SIERRA NEVADA ALLIANCE | |||||||
| PO BOX 7989 | SOUTH LAKE TAHOE | CA | 96158 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| STEWARDS THE SIERRA NATIONAL FOREST INC | |||||||
| 36633 KENNETH AVE | MADERA | CA | 93636 | PC | TO SUPPORT CHARITABLE OPERATIONS | $500 | |
| ASAP CATS | |||||||
| PO BOX 357 | GOLETA | CA | 93116 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| CALIFORNIA WILDERNESS COALITION | |||||||
| 520 THIRD ST STE 208 | OAKLAND | CA | 94607 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| FRIENDS OF THE INYO | |||||||
| 621 WEST LINE STREET 201 | BISHOP | CA | 93514 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| HISPANIC BAR ASSOCIATION OF ORANGE | |||||||
| PO BOX 6130 | NEWPORT BEACH | CA | 92658 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| LOS PADRES FORESTWATCH | |||||||
| PO BOX 831 | SANTA BARBARA | CA | 93102 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| MADERA COUNTY FOOD BANK | |||||||
| 225 SO PINE ST | MADERA | CA | 93637 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| MOUNTAIN AREA YOUTH ORGANIZATION | |||||||
| PO BOX 2757 | OAKHURST | CA | 93644 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91631 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| PHILIPPINE AMERICAN BAR ASSOCIATION | |||||||
| 18000 STUDEBAKER ROAD STE 700 | CERRITOS | CA | 90703 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| SANTA BARBARA NEWHOUSE | |||||||
| 2434 BATH STREET | SANTA BARBARA | CA | 93105 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| VNA HEALTH FOUNDATION | |||||||
| 509 EAST MONTECITO STREET 200 | SANTA BARBARA | CA | 93103 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| YOUTH EMPLOYMENT PARTNERSHIP | |||||||
| 2300 INTERNATIONAL BOULEVARD | OAKLAND | CA | 94601 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,000 | |
| BRAIN INJURY ASSOCIATION OF AMERICA | |||||||
| 3057 NUTLEY STREET 805 | FAIRFAX | VA | 22031 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,500 | |
| NATURE OF WILDWORKS | |||||||
| PO BOX 1473 | COARSEGOLD | CA | 93614 | PC | TO SUPPORT CHARITABLE OPERATIONS | $1,500 | |
| ADAM LEVANTHAL MEMORIAL SCHOOL & MUSEUM | |||||||
| 544 PRESCOTT ST | PASADENA | CA | 91104 | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| ADVENTURE RISK CHALLENGE | |||||||
| PO BOX 3208 | TRUCKEE | CA | 96160 | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| HOPE FOR UKRAINE | |||||||
| 101 EISENHOWER PKWY STE 300 | ROSELAND | NJ | 07068 | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||
| 201 SANDPOINTE AVE 300 | SANTA ANA | CA | 92707 | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| VALLEY CHILDREN'S HEALTHCARE FOUNDATION | |||||||
| 9300 VALLEY CHILDRENS PLACE | MADERA | CA | 93636 | PC | TO SUPPORT CHARITABLE OPERATIONS | $2,500 | |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,000 | |
| PROVIDENCE TRINITY CARE HOSPICE FOUNDATION | |||||||
| 5315 TORRANCE BLVD NO B-1 | TORRANCE | CA | 90503 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,000 | |
| WOMEN'S FUND OF SANTA BARBARA | |||||||
| 133 EAST DE LA GUERRA STREET 15 | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,000 | |
| CONSUMER WATCHDOG | |||||||
| 6330 SOUTH SAN VICENTE BLVD STE 250 | LOS ANGELES | CA | 90048 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,500 | |
| FRIENDS OF LONG BEACH ANIMAL SHELTER | |||||||
| PO BOX 92736 | LONG BEACH | CA | 90809 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,500 | |
| YMCA OF GREATER LONG BEACH | |||||||
| 3605 LONG BEACH BLVD 210 | LONG BEACH | CA | 90807 | PC | TO SUPPORT CHARITABLE OPERATIONS | $3,500 | |
| BIG CITY MOUNTAINEERS | |||||||
| 5394 MARSHALL ST 200 | ARVADA | CO | 80002 | PC | TO SUPPORT CHARITABLE OPERATIONS | $4,000 | |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 1350 I STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | TO SUPPORT CHARITABLE OPERATIONS | $4,000 | |
| ASYLUM ACCESS | |||||||
| 344 THOMAS L BERKLEY WAY | OAKLAND | CA | 94612 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| CHILD ABUSE LISTENING MEDIATION | |||||||
| 1236 CHAPALA STREET | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| DANA FOUNDATION CANCER INSTITUTE | |||||||
| 10 BROOKSHIRE PLACE WEST | BROOKLINE | MA | 02445 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| ENSEMBLE THEATRE COMPANY | |||||||
| PO BOX 2307 | SANTA BARBARA | CA | 93120 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| ENVIRONMENTAL DEFENSE CENTER | |||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| GIFFORD'S LAW CENTER TO PREVENT GUN VIOLENCE | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| HONNOLD FOUNDATION | |||||||
| 159 W BROADWAY 200 | SALT LAKE CITY | UT | 94101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| HOSPICE OF SANTA BARBARA INC | |||||||
| 2050 ALAMEDA PADRE SERRA SUITE 100 | SANTA BARBARA | CA | 931031704 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| ORGANIC SOUP KITCHEN | |||||||
| 315 MEIGS ROAD STE A 369 | SANTA BARBARA | CA | 93109 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| THE LAND TRUST FOR SANTA BARBARA COUNTY | |||||||
| PO BOX 91830 | SANTA BARBARA | CA | 93190 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| TRUCK SAFETY COALITION | |||||||
| 700 PENNSYLVANIA AVENUE SE SUITE | WASHINGTON | DC | 20003 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | 200 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NY 6TH FL | WASHINGTON | DC | 20001 | PC | TO SUPPORT CHARITABLE OPERATIONS RELATED TO KENTUCKY TORNADO | $5,000 | |
| YOSEMITE FOUNDATION (DBA YOSEMITIE CONSERVANCY) | |||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $5,000 | |
| FAIRNESS FUND | |||||||
| PO BOX 48368 | WASHINGTON | DC | 20002 | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| MIAMI UNIVERSITY ADVANCEMENT | |||||||
| 926 CHESTNUT LANE | OXFORD | OH | 45056 | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| UNIVERSITY OF MICHIGAN LAW SCHOOL | |||||||
| 109 E MADISON STE 300 | ANN ARBOR | MI | 48104 | PC | TO SUPPORT CHARITABLE OPERATIONS | $7,500 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | PC | TO SUPPORT CHARITABLE OPERATIONS | $8,000 | |
| PHI GAMMA DELTA EDUCATIONAL FOUNDATION | |||||||
| 1201 RED MILE ROAD | LEXINGTON | KY | 40544 | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| SHELTER BOX USA | |||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PC | TO SUPPORT CHARITABLE OPERATIONS | $10,000 | |
| TRANSITION HOUSE | |||||||
| 425 E COTA STREET | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $11,000 | |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | PC | TO SUPPORT CHARITABLE OPERATIONS | $15,000 | |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 90263 | PC | TO SUPPORT CHARITABLE OPERATIONS | $17,500 | |
| LOS ANGELES TRIAL LAWYERS' CHARITIES | |||||||
| 2708 WILSHIRE BLVD SUITE 391 | SANTA MONICA | CA | 90403 | PF | TO SUPPORT CHARITABLE OPERATIONS | $18,000 | |
| CASA SERENA INC | |||||||
| 1515 BATH ST | SANTA BARBARA | CA | 93101 | PC | TO SUPPORT CHARITABLE OPERATIONS | $20,000 | |
| COTTAGE HOSPITAL FOUNDATION | |||||||
| PO BOX 689 | SANTA BARBARA | CA | 93102 | PC | TO SUPPORT CHARITABLE OPERATIONS | $25,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | PC | TO SUPPORT CHARITABLE OPERATIONS | $25,000 | |
| CENTER FOR THE NEW ECONOMY | |||||||
| PO BOX 9024240 | SAN JUAN | PR | 00902 | PC | TO SUPPORT CHARITABLE OPERATIONS | $30,000 | |
| ST JOHN'S HEALTH FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | PC | TO SUPPORT CHARITABLE OPERATIONS | $50,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | PC | TO SUPPORT CHARITABLE OPERATIONS | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $470,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,157 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250,915 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $355,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$187,406 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $477,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,039 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORWIN D DENNEY MARITAL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95021 | AddressLine1Txt |
| City | HENDERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,191,100 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,700 | Amt |
| Net Investment Income | $8,560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,284 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,244,692 | EOYBookValueAmt |
| EOYFMV | $2,244,692 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - EQUITIES | StockNm |
| EOY Book Value | $8,108,250 | EOYBookValueAmt |
| EOYFMV | $8,108,250 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $530,025 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $530,025 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - MUTUAL FUNDS & OTHER ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,625,821 | BookValueAmt |
| EOYFMV | $1,625,821 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $165 | LegalFeesAmt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,679,892 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $766 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $355,373 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $355,373 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $8,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $52,886 | $52,886 | $0 |
| REAL ESTATE EXPENSE | $652 | $652 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,658 | $2,658 | $0 |
| FEDERAL TAX | $4,955 | $0 | $0 |
Comments