SUPO FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUPO FOUNDATION (EIN 86-1154955)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202303129349102240
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)
Return2023-11-08T21:09:00-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt
Disaster ReliefCA WINTER STORMSDisasterReliefTxt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R MARTIN & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861154955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUPO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% R MARTIN & ASSOCIATESInCareOfNm
Business Name ControlSUPOBusinessNameControlTxt
Phone8182408849PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD Suite 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN SUPOWITZPersonNm
Person TitleFOUNDATION MANAGERPersonTitleTxt
Phone8182408849PhoneNum
Signature2023-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastSUPOWITZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICARDO L MARTIN CPAPreparerPersonNm
PTINP00293723PTIN
Phone8182408849PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,209,734FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$66,551DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,551DividendsNetInvstIncmAmt
Dividends Adj Net Incm$66,551DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$65,886NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,755,815GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$665TotalRevAndExpnssAmt
Total Net Invst Incm$66,551TotalNetInvstIncmAmt
Total Adj Net Incm$66,551TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$6,401TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$19,232OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,232OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$19,232OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$25,633TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,232TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,232TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$411,539ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$411,539ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,232TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,232TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$411,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$436,507ExcessRevenueOverExpensesAmt
Net Investment Income$47,319NetInvestmentIncomeAmt
Adjusted Net Income$47,319AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,962CashBOYAmt
Cash EOY$47,198CashEOYAmt
Other Investments BOY$3,015,233OtherInvestmentsBOYAmt
Other Investments EOY$2,209,734OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,209,734OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,071,195TotalAssetsBOYAmt
Total Assets EOY$2,256,932TotalAssetsEOYAmt
Total Assets EOYFMV$2,209,734TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,071,195NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,256,932NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,071,195TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,256,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,071,195TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,256,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,071,195TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$436,507ExcessRevenueOverExpensesAmt
Subtotal$2,634,688SubtotalAmt
Other Decreases$377,756OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,256,932TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NATIONAL FINANCIAL SERVICES, LLC - 4858$555,504$579,028-$21,572-$23,524
NATIONAL FINANCIAL SERVICES, LLC - 4858$1,200,310$1,250,862-$44,314-$50,552P
FieldValueIRS element (for citing)
Capital Gain Net Income-$65,886CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$658InvestmentIncomeExciseTaxAmt
Subtotal$658SubtotalAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,969EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$7,969TotalPaymentsAndCreditsAmt
Overpayment$7,311OverpaymentAmt
Applied To ES Tax$7,311AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
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 AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1R MARTIN & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8182408849PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD SUITE 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ONNIE BARON
505 N BRAND BLVDGLENDALECA91203FOUND. MGR0$0$0$0
STEVEN SUPOWITZ
505 N BRAND BLVDGLENDALECA91203FOUND. MGR.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Total Tax$658TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$411,539ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$411,539QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$10,559ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,549ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$104,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$211,100ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,331ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$492,539TotalExcessDistributionCyovAmt
Qualifying Distributions$411,539QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$411,539RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$904,078TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,559ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$893,519ExcessDistriCyovToNextYrAmt
Excess From Year4$6,549ExcessFromYear4Amt
Excess From Year3$104,000ExcessFromYear3Amt
Excess From Year2$211,100ExcessFromYear2Amt
Excess From Year1$160,331ExcessFromYear1Amt
Excess From Current Year$411,539ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OHANA ONE INTERNATIONAL SURGICAL AID
555 W 5TH STREET 35TH FLOORLOS ANGELESCA90013NON RELATEDPFUNRISTRICTED DONATION$5,000
ALEPH INSTITUTE
7304 BEVERLY HILLS 153LOS ANGELESCA90036NON RELATEDPFUNRISTRICTED DONATION$1,000
THE JEWISH WAR VETERANS POST #603
11000 WILSHIRE BLVDLOS ANGELESCA90024NON RELATEDPFUNRESTRICTED DONATION$28,512
ALZHEIMER'S LOS ANGELES
4221 WILSHIRE BLVD 400LOS ANGELESCA90010NON RELATEDPFUNRESTRICTED DONATION$1,000
STAND WITH US
6505 WILSHIRE BLVDLOS ANGELESCA90048NON RELATEDPFUNRESTRICTED DONATION$5,000
BURBANK BOYS AND GIRLS CLUB
2244 BUENA VISTA STBURBANKCA91504NON RELATEDPFUNRESTRICTED DONATION$16,000
CALIFORNIA ATHLETIC SOCCER CLUB
2941 FOOTHILL BLVDLA CRESCENTACA91214NON RELATEDPFUNRESTRICTED DONATION$1,000
AMERICAN FRIENDS OF ISRAEL SPORTS CENTER
ONE NORTHFIELD PLAZA SUITE 300NORTHFIELDIL60093NON RELATEDPFUNRESTRICTED DONATION$18,000
JEWISH COMMUNITY FOUNDATION
6505 WILSHIRE BLVD 1200LOS ANGELEGCA90048NON RELATEDPFUNRESTRICTED DONATION$1,000
JUNIATA VALLEY YMCA
105 1ST AVENUEBURNHAMPA17009NON RELATEDPFUNRESTRICTED DONATION$500
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT STNORFOLKVA23510NON RELATEDPFUNRISTRICTED DONATION$1,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035NON RELATEDPFUNRESTRICTED DONATION$5,000
JEWISH WAR VETERANS USA
2615 GRAND AVELOS ANGELESCA90007NON RELATEDPFUNRESTRICTED DONATION$2,100
LASD MOTORSPORTS
3807 SIERRA HIGHWAYACTONCA93510NON RELATEDPFUNRESTRICTED DONATION$5,000
LASD YOUTH FOUNDATION
211 W TEMPLE ST 8TH FLOORLOS ANGELESCA90012NON RELATEDPFUNRESTRICTED DONATION$898
CASA PACIFICA FOR CHILDREN & FAMILIES
1722 S LEWIS RDCAMARILLOCA93012NON RELATEDPFUNRESTRICTED DONATION$16,000
MOTOR FOR TOYS CHARITABLE FOUNDATION
1336 N MOORPARK RD 207THOUSAND OAKSCA91360NON RELATEDPFUNRESTRICTED DONATION$5,000
LOS ANGELES POLICE FOUNDATION
633 W 5TH STREET 960LOS ANGELESCA90071NON RELATEDPFUNRESTRICTED DONATION$12,978
MAPS CHARITIES
14320 VENTURA BLVD 331SHERMAN OAKSCA91423NON RELATEDPFUNRESTRICTED DONATION$15,600
BEST FRIENDS ANIMAL SOCIETY
15321 S BRAND BLVDMISSION HILLSCA91345NON RELATEDPFUNRESTRICTED DONATION$1,000
ONE GENERATION
17400 VICTORY BLVDVAN NUYSCA91406NON RELATEDPFUNRESTRICTED DONATION$79,191
PATHWAYS TO INDEPENDENCE
P O BOX 43LOS ALAMITOSCA90720NON RELATEDPFUNRESTRICTED DONATION$3,000
RESCUE OUR FURRY FRIENDS
P O BOX 6LEWISTOWNPA17044NON RELATEDPFUNRESTRICTED DONATION$500
SIMI VALLEY POLICE FOUNDATION
3901 ALAMO STSEMI BALLEYCA93063NON RELATEDPFUNRESTRICTED DONATION$1,000
JEWISH WAR VETERANS POST 138
16111 PLUMMER ST BLDG 22 ROOM 217NORTH HILLSCA91343NON RELATEDPFUNRISTRICTED DONATION$49,905
WEST VALLEY FOOD PANTRY
5700 RUDNICK AVEWOODLAND HILLSCA91367NON RELATEDPFUNRESTRICTED DONATION$12,998
HOHOKAM ELEMENTARY SCHOOL
8451 E OAK STREETSCOTTSDALEAZ85257NON RELATEDPFUNRESTRICTED DONATION$21,583
CEDARS-SINAI
8700 BEVERLY BLVD 2900ALOS ANGELESCA90048NON RELATEDPFUNRESTRICTED DONATION$2,500
OPEN ARMS FOOD PANTRY & RESOURCE CENTER
3651 S LA BREA AVELOS ANGELESCA90016NON RELATEDPFUNRESTRICTED DONATION$2,650
AMERICAN SOCIETY FOR THE PREVOF CRUELTY TO ANIMAL
520 8TH AVENEW YORKNY10018NON RELATEDPFUNRESTRICTED DONATION$1,800
CR TIJUANA INDEPENDANCIA
P O BOX 500402SAN DIEGOCA92150NON RELATEDPOFUNRESTRICTED DONATION$35,000
JEWISH BROADCASTING SERVICE
PO BOX 360STAMFORDCT06904NON RELATEDPFUNRESTRICTED DONATION$360
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NON RELATEDPFUNRESTRICTED DONATION$2,000
SHERIFF'S YOUTH FOUNDATION
211 W TEMPLELOS ANGELESCA90012NON RELATEDPFUNRESTRICTED DONATION$41,222
JEWISH FAMILY SERVICE LA SOVA VALLEY
16439 VANOWEN STVAN NUYSCA91406NON RELATEDPFUNRISTRICTED DONATION$4,712
THE OVARIAN CANCER CIRCLE
2652 ZORADA DRLOS ANGELESCA90046NON RELATEDPFUNRISTRICTED DONATION$1,000
HOPE HELPING OTHERS PREPARE FOR ETERNITY
11022 ACACIA PARKWAY SUITE CGARDEN GROVECA92840NON RELATEDPFUNRISCTRICTED DONATION$1,500
SOVA COMMUNITY FOOD & RESOURCE PROGRAM
16650 SHERMAN WAYVAN NUYSCA91406NON RELATEDPFUNRISTRICTED DONATION$1,030
SHRINERS CHILDREN'S MEDICAL CENTER
909 S FAIR OAKS AVEPASADENACA91105NON RELATEDPFUNRISTRICTED DONATION$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$411,539TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66,551RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$65,886RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$665RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$665TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLINCOLN PREMIER PLUSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,209,734BookValueAmt
EOYFMV$2,209,734EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS INVESTMENTDesc
Amt$377,756Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT EXPENSES$13,006$13,006$13,006
OFFICE EXPENSES$6,226$6,226$6,226

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREING TAXES PAID$401
INCOME TAXES$6,000

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