DAVID T AND DORRIS E STAPLES FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DAVID T AND DORRIS E STAPLES FOUNDATION (EIN 33-0723110)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-20
IRS object ID
202323249349100667
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)
Return2023-11-20T15:31:08-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN743167873PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fischer & Ritchey LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 BOARDWALK STE 201AddressLine1Txt
CitySAN MARCOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92078ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330723110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID T AND DORRIS E STAPLESBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone7604711100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1950 BOARDWALK 201AddressLine1Txt
CitySAN MARCOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92078ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA FISCHERPersonNm
Person TitleCFOPersonTitleTxt
Signature2023-11-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastFISCHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara FischerPreparerPersonNm
PTINP02162443PTIN
Phone7604711100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$8,182,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,085,172ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$252InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$252InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$252InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$114,259DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,259DividendsNetInvstIncmAmt
Dividends Adj Net Incm$114,259DividendsAdjNetIncmAmt
Other Income Rev And Expnss$68,842OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$68,842OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$68,842OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,268,525TotalRevAndExpnssAmt
Total Net Invst Incm$183,353TotalNetInvstIncmAmt
Total Adj Net Incm$183,353TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$40,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$20,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$20,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$7,031LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$7,031LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$51,167OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,167OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$11,783TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,926OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,926OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$117,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,167TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,957TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,201ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,201ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$518,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,167TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$435,158TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$750,417ExcessRevenueOverExpensesAmt
Net Investment Income$112,186NetInvestmentIncomeAmt
Adjusted Net Income$183,353AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$481,262SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$665,561SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$665,561SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$16,299USGovernmentObligationsBOYAmt
US Government Obligations EOY$49,886USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$40,803USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,339,291CorporateStockBOYAmt
Corporate Stock EOY$1,534,934CorporateStockEOYAmt
Corporate Stock EOYFMV$2,460,230CorporateStockEOYFMVAmt
Other Investments BOY$2,274,312OtherInvestmentsBOYAmt
Other Investments EOY$2,613,763OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,015,934OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,111,164TotalAssetsBOYAmt
Total Assets EOY$4,864,144TotalAssetsEOYAmt
Total Assets EOYFMV$8,182,528TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,111,164CapitalStockBOYAmt
Capital Stock EOY$4,864,144CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,111,164TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,864,144TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,111,164TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,864,144TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,111,164TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$750,417ExcessRevenueOverExpensesAmt
Other Increases$2,563OtherIncreasesAmt
Subtotal$4,864,144SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,864,144TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,559InvestmentIncomeExciseTaxAmt
Subtotal$1,559SubtotalAmt
Tax Based On Investment Income$1,559TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$72EsPenaltyAmt
Tax Due$1,631TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BARBARA FISCHERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7604711100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1950 BOARDWALK SUITE 201AddressLine1Txt
CitySAN MARCOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92078ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
M JOSEPH BOWE
950 BOARDWALK SUITE 201SAN MARCOSCA92078President/Direc15.00$0
BARBARA FISCHER
950 BOARDWALK SUITE 201SAN MARCOSCA92078CFO/Director5.00$0
KAREN JOBE
950 BOARDWALK SUITE 201SAN MARCOSCA92078Director2.00$0
COLLEEN HEUBLEIN
950 Boardwalk Suite 201San MarcosCA92078Secretary2.00$0
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$5,792,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,432,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,225,086TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,225,086AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,376CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,116,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$355,836MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$355,836MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,559TaxBasedOnInvestmentIncomeAmt
Total Tax$1,559TotalTaxAmt
Distributable Before Adj$354,277DistributableBeforeAdjAmt
Distributable Before Ded$354,277DistributableBeforeDedAmt
Distributable As Adjusted$354,277DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$435,158ExpensesAndContributionsAmt
Qualifying Distributions$435,158QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$354,277DistributableAsAdjustedAmt
Undistributed Income PY$300,788UndistributedIncomePYAmt
Qualifying Distributions$435,158QualifyingDistributionsAmt
Applied To Year1$300,788AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,370AppliedToCurrentYearAmt
Undistributed Income CY$219,907UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Interfaith Community Services
550 W Washington AveEscondidoCA92025PCGeneral Operations$40,000
California Center for the Arts
340 N Escondido BoulevardEscondidoCA92025PCGeneral Operations$36,650
CSUSM
333 S Twin Oaks Valley RoadSan MarcosCA92069PCGeneral Operations$25,000
Richards Institute
PO Box 3029NapaCA94558PCGeneral Ops$10,000
San Pasqual High School Band
330 Bear ValleyEscondidoCA92025PCGeneral Ops$1,000
Fallbrook Senior Care
PO Box 2155FallbrookCA92088PCGeneral Ops$5,000
Poway United School District
15250 Avenue of ScienceSan DiegoCA92128NCTierra Bonita Running Club$300
CCAE Trust
340 N BroadwayEscondidoCA92025PCTheatricals$255,000
Empower Me Up
950 Boardwalk Ste 201San MarcosCA92078PCGeneral Operations$5,000
Friends of the Fallbrook Library
124 S Mission RdFallbrookCA92028PCCommunity Read$750
San Pasqual Academy Scholarships
17701 San Pasual Valley RdEscondidoCA92025NCScholarships$1
Green Acres Interactive Therapy
35750 De Portola RdTemeculaCA92592PCScholarships$5,000
Vista Adult School
510 Sunset DriveVistaCA92081PCScholarships$10,000
Escondido Educational Foundation
2310 Aldergrove AveEscondidoCA92029PCGeneral Operations$5,000
Fallbrook Union school District
2234 South Stage Coach LaneFallbrookCA92028NCFallbroo A Leer$1,000
Fallbrook High School
2400 South Stage Coach LaneFallbrookCA92028NCCultural Classes$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,201TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$252ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$114,259ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCapital Gains distributionsDesc
Exclusion1ExclusionCd
Exclusion$68,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$183,353ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$183,353TotalIncomeProducingActyAmt

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

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 PersonCurrent WisdomContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1950 Boardwalk Ste 201AddressLine1Txt
CitySan MarcosCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92078ZIPCd
FieldValueIRS element (for citing)
Total Contributions$542,247TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS CAPITAL W (FWGIX)$631,713$714,652
AMERICAN FUNDS GROWTH FU (GAFFX)$435,176$952,494
AMERICAN FUNDS WA MUTUAL (FWMIX)$468,045$793,084

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$49,886StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$40,803StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS NEW PERSP (FNPFX)AT COST$50,464$71,877
sCHWAB VARIABLE MM (SVUXX)AT COST$1,140,606$1,140,606
SPDR DOW JONES (DIA)AT COST$381,408$1,216,312
SPDR S&P 500 (SPY)AT COST$1,041,285$2,587,139

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFischer & RitcheyCategoryTxt
Legal Fees$7,031LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,031DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
payroll costs$7,677$7,677
Postage$166$166
Supplies$83$83

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCapital Gains distributionsDesc
Revenue And Expenses Per Books$68,842RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturn of Principal on GNMADesc
Amt$2,563Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCharles SchwabCategoryTxt
Amt$51,167Amt
Net Investment Income$51,167NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on Net IncomeCategoryTxt
Amt$11,783Amt

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