GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-22
- IRS object ID
- 202232349349100828
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-22T20:06:39-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270447411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTED ADVISORS CONSULTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 S HOUGHTON RD STE 138-334 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861009987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIANCOLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 5205297220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 239 ADAMS AVENUE | AddressLine1Txt |
| City | PITMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY H GIANCOLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5205297220 | PhoneNum |
| Signature | 2022-08-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SALLY | PersonFirstNm |
| Person Last | GIANCOLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET M DAVIS CPA CFP | PreparerPersonNm |
| PTIN | P00166716 | PTIN |
| Phone | 5206209851 | PhoneNum |
| Preparation | 2022-08-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $779,165 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,964 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,964 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,775 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,739 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,964 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,025 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,943 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,943 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,725 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,725 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,649 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,964 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,990 | CashBOYAmt |
| Cash EOY | $27,741 | CashEOYAmt |
| Cash EOYFMV | $27,741 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,069 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,510 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $257,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $271,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $651,914 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $417,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $398,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $779,165 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $493,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $493,001 | CapitalStockEOYAmt |
| Retained Earning BOY | -$75,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$94,640 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $417,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $398,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $417,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $398,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $417,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,649 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,050 | OtherIncreasesAmt |
| Subtotal | $398,361 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $398,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG TERM COVERED - SEE DETAIL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $75,972 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,197 | CostOrOtherBasisAmt |
| Gain Or Loss | $40,775 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40,775 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,775 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $445 | SubtotalAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,807 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,807 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,362 | OverpaymentAmt |
| Applied To ES Tax | $1,362 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALLY H GIANCOLA | IndividualWithBooksNm |
| Phone | 5205297220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 239 ADAMS AVENUE | AddressLine1Txt |
| City | PITMAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES J GIANCOLA | ||||||||
| 26213 MESA DRIVE | CARMEL | CA | 93923 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SALLY H GIANCOLA | ||||||||
| 239 ADAMS AVENUE | PITMAN | NJ | 08071 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUS INDEPENDENT QUALIFIED CHARITIES TO FURTHER THEIR CHARITABLE MISSIONS. | Description1Txt |
| Expenses1 | $53,695 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $574,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $747,036 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $747,036 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $735,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $445 | TotalTaxAmt |
| Distributable Before Adj | $36,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,695 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,347 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,141 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,334 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,092 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,695 | QualifyingDistributionsAmt |
| Applied To Current Year | $36,347 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,348 | RemainingDistriFromCorpusAmt |
| Total Corpus | $127,959 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,141 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,334 | ExcessFromYear4Amt |
| Excess From Year3 | $31,683 | ExcessFromYear3Amt |
| Excess From Year2 | $13,361 | ExcessFromYear2Amt |
| Excess From Year1 | $35,092 | ExcessFromYear1Amt |
| Excess From Current Year | $17,348 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHEL EVANGELICAL FREE CHURCH | |||||||
| 1564 N HICKORY RD | OWOSSA | MI | 48867 | NONE | TAX EXEMPT | UNRESTRICTED | $1,700 |
| CHULA VISTA ROTARY CLUB | |||||||
| PO BOX 626 | CHULA VISTA | CA | 91912 | NONE | TAX EXEMPT | UNRESTRICTED | $50 |
| COMMUNITY FOUNDATION OF MONTEREY CO | |||||||
| 2354 GARDEN ROAD | MONTERAY | CA | 93940 | NONE | TAX EXEMPT | UNRESTRICTED | $1,100 |
| FAMILY TALK RADIO | |||||||
| 540 ELKTON DRIVE | COLORADO SPRNGS | CO | 80907 | NONE | TAX EXEMPT | UNRESTRICTED | $2,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1949 WARING ST | SEASIDE | CA | 93955 | NONE | TAX EXEMPT | UNRESTRICTED | $1,300 |
| FIRM FOUNDATION IN CHRIST MIN | |||||||
| 1500 NW 167TH PL | BEAVERTON | OR | 97006 | NON | TAX EXEMPT | UNRESTRICTED | $500 |
| FOOD BANK FOR MONTEREY COUNTY | |||||||
| 353 W ROSSI STREET | SALINAS | CA | 93907 | NONE | TAX EXEMPT | UNRESTRICTED | $1,500 |
| FOOD SHARE VENTURA COUNTY | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | NONE | TAX EXEMPT | UNRESTRICTED | $10,000 |
| GOSPEL FRIENDSHIPS | |||||||
| 13 BROAD STREET | HARTFIELD | PA | 19440 | NONE | TAX EXEMPT | UNRESTRICTED | $6,000 |
| HARVARD UNIVERSITY | |||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | TAX EXEMPT | UNRESTRICTED | $5,100 |
| JCM UNITED | |||||||
| 5716 CARMEL VALLEY ROAD | CARMEL | CA | 93923 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| MERCY HILL CHURCH | |||||||
| 300 UNIVERSITY BLVD | GLASSBORO | NJ | 08028 | NONE | TAX EXEMPT | UNRESTRICTED | $2,995 |
| MESKER PARK ZOO | |||||||
| 1545 MESKER PARK DR | EVANSVILLE | IN | 47720 | NONE | TAX EXEMPT | UNRESTRICTED | $2,000 |
| MISSION TO NORTH AMERICA | |||||||
| 1700 N BROWN RD STE 101 | LAWRENCEVILLE | GA | 30043 | NONE | TAX EXEMPT | UNRESTRICTED | $14,000 |
| PEBBLE BEACH FOUNDATION | |||||||
| PO BOX 1767 | PEBBLE BEACH | CA | 93953 | NON | TAX EXEMPT | UNRESTRICTED | $1,000 |
| PLEASANT VALLEY BIBLE CHURCH | |||||||
| 1101 PONDEROSA DRIVE | CAMARILLO | CA | 93010 | NONE | TAX EXEMPT | UNRESTRICTED | $2,500 |
| RONALD REGAN PRESIDENTIAL LIBRARY | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | TAX EXEMPT | UNRESTRICTED | $500 |
| SALVATION ARMY | |||||||
| 1491 CONTERA COSTA | SEASIDE | CA | 93955 | NONE | TAX EXEMPT | UNRESTRICTED | $300 |
| THE HUGUENOT FELLOWSHIP | |||||||
| PO BOX 877 | GLENSIDE | PA | 19038 | NONE | TAX EXEMPT | UNRESTRICTED | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,695 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,775 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $40,775 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $1,025 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK PORTFOLIO | $237,885 | $619,619 |
| PREFERRED STOCK PORTFOLIO | $11,975 | $12,745 |
| OTHER EQUITY | $21,250 | $19,550 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF PRINCIPAL | Desc |
| Amt | $2,050 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,943 | Amt |
| Net Investment Income | $7,943 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $25 | $25 |
| FEDERAL INCOME TAXES | $2,700 | $2,700 |
Comments