EMILY VAN NUYS CHARITABLE REMAINDER TRUST NECT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMILY VAN NUYS CHARITABLE REMAINDER TRUST NECT (EIN 95-6587698)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-12
- IRS object ID
- 202232869349100503
- Schema version
- 2021v4.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-12T10:00:49-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWAY STE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852819125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956587698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY VAN NUYS CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUYS | BusinessNameControlTxt |
| Phone | 2132367327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52007 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2132367327 | PhoneNum |
| Signature | 2022-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8008102207 | PhoneNum |
| Preparation | 2022-09-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $26,441,670 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $583,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $583,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $943,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,291,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $943,430 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $569 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,527,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,527,018 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $204,498 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $153,374 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,125 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,665 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $234,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,471,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,471,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,706,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,523,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,370,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $425,642 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $581,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $581,981 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $3,377 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,841 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,809 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,043,987 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,995,845 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,347,509 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,581,055 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,294,979 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,509,171 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,188 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,055,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,876,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,441,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,055,249 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,876,834 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,055,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,876,834 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,055,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,876,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,055,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $12,876,834 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,876,834 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 42.52 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-07-15 | $43 | $43 | |||
| 42.78 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-08-15 | $43 | $43 | |||
| 43.05 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-09-15 | $43 | $44 | -$1 | -$1 | |
| 25. ALPHABET INC CAP STK CL C | 2011-03-17 | 2021-09-16 | $72,168 | $7,014 | $65,154 | $65,154 | |
| 100. HOME DEPOT INC | 2008-12-30 | 2021-09-16 | $33,563 | $2,315 | $31,248 | $31,248 | |
| 1700. ISHARES S&P 500 GROWTH ETF | 2008-12-30 | 2021-09-16 | $131,987 | $18,717 | $113,270 | $113,270 | |
| 100. MICROSOFT CORP | 2006-05-22 | 2021-09-16 | $30,219 | $2,286 | $27,933 | $27,933 | |
| 100. TEXAS INSTRS INC | 2008-10-23 | 2021-09-16 | $19,572 | $1,654 | $17,918 | $17,918 | |
| 43.32 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-10-15 | $43 | $44 | -$1 | -$1 | |
| 43.59 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-11-15 | $44 | $44 | |||
| 100. MICROSOFT CORP | 2006-05-22 | 2021-12-02 | $33,008 | $2,286 | $30,722 | $30,722 | |
| 100. TEXAS INSTRS INC | 2008-10-23 | 2021-12-02 | $19,058 | $1,654 | $17,404 | $17,404 | |
| 100. WASTE MGMT INC DEL | 2008-10-23 | 2021-12-02 | $16,094 | $2,983 | $13,111 | $13,111 | |
| 43.86 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2021-12-15 | $44 | $44 | |||
| 44.13 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-01-15 | $44 | $45 | -$1 | -$1 | |
| 44.41 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-02-15 | $44 | $45 | -$1 | -$1 | |
| 44.69 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-03-15 | $45 | $45 | |||
| 2331.002 AQR MANAGED FUTURES STRAT R6 #15282 | 2015-12-21 | 2022-03-22 | $20,117 | $23,936 | -$3,819 | -$3,819 | |
| 100. APPLE INC COM | 2010-09-30 | 2022-03-22 | $16,868 | $1,014 | $15,854 | $15,854 | |
| 578.255 DODGE & COX INCOME FD #147 | 2021-12-20 | 2022-03-22 | $7,679 | $8,143 | -$464 | -$464 | |
| 1675.689 DODGE & COX INCOME FD #147 | 2020-12-18 | 2022-03-22 | $22,253 | $23,834 | -$1,581 | -$1,581 | |
| 200. HOME DEPOT INC | 2008-12-30 | 2022-03-22 | $65,857 | $4,631 | $61,226 | $61,226 | |
| 1500. ISHARES S&P 500 GROWTH ETF | 2008-12-30 | 2022-03-22 | $112,357 | $16,515 | $95,842 | $95,842 | |
| 500. ISHARES RUSSELL 2000 VALUE ETF | 2008-12-30 | 2022-03-22 | $81,277 | $23,496 | $57,781 | $57,781 | |
| 100. UNITEDHEALTH GROUP INC | 2011-07-01 | 2022-03-22 | $50,748 | $5,281 | $45,467 | $45,467 | |
| 2129.719 VNGRD ST TERM INVMT GRADE ADM #539 | 2013-03-28 | 2022-03-22 | $21,979 | $23,004 | -$1,025 | -$1,025 | |
| 5376.344 WESTERN ASSET MAC OPP IS FD #5102 | 2021-03-10 | 2022-03-22 | $49,892 | $61,498 | -$11,606 | -$11,606 | |
| 700. ISHARES S&P 500 GROWTH ETF | 2008-12-30 | 2022-03-30 | $54,708 | $7,707 | $47,001 | $47,001 | |
| 200. ISHARES S&P MID-CAP 400 GROWTH ETF | 2013-05-14 | 2022-03-30 | $15,979 | $6,745 | $9,234 | $9,234 | |
| 200. ISHARES S&P-MD CAP 400 VAL ETF | 2013-05-14 | 2022-03-30 | $22,427 | $10,371 | $12,056 | $12,056 | |
| 200. ISHARES MSCI EAFE GROWTH ETF | 2018-05-04 | 2022-03-30 | $19,609 | $16,244 | $3,365 | $3,365 | |
| 44.97 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-04-15 | $45 | $46 | -$1 | -$1 | |
| 45.25 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-05-15 | $45 | $46 | -$1 | -$1 | |
| 100. APPLE INC COM | 2010-09-30 | 2022-06-07 | $14,789 | $1,014 | $13,775 | $13,775 | |
| 100. HOME DEPOT INC | 2008-12-30 | 2022-06-07 | $29,850 | $2,315 | $27,535 | $27,535 | |
| 1200. ISHARES S&P 500 GROWTH ETF | 2008-12-30 | 2022-06-07 | $79,238 | $13,212 | $66,026 | $66,026 | |
| 500. ISHARES RUSSELL 2000 VALUE ETF | 2008-12-30 | 2022-06-07 | $77,380 | $23,496 | $53,884 | $53,884 | |
| 200. ISHARES RUSSELL 2000 GROWTH ETF | 2013-05-14 | 2022-06-07 | $45,053 | $22,381 | $22,672 | $22,672 | |
| 100. MCDONALDS CORP | 2008-10-23 | 2022-06-07 | $24,774 | $5,518 | $19,256 | $19,256 | |
| 100. MICROSOFT CORP | 2006-05-22 | 2022-06-07 | $27,112 | $2,286 | $24,826 | $24,826 | |
| 100. TEXAS INSTRS INC | 2008-10-23 | 2022-06-07 | $16,813 | $1,654 | $15,159 | $15,159 | |
| 100. UNITEDHEALTH GROUP INC | 2011-03-17 | 2022-06-07 | $48,959 | $4,232 | $44,727 | $44,727 | |
| 45.53 GNMA #472685 7.000% 5/15/28 | 1998-05-14 | 2022-06-15 | $46 | $46 | |||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,485 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $943,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,620 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,620 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,437 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUFG UNION BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2132367327 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S FIGUEROA ST STE 2600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUFG UNION BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 45174 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $204,498 | CompensationAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,254,278 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,651,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,651,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $459,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,191,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,509,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,509,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,057 | TotalTaxAmt |
| Distributable Before Adj | $1,490,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,490,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,490,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,523,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,523,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,490,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $118,240 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,523,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $118,240 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,405,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $85,369 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BRAILLE INSTITUTE OF AMERICA INC | ||||||||
| ATTN JOSEPH BRYANT | 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PC | CHARITABLE | $500 |
| PASADENA HUMANE SOCIETY & SPCA | ||||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | CHARITABLE | $3,000 | |
| LA SOCIETY FOR THE PREV | ||||||||
| PREVENTION OF CRUELTY TO | 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PC | CHARITABLE | $3,000 |
| JB & EMILY VAN NUYS CHARITIES | ||||||||
| C/O DIANE WINGERNING CPA | PO BOX 2946 | PALOS VERDES PENINSULA | CA | 90274 | NONE | PC | CHARITABLE | $1,464,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,471,254 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583,588 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $943,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,527,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,527,587 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $54,394 | $194,068 |
| AMGEN INC | $50,623 | $291,960 |
| ANALOG DEVICES INC | $62,356 | $306,789 |
| APPLE INC COM | $54,731 | $738,288 |
| AUTOMATIC DATA PROCESSING INC | $52,090 | $378,072 |
| CHEVRON CORP COMMON STOCK | $103,635 | $260,604 |
| COCA-COLA CO | $53,600 | $138,402 |
| COMCAST CORP SPECIAL CL A | $98,603 | $156,960 |
| CONOCOPHILLIPS COM | $72,678 | $125,734 |
| DISNEY (WALT) COMPANY HOLDING | $80,185 | $226,560 |
| DOW INC | $16,119 | $34,372 |
| FISERV | $13,278 | $106,764 |
| HOME DEPOT | $39,361 | $466,259 |
| INTEL CORP | $52,704 | $134,676 |
| JPMORGAN CHASE & CO | $59,686 | $472,962 |
| MCDONALDS CORP | $88,288 | $395,008 |
| MICROSOFT CORP | $68,230 | $770,490 |
| NORTHROP GRUMMAN CORP | $42,643 | $478,570 |
| PFIZER INC | $153,896 | $367,010 |
| PHILLIPS 66 COM | $22,916 | $57,393 |
| SCHWAB CHARLES CORP | $70,380 | $189,540 |
| TEXAS INSTRS INC | $36,388 | $338,030 |
| UNITED PARCEL SERVICE CL B | $77,858 | $164,286 |
| UNITEDHEALTH GROUP | $33,728 | $616,356 |
| VERIZON COMMUNICATIONS | $115,695 | $187,775 |
| WASTE MGMT INC DEL | $75,303 | $397,748 |
| WEC ENERGY GROUP INC COM | $48,246 | $241,536 |
| ALPHABET INC CAP STK CL A | $40,304 | $326,889 |
| ALPHABET INC CAP STK CL C | $26,039 | $218,745 |
| PROCTER & GAMBLE CO | $114,013 | $201,306 |
| EOG RES INC | $103,895 | $110,440 |
| COSTCO WHOLESALE CORP | $117,692 | $287,568 |
| LINDE PLC COM | $81,728 | $143,765 |
| VANGUARD FTSE EMRG MRKTS | $449,680 | $416,500 |
| AMAZON.COM INC | $165,769 | $201,799 |
| CITIGROUP INC COM | $108,963 | $73,584 |
| CORTEVA INC | $8,925 | $36,057 |
| MASTERCARD INC-A | $81,223 | $94,644 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,841 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,809 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR MGD FUTURES STRAT R6 #1528 | AT COST | $138,834 | $138,485 |
| ISHARES COHEN & STEERS REIT | AT COST | $310,911 | $534,776 |
| ISHARES MSCI EAFE | AT COST | $659,030 | $937,350 |
| ISHARES MSCI EMERGING MKT | AT COST | $464,057 | $561,400 |
| ISHARES RUSSELL 2000 GROWTH | AT COST | $417,894 | $1,526,694 |
| ISHARES RUSSELL 2000 VALUE | AT COST | $582,697 | $1,688,260 |
| ISHARES S&P 500 GROWTH | AT COST | $494,339 | $2,709,715 |
| ISHARES S&P 500 VALUE | AT COST | $592,735 | $1,855,710 |
| ISHARES S&P MID CAP 400 GROWTH | AT COST | $150,540 | $286,785 |
| ISHARES S&P MD CAP 400 VALUE | AT COST | $176,206 | $320,994 |
| ISHARES TIPS BD ETF | AT COST | $267,251 | $284,775 |
| PIMCO HIGH YIELD, INSTL | AT COST | $571,599 | $565,342 |
| VNGRD ST TERM INVMT GRADE ADM | AT COST | $653,621 | $617,611 |
| WESTERN ASSET MAC OPP IS | AT COST | $572,927 | $471,162 |
| ISHARES MSCI EAFE GROWTH ETF | AT COST | $303,825 | $362,205 |
| ISHARES MSCI EAFE VALUE ETF | AT COST | $389,200 | $347,200 |
| PRUDENTIAL TOTAL RTRN BD CL Q | AT COST | $626,332 | $552,956 |
| DODGE & COX INCOME FD #147 | AT COST | $565,278 | $521,175 |
| BLACKROCK TOTAL FACTOR K#1994 | AT COST | $75,000 | $72,779 |
| ISHARES GOLD TR | AT COST | $83,435 | $85,775 |
| DOUBLELINE CORE FIXED INC CL 2 | AT COST | $592,852 | $517,300 |
| BLACKROCK EV DRIVEN EQTY FD #0 | AT COST | $155,710 | $155,122 |
| BLACKROCK STRAT INC OPPS CL K | AT COST | $151,076 | $138,413 |
| VNGRD HI YIELD CORP FD ADM #52 | AT COST | $299,630 | $257,187 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CA KINGS MI | $10 | $10 | $100 |
| CA LOS ANGELES MI (1-4) | $1,178 | $1,178 | $100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $569 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING DIFFERENCE | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $8,963 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $17,620 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,912 | $1,912 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $753 | $753 | $0 |