ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALESIA FAMILY FOUNDATION (EIN 95-4750403)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349110294
Schema version
2021v4.2
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)
Return2022-11-15T19:18:10-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELFAND RENNERT & FELDMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954750403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALESIA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GELFAND RENNERT & FELDMANInCareOfNm
Business Name ControlALESBusinessNameControlTxt
Phone3109541050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD GROSSMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3109541070PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastGROSSMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAndrew CrowPreparerPersonNm
PTINP00102741PTIN
Phone3105531707PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$520,814FMVAssetsEOYAmt
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$2,966DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,966DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$76,178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$439,108GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,178CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$79,144TotalRevAndExpnssAmt
Total Net Invst Incm$79,144TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$20,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,558AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$6,558AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,593TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$415,216ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$415,216ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$441,809TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$421,784TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$362,665ExcessRevenueOverExpensesAmt
Net Investment Income$79,144NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,647CashBOYAmt
Cash EOY$38,549CashEOYAmt
Cash EOYFMV$38,549CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,224SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,224SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$60,000CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$732,115OtherInvestmentsBOYAmt
Other Investments EOY$431,186OtherInvestmentsEOYAmt
Other Investments EOYFMV$470,041OtherInvestmentsEOYFMVAmt
Total Assets BOY$844,762TotalAssetsBOYAmt
Total Assets EOY$481,959TotalAssetsEOYAmt
Total Assets EOYFMV$520,814TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$5,099AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$5,099AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$839,663RetainedEarningBOYAmt
Retained Earning EOY$476,861RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$844,762TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$481,960TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$844,762TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$481,960TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$844,762TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$362,665ExcessRevenueOverExpensesAmt
Subtotal$482,097SubtotalAmt
Other Decreases$136OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$481,961TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3,000 SHS HEALTHCARE TRUST AMERICAP2011-02-242021-01-20$85,763$60,000$25,763$25,763
3,171.247 SHS DAVIS NY VENTUREP2019-01-012021-01-20$104,980$122,490-$17,510-$17,510
427.633 SHS DAVIS NY VENTUREP2019-01-012021-11-10$14,386$16,517$1-$2,131
7,199.424 SHS FRANKLIN FOUNDING2019-01-012021-01-20$99,980$98,006$1,974$1,974
1,572.367 SHS DAVIS NY VENTUREP2019-01-012021-11-10$52,894$50,256$2,638$2,638
5,500 SHS FRANKLIN FOUNDINGP2019-01-012021-11-10$81,105$74,871$6,234$6,234
CAPITAL GAIN DIVIDENDSP$57,078
CAPITAL GAIN DIVIDENDSP$57,078
CAPITAL GAIN DIVIDENDSP$57,078
CAPITAL GAIN DIVIDENDSP$57,078
CAPITAL GAIN DIVIDENDSP$57,078
CAPITAL GAIN DIVIDENDSP$57,078
FieldValueIRS element (for citing)
Capital Gain Net Income$76,178CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,100InvestmentIncomeExciseTaxAmt
Subtotal$1,100SubtotalAmt
Tax Based On Investment Income$1,100TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Overpayment$380OverpaymentAmt
Applied To ES Tax$380AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GELFAND RENNERT & FELDMAN LLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105531707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST STE 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HOWARD GROSSMAN
1880 CENTURY PARK EAST 1600LOS ANGELESCA90067CO-TRUSTEE0$0$0$0
EDEN ALPERT
1880 CENTURY PARK EAST 1600LOS ANGELESCA90067CO-TRUSTEE1.0$10,000$0$0
ELLEN ALPERT
1880 CENTURY PARK EAST 1600LOS ANGELESCA90067CO-TRUSTEE1.0$10,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$578,850AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,003AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$626,853TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$626,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$617,450NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,100TaxBasedOnInvestmentIncomeAmt
Total Tax$1,100TotalTaxAmt
Distributable Before Adj$29,773DistributableBeforeAdjAmt
Distributable Before Ded$29,773DistributableBeforeDedAmt
Distributable As Adjusted$29,773DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$421,784ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$421,784QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,773DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$33,105ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$102,737ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$135,842TotalExcessDistributionCyovAmt
Qualifying Distributions$421,784QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$29,773AppliedToCurrentYearAmt
Remaining Distri From Corpus$392,011RemainingDistriFromCorpusAmt
Total Corpus$527,853TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$33,105ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$494,748ExcessDistriCyovToNextYrAmt
Excess From Year1$102,737ExcessFromYear1Amt
Excess From Current Year$392,011ExcessFromCurrentYearAmt
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 (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
VISTA DEL MAR CHILD AND FAMILY SERVICES
3200 MOTOR AVENUELOS ANGELESCA90034nonePCPROGRAM SUPPORT$100,000
CONCERN FOUNDATION
11111 W OLYMPIC BLVD SUITE 214LOS ANGELESCA90064NONEPCPROGRAM SUPPORT$20,000
HOLLYWOOD FOOD COALITION
5939 HOLLYWOOD BLVDLOS ANGELESCA90028NONEPCPROGRAM SUPPORT$10,000
ACADEMY OF THE ARTS
PO Box 4101NapervilleIL60567NONEPCPROGRAM SUPPORT$50,000
CORNERSTONE HOUSING FOR ADULTS WITH DISABILITIES
13034 SATICOY STNORTH HOLLYWOODCA916053510NONEPCPROGRAM SUPPORT$25,000
BOYS & GIRLS CLUB OF WEST SAN GABRIEL VALLEY
328 S Ramona AveMonterey ParkCA91754NONEPCPROGRAM SUPPORT$9,000
HOFFMAN INSTITUTE FOUNDATION
1299 4th St Fl 6San RafaelCA94901NONEPCPROGRAM SUPPORT$10,000
MAKE A WISH OF GREATER LA
11390 W Olympic Blvd 300Los AngelesCA90064NONEPCPROGRAM SUPPORT$6,750
OMNIPEACE FOUNDATION
2934 1/2 Beverly Glen CircleLos AngelesCA90077NONEPCPROGRAM SUPPORT$100,000
THE TEEN PROJECT
8140 SUNLAND BOULEVARDSUN VALLEYCA91352NONEPCPROGRAM SUPPORT$49,466
UNISON BENEVOLENT FUND
NONEPCPROGRAM SUPPORT$25,00080 Atlantic Ave Suite 400TorontoONTARIOCAM6K 1X9
WETLANDS AND WILDLIFE CARE CENTER
21900 E Pacific Coast HwyHuntington BeachCA92646NONEPCPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$415,216TotalGrantOrContriPdDurYrAmt

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)
Exclusion14ExclusionCd
Exclusion$2,966ExclusionAmt
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)
Exclusion18ExclusionCd
Exclusion$76,178ExclusionAmt
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)
Exclusion$79,144ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,144TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,558Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,558DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHEALTHCARE TRUST OF AMERICAStockNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$431,186BookValueAmt
EOYFMV$470,041EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES - PRIOR YEAR PAIDDesc
Amt$136Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREGISTRY OF CHARITABLE TRUSTCategoryTxt
Amt$25Amt

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