THE PETER AND MARY MUTH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE PETER AND MARY MUTH FOUNDATION (EIN 33-0016627)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202101379349101560
Schema version
2020v4.0
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)
Return2021-05-17T10:41:16-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352495028PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Johnson Tax & ConsultingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 Spectrum Center Dr Ste 400AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330016627EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter and Mary Muth FoundationBusinessNameLine1Txt
Business Name Line2CO VerLyn JensenBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone9492616255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15100 Campus DriveAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92660ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERLYN JENSENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVERLYNPersonFirstNm
Person LastJENSENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA A JOHNSON CPAPreparerPersonNm
PTINP00167963PTIN
Phone9494246242PhoneNum
Self EmployedYes (X)SelfEmployedInd

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,228,098FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,636InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,636InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,636InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,852DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,852DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,852DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$25,983NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$360,227GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,983CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$25,983NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$12,909OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,909OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$12,909OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$81,380TotalRevAndExpnssAmt
Total Net Invst Incm$81,380TotalNetInvstIncmAmt
Total Adj Net Incm$81,380TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,654AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,654AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$6,654AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$3,250TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,250TaxesNetInvstIncmAmt
Taxes Adj Net Incm$3,250TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$14,425OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,425OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$14,425OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$24,329TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,329TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$24,329TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$167,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$167,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$191,829TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,329TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$24,329TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$167,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$110,449ExcessRevenueOverExpensesAmt
Net Investment Income$57,051NetInvestmentIncomeAmt
Adjusted Net Income$57,051AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$162,057SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$231,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$231,364SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,096,478OtherInvestmentsBOYAmt
Other Investments EOY$949,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,236,384OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,792,717OtherAssetsBOYAmt
Other Assets EOY$1,760,350OtherAssetsEOYAmt
Other Assets EOYFMV$1,760,350OtherAssetsEOYFMVAmt
Total Assets BOY$3,051,252TotalAssetsBOYAmt
Total Assets EOY$2,940,803TotalAssetsEOYAmt
Total Assets EOYFMV$3,228,098TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,623,102CapitalStockBOYAmt
Capital Stock EOY$2,623,102CapitalStockEOYAmt
Retained Earning BOY$428,150RetainedEarningBOYAmt
Retained Earning EOY$317,701RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,051,252TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,940,803TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,051,252TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,940,803TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,051,252TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$110,449ExcessRevenueOverExpensesAmt
Subtotal$2,940,803SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,940,803TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA #9454P2020-01-012020-01-01$69,425$75,082-$5,657-$5,657
BANK OF AMERICA #9454P2020-01-012020-01-01$262,564$259,162$3,402$3,402
MUTH HOLDINGS, LLC K-1 CAPITAL GAINSP2020-01-012020-01-01$28,238$28,238$28,238
FieldValueIRS element (for citing)
Capital Gain Net Income$25,983CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$25,983NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$793InvestmentIncomeExciseTaxAmt
Subtotal$793SubtotalAmt
Tax Based On Investment Income$793TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,095EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,095TotalPaymentsAndCreditsAmt
Overpayment$1,302OverpaymentAmt
Applied To ES Tax$1,302AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register 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 Line1Johnson Tax ConsultingBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9494246242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 Spectrum Center Drive Suite 400AddressLine1Txt
CityIrvineCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92618ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VerLyn N Jensen
5100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660President0.00$0
JEFFERY V JENSEN
5100 CAMPUS DRIVE SUITE 200NEWPORT BEACHCA92660SECRETARY/TREAS0.00$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$1,118,851AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,552AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,776,534FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,992,937TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,992,937AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,894CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,948,043NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,402MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,402MinimumInvestmentReturnAmt
Tax Based On Investment Income$793TaxBasedOnInvestmentIncomeAmt
Total Tax$793TotalTaxAmt
Distributable Before Adj$146,609DistributableBeforeAdjAmt
Distributable Before Ded$146,609DistributableBeforeDedAmt
Distributable As Adjusted$146,609DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,500ExpensesAndContributionsAmt
Qualifying Distributions$167,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$167,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,609DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$893,041ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,879ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$106,582ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,003,502TotalExcessDistributionCyovAmt
Qualifying Distributions$167,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$146,609AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,891RemainingDistriFromCorpusAmt
Total Corpus$1,024,393TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$893,041ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$131,352ExcessDistriCyovToNextYrAmt
Excess From Year4$3,879ExcessFromYear4Amt
Excess From Year3$106,582ExcessFromYear3Amt
Excess From Current Year$20,891ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS GIRLS CLUB OF TUSTIN
580 W SIXTH STREETTUSTINCA92780NONEPCCONTRIBUTION$10,000
CATHOLIC CHARITIES OF OC
1820 E 16TH STREETSANTA ANACA92701NONEPCCONTRIBUTION$5,000
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010NONEPCCONTRIBUTION$5,000
HEART OF JESUS RETREAT CENTER
2927 SOUTH GREENVILLE STREETSANTA ANACA92704NONEPCCONTRIBUTION$6,500
KIDSINGERS
3947 E LA PALMA AVENUEANAHEIMCA92807NONEPCCONTRIBUTION$2,000
NEWPORT BAY CONSERVANCY
PO BOX 10804NEWPORT BEACHCA92658NONEPCCONTRIBUTION$10,000
ORANGE COUNTY RESUE MISSION
1 HOPE DRIVETUSTINCA92782NONEPCCONTRIBUTION$2,500
UC RIVERSIDE FOUNDATION
900 UNIVERSITY AVENUE MC063RIVERSIDECA92521NONEPCCONTRIBUTION$10,000
BLIND CHILDREN'S LEARNING CENTER
18542B VANDERLIP AVENUESANTA ANACA92705NONEPCCONTRIBUTION$4,800
NOBEL VIKING CHARITIES
1048 IRVINE BLVD PMB 465NEWPORT BEACHCA92658NONEPCCONTRIBUTION$10,000
ST JOSEPH'S CHURCH
727 MINTER STREETSANTA ANACA92701NONEPCCONTRIBUTION$6,000
CHOC CHILDREN'S FOUNDATION
1201 W LA VETA AVENUEORANGECA92868NONEPCCONTRIBUTION$7,500
HOMEAID ORANGE COUNTY
24 EXECUTIVE PARK SUITE 100IRVINECA92614NONEPCCONTRIBUTION$20,000
JOHN BURTON ADVOCATES FOR YOUTH
39 MESA STREET 205SAN FRANCISCOCA94129NONEPCCONTRIBUTION$2,500
OCEAN INSTITUTE
24200 DANA POINT HARBOR DRIVEDANA POINTCA92629NONEPCCONTRIBUTION$15,000
YOUTH CENTERS OF ORANGE
146 NORTH GRAND STREETORANGECA92868NONEPCCONTRIBUTION$13,000
BOWERS MUSEUM
2002 N MAIN STREETSANTA ANACA92706NONEPCCONTRIBUTION$10,000
FAMILY PROMISE
PO BOX 6225ORANGECA92863NONEPCCONTRIBUTION$2,500
ST JOSEPH HOSPITAL FOUNDATION
1100 WEST STEWART DRIVEORANGECA92868NONEPCCONTRIBUTION$10,000
MONTANA WILDLIFE FEDERATION
PO BOX 1175HELENAMT59624NONEPCCONTRIBUTION$200
ORANGE CATHOLIC FOUNDATION
13280 CHAPMAN AVE SUITE 430GARDEN GROVECA92840NONEPCCONTRIBUTION$12,500
ST JOHN'S SEMINARY
5012 SEMINARY ROADCAMARILLOCA93012NONEPCCONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$167,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,636ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,852ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$12,909ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$2,255ExclusionAmt
Related Or Exempt Function Incm$28,238RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,142ExclusionAmt
Related Or Exempt Function Incm$28,238RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,380TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$6,654Amt
Net Investment Income$6,654NetInvestmentIncomeAmt
Adjusted Net Income$6,654AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
investment in muth holdings llc$1,760,350
MUTH HOLDINGS, LLC$1,792,717$1,760,350

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BANK AND INVESTMENT FEES$14,423$14,423$14,423
POSTAGE$2$2$2

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$12,909RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CALIFORNIA TAXES$10$10$10
FEDERAL ESTIMATE$3,190$3,190$3,190
STATE FILING FEE$50$50$50

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