BETA

C R STEVENSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
C R STEVENSON FAMILY FOUNDATION (EIN 20-3972504)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-03
IRS object ID
202111239349102561
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-03T22:04:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN854195241PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENNY YANG INOUYE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12447 PACIFIC COAST HIGHWAY STE 200AddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203972504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CR STEVENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRSTBusinessNameControlTxt
Phone8188580950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLINTON R STEVENSONPersonNm
Person TitleCEOPersonTitleTxt
Phone8188580950PhoneNum
Signature2021-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCLINTONPersonFirstNm
Person LastSTEVENSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNY YANG INOUYEPreparerPersonNm
PTINP00360108PTIN
Phone3107486651PhoneNum
Preparation2021-05-01PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$2,239,296FMVAssetsEOYAmt
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$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$55,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$8,395NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$203,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,567TotalRevAndExpnssAmt
Total Net Invst Incm$55,962TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,031AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$531AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$71TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,249OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$330OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,919OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,435TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,901TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,935TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,901TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$90,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,368ExcessRevenueOverExpensesAmt
Net Investment Income$52,061NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$126,351CashBOYAmt
Cash EOY$37,021CashEOYAmt
Cash EOYFMV$37,021CashEOYFMVAmt
Corporate Stock BOY$663,650CorporateStockBOYAmt
Corporate Stock EOY$863,295CorporateStockEOYAmt
Corporate Stock EOYFMV$1,788,135CorporateStockEOYFMVAmt
Other Investments BOY$525,122OtherInvestmentsBOYAmt
Other Investments EOY$363,439OtherInvestmentsEOYAmt
Other Investments EOYFMV$414,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,315,123TotalAssetsBOYAmt
Total Assets EOY$1,263,755TotalAssetsEOYAmt
Total Assets EOYFMV$2,239,296TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000,000CapitalStockBOYAmt
Capital Stock EOY$1,000,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$315,123RetainedEarningBOYAmt
Retained Earning EOY$263,755RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,315,123TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,263,755TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,315,123TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,263,755TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,315,123TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,368ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,263,755SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,263,755TotNetAstOrFundBalancesEOYAmt

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
7,696.985 SHS AMERICAN HIGH INCOME TRP2009-10-052020-03-10$72,429$76,662-$4,233-$4,233
13,557 SHS AMERICAN HIGH INCOME TRP2009-07-172020-03-10$127,571$135,028-$7,457-$7,457
CAPITAL GAINS DIVIDENDSP$3,295$3,295$3,295
FieldValueIRS element (for citing)
Capital Gain Net Income-$8,395CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$724InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$724SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$1,770OverpaymentAmt
Applied To ES Tax$1,770AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCR STEVENSON FAMILY FOUNDATIONIndividualWithBooksNm
Phone8188580950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11666 SAN ONOFRE DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
CLINTON R STEVENSON JR
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CEO0.00$0$0$0
GINA STEVENSON
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272CFO0.00$0$0$0
CLINTON RSTEVENSON III
1666 SAN ONOFRE DRIVEPACIFIC PALISADESCA90272SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,950,692AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,053,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,053,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,022,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,113MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,113MinimumInvestmentReturnAmt
Tax Based On Investment Income$724TaxBasedOnInvestmentIncomeAmt
Total Tax$724TotalTaxAmt
Distributable Before Adj$100,389DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,389DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,389DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$90,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,389DistributableAsAdjustedAmt
Undistributed Income PY$71,233UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$90,950QualifyingDistributionsAmt
Applied To Year1$71,233AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,717AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$80,672UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF SANTA MONICA
1238 LINCOLN BLVDSANTA MONICACA90401N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
CHILDREN'S BUREAU ATTN DEVELOPMENT AND COMMUNITY RELATIONS
1910 MAGNOLIA AVENUELOS ANGELESCA90007N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$12,500
DOCTORS WITHOUT BORDERS USA INC
PO BOX 5030HAGERSTOWNMD217415030N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$7,500
MALIBU HIGH SCHOOL
30215 MORNING VIEW DRIVEMALIBUCA90265N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$10,000
NATIONAL MS SOCIETY
5150 W GOLDLEAF CIRCLE SUITE 400LOS ANGELESCA90056N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
ONE FOR ALL
1127 E 67TH STREETINGLEWOODCA90302N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$2,500
SMILE TRAIN
PO BOX 96231WASHINGTONDC200906231N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
THE SALVATION ARMY
PO BOX 866014LOS ANGELESCA900866014N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$15,000
WOMEN'S VOICES NOW
46-E PENINSULA CENTERROLLING HILLS ESTATESCA902743562N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$10,000
MEALS ON WHEELS
1550 CRYSTAL DRIVE STE 1004ARLINGTONVA22202N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$3,500
CHOSA INC
220 N KENTER AVELOS ANGELESCA90049N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,000
ISRAEL CANCER RESEARCH FUND
52 VANDERBILT AVE STE 1510NEW YORKNY100173834N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
ALS RESEARCH FUND
1300 WILSON BLVD STE 600ARLINGTONVA22209N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$1,500
TWO BIT CIRCUS FOUNDATION
12815 S WESTERN AVEGARDENACA90249N/APCUNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,920ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$8,395ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,567ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,567TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,031Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$531DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT - CORPORATE STOCKStockNm
EOY Book Value$863,295EOYBookValueAmt
EOYFMV$1,788,135EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT - MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$363,439BookValueAmt
EOYFMV$414,140EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTY GEN FILING FEE$75$0$0$75
SECRETARY OF STATE FEE$20$0$0$20
BANK SERVICE FEE$116$0$0$116
CA FILING FEES$10$0$0$10
ADVISORY FEE$330$330$0$0
OFFICE SUPPLIES$2,698$0$0$2,698

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$71$71$0$0
FEDERAL TAXES$4,084$0$0$0

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