BETA

WINGATE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WINGATE FOUNDATION (EIN 94-3301040)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202121379349102452
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)
Return2021-05-17T15:01:12-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330252865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROORDA PIQUET & BESSEE INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13550 VINE ST SUITE 110AddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925074175ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943301040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINGATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINGBusinessNameControlTxt
Phone9518277936PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12451 KNOB HILL DRAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925063436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD B WINGATEPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone9518277936PhoneNum
Signature2021-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTODD BPersonFirstNm
Person LastWINGATEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFERNANDO G AYALA JRPreparerPersonNm
PTINP01259082PTIN
Phone9516847781PhoneNum
Preparation2021-05-15PreparationDt
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$5,547,702FMVAssetsEOYAmt
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$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$185,821DividendsRevAndExpnssAmt
Dividends Net Invst Incm$185,821DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,749NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,414CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$139,678OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$340,293TotalRevAndExpnssAmt
Total Net Invst Incm$194,280TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,750AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$40,522TaxesRevAndExpnssAmt
Taxes Net Invst Incm$40,522TaxesNetInvstIncmAmt
Taxes Adj Net Incm$40,522TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$25,537OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,537OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$25,537OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$67,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$67,809TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$67,809TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$182,338ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$182,338ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,147TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$67,809TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$67,809TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$182,338TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,146ExcessRevenueOverExpensesAmt
Net Investment Income$126,471NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$142,921CashBOYAmt
Cash EOY$126,229CashEOYAmt
Cash EOYFMV$126,229CashEOYFMVAmt
Sav And Temp Cash Invst BOY$93,787SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,318SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,318SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,759PrepaidExpensesBOYAmt
Other Investments BOY$2,119,630OtherInvestmentsBOYAmt
Other Investments EOY$2,138,708OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,818,155OtherInvestmentsEOYFMVAmt
Other Assets BOY$92,965OtherAssetsBOYAmt
Other Assets EOY$1,729,396OtherAssetsEOYAmt
Other Assets EOYFMV$2,482,000OtherAssetsEOYFMVAmt
Total Assets BOY$2,451,062TotalAssetsBOYAmt
Total Assets EOY$4,115,651TotalAssetsEOYAmt
Total Assets EOYFMV$5,547,702TotalAssetsEOYFMVAmt
Accounts Payable BOY$532AccountsPayableBOYAmt
Accounts Payable EOY$4,151AccountsPayableEOYAmt
Total Liabilities BOY$532TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,151TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,450,530RetainedEarningBOYAmt
Retained Earning EOY$4,111,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,450,530TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,111,500TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,451,062TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,115,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,450,530TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,146ExcessRevenueOverExpensesAmt
Other Increases$1,570,824OtherIncreasesAmt
Subtotal$4,111,500SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,111,500TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$8,414CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,758InvestmentIncomeExciseTaxAmt
Subtotal$1,758SubtotalAmt
Tax Based On Investment Income$1,758TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$716EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$716TotalPaymentsAndCreditsAmt
Tax Due$1,042TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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
Individual With BooksTODD WINGATEIndividualWithBooksNm
Phone9518277936PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12451 KNOB HILL DRAddressLine1Txt
CityRIVERSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP925063436ZIPCd
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
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
MICHAEL K BEAM
10155 VIA INDIGOMORENO VALLEYCA92557CEO000.00$0$0$0
TODD B WINGATE
2451 KNOB HILLRIVERSIDECA92506SECRETARY000.00$0$0$0
JIMMY C MANNING
1310 E COLTON AVEREDLANDSCA92374CFO000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,510,798AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$231,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,482,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,224,266TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,224,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,364CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,145,902NetVlNoncharitableAssetsAmt
Minimum Investment Return$257,295MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$257,295MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,758TaxBasedOnInvestmentIncomeAmt
Total Tax$1,758TotalTaxAmt
Distributable Before Adj$255,537DistributableBeforeAdjAmt
Distributable Before Ded$255,537DistributableBeforeDedAmt
Distributable As Adjusted$255,537DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,338ExpensesAndContributionsAmt
Qualifying Distributions$182,338QualifyingDistributionsAmt
Adjusted Qualifying Distri$182,338AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$255,537DistributableAsAdjustedAmt
Undistributed Income PY$10,625UndistributedIncomePYAmt
Qualifying Distributions$182,338QualifyingDistributionsAmt
Applied To Year1$10,625AppliedToYear1Amt
Applied To Current Year$171,713AppliedToCurrentYearAmt
Undistributed Income CY$83,824UndistributedIncomeCYAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALL SAINTS EPISCOPAL CHURCH
3847 TERRACINA DRIVERIVERSIDECA92506NONE501(C)(3)FOOD BANK$2,000
BIG BROTHERSBIG SISTERS
8880 BENSON AVEMONCLAIRCA91763NONE501(C)(3)SUPPORT$30,000
CAL POLY FOUNDATION
3801 W TEMPLE AVEPOMONACA91768NONE501(C)(3)SCHOLARSHIP FUND$25,000BUILDING 55
COMMUNITY CIRCUS ARTS CORP
PO BOX 1873REDLANDSCA92373NONE501(C)(3)AMERICAN YOUTH CIRCUS ORGANIZATION$10,000
FEEDING AMERICA RIVERSIDE AND SB
2950-A JEFFERSON STREETRIVERSIDECA92504NONE501(C)(3)FOOD BANK$50,000
HARADA HOUSE FOUNDATION
PO BOX 2272RIVERSIDECA92516NONE501(C)(3)SUPPORT$1,000
INLANDIA INSTITUTE
4178 CHESTNUT STRIVERSIDECA92501NONE501(C)(3)SUPPORT$1,000
MALOOF FOUNDATION FOR ARTS & CRAFTS
5131 CARNELIAN STREETALTA LOMACA91701NONE501(C)(3)FOUNDATION PLEDGE$10,000
PLAN-IT LIFE INC
6235 RIVER CREST DR STE ORIVERSIDECA92507NONE501(C)(3)SUPPORT$10,000
RIVERS AND LAND CONSERVANCY
4075 MISSION INN AVERIVERSIDECA92501NONE501(C)(3)SUPPORT$2,500
RIVERSIDE ART MUSEUM
3425 MISSION INN AVERIVERSIDECA92501NONE501(C)(3)SUPPORT$15,000
RIVERSIDE ARTS ACADEMY
7197 BROCKTON AVERIVERSIDECA92506NONE501(C)(3)SUPPORT$1,000
RIVERSIDE SUNRISE ROTARY
PO BOX 21155RIVERSIDECA92516NONE501(C)(3)SUPPORT$1,000
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102NONE501(C)(3)INNOVATIVE PROGRAMMING$13,838
SEA RANCH THESPIANS
PO BOX 149THE SEA RANCHCA954970149NONE501(C)(3)ART PRESENTATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$182,338TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$185,821ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,749RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescGWG LLCDesc
Business531120BusinessCd
Unrelated Business Taxbl Incm$139,678UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$139,678UnrelatedBusinessTaxblIncmAmt
Exclusion$185,866ExclusionAmt
Related Or Exempt Function Incm$14,749RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$340,293TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL EXPENSESCategoryTxt
Amt$1,750Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Adjusted Net Income$1,750AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetTAUBMAN CENTERS MERGERAssetDesc
Acquired2019-12AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2020-12SoldDt
Gross Sales Price$21,500GrossSalesPriceAmt
Basis$15,165BasisAmt
Total Net$6,335TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHWAB INVESTMENTCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,138,708BookValueAmt
EOYFMV$2,818,155EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GWG, LLC$19,322$1,592,381$1,827,000
WINGATE INDUSTRIES$18,643$82,015$600,000
ART/FURNITURE$55,000$55,000$55,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
MANAGEMENT FEES$24,249$24,249$24,249
OTHER EXPENSES$136$136$136
WINGATE INDUSTRIES K-1$1,152$1,152$1,152

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGWG LLCDesc
Revenue And Expenses Per Books$139,678RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSTEP UP IN BASIS - GWGDesc
Amt$1,570,824Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CALIF FORM 109 TAX$11,290$11,290$11,290
CALIF SEC OF STATE$85$85$85
CALIF TAX-OTHER$20$20$20
FEDERAL 990-T$26,820$26,820$26,820
FEDERAL EXCISE TAX$1,758$1,758$1,758
FOREIGN TAXES PAID$549$549$549

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.