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C A M JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
C A M JOHNSON FAMILY FOUNDATION (EIN 75-2970248)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349104547
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)
Return2021-11-12T16:30:56-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN854036357PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEDMAN PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY ROAD SUITE 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752970248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C A M JOHNSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAMJBusinessNameControlTxt
Phone6612541139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonART JOHNSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6612541139PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARTPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL PELUFFOPreparerPersonNm
PTINP01677591PTIN
Phone6612876333PhoneNum
Preparation2021-11-12PreparationDt

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$714,485FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,428DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,428DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,916NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$647,330GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,916CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$961OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$961OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$50,305TotalRevAndExpnssAmt
Total Net Invst Incm$50,305TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,554OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,554OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$87InterestRevAndExpnssAmt
Interest Net Invst Incm$87InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$244TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,641TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$229,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$229,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$236,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,641TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$232,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$186,380ExcessRevenueOverExpensesAmt
Net Investment Income$46,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,774CashBOYAmt
Cash EOY$99CashEOYAmt
Cash EOYFMV$99CashEOYFMVAmt
Corporate Stock BOY$821,780CorporateStockBOYAmt
Corporate Stock EOY$637,075CorporateStockEOYAmt
Corporate Stock EOYFMV$714,386CorporateStockEOYFMVAmt
Total Assets BOY$823,554TotalAssetsBOYAmt
Total Assets EOY$637,174TotalAssetsEOYAmt
Total Assets EOYFMV$714,485TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$823,554RetainedEarningBOYAmt
Retained Earning EOY$637,174RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$823,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$637,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$823,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$637,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$823,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$186,380ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$637,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$637,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB SHORT-TERM INVESTMENTSP2020-12-31$326,299$330,821-$4,522-$4,522
SCHWAB LONG-TERM INVESTMENTSP2020-12-31$309,680$282,593$27,087$27,087
CAPITAL GAINS DIVIDENDSP$11,351$11,351$11,351
FieldValueIRS element (for citing)
Capital Gain Net Income$33,916CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$649InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$649SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$649TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,752EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,752TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,103OverpaymentAmt
Applied To ES Tax$1,103AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARTHUR JOHNSONIndividualWithBooksNm
Phone6612541139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARTHUR J JOHNSON
25578 VIA PALADARVALENCIACA91355PRESIDENT0.10$0$0$0
MARILYN S JOHNSON
25578 VIA PALADARVALENCIACA91355CEO, SECRETARY0.10$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$804,822AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$832,110TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$832,110AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,482CashDeemedCharitableAmt
Net Vl Noncharitable Assets$819,628NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,981MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,981MinimumInvestmentReturnAmt
Tax Based On Investment Income$649TaxBasedOnInvestmentIncomeAmt
Total Tax$649TotalTaxAmt
Distributable Before Adj$40,332DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,332DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,860ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,860QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$232,860AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$33,365ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,734ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,161ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$44,980ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,240TotalExcessDistributionCyovAmt
Qualifying Distributions$232,860QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$192,528RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$324,768TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$324,768ExcessDistriCyovToNextYrAmt
Excess From Year4$33,365ExcessFromYear4Amt
Excess From Year3$25,734ExcessFromYear3Amt
Excess From Year2$28,161ExcessFromYear2Amt
Excess From Year1$44,980ExcessFromYear1Amt
Excess From Current Year$192,528ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerARTHUR J JOHNSONContributingManagerNm
Contributing ManagerMARILYN S JOHNSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASSISTANCE LEAGUE OF SANTA CLARITA
24364 MAIN STREETNEWHALLCA91321PUBLIC CHARITYTO SUPPORT THE BUILDING FUND.$150,000
AVENUES SUPPORTIVE LIVING
28415 INDUSTRY DRIVE 502VALENCIACA91355PUBLIC CHARITYTO SUPPORT KIDS WITH DEVELOPMENTAL DISABILITIES TO LIVE INDEPENDENTLY.$4,000
HENRY MAYO NEWHALL FOUNDATION
23845 MCBEAN PARKWAYVALENCIACA91355PUBLIC CHARITYTO SUPPORT THE BUILDING FUND OF THE HOSPITAL.$25,000
MAJOR IMPACT THEATER CO JOAN PARRISH-MAJOR
15435 LULL STREETVAN NUYSCA91406PUBLIC CHARITYTO SUPPORT THE EVERYDAY LIVES OF ADULTS WITH DISABILITIES THROUGH THEATER ARTS.$500
UCLA BROAD STEM CELL RESEARCH CENTER
615 CHARLES E YOUNG DRIVE SOUTHLOS ANGELESCA90095PUBLIC CHARITYTO SUPPORT INNOVATIVE RESEARCH THAT WILL LEAD TO MORE EFFECTIVE TREATMENTS FOR A MYRIAD OF DISEASES.$50,000BIOMEDICAL RESEARCH BUILDING 477
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$229,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,428ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$961ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,916ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,305ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,305TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$637,075EOYBookValueAmt
EOYFMV$714,386EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$961RevenueAndExpensesPerBooksAmt
Net Investment Income$961NetInvestmentIncomeAmt
Adjusted Net Income$961AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$3,554Amt
Net Investment Income$3,554NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonARTHUR JOHNSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125578 VIA PALADARAddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$10$0$10
TAXES & LICENSES$50$0$50
FOREIGN TAXES$184$0$0

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