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ROBERT & MAUREEN LUCAS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MAUREEN LUCAS FAMILY FOUNDATION (EIN 95-4666465)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-06
IRS object ID
202130969349100423
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)
Return2021-04-06T17:35:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ ACCOUNTING GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13500 WEST OLIVE AVENUE SUITE 680AddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954666465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8186531539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8186531539PhoneNum
Signature2021-04-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastLUCASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUAN P LOPEZ CPAPreparerPersonNm
PTINP01367411PTIN
Phone8188407075PhoneNum
Preparation2021-04-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$1,481,599FMVAssetsEOYAmt
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$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,157DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,157DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,089NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$589,434GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,089CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,269TotalRevAndExpnssAmt
Total Net Invst Incm$64,269TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$514LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$514LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,426OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,426OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,825TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,426TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,399TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,426TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,399TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,556ExcessRevenueOverExpensesAmt
Net Investment Income$55,843NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,905SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,811SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,811SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$590,085CorporateStockBOYAmt
Corporate Stock EOY$409,030CorporateStockEOYAmt
Corporate Stock EOYFMV$409,030CorporateStockEOYFMVAmt
Corporate Bonds BOY$354,819CorporateBondsBOYAmt
Corporate Bonds EOY$443,262CorporateBondsEOYAmt
Corporate Bonds EOYFMV$443,262CorporateBondsEOYFMVAmt
Other Investments BOY$453,707OtherInvestmentsBOYAmt
Other Investments EOY$581,496OtherInvestmentsEOYAmt
Other Investments EOYFMV$581,496OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,411,516TotalAssetsBOYAmt
Total Assets EOY$1,481,599TotalAssetsEOYAmt
Total Assets EOYFMV$1,481,599TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,411,516NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,481,599NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,411,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,481,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,411,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,481,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,411,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,556ExcessRevenueOverExpensesAmt
Other Increases$118,639OtherIncreasesAmt
Subtotal$1,481,599SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,481,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$574,706$547,345$27,361$27,361
CAPITAL GAINS DIVIDENDS$14,728$14,728$14,728P
FieldValueIRS element (for citing)
Capital Gain Net Income$42,089CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$776InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$776SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$776TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$970EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$970TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$194OverpaymentAmt
Applied To ES Tax$194AppliedToESTaxAmt
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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT LUCASIndividualWithBooksNm
Phone8186536621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd
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
ROBERT LUCAS
823 GREEN LANELA CANADACA91011PRESIDENT5.00$0$0$0
MAUREEN LUCAS
823 GREEN LANELA CANADACA91011SECRETARY/TREASURER5.00$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$1,315,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,813AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,333,052TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,333,052AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,996CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,313,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,653MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,653MinimumInvestmentReturnAmt
Tax Based On Investment Income$776TaxBasedOnInvestmentIncomeAmt
Total Tax$776TotalTaxAmt
Distributable Before Adj$64,877DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,877DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,877DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,399ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,399QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,399AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,877DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,397ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,463ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,113ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,058ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,089ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$127,120TotalExcessDistributionCyovAmt
Qualifying Distributions$104,399QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,877AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,522RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$166,642TotalCorpusAmt
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$37,397ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,245ExcessDistriCyovToNextYrAmt
Excess From Year4$32,463ExcessFromYear4Amt
Excess From Year3$4,113ExcessFromYear3Amt
Excess From Year2$16,058ExcessFromYear2Amt
Excess From Year1$37,089ExcessFromYear1Amt
Excess From Current Year$39,522ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT LUCASContributingManagerNm
Contributing ManagerMAUREEN LUCASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL FUND$15,000
CHELSEA JEWISH LIFECARE
165 CAPTAINS ROWCHELSEAMA02150PCGENERAL FUND$2,000
DOOR OF HOPE
PO BOX 90455PASADENACA91101PCGENERAL FUND AND COVID RELIEF FUND$30,000
GROWING PAINS COMPASSION OUTREACH
PO BOX 8134RANCHO CUCAMONGACA91701PCGENERAL FUND$2,500
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011PC2020 PLEDGE; ONLINE SERMON SUPPORT; XMAS MARKET$18,500
MAYFIELD SENIOR SCHOOL
500 BELLEFONTAINE STREETPASADENACA91105PCFUNDRAISER$10,000
THE BAIL PROJECT
PO BOX 750VENICECA90294PCGENERAL FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,000TotalGrantOrContriPdDurYrAmt
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$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,157ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,089ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$64,269ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,269TotalIncomeProducingActyAmt

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)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE ORGANIZATION IS EXEMPT FROM FILING A COPY OF FORM 990-PF UNDER CALIFORNIA LAW SICNE IT HAS BEEN CLASSIFIED AS A RELIGIOUS CORPORATION BY THE CALIFORNIA SECRETARY OF STATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$443,262EOYBookValueAmt
EOYFMV$443,262EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$409,030EOYBookValueAmt
EOYFMV$409,030EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY ETPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$581,496BookValueAmt
EOYFMV$581,496EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$514LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$514DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$118,639Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$8,426Amt
Net Investment Income$8,426NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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