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VICTOR FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VICTOR FAMILY FOUNDATION (EIN 95-4717634)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-08
IRS object ID
202140989349101419
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)
Return2021-04-08T07:42:54-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953178278PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARYANOV MADSEN GORDON CAMPBELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1826AddressLine1Txt
CityPALM SPRINGSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92263ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954717634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Victor Family FoundationBusinessNameLine1Txt
Business Name Line2co Jonathan VictorBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3104733065PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111150 Santa Monica Blvd Ste 825AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN VICTORPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-04-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastVICTORPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Keesling CPAPreparerPersonNm
PTINP00707567PTIN
Phone7603206642PhoneNum

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$465,852FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$292,300ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,061DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,061DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,061DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$319,630NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$452,179GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$319,630CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$618,991TotalRevAndExpnssAmt
Total Net Invst Incm$326,691TotalNetInvstIncmAmt
Total Adj Net Incm$7,061TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$191,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$191,170ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$191,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$426,761ExcessRevenueOverExpensesAmt
Net Investment Income$326,691NetInvestmentIncomeAmt
Adjusted Net Income$7,061AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,651SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,255SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,255SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$321,653CorporateStockBOYAmt
Corporate Stock EOY$459,610CorporateStockEOYAmt
Corporate Stock EOYFMV$450,597CorporateStockEOYFMVAmt
Total Assets BOY$335,304TotalAssetsBOYAmt
Total Assets EOY$474,865TotalAssetsEOYAmt
Total Assets EOYFMV$465,852TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$335,304RetainedEarningBOYAmt
Retained Earning EOY$474,865RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$335,304TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$474,865TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$335,304TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$474,865TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$335,304TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$426,761ExcessRevenueOverExpensesAmt
Subtotal$762,065SubtotalAmt
Other Decreases$287,200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$474,865TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LIVONGO HEALTH INCP2018-07-272020-06-10$157,515$2,550$154,965$154,965
LIVONGO HEALTH INCP2018-07-272020-06-16$167,215$2,550$164,665$164,665
FEDERATED HRMS USTRSY CS RS ISP$50,000$50,000
MORGAN STANLEYP$27,449$27,449
FEDERATED HRMS USTRSY CS RS ISP$50,000$50,000
FieldValueIRS element (for citing)
Capital Gain Net Income$319,630CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,541InvestmentIncomeExciseTaxAmt
Subtotal$4,541SubtotalAmt
Tax Based On Investment Income$4,541TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,088EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,088TotalPaymentsAndCreditsAmt
Tax Due$3,453TaxDueAmt

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 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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN VICTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104733065PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD STE 825AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900253988ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JONATHAN VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988President0.00$0
SAMUEL VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988Secretary0.00$0
BRUCE VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988CFO0.00$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$426,723AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,646AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$436,369TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$436,369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$429,823NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,491MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,491MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,541TaxBasedOnInvestmentIncomeAmt
Total Tax$4,541TotalTaxAmt
Distributable Before Adj$16,950DistributableBeforeAdjAmt
Distributable Before Ded$16,950DistributableBeforeDedAmt
Distributable As Adjusted$16,950DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$191,170ExpensesAndContributionsAmt
Qualifying Distributions$191,170QualifyingDistributionsAmt
Adjusted Qualifying Distri$191,170AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,950DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$26,353ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$43,468ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,868ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,008ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$201,391ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$293,088TotalExcessDistributionCyovAmt
Qualifying Distributions$191,170QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,950AppliedToCurrentYearAmt
Remaining Distri From Corpus$174,220RemainingDistriFromCorpusAmt
Total Corpus$467,308TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$26,353ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$440,955ExcessDistriCyovToNextYrAmt
Excess From Year4$43,468ExcessFromYear4Amt
Excess From Year3$9,868ExcessFromYear3Amt
Excess From Year2$12,008ExcessFromYear2Amt
Excess From Year1$201,391ExcessFromYear1Amt
Excess From Current Year$174,220ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WALLIS ANNENBERG CTR FOR PERFORMING
470 NORTH CANON DRIVEBEVERLY HILLSCA90210FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$35,000
MCCALLUM THEATRE
73000 FRED WARING DRPALM DESERTCA92260FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$2,000
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$1,000
PALM SPRINGS ART MUSEUM
101 N MUSEUM DRPALM SPRINGSCA92262FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$5,000
PS FRIENDS OF THE PHILHARMONIC
PO BOX 12770PALM DESERTCA92255FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$2,720
Eisenhower Medical Center Foundatio
39000 Bob Hope DriveRancho MirageCA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$5,000
Coachella Valley Repertory
68510 E PALM CANYON DRCATHEDRAL CITYCA92234FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$1,000
UNITED CEREBRAL PALSY OF LA
6430 INDEPENDENCE AVEWOODLAND HILLSCA91367FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$5,000
JEWISH FEDERATION OF THE DESERT
69710 CA 111RANCHO MIRAGECA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$25,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$25,000
AMERICAN FRIENDS OF HEBREW UNIVERSI
199 WATER ST 11TH FLNEW YORKNY10038FINANCIAL SUPPORTPCFINANCIAL SUPPORT$10,000
BREAD AND ROSES PRESENTS
233 TAMALPAIS DR 100MADERACA94925FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,000
DANCE DIALOGUE
200 S BARRINGTON AVELOS ANGELESCA90049FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,000
DESERT CANCER FOUNDATION
74091 LARREA STPALM DESERTCA92260FINANCIAL SUPPORTPCFINANCIAL SUPPORT$500
CRANBOOK SCHOOLS
39221 WOODWARD AVEBLOOMFIELDMI48304FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,000
DEVELOPMENT INTL MEDICAL
8401 COLEVILLE RD STE 425SILVER SPRINGSMD20910FINANCIAL SUPPORTPCFINANCIAL SUPPORT$25,000
ISRAEL AMERICAN ACADEMIC
8383 WILSHIRE BOULEVARD STE 400BEVERLY HILLSCA90211FINANCIAL SUPPORTPCFINANCIAL SUPPORT$15,000
THE WENDE MUSEUM
10808 CULVER BLVDCULVER CITYCA90230FINANCIAL SUPPORTPCFINANCIAL SUPPORT$25,000
WILSHIRE BLVD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010FINANCIAL SUPPORTPCFINANCIAL SUPPORT$5,950
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$191,170TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$7,061ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$319,630ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$326,691ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$326,691TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN VICTORBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD 825AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900253988ZIPCd
FieldValueIRS element (for citing)
Total Contributions$292,300TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 LIVONGO HEALTH INCNoncashPropertyDesc
Fair Market Value$292,300FairMarketValueAmt
Received2020-05-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANSIX INC$13,400$9,995
INTREXON CORP$27,469$13,260
JP MORGAN$418,741$427,342

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBUILT IN GAIN OF ASSET DISPOSALDesc
Amt$287,200Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXES/FEESCategoryTxt
Amt$10Amt

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