BETA

GEORGIA B RIDDER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GEORGIA B RIDDER FOUNDATION (EIN 95-4813547)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-11
IRS object ID
202021329349101422
Schema version
2019v5.0
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)
Return2020-05-11T16:45:40-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822021615PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATS Accounting Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16355 Topanga Canyon Blvd Ste 225AddressLine1Txt
CityWoodland HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913672118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954813547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GEORGIA B RIDDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone6267659343PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm
Person TitleDirectorPersonTitleTxt
Signature2020-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael Trunnell CPAPreparerPersonNm
PTINP00397894PTIN
Phone8187041040PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,355,299FMVAssetsEOYAmt
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$130,665DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,665DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$289,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,032,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$289,830CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,946OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,639OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$425,441TotalRevAndExpnssAmt
Total Net Invst Incm$424,134TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,615AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$807AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$808AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34,474OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,474OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$618TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$261OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,899TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,129TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$194,585ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$194,585ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$291,613TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,899TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,714TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$133,828ExcessRevenueOverExpensesAmt
Net Investment Income$364,235NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,037CashBOYAmt
Sav And Temp Cash Invst BOY$236,156SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$286,462SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$286,462SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,444,750CorporateStockBOYAmt
Corporate Stock EOY$2,576,183CorporateStockEOYAmt
Corporate Stock EOYFMV$4,621,014CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,320,772CorporateBondsBOYAmt
Corporate Bonds EOY$1,419,196CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,447,823CorporateBondsEOYFMVAmt
Other Investments BOY$121,298OtherInvestmentsBOYAmt
Total Assets BOY$4,148,013TotalAssetsBOYAmt
Total Assets EOY$4,281,841TotalAssetsEOYAmt
Total Assets EOYFMV$6,355,299TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,148,013RetainedEarningBOYAmt
Retained Earning EOY$4,281,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,148,013TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,281,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,148,013TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,281,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,148,013TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$133,828ExcessRevenueOverExpensesAmt
Subtotal$4,281,841SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,281,841TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWAB CAP GAIN DISTRIBUTIONSP$583$583$583
CHARLES SCHWABP$55,098-$16,007-$16,0072019-01-012019-01-01$71,105
CHARLES SCHWABP$976,868$305,254$305,2542001-01-012019-01-01$671,614
FieldValueIRS element (for citing)
Capital Gain Net Income$289,830CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$514,374AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,745,236NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08953DistributionYr1Rt
Adjusted Qlfy Distri Yr2$301,626AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,086,133NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04956DistributionYr2Rt
Adjusted Qlfy Distri Yr3$360,101AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,705,218NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06312DistributionYr3Rt
Adjusted Qlfy Distri Yr4$267,196AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,249,370NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04276DistributionYr4Rt
Adjusted Qlfy Distri Yr5$268,822AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,178,564NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04351DistributionYr5Rt
Total Distribution0.288474TotalDistributionRt
Average Distribution0.057695AverageDistributionRt
Net Vl Noncharitable Assets$5,800,433NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$334,656AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,642NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$338,298AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$231,714QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,285InvestmentIncomeExciseTaxAmt
Subtotal$7,285SubtotalAmt
Tax Based On Investment Income$7,285TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,233EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,233TotalPaymentsAndCreditsAmt
Tax Due$5,052TaxDueAmt

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
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 Line1MICHAEL R WHALENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267659343PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1531 SO MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
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

FieldValueIRS element (for citing)
PersonMICHAEL R WHALENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1531 S MARENGO AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911013114ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos2.50AverageHrsPerWkDevotedToPosRt
Compensation$60,000CompensationAmt
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$281,319AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,607,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,888,764TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,888,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$88,331CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,800,433NetVlNoncharitableAssetsAmt
Minimum Investment Return$290,022MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$290,022MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,285TaxBasedOnInvestmentIncomeAmt
Total Tax$7,285TotalTaxAmt
Distributable Before Adj$282,737DistributableBeforeAdjAmt
Distributable Before Ded$282,737DistributableBeforeDedAmt
Distributable As Adjusted$282,737DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,714ExpensesAndContributionsAmt
Qualifying Distributions$231,714QualifyingDistributionsAmt
Adjusted Qualifying Distri$231,714AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$282,737DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$11,577ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,577TotalExcessDistributionCyovAmt
Qualifying Distributions$231,714QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$231,714AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$11,577ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,577ExcessDistributionCyovAppCYAmt
Undistributed Income CY$39,446UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFTER THE FINISH LINE
10153 RIVERSIDE DR 397TOLUCA LAKECA91602NONEPCGENERAL SUPPORT. HORSE RESCUE & REHABILITATION.$23,500
PLANNED PARENTHOOD-PASADENA SGV
1045 N LAKE AVENUEPASADENACA91104NONEPCSUPPORT FAMILY PLANNING$60,000
QUILTS FOR KIDS
891 12TH STREETBOULDERCO80302NONEPCGENERAL SUPPORT$21,585
THE PETCARE FOUNDATION
C/O KENQUEST 499 N CANONBEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$60,000
RETIRED RACEHORSE PROJECT
2976 SOLOMONS ISLAND ROADEDGEWATERMD21037NONEPCGENERAL SUPPORT$4,500
UNITED PEGASUS FOUNDATION
20411 PEGASUS STREETTEHACHAPICA93561NONEPCGENERAL SUPPORT$10,000
OUTWARD BOUND CALIFORNIA
PO BOX 29632SAN FRANCISCOCA94129NONEPCGENERAL SUPPORT$5,000
UNION STATION HOMELESS SERVICES
825 E ORANGE GROVE BLVDPASADENACA91104NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$194,585TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

FieldValueIRS element (for citing)
Recipient PersonSCRIPPS COLLEGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11030 COLUMBIA AVENUE PMB 2008AddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$100,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$130,665ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,946ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$289,830ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$425,441ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$425,441TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,615Amt
Net Investment Income$807NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$808DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$226$226
BANK FEES$35$35

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$4,946RevenueAndExpensesPerBooksAmt
Net Investment Income$3,639NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$34,474Amt
Net Investment Income$34,474NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CALIFORNIA ATTORNEY GENERAL$50$50
FOREIGN TAXES$618$618
FRANCHISE TAX BOARD$10$10

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