BETA

PARMA FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PARMA FAMILY FOUNDATION (EIN 33-0810947)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-26
IRS object ID
202031789349100028
Schema version
2019v5.1
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)
Return2020-06-26T14:48:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330810947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARMA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARMBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22209AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921922209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEON W PARMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2020-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRANDON D SMITHPreparerPersonNm
PTINP01389959PTIN
Phone8585589200PhoneNum
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$464,214FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,982DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,982DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,991TotalRevAndExpnssAmt
Total Net Invst Incm$20,991TotalNetInvstIncmAmt
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$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,680AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$420AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,407TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,074TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,785TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$430TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,785TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,047ExcessRevenueOverExpensesAmt
Net Investment Income$16,206NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,992CashBOYAmt
Cash EOY$34,945CashEOYAmt
Cash EOYFMV$34,945CashEOYFMVAmt
Corporate Stock BOY$200,781CorporateStockBOYAmt
Corporate Stock EOY$200,781CorporateStockEOYAmt
Corporate Stock EOYFMV$429,269CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,852LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,852LandBldgEquipAccumDeprecAmt
Total Assets BOY$237,773TotalAssetsBOYAmt
Total Assets EOY$235,726TotalAssetsEOYAmt
Total Assets EOYFMV$464,214TotalAssetsEOYFMVAmt
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$237,773RetainedEarningBOYAmt
Retained Earning EOY$235,726RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$237,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$235,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$237,773TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$235,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$237,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,047ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$235,726SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$235,726TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,610AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$415,875NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032726DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,120AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$72,801NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.193953DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,970AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$51,400NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.252335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,020AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,587NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.641328DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,670AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$147,417NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.316585DistributionYr5Rt
Total Distribution1.436927TotalDistributionRt
Average Distribution0.287385AverageDistributionRt
Net Vl Noncharitable Assets$441,223NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,801AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$162NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$126,963AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,930QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$324InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$324SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$324TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEON W PARMA PRESIDENTIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16390 GREENWICH DRIVE SUITE 150AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92122ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEON W PARMA
PO BOX 22209SAN DIEGOCA92192PRESIDENT0.50$0$0$0
BARBARA B PARMA
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
MARGIE CLARK
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
PATRICIA KRESSIN
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
JULIE KANTNER
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
MIKE PARMA
PO BOX 22209SAN DIEGOCA92192SECRETARY0.50$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$413,944AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,998AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$447,942TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$447,942AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,719CashDeemedCharitableAmt
Net Vl Noncharitable Assets$441,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,061MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,061MinimumInvestmentReturnAmt
Tax Based On Investment Income$324TaxBasedOnInvestmentIncomeAmt
Total Tax$324TotalTaxAmt
Distributable Before Adj$21,737DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,737DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,737DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,930ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,930QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,930AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,737DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$39,319ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$55,341ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,400ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,480ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$115,540TotalExcessDistributionCyovAmt
Qualifying Distributions$17,930QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,930AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,807ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,807ExcessDistributionCyovAppCYAmt
Total Corpus$111,733TotalCorpusAmt
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$35,512ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,221ExcessDistriCyovToNextYrAmt
Excess From Year4$55,341ExcessFromYear4Amt
Excess From Year3$10,400ExcessFromYear3Amt
Excess From Year2$10,480ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEON W PARMAContributingManagerNm
Contributing ManagerBARBARA B PARMAContributingManagerNm
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
ARMED SERVICES YMCA
3293 SANTO ROADSAN DIEGOCA92124NONEPCGENERAL$1,250
GERALD R FORD FOUNDATION
303 PEARL STREET NWGRAND RAPIDSMI49504NONEPCGENERAL$2,500
MCCALLUM THEATRE FOR THE PERFORMING ARTS
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPCGENERAL$1,000
NATIONAL CONFLICT RESOLUTION CENTER
530 B STREET SUITE 1700SAN DIEGOCA92101NONEPCGENERAL$5,000
SCRIPPS HEALTH FOUNDATION
10140 CAMPUS POINT DRSAN DIEGOCA92121NONEPCGENERAL$500
SIGMA CHI FOUNDATION
1714 HINMAN AVENUEEVANSTONIL60201NONEPCGENERAL$6,000
SING FOR AMERICA FOUNDATION
463 BUENA VISTA AVE EASTSAN FRANCISCOCA94117NONEPCGENERAL$1,000
THE HONORARY DEPUTY SHERIFFS' ASSOCIATION
PO BOX 421260SAN DIEGOCA92142NONEPCGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,500TotalGrantOrContriPdDurYrAmt
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$9ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,982ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,991ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,991TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,100Amt
Net Investment Income$1,680NetInvestmentIncomeAmt
Disbursements Charitable Prps$420DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock11,583.08 SHS PEMBINA PIPELINE CORPStockNm
EOY Book Value$200,781EOYBookValueAmt
EOYFMV$429,269EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEE$10$0$10
INTERNAL REVENUE SERVICE$323$0$0
FOREIGN TAX$3,074$3,074$0

Comments

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