BETA

HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HARRIS FAMILY FOUNDATION (EIN 95-4517875)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-08-05
IRS object ID
202042189349100614
Schema version
2018v3.1
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)
Return2020-08-05T16:07:39-07:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954160874PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Dennis F Rose & AssociatesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14312 Woodman Ave Suite 200AddressLine1Txt
CitySherman OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91423ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954517875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Harris FoundationBusinessNameLine1Txt
Business Name Line2co Salli Silverman HarrisBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone3107988911PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13318 The StrandAddressLine1Txt
CityHermosa BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSalli Silverman HarrisPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-07-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDennis F RosePreparerPersonNm
PTINP00059719PTIN
Phone8185017788PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$349,547FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$538NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,263GrossSalesPriceAmt
Total Rev And Expnss$19,097TotalRevAndExpnssAmt
Total Net Invst Incm$19,635TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,626AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss-$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$80OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,705ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,705ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,401TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,705TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,304ExcessRevenueOverExpensesAmt
Net Investment Income$19,635NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,123CashBOYAmt
Cash EOY-$6,713CashEOYAmt
Cash EOYFMV-$6,713CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,510SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,031SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,031SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$1,310RcvblFromOfficersBOYAmt
Corporate Stock BOY$88,938CorporateStockBOYAmt
Corporate Stock EOY$86,476CorporateStockEOYAmt
Corporate Stock EOYFMV$86,476CorporateStockEOYFMVAmt
Other Investments BOY$283,864OtherInvestmentsBOYAmt
Other Investments EOY$265,753OtherInvestmentsEOYAmt
Other Investments EOYFMV$265,753OtherInvestmentsEOYFMVAmt
Total Assets BOY$385,745TotalAssetsBOYAmt
Total Assets EOY$349,547TotalAssetsEOYAmt
Total Assets EOYFMV$349,547TotalAssetsEOYFMVAmt
Loans From Officers EOY$745LoansFromOfficersEOYAmt
Total Liabilities EOY$745TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$385,745UnrestrictedBOYAmt
Unrestricted EOY$348,802UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$385,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$348,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$385,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$349,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,304ExcessRevenueOverExpensesAmt
Other Increases$16,361OtherIncreasesAmt
Subtotal$348,802SubtotalAmt
Tot Net Ast Or Fund Balances EOY$348,802TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Wells Fargo TowerP2018-02-202018-10-12$18,098$16,923$1,175$1,175
Lord Abbett InvtP2014-05-082019-05-31$1,993$2,168-$175-$175
Lord Abbett InvtP2014-05-082019-07-08$19,993$21,710-$1,717-$1,717
Wells Fargo Investments - Cash in LieuP2018-09-302019-09-30$179$179$179
FieldValueIRS element (for citing)
Capital Gain Net Income-$538CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,354NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$56,843AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$393,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.14462DistributionYr1Rt
Adjusted Qlfy Distri Yr2$72,931AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$432,448NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.16865DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,610AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$449,529NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.12148DistributionYr3Rt
Adjusted Qlfy Distri Yr4$91,548AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$459,693NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.19915DistributionYr4Rt
Adjusted Qlfy Distri Yr5$89,812AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$553,756NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.16219DistributionYr5Rt
Total Distribution0.796084TotalDistributionRt
Average Distribution0.159217AverageDistributionRt
Net Vl Noncharitable Assets$351,651NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$56,185AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$69,705QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$196InvestmentIncomeExciseTaxAmt
Subtotal$196SubtotalAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,005EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,005TotalPaymentsAndCreditsAmt
Overpayment$1,809OverpaymentAmt
Applied To ES Tax$1,809AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1Salli Silverman HarrisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3107988911PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13318 The StrandAddressLine1Txt
CityHermosa BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSalli HarrisPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13318 The StrandAddressLine1Txt
CityHermosa BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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$348,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,511AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$357,006TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$357,006AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,355CashDeemedCharitableAmt
Net Vl Noncharitable Assets$351,651NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,583MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,583MinimumInvestmentReturnAmt
Tax Based On Investment Income$196TaxBasedOnInvestmentIncomeAmt
Total Tax$196TotalTaxAmt
Distributable Before Adj$17,387DistributableBeforeAdjAmt
Distributable Before Ded$17,387DistributableBeforeDedAmt
Distributable As Adjusted$17,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,705ExpensesAndContributionsAmt
Qualifying Distributions$69,705QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$196PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$69,509AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,387DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$63,062ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$69,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$33,131ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$51,847ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,608ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$254,995TotalExcessDistributionCyovAmt
Qualifying Distributions$69,705QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,387AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,318RemainingDistriFromCorpusAmt
Total Corpus$307,313TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$63,062ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$244,251ExcessDistriCyovToNextYrAmt
Excess From Year4$69,347ExcessFromYear4Amt
Excess From Year3$33,131ExcessFromYear3Amt
Excess From Year2$51,847ExcessFromYear2Amt
Excess From Year1$37,608ExcessFromYear1Amt
Excess From Current Year$52,318ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Jewish Vocational Service
6505 Wilshire Blvd Suite 200Los AngelesCA90048N/APCCommunity Programs$3,430
Los Angeles County Museum of Art
5905 Wilshire BlvdLos AngelesCA90036N/APCArts$2,220
Women Against Gun Violence
8800 Venice Blvd Suite 304Los AngelesCA90034N/APCCommunity Projects$250
The Music Center
135 N Grand AveLos AngelesCA90012N/APCArts Programs$800
Jewish Federation Council
6505 Wilshire BlvdLos AngelesCA90048N/APCCommunity Projects$1,000
Wilshire Boulevard Temple
3663 Wilshire BlvdLos AngelesCA90010N/APCCommunity Programs$32,360
Center Theatre Group
601 W Temple StLos AngelesCA90012N/APCArts$9,700
Tower Cancer Research Foundation
9090 Wilshire Blvd Suite 350Beverly HillsCA90211N/APCMedical Research$900
Geffen Playhouse
10886 Le Conte AveLos AngelesCA90024N/APCTheatre Arts$990
LARC
UCI Rowland Hall 284IrvineCA92697N/APCEducation Programs$200
Planned Parenthood
434 W 33rd StNew YorkNY10001N/APCCommunity Programs$300
The Broad Stage
1900 Pico BlvdSanta MonicaCA90405N/APCArts Programs$2,090
Greater Los Angeles Zoo Association
5333 Zoo DriveLos AngelesCA90027N/APCPublic Zoo$4,290
New Village Girls Academy
147 N Occidental BlvdLos AngelesCA90026N/APCEducation Programs$200
Lupus LA
8383 Wilshire Blvd Ste 232Beverly HillsCA90211N/APCMedical Research$1,000
Bracken's Kitchen
13941 Nautilus DriveGarden GroveCA92843N/APCCommunity food bank$1,000
Community Partners for Violins of H
1000 N Alameda St Ste 240Los AngelesCA90012N/APCEducation Programs$1,000
PATH
340 North Madison AveLos AngelesCA90004N/APCHomeless Support$500
Alzheimer's Association
225 N Michigan Ave Fl 17ChicagoIL60601N/APCMedical Research$500
Concern Foundation for Cancer Resea
11111 W Olympic Blvd Ste 214Los AngelesCA90064N/APCCancer research$1,375
JVS Scholarship
6505 Wilshire Blvd Ste 200Los AngelesCA90048N/APCEducation Program$4,400
Down Syndrome Coalition
PO Box 272El PasoTX79943N/APCDown Syndrome Programs$200
Women Helping Youth
15332 Antioch Street 736Pacific PalisadesCA90272N/APCCommunity Program$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,705TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$17RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$19,618RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$538RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,097RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,097TotalIncomeProducingActyAmt

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)
CategoryAccounting and Tax PreparationCategoryTxt
Amt$2,626Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStocksStockNm
EOY Book Value$86,476EOYBookValueAmt
EOYFMV$86,476EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Mutual FundsFMV$235,153$235,153
Fixed Rate Cap SecuritiesFMV$30,600$30,600

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonSalli HarrisLenderPersonNm
Balance Due$745BalanceDueAmt
Consideration FMV$745ConsiderationFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$80RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Gain On InvestDesc
Amt$16,361Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFranchise Tax BoardCategoryTxt
Amt$10Amt

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