LYMAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LYMAN FAMILY FOUNDATION (EIN 20-2019997)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-18
IRS object ID
202001399349100120
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)
Return2020-05-18T11:40:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330690020PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LAVINE LOFGREN MORRIS & ENGELBERG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14180 LA JOLLA VILLAGE DR STE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202019997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYMABusinessNameControlTxt
Phone8586952001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN LYMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8586952001PhoneNum
Signature2020-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND GALLAGHERPreparerPersonNm
PTINP00647562PTIN
Phone8584551200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.43.33.117IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-08IPDt
IP Tm15:45:01IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB934DAB73980F9F8D5553FAF8535605AAD229E19AtSubmissionCreationDeviceId
At Submission Filing Device IdB3A016B2D80421FABDD59AA598DB7F5C4FDFF26DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$470,357FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$139,640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,491GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$135,089TotalRevAndExpnssAmt
Total Net Invst Incm$4,551TotalNetInvstIncmAmt
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$3,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,925AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,925AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$25OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$192,449ExcessRevenueOverExpensesAmt
Net Investment Income$2,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,575CashBOYAmt
Cash EOY$765CashEOYAmt
Cash EOYFMV$765CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,559SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,097SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,097SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$599,125CorporateStockBOYAmt
Corporate Stock EOY$452,495CorporateStockEOYAmt
Corporate Stock EOYFMV$452,495CorporateStockEOYFMVAmt
Total Assets BOY$609,259TotalAssetsBOYAmt
Total Assets EOY$470,357TotalAssetsEOYAmt
Total Assets EOYFMV$470,357TotalAssetsEOYFMVAmt
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$609,259RetainedEarningBOYAmt
Retained Earning EOY$470,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$609,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$470,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$609,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$470,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$609,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$192,449ExcessRevenueOverExpensesAmt
Other Increases$53,547OtherIncreasesAmt
Subtotal$470,357SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$470,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$60,491GrossSalesPriceAmt
Cost Or Other Basis$200,131CostOrOtherBasisAmt
Gain Or Loss-$139,640GainOrLossAmt
Gains Minus Excess Or Losses-$139,640GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$139,640CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,089,560NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,137AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$994,487NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051420DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,546AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,037,119NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088270DistributionYr3Rt
Adjusted Qlfy Distri Yr4$168,670AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,820,465NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.092652DistributionYr4Rt
Adjusted Qlfy Distri Yr5$145,529AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,853,676NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037764DistributionYr5Rt
Total Distribution0.315721TotalDistributionRt
Average Distribution0.063144AverageDistributionRt
Net Vl Noncharitable Assets$658,611NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,587AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,613AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$22,018EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,018TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,992OverpaymentAmt
Applied To ES Tax$21,992AppliedToESTaxAmt
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 GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTANIA LANCASTERIndividualWithBooksNm
Phone8586952001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 676046AddressLine1Txt
CityRANCHO SANTA FECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
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
STEVEN A LYMAN
PO BOX 676046RANCHO SANTA FECA92067PRESIDENT1.00$0$0$0
VICKI JO LYMAN
PO BOX 676046RANCHO SANTA FECA92067CFO/ SECRETARY1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT MAKING CHARITABLE PRIVATE FOUNDATIONDescription1Txt
Expenses1$0Expenses1Amt

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$651,866AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,775AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$668,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$668,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$658,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$26TaxBasedOnInvestmentIncomeAmt
Total Tax$26TotalTaxAmt
Distributable Before Adj$32,905DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,905DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,905DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,374AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,905DistributableAsAdjustedAmt
Undistributed Income PY$53,204UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$55,400QualifyingDistributionsAmt
Applied To Year1$53,204AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$30,709UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN A LYMANContributingManagerNm
Contributing ManagerVICKI JO LYMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
5333 MISSION CENTER ROAD STE 105SAN DIEGOCA92108NONEPUBLIC CHARITYHEALTH GRANT$3,100
CHP 11-99 FOUNDATION
2244 NORTH STATE COLLEGE BLVDFULLERTONCA92831NONEPUBLIC CHARITYGENERAL GRANT$500
HEALTHNETWORK FOUNDATION
33 RIVER STREETCHAGRIN FALLSOH44022NONEPUBLIC CHARITYHEALTH GRANT$1,000
HONORARY DEPUTY SHERIFFS
PO BOX 421260SAN DIEGOCA921421260NONEPUBLIC CHARITYGENERAL GRANT$750
HORIZON CHRISTIAN FELLOWSHIP
PO BOX 9070 6365 EL APAJO RDRANCHO SANTA FECA92067NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$13,500
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138NONEPUBLIC CHARITYCHRISTIAN FELLOWSHIP GRANT$10,000
SAN DIEGO ZOO
PO BOX 120551SAN DIEGOCA921120551NONEPUBLIC CHARITYGENERAL GRANT$10,000
STORMEYE INSTITUTE
167 ASHLEY AVENUE PO BOX 250676CHARLESTONSC29425NONEPUBLIC CHARITYHEALTH GRANT$3,500
THE OLD GLOBE
1363 OLD GLOBE WAYSAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL GRANT$5,500
WOUNDED WARRIOR PORJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPUBLIC CHARITYGENERAL GRANT$300
BEST DEFENSE FOUNDATION
249 HWY 101 SUITE 312SOLANA BEACHCA92075NONEPUBLIC CHARITYGENERAL GRANT$1,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3551 TROUDALE PKWY SUITE 160LOS ANGELESCA90089NONEPUBLIC CHARITYGENERAL GRANT$1,300
THE LEGACY FOUNDATION
3840 VIA DE LA VALLE STE 100DEL MARCA92014NONEPUBLIC CHARITYGENERAL GRANT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,450TotalGrantOrContriPdDurYrAmt
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$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$139,640ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$135,089ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$135,089TotalIncomeProducingActyAmt

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$3,850Amt
Net Investment Income$1,925NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,925DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$452,495EOYBookValueAmt
EOYFMV$452,495EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$53,547Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBANK SERVICE CHARGECategoryTxt
Amt$50Amt
Net Investment Income$25NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATECategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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