BOYD FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BOYD FAMILY FOUNDATION INC (EIN 20-5804040)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349104050
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)
Return2020-11-13T17:01:30-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1925 HIGHLAND POINTE DRIVE SUITE 450AddressLine1Txt
CityROSEVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95678ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205804040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOYD FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOYDBusinessNameControlTxt
Phone9166524593PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BOYDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9166524593PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA PRICEPreparerPersonNm
PTINP00659720PTIN
Phone9167847800PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.60.180.101IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm19:13:45IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id95A5B45C03829B4505163EF6D00461571E498DDDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$145,939FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$135ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,071DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,071DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,533GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$215CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,430TotalRevAndExpnssAmt
Total Net Invst Incm$7,295TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$135TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,285TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$855ExcessRevenueOverExpensesAmt
Net Investment Income$7,145NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,537CashBOYAmt
Cash EOY$1,216CashEOYAmt
Cash EOYFMV$1,216CashEOYFMVAmt
Corporate Stock BOY$111,837CorporateStockBOYAmt
Corporate Stock EOY$111,303CorporateStockEOYAmt
Corporate Stock EOYFMV$144,723CorporateStockEOYFMVAmt
Total Assets BOY$113,374TotalAssetsBOYAmt
Total Assets EOY$112,519TotalAssetsEOYAmt
Total Assets EOYFMV$145,939TotalAssetsEOYFMVAmt
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$113,374RetainedEarningBOYAmt
Retained Earning EOY$112,519RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$113,374TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$112,519TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$113,374TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$112,519TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$113,374TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$855ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$112,519SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$112,519TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ARES CAPITAL CORPP2019-12-16$2,018$1,791$227$227
KRAFT HEINZ COP2019-12-16$5,506$5,527-$21-$21
KRAFT HEINZ COP2019-12-16$9$9$9
FieldValueIRS element (for citing)
Capital Gain Net Income$215CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$138,130NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000072DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,010AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$163,312NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.110280DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,827AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,155NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.140031DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$163,095NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073577DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,887AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$166,232NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.137681DistributionYr5Rt
Total Distribution0.461641TotalDistributionRt
Average Distribution0.092328AverageDistributionRt
Net Vl Noncharitable Assets$140,853NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,005AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$71NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,076AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$143InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$143SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
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$143TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN BOYDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9166524593PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92211ZIPCd
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
JOHN A BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211PRESIDENT0.20$0$0$0
DONNA S BOYD
935 MESA GRANDE DRIVEPALM DESERTCA92211VP/SEC/CFO0.20$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$141,491AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,507AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$142,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$142,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,145CashDeemedCharitableAmt
Net Vl Noncharitable Assets$140,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,043MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,043MinimumInvestmentReturnAmt
Tax Based On Investment Income$143TaxBasedOnInvestmentIncomeAmt
Total Tax$143TotalTaxAmt
Distributable Before Adj$6,900DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,900DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,900DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,010ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,010AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,900DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,801ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,017ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,665ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,017ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$44,500TotalExcessDistributionCyovAmt
Qualifying Distributions$8,010QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,900AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,110RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$45,610TotalCorpusAmt
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$14,801ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,809ExcessDistriCyovToNextYrAmt
Excess From Year4$4,017ExcessFromYear4Amt
Excess From Year3$15,665ExcessFromYear3Amt
Excess From Year2$10,017ExcessFromYear2Amt
Excess From Current Year$1,110ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN A BOYDContributingManagerNm
Contributing ManagerDONNA S BOYDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A BOYDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1935 MESA GRANDE DRIVEAddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92211ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9166524593RecipientPhoneNum
Form And Info And MaterialsAMOUNT OF REQUEST, A COPY OF IRS NOTIFICATION OF 501(C)(3) STATUS FOR QUALIFICATION OF CHARITABLE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsANY CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1YOUTH FOR CHRIST MINISTRIES OF SACRAMENTOBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 277728AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95827ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO SUPPORT WORKING WITH YOUTH TO RAISE UP LIFELONG FOLLOWERS OF JESUSGrantOrContributionPurposeTxt
Amt$8,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,071ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,295ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,295TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
95,000 SH CHAPEAU INC.$16,414$10
OUTSTANDING DIVIDEND TO BE REINVESTED$344$344
ALTRIA GROUP INC$20,834$29,428
ARES CAPITAL CORP$11,770$13,189
MONDELEZ INTL$13,691$33,453
PHILIP MORRIS INTL INC$21,163$26,209
VERIZON COMMUNICATIONS COM$27,087$42,090

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$9NetInvestmentIncomeAmt
Adjusted Net Income$9AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTOCK BROKER ACCOUNT FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$125$0$0
CA TAX$10$0$10

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