HARRY & YVONNE LENART CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRY & YVONNE LENART CHARITABLE FOUNDATION (EIN 95-3905760)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-18
- IRS object ID
- 202030499349100708
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-18T14:39:31-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953416914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953905760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & YVONNE LENART CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3108287547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 NO 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT H GIVEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108287547 | PhoneNum |
| Signature | 2020-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.82.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-13 | IPDt |
| IP Tm | 17:17:43 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A321294CE95BA6A6CCFC4948B73E4CECBE996DED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,130,144 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $77,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,543,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,867 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $661 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $661 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $198,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,439 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,903 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,452 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,451 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,956 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,978 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,978 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $176 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,515 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,560 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,514 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $182,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,209 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $768,921 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $826,783 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $821,187 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,042,193 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,024,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,890,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $42,492 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $409,028 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $432,015 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,297,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $900,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $937,638 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $300 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,231,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,209,174 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,130,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,231,541 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,209,174 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,231,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,209,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,231,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,209,174 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,231,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,454 | OtherIncreasesAmt |
| Subtotal | $3,209,174 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,209,174 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (156 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SACRAMENTO CNTY CALIF SANTN DIST 4.750% 12/01/2023 | 2014-10-03 | 2018-12-03 | $5,000 | $5,000 | $0 | $0 | |
| JP MORGAN CHASE & CO 6.300% 04/23/2019 | 2012-04-05 | 2019-04-23 | $5,000 | $5,000 | $0 | $0 | |
| PORT VANCOUVER WA SER A REV AGM 3.250% 12/01/2023 | 2018-06-05 | 2019-06-19 | $232,054 | $227,323 | $4,731 | $4,731 | |
| BURLINGAME CA ELEM SCH 2007 5.388% 08/01/2019 | 2018-10-11 | 2019-08-01 | $5,000 | $5,000 | $0 | $0 | |
| EL MONTE CALIF CITY SCH DIST 2008-SER A1 7.125% DUE 08/01/2029 | 2017-07-07 | 2019-08-01 | $5,000 | $5,000 | $0 | $0 | |
| NAPA VLY CA UNI SCH DIST SER B 8.100% 02/01/2010 | 2017-10-12 | 2019-08-01 | $10,000 | $10,000 | $0 | $0 | |
| NAPA VLY CA UNI SCH DIST SER B 8.100% 02/01/2010 | 2018-01-22 | 2019-08-01 | $15,000 | $15,000 | $0 | $0 | |
| OAKLAND CA UNI SCH DIST BABS SER B 9.500% 08/01/2034 | 2018-04-12 | 2019-08-01 | $30,000 | $30,000 | $0 | $0 | |
| ONTARIO MONTCLAIR CALIF SCH 2008-SER D-1 7.535% 08/01/2034 | 2017-03-09 | 2019-08-01 | $10,000 | $10,000 | $0 | $0 | |
| PASADENA CALIF UNI SCH DIST SER A 7.193% 08/01/2034 | 2016-07-05 | 2019-08-01 | $5,000 | $5,000 | $0 | $0 | |
| ST LOUIS CNTY MO MTG 8.125% 08/01/2020 | 2015-07-08 | 2019-08-01 | $5,000 | $5,000 | $0 | $0 | |
| SANTA MONICA-MALIBU UNI SCH DIST 7.556% 08/01/2034 | 2016-03-07 | 2019-08-01 | $5,000 | $5,000 | $0 | $0 | |
| GENERAL ELEC CAP CORP MED TERM 6.000% 08/07/2019 | 2014-04-04 | 2019-08-07 | $6,000 | $6,000 | $0 | $0 | |
| GENERAL ELEC CAP CORP MED TERM 6.000% 08/07/2019 | 2015-05-01 | 2019-08-07 | $2,000 | $2,000 | $0 | $0 | |
| LAS VEGAS NEV CTFS CITY HALL 7.800% 09/01/2039 | 2016-01-04 | 2019-09-03 | $90,000 | $90,000 | $0 | $0 | |
| LAS VEGAS NEV CTFS CITY HALL 7.800% 09/01/2039 | 2016-01-12 | 2019-09-03 | $10,000 | $10,000 | $0 | $0 | |
| OCEANSIDE CA REDEV REV SUCCESS TAX RFDG B BAM 2.625% 09/01/2020 | 2018-06-26 | 2019-09-26 | $5,028 | $5,000 | $28 | $28 | |
| FACEBOOK INC | 2014-01-23 | 2018-10-04 | $13,739 | $4,839 | $8,900 | $8,900 | |
| GARRETT MOTION INC | 2015-05-22 | 2018-10-12 | $9 | $7 | $2 | $2 | |
| FACEBOOK INC | 2014-01-23 | 2018-10-15 | $7,905 | $2,926 | $4,979 | $4,979 | |
| GNMA POOL #439040 | 1997-01-27 | 2018-10-15 | $2 | $2 | $0 | $0 | |
| GARRETT MOTION INC | 2015-05-22 | 2018-10-17 | $161 | $116 | $45 | $45 | |
| GARRETT MOTION INC | 2015-08-06 | 2018-10-17 | $194 | $139 | $55 | $55 | |
| GARRETT MOTION INC | 2018-04-25 | 2018-10-17 | $33 | $32 | $1 | $1 | |
| CNR CORPORATE BOND FD | 2011-06-16 | 2018-10-29 | $201,078 | $213,534 | -$12,456 | -$12,456 | |
| CNR CORPORATE BOND FD | 2011-12-02 | 2018-10-29 | $76,639 | $79,804 | -$3,165 | -$3,165 | |
| CNR CORPORATE BOND FD | 2017-01-24 | 2018-10-29 | $62,065 | $63,224 | -$1,159 | -$1,159 | |
| CNR CORPORATE BOND FD | 2018-04-25 | 2018-10-29 | $34,966 | $35,000 | -$34 | -$34 | |
| CNR CORPORATE BOND FD | 2018-05-23 | 2018-10-29 | $30,283 | $30,343 | -$60 | -$60 | |
| TEXAS INSTRUMENTS INC | 2017-11-03 | 2018-10-31 | $6,731 | $7,330 | -$599 | -$599 | |
| TEXAS INSTRUMENTS INC | 2018-04-25 | 2018-10-31 | $180 | $206 | -$26 | -$26 | |
| 3M COMPANY | 2018-04-24 | 2018-11-01 | $15,480 | $16,399 | -$919 | -$919 | |
| 3M COMPANY | 2018-05-23 | 2018-11-01 | $1,976 | $2,050 | -$74 | -$74 | |
| HALLIBURTON COMPANY | 2017-09-28 | 2018-11-01 | $11,228 | $14,681 | -$3,453 | -$3,453 | |
| HALLIBURTON COMPANY | 2018-04-25 | 2018-11-01 | $456 | $665 | -$209 | -$209 | |
| RESIDEO TECHNOLOGIES INC | 2015-05-22 | 2018-11-12 | $14 | $13 | $1 | $1 | |
| GNMA POOL #439040 | 1997-01-27 | 2018-11-15 | $2 | $2 | $0 | $0 | |
| RESIDEO TECHNOLOGIES INC | 2015-05-22 | 2018-11-15 | $380 | $334 | $46 | $46 | |
| RESIDEO TECHNOLOGIES INC | 2015-08-06 | 2018-11-15 | $448 | $392 | $56 | $56 | |
| RESIDEO TECHNOLOGIES INC | 2018-04-25 | 2018-11-15 | $75 | $91 | -$16 | -$16 | |
| ACCENTURE PLC CL A | 2018-04-11 | 2018-11-30 | $643 | $599 | $44 | $44 | |
| ADOBE SYSTEMS | 2014-09-22 | 2018-11-30 | $1,476 | $403 | $1,073 | $1,073 | |
| ALIBABA GROUP HOLDING LTD | 2018-10-29 | 2018-11-30 | $945 | $801 | $144 | $144 | |
| ALPHABET INC CL C | 2011-06-22 | 2018-11-30 | $126 | $29 | $97 | $97 | |
| ALPHABET INC CL C | 2011-07-12 | 2018-11-30 | $2,004 | $502 | $1,502 | $1,502 | |
| AMERICAN WTR WKS CO INC | 2018-04-25 | 2018-11-30 | $1,202 | $1,102 | $100 | $100 | |
| AMERICAN WTR WKS CO INC | 2018-05-23 | 2018-11-30 | $185 | $162 | $23 | $23 | |
| AMPHENOL CORP | 2017-05-17 | 2018-11-30 | $597 | $510 | $87 | $87 | |
| APPLE INC | 2011-06-10 | 2018-11-30 | $3,394 | $889 | $2,505 | $2,505 | |
| BERKSHIRE HATHAWAY INC CL B | 2018-04-25 | 2018-11-30 | $1,297 | $1,177 | $120 | $120 | |
| BLACKROCK INC CL A | 2018-04-25 | 2018-11-30 | $423 | $515 | -$92 | -$92 | |
| BLACKROCK INC CL A | 2018-05-23 | 2018-11-30 | $847 | $1,076 | -$229 | -$229 | |
| BOEING COMPANY | 2018-04-25 | 2018-11-30 | $991 | $1,001 | -$10 | -$10 | |
| CABOT OIL & GAS CORP | 2017-09-28 | 2018-11-30 | $440 | $483 | -$43 | -$43 | |
| CHEVRON CORP | 2018-05-23 | 2018-11-30 | $1,293 | $1,413 | -$120 | -$120 | |
| CHUBB LTD | 2018-02-22 | 2018-11-30 | $596 | $637 | -$41 | -$41 | |
| CHUBB LTD | 2018-04-25 | 2018-11-30 | $78 | $80 | -$2 | -$2 | |
| CINTAS CORP | 2018-04-25 | 2018-11-30 | $560 | $512 | $48 | $48 | |
| CME GROUP INC | 2018-04-25 | 2018-11-30 | $1,132 | $964 | $168 | $168 | |
| CME GROUP INC | 2018-05-23 | 2018-11-30 | $189 | $159 | $30 | $30 | |
| COLGATE PALMOLIVE CO | 2016-06-07 | 2018-11-30 | $628 | $720 | -$92 | -$92 | |
| COMCAST CORP NEW CL A | 2018-04-25 | 2018-11-30 | $387 | $339 | $48 | $48 | |
| COMCAST CORP NEW CL A | 2018-05-23 | 2018-11-30 | $929 | $768 | $161 | $161 | |
| COMERICA INC | 2018-02-22 | 2018-11-30 | $641 | $775 | -$134 | -$134 | |
| CONCHO RESOURCES | 2018-04-25 | 2018-11-30 | $510 | $609 | -$99 | -$99 | |
| COSTCO WHOLESALE CORP | 2018-04-25 | 2018-11-30 | $2,051 | $1,732 | $319 | $319 | |
| DANAHER CORP | 2018-04-25 | 2018-11-30 | $743 | $695 | $48 | $48 | |
| DOWDUPONT INC | 2018-04-25 | 2018-11-30 | $458 | $503 | -$45 | -$45 | |
| DOWDUPONT INC | 2018-05-23 | 2018-11-30 | $57 | $66 | -$9 | -$9 | |
| EDWARDS LIFESCIENCES CORP | 2018-04-25 | 2018-11-30 | $1,267 | $1,012 | $255 | $255 | |
| EQUINIX INC REIT | 2018-09-13 | 2018-11-30 | $1,150 | $1,332 | -$182 | -$182 | |
| FACEBOOK INC | 2018-04-25 | 2018-11-30 | $1,209 | $1,423 | -$214 | -$214 | |
| HOME DEPOT INC | 2018-04-25 | 2018-11-30 | $2,454 | $2,456 | -$2 | -$2 | |
| HONEYWELL INTL INC | 2018-04-25 | 2018-11-30 | $862 | $842 | $20 | $20 | |
| INGERSOLL-RAND PLC | 2018-04-25 | 2018-11-30 | $930 | $754 | $176 | $176 | |
| JOHNSON & JOHNSON | 2018-04-25 | 2018-11-30 | $725 | $629 | $96 | $96 | |
| JP MORGAN CHASE & CO | 2018-04-25 | 2018-11-30 | $1,662 | $1,646 | $16 | $16 | |
| JP MORGAN CHASE & CO | 2018-05-23 | 2018-11-30 | $111 | $112 | -$1 | -$1 | |
| LINDE PLC | 2018-09-13 | 2018-11-30 | $1,849 | $1,961 | -$112 | -$112 | |
| MAGNA INTERNATIONAL INC | 2018-04-25 | 2018-11-30 | $821 | $1,003 | -$182 | -$182 | |
| MASTERCARD INC CL A | 2013-01-07 | 2018-11-30 | $1,188 | $311 | $877 | $877 | |
| MCDONALDS CORP | 2018-04-25 | 2018-11-30 | $1,123 | $938 | $185 | $185 | |
| NEXTERA ENERGY INC | 2018-05-23 | 2018-11-30 | $715 | $639 | $76 | $76 | |
| NORTHROP GRUMMAN CORP | 2018-04-25 | 2018-11-30 | $787 | $966 | -$179 | -$179 | |
| PEPSICO INC | 2016-05-31 | 2018-11-30 | $820 | $710 | $110 | $110 | |
| PEPSICO INC | 2018-04-25 | 2018-11-30 | $117 | $104 | $13 | $13 | |
| PNC FINANCIAL SERVICES GROUP | 2018-05-23 | 2018-11-30 | $1,210 | $1,343 | -$133 | -$133 | |
| PULTE GROUP INC | 2018-04-25 | 2018-11-30 | $630 | $723 | -$93 | -$93 | |
| PULTE GROUP INC | 2018-05-23 | 2018-11-30 | $394 | $449 | -$55 | -$55 | |
| RAYTHEON CO COM | 2018-02-22 | 2018-11-30 | $347 | $433 | -$86 | -$86 | |
| STRYKER CORP | 2018-02-22 | 2018-11-30 | $851 | $798 | $53 | $53 | |
| STRYKER CORP | 2018-04-25 | 2018-11-30 | $340 | $327 | $13 | $13 | |
| SUNTRUST BANKS INC | 2018-05-23 | 2018-11-30 | $757 | $827 | -$70 | -$70 | |
| THERMO FISHER CORP | 2018-04-25 | 2018-11-30 | $1,219 | $1,043 | $176 | $176 | |
| UNION PACIFIC CORP | 2018-04-25 | 2018-11-30 | $753 | $674 | $79 | $79 | |
| UNITEDHEALTH GROUP INC | 2018-04-25 | 2018-11-30 | $1,969 | $1,630 | $339 | $339 | |
| VERIZON COMMUNICATIONS | 2018-04-25 | 2018-11-30 | $539 | $453 | $86 | $86 | |
| VISA INC CL A | 2014-01-06 | 2018-11-30 | $1,396 | $551 | $845 | $845 | |
| WALMART INC | 2017-12-21 | 2018-11-30 | $1,261 | $1,276 | -$15 | -$15 | |
| ZOETIS INC | 2018-04-25 | 2018-11-30 | $642 | $586 | $56 | $56 | |
| GNMA POOL #439040 | 1997-01-27 | 2018-12-17 | $2 | $2 | $0 | $0 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-01-15 | $2 | $2 | $0 | $0 | |
| ELECTRONIC ARTS INC | 2018-11-14 | 2019-01-24 | $21,087 | $20,661 | $426 | $426 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-02-15 | $2 | $2 | $0 | $0 | |
| CONCHO RESOURCES | 2017-09-28 | 2019-03-11 | $10,898 | $13,938 | -$3,040 | -$3,040 | |
| CONCHO RESOURCES | 2018-04-25 | 2019-03-11 | $241 | $355 | -$114 | -$114 | |
| CONCHO RESOURCES | 2018-05-23 | 2019-03-11 | $722 | $999 | -$277 | -$277 | |
| COMERICA INC | 2018-02-22 | 2019-03-13 | $15,218 | $17,911 | -$2,693 | -$2,693 | |
| COMERICA INC | 2018-04-25 | 2019-03-13 | $1,645 | $1,911 | -$266 | -$266 | |
| HOME DEPOT INC | 2011-06-22 | 2019-03-13 | $2,193 | $423 | $1,770 | $1,770 | |
| HOME DEPOT INC | 2011-07-12 | 2019-03-13 | $17,176 | $3,429 | $13,747 | $13,747 | |
| HOME DEPOT INC | 2018-04-25 | 2019-03-13 | $2,924 | $2,806 | $118 | $118 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-03-15 | $2 | $2 | $0 | $0 | |
| CNR GOVT BD FD | 2011-06-16 | 2019-03-27 | $131,749 | $134,651 | -$2,902 | -$2,902 | |
| CNR GOVT BD FD | 2017-01-24 | 2019-03-27 | $21,417 | $21,458 | -$41 | -$41 | |
| CNR GOVT BD FD | 2018-04-25 | 2019-03-27 | $12,211 | $12,000 | $211 | $211 | |
| CNR GOVT BD FD | 2018-05-23 | 2019-03-27 | $14,462 | $14,213 | $249 | $249 | |
| AMERICAN WTR WKS CO INC | 2011-08-04 | 2019-03-29 | $6,143 | $1,622 | $4,521 | $4,521 | |
| DOWDUPONT INC | 2017-01-13 | 2019-03-29 | $10,330 | $11,356 | -$1,026 | -$1,026 | |
| DOWDUPONT INC | 2018-04-25 | 2019-03-29 | $1,792 | $2,140 | -$348 | -$348 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-04-15 | $2 | $2 | $0 | $0 | |
| APPLE INC | 2011-07-12 | 2019-05-15 | $32,293 | $8,840 | $23,453 | $23,453 | |
| APPLE INC | 2018-04-25 | 2019-05-15 | $10,208 | $9,074 | $1,134 | $1,134 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-05-15 | $2 | $2 | $0 | $0 | |
| BLACKROCK INC CL A | 2015-12-17 | 2019-05-16 | $15,688 | $11,623 | $4,065 | $4,065 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-06-17 | $2 | $2 | $0 | $0 | |
| DOW CHEMICAL CO 4.250% 11/15/2020 | 2018-10-31 | 2019-06-19 | $15,415 | $15,214 | $201 | $201 | |
| PULTE GROUP INC | 2013-11-26 | 2019-06-25 | $4,328 | $2,550 | $1,778 | $1,778 | |
| PULTE GROUP INC | 2014-03-03 | 2019-06-25 | $12,660 | $8,167 | $4,493 | $4,493 | |
| PULTE GROUP INC | 2018-05-23 | 2019-06-25 | $1,873 | $1,737 | $136 | $136 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-07-15 | $2 | $2 | $0 | $0 | |
| VANGUARD SMALL-CAP ETF | 2009-10-07 | 2019-07-16 | $70,593 | $24,664 | $45,929 | $45,929 | |
| VANGUARD SMALL-CAP ETF | 2011-05-23 | 2019-07-16 | $3,807 | $1,851 | $1,956 | $1,956 | |
| VANGUARD SMALL-CAP ETF | 2011-06-22 | 2019-07-16 | $15,864 | $7,651 | $8,213 | $8,213 | |
| VANGUARD SMALL-CAP ETF | 2018-04-25 | 2019-07-16 | $12,691 | $11,875 | $816 | $816 | |
| VANGUARD SMALL-CAP ETF | 2018-05-23 | 2019-07-16 | $12,374 | $12,023 | $351 | $351 | |
| ADOBE SYSTEMS | 2014-09-22 | 2019-07-25 | $11,986 | $2,621 | $9,365 | $9,365 | |
| ADOBE SYSTEMS | 2018-04-25 | 2019-07-25 | $1,537 | $1,086 | $451 | $451 | |
| ADOBE SYSTEMS | 2018-05-23 | 2019-07-25 | $307 | $240 | $67 | $67 | |
| SUNTRUST BANKS INC | 2017-04-06 | 2019-07-25 | $25,437 | $21,499 | $3,938 | $3,938 | |
| SUNTRUST BANKS INC | 2018-04-25 | 2019-07-25 | $2,498 | $2,553 | -$55 | -$55 | |
| SUNTRUST BANKS INC | 2018-05-23 | 2019-07-25 | $986 | $1,033 | -$47 | -$47 | |
| CABOT OIL & GAS CORP | 2017-04-06 | 2019-08-09 | $4,371 | $6,262 | -$1,891 | -$1,891 | |
| CABOT OIL & GAS CORP | 2017-09-28 | 2019-08-09 | $4,214 | $6,492 | -$2,278 | -$2,278 | |
| CABOT OIL & GAS CORP | 2018-04-25 | 2019-08-09 | $576 | $765 | -$189 | -$189 | |
| CABOT OIL & GAS CORP | 2018-05-23 | 2019-08-09 | $329 | $431 | -$102 | -$102 | |
| SPDR S & P BIOTECH ETF | 2015-06-02 | 2019-08-14 | $16,499 | $15,885 | $614 | $614 | |
| VANGUARD HIGH DIVIDEND YIELD | 2013-06-21 | 2019-08-14 | $13,115 | $8,666 | $4,449 | $4,449 | |
| VANGUARD SHORT-TERM GOV BND | 2019-03-27 | 2019-08-14 | $4,878 | $4,843 | $35 | $35 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-08-15 | $2 | $2 | $0 | $0 | |
| EOG RES INC | 2019-03-07 | 2019-09-12 | $13,632 | $15,594 | -$1,962 | -$1,962 | |
| GNMA POOL #439040 | 1997-01-27 | 2019-09-16 | $2 | $2 | $0 | $0 | |
| ST CG FROM MERGER - PRAXAIR -> LINDE - INCREASE IN BASIS | 2018-11-01 | $516 | $516 | $516 | P | ||
| ST CL FROM EXCHANGE - BP CAP MKTS -> BP CAP AMER | 2018-12-17 | $55 | -$55 | -$55 | P | ||
| LT CL - BROOKFIELD G - BASIS ADJ - NO CASH RECEIVED | 2019-02-22 | $379 | -$379 | -$379 | P | ||
| LTCG DISTRIBUTION - FIERA APITAL EMERGING MKT FUND | 2018-12-24 | $108 | $108 | $108 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,608 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,794,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,777 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,368,003 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,259,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053134 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $178,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,513,894 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050876 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,084 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,372,691 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047465 | DistributionYr5Rt |
| Total Distribution | 0.257235 | TotalDistributionRt |
| Average Distribution | 0.051447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,945,028 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $202,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,614 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $182,214 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,344 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,344 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $116 | OverpaymentAmt |
| Applied To ES Tax | $116 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT H GIVEN | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD SUITE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT H GIVEN | ||||||||
| 3029 WILSHIRE BLVD SUITE 200 | SANTA MONICA | CA | 90403 | CO-TRUSTEE | 0.20 | $0 | $0 | $0 |
| STANFORD RUBIN | ||||||||
| 10100 SANTA MONICA BLVD | LOS ANGELES | CA | 90024 | CO-TRUSTEE | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | N/A | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | N/A | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,913,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,005,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,005,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,945,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,228 | TotalTaxAmt |
| Distributable Before Adj | $194,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $182,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $182,214 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $182,214 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,915 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,263 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $182,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,809 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,809 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,454 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,826 | ExcessFromYear3Amt |
| Excess From Year2 | $22,713 | ExcessFromYear2Amt |
| Excess From Year1 | $1,915 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TECHNION SOCIETY | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $10,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 W SIXTH ST 1010 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $33,650 |
| ASANTE FOUNDATION | |||||||
| 2600 SISKIYOU BLVD 100 | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $15,000 |
| ASHLAND COMMUNITY HOSPITAL FOUNDATION | |||||||
| P O BOX 98 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $7,000 |
| ASHLAND EMERGENCY FOOD BANK | |||||||
| P O BOX 3578 | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $3,000 |
| C5LA | |||||||
| 3100 N BROADWAY | LOS ANGELES | CA | 90031 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 N STATE COLEGE BLVD | FULLERTON | CA | 92831 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $250 |
| CONCERN FOUNDATION | |||||||
| 11111 W OLYMPIC BLVD 214 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $500 |
| CROHN'S & COLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD 120 | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 123 MISSION ST 28TH FLOOR | SAN FRANCISCO | CA | 94105 | N/A | PUBLIC CHARITY | ENVIRONMENTAL | $2,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 350 S BIXEL ST 160 | LOS ANGELES | CA | 90017 | N/A | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| FRIENDS OF ELNET | |||||||
| 10573 W PICO BLVD 369 | LOS ANGELES | CA | 90064 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 317093543 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| JEWISH VOCATIONAL SERVICES SCHOLARSHIP PROGRAM | |||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 |
| KECK SCHOOL OF MEDICINE OF USC | |||||||
| 1975 ZONAL AVE KAM 500 | LOS ANGELES | CA | 90033 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,500 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $20,000 |
| NATIONAL SPASMODIC DYSPHONIA ASSOCIATION | |||||||
| 300 PARK BLVD 175 | ITASCA | IL | 60143 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| OREGON WILD | |||||||
| 5825 N GREELEY AVE | PORTLAND | OR | 97217 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| PALAMAI ARTS AND SCIENCES FOUNDATION | |||||||
| 3753 CAVERN PLACE | CARLSBAD | CA | 92010 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| PLANNED PARENTHOOD LA | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| ROGUE COMMUNITIES HEALTH | |||||||
| 900 E MAIN ST | MEDFORD | OR | 97504 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $500 |
| THE BRADY CENTER | |||||||
| 840 FIRST ST NE 400 | WASHINGTON | DC | 20002 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| VOICE HEALTH INSTITUTE | |||||||
| 1 BOWDOIN SQUARE 11TH FLOOR | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,500 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $500 |
| WELLS BRING HOPE | |||||||
| 16563 PARK LANE CIRCLE | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $1,000 |
| WESTERN ENVIRONMENTAL LAW CENTER | |||||||
| 1216 LINCOLN ST | EUGENE | OR | 97401 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $5,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 900102798 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,800 |
| WOMEN'S GUILD CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | COMMUNITY SERVICE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,911 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIVEN & COMPANY | CategoryTxt |
| Amt | $27,956 | Amt |
| Net Investment Income | $13,978 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,978 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE SERVICES PROVIDED TO THE FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VIII PAGE 6 LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAID GIVEN & COMPANY, INC, THE SUM OF $27,956 FOR VARIOUS ACCOUNTING SERVICES PERFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION AND BOOKKEEPING. ROBERT H. GIVEN, A TRUSTEE OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES. THE FOUNDATION PAID LOEB & LOEB, A LIMITED LIABILITY COMPANY, THE SUM OF $16,903 FOR VARIOUS SERVICES TO THE FOUNDATION. THESE SERVICES INCLUDED LEGAL AND TRUST ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. STANFORD K. RUBIN, A TRUSTEE OF THE FOUNDATION, IS A PARTNER OF LOEB & LOEB, LLP AND AS SUCH RECEIVED COMPENSATION BY LOEB & LOEB, LLP FOR HIS SERVICES. NO COMPENSATION WAS DIRECTLY PAID BY THE FOUNDATION TO ROBERT H. GIVEN OR STANFORD K. RUBIN IN THEIR CAPACITY AS TRUSTEES OR OFFICERS OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A T & T INC 3.950% 01/15/2025 | $14,633 | $16,015 |
| APPLE INC 3.250% 02/23/2026 | $24,140 | $26,496 |
| BANK OF AMERICA CORP 4.125% 01/22/2024 | $25,187 | $26,907 |
| BERKSHIRE HATHAWAY 3.125% 03/15/2026 | $23,888 | $26,382 |
| BP CAP MKTS AMER 4.742% 03/11/2021 | $15,400 | $15,601 |
| CAPITAL ONE FINL CO 4.750% 07/15/2021 | $15,416 | $15,662 |
| CITIGROUP INC 4.500% 01/14/2022 | $15,380 | $15,768 |
| COCA-COLA CO 3.300% 09/01/2021 | $25,169 | $25,678 |
| CVS HEALTH CORP 4.300% 03/25/2028 | $14,648 | $16,220 |
| GEN MOTORS FINL CO 3.450% 01/14/2022 | $14,592 | $15,286 |
| GENERAL ELEC CAP CORP GLOBAL FIXED 5.300% 02/11/2021 | $20,401 | $20,664 |
| GENERAL ELEC CAP CORP INTERNOTES 5.900% 09/15/2020 | $8,242 | $8,204 |
| GOLDMAN SACHS MTN 4.000% 03/03/2024 | $24,751 | $26,640 |
| JP MORGAN CHASE & CO 3.300% 04/01/2026 | $23,618 | $26,162 |
| MORGAN STANLEY MTN 4.000% 07/23/2025 | $14,789 | $16,182 |
| NORTHROP GRUMMAN 3.250% 08/01/2023 | $14,705 | $15,625 |
| SHELL INTERNATIONAL 3.250% 05/11/2025 | $24,227 | $26,449 |
| SOUTHERN CO 2.950% 07/01/2023 | $14,363 | $15,309 |
| TARGET CORP 3.500% 07/01/2024 | $10,045 | $10,714 |
| TYSON FOODS INC 4.500% 06/15/2022 | $15,314 | $15,846 |
| WELLS FARGO CO MTN 2.600% 07/22/2020 | $24,674 | $25,118 |
| WESTPAC BANKING CORP 4.875% 11/19/2019 | $25,446 | $25,087 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC CL A | $16,025 | $20,581 |
| ADOBE SYSTEMS | $8,065 | $33,150 |
| ALIBABA GROUP HOLDING LTD | $15,477 | $19,399 |
| ALPHABET INC CL A | $34,400 | $73,268 |
| ALPHABET INC CL C | $3,512 | $17,066 |
| AMAZON.COM INC | $19,569 | $17,359 |
| AMERICAN WTR WKS CO INC | $10,500 | $41,244 |
| AMPHENOL CORP | $14,680 | $19,107 |
| APPLE INC | $16,623 | $79,061 |
| BANK OF AMERICA CORP | $25,448 | $25,611 |
| BECTON DICKINSON | $20,427 | $20,996 |
| BERKSHIRE HATHAWAY INC CL B | $28,213 | $34,323 |
| BOEING COMPANY | $10,208 | $24,731 |
| CHARLES RIV LABORATORIES INTL INC | $18,526 | $17,870 |
| CHEVRON CORP | $42,757 | $45,068 |
| CHUBB LTD | $15,741 | $17,758 |
| CINTAS CORP | $14,284 | $33,512 |
| CISCO SYSTEMS INC | $21,434 | $23,717 |
| CME GROUP INC | $24,386 | $50,722 |
| COLGATE PALMOLIVE CO | $24,222 | $24,993 |
| COMCAST CORP NEW CL A | $15,898 | $41,924 |
| CONSTELLATION BRANDS INC | $26,370 | $29,019 |
| COSTCO WHOLESALE CORP | $20,710 | $48,979 |
| DANAHER CORP | $11,984 | $38,996 |
| DISNEY WALT COMPANY | $26,729 | $36,229 |
| EDWARDS LIFESCIENCES CORP | $13,304 | $64,873 |
| EQUINIX INC REIT | $17,755 | $23,072 |
| ESSEX PROPERTY TRUST INC REIT | $21,297 | $24,499 |
| EXXON MOBILE CORP | $18,906 | $17,653 |
| FACEBOOK INC | $10,532 | $28,493 |
| HOME DEPOT INC | $8,364 | $56,381 |
| HONEYWELL INTL INC | $25,871 | $42,300 |
| INGERSOLL-RAND PLC | $14,116 | $20,946 |
| JOHNSON & JOHNSON | $21,720 | $25,229 |
| JP MORGAN CHASE & CO | $21,190 | $58,845 |
| LINDE PLC | $17,980 | $21,309 |
| LOCKHEED MARTIN CORP | $13,428 | $21,453 |
| MAGNA INTERNATIONAL INC | $14,223 | $26,132 |
| MASTERCARD INC CL A | $10,698 | $51,598 |
| MCDONALDS CORP | $13,835 | $22,545 |
| MICROSOFT CORP | $21,581 | $82,028 |
| NEXTERA ENERGY INC | $17,554 | $26,794 |
| NORTHROP GRUMMAN CORP | $14,773 | $24,361 |
| PEPSICO INC | $25,421 | $39,759 |
| PNC FINANCIAL SERVICES GROUP | $17,240 | $23,827 |
| PULTE GROUP INC | $10,866 | $20,870 |
| RAYTHEON CO COM | $16,152 | $14,714 |
| ROPER TECHNOLOGIES INC | $22,915 | $23,179 |
| STRYKER CORP | $15,953 | $21,630 |
| THERMO FISHER CORP | $13,057 | $56,798 |
| UNION PACIFIC CORP | $8,590 | $22,677 |
| UNITEDHEALTH GROUP INC | $34,342 | $53,243 |
| VERIZON COMMUNICATIONS | $11,742 | $19,013 |
| VISA INC CL A | $18,737 | $54,011 |
| WALMART INC | $31,023 | $37,978 |
| ZOETIS INC | $14,950 | $29,902 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $826,783 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $821,187 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROOKFIELD GL LISTED RE-Y | AT COST | $19,926 | $22,078 |
| CNR FIXED INCOME OPPORT CL N | AT COST | $152,819 | $139,385 |
| CNR SELECT STRAT FUND | AT COST | $120,000 | $126,278 |
| FIERA CAPITAL EMERGING MKT FUND | AT COST | $114,091 | $143,137 |
| GNMA POOL #439040 | AT COST | $278 | $278 |
| ISHARES TR INTL PFD STK ETF | AT COST | $50,380 | $45,240 |
| ISHARES TR S & P US PFD STK INDEX FD | AT COST | $50,287 | $46,912 |
| SPDR PORTFOLIO SHORT TERM TREA | AT COST | $114,599 | $114,827 |
| SPDR S & P BIOTECH ETF | AT COST | $63,538 | $61,000 |
| VANGUARD HIGH DIVIDEND YIELD | AT COST | $39,393 | $62,111 |
| VANGUARD SHORT-TERM GOV BND | AT COST | $175,240 | $176,392 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOEB & LOEB | CategoryTxt |
| Legal Fees | $16,903 | LegalFeesAmt |
| Net Investment Income | $8,452 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,451 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM OFFICER | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $300 | EOYBookValueAmt |
| EOYFMV | $300 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTRY OF CHARITABLE TRUST | $75 | $0 | $75 |
| INVESTMENT FEES - CALDWELL | $20 | $20 | $0 |
| INVESTMENT FEES - CNAM | $14,420 | $14,420 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASPEN PICTURES-ROYALTY | Desc |
| Revenue And Expenses Per Books | $661 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $661 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $661 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMORTIZATION COMPUTATION AND OTHER DIFFERENCES WITH BROKER ACCTS | Desc |
| Amt | $2,454 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| FOREIGN TAXES PAID | $176 | $176 | $0 |
| IRS | $4,000 | $0 | $0 |
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