THE DAVID WILLIAM UPHAM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE DAVID WILLIAM UPHAM FOUNDATION (EIN 95-4652179)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-04
IRS object ID
201943089349100384
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-04T13:42:10-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953169005PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARABEDIAN HALL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13550 WILSHIRE BLVD SUITE 840AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954652179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DAVID WILLIAM UPHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone2133807130PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13550 WILSHIRE BLVD NO 840AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900102409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLARD REISZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2133807130PhoneNum
Signature2019-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A HARABEDIANPreparerPersonNm
PTINP00179811PTIN
Phone2133807130PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.240.53.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-28IPDt
IP Tm18:19:34IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBD26C1328DE62834D29037E3BC57B244970C933EAtSubmissionCreationDeviceId
At Submission Filing Device IdBD26C1328DE62834D29037E3BC57B244970C933EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,394FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,010ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$455DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,465TotalRevAndExpnssAmt
Total Net Invst Incm$455TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,990OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$498OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,492OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,659TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,649TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$498TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,492TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,649TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$498TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,492TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,816ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,010SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,010SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$31,541OtherInvestmentsBOYAmt
Other Investments EOY$31,384OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,384OtherInvestmentsEOYFMVAmt
Total Assets BOY$35,530TotalAssetsBOYAmt
Total Assets EOY$39,394TotalAssetsEOYAmt
Total Assets EOYFMV$39,394TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,530RetainedEarningBOYAmt
Retained Earning EOY$39,394RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,530TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$39,394TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,530TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$39,394TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,530TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,816ExcessRevenueOverExpensesAmt
Other Increases$12OtherIncreasesAmt
Subtotal$41,358SubtotalAmt
Other Decreases$1,964OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$39,394TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,090AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,087NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.096301DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,336AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,731NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.228481DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,883NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,690AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,161NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.146656DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,515AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$21,662NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.162266DistributionYr5Rt
Total Distribution0.633704TotalDistributionRt
Average Distribution0.126741AverageDistributionRt
Net Vl Noncharitable Assets$36,376NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,610AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,610AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,492QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8OverpaymentAmt
Applied To ES Tax$8AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHARABEDIAN HALL COIndividualWithBooksNm
Phone2133807130PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13550 WILSHIRE BLVD SUITE 840AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900102409ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID WILLIAM UPHAM
3550 WILSHIRE BLVD SUITE 840LOS ANGELESCA900102409DIRECTOR1.00$0$0$0
ROBERT A HARABEDIAN
3550 WILSHIRE BLVD SUITE 840LOS ANGELESCA900102409DIRECTOR1.00$0$0$0
WILLARD M REISZ
3224 DONA EMILIA DRIVESTUDIO CITYCA91436DIRECTOR1.00$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

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$32,687AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$554CashDeemedCharitableAmt
Net Vl Noncharitable Assets$36,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,819MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,819MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,819DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,819DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,819DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,492ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,492QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,492AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,819DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,437ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,438ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$4,957ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,494ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,326TotalExcessDistributionCyovAmt
Qualifying Distributions$1,492QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,492AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$327ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$327ExcessDistributionCyovAppCYAmt
Total Corpus$10,999TotalCorpusAmt
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$2,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,889ExcessDistriCyovToNextYrAmt
Excess From Year4$2,438ExcessFromYear4Amt
Excess From Year2$4,957ExcessFromYear2Amt
Excess From Year1$1,494ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1997-11-03PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$455ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$455ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$455TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
DAVID WILLIAM UPHAM TRUST OF 2018
13550 WILSHIRE BLVD 840LOS ANGELESCA90010$10,000Yes (X)
DAVID WILLIAM UPHAM TRUST OF 2018
23550 WILSHIRE BLVD 840LOS ANGELESCA90010$10Yes (X)

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierINFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES,AND FOUNDATION MANAGERSIdentifierTxt
Form And Line ReferencePART VIII OF FORM 990-PF, LINE 1FormAndLineReferenceDesc
Medium ExplanationROBERT A. HARABEDIAN IS A DIRECTOR OF THE FOUNDATION AND IS ALSO A PARTNER IN THE FIRM OF HARABEDIAN, HALL & CO., WHICH PROVIDES ACCOUNTING AND TAX PREPARATION SERVICES TO THE FOUNDATION. THE FIRM RECEIVED A TOTAL OF $1,990 DURING THE YEAR.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT ACCOUNTCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$31,384BookValueAmt
EOYFMV$31,384EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS) ON INVESTMENTSDesc
Amt$1,964Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$12Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBUSINESS MANAGEMENTCategoryTxt
Amt$1,990Amt
Net Investment Income$498NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,492DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$10$0$0$0
PROPERTY TAXES$2,649$0$0$0

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