BETA

FITZBERG FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FITZBERG FOUNDATION (EIN 26-0659950)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201901359349103855
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)
Return2019-05-15T16:20:41-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954835865PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOEHNER ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1251 S LAKE AVENUE SUITE 190AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260659950EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FITZBERG FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O GOEHNER ACCOUNTANCYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFITZBusinessNameControlTxt
Phone6264496321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 S LAKE AVENUE NO 190AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL H ROTHENBERGPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone6264496321PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTIN CREIGHTONPreparerPersonNm
PTINP00216922PTIN
Phone6264496321PhoneNum
Preparation2019-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.79.135.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm10:18:36IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4428E86DDF38B11892D55A842C8E6C6C31EC54D2AtSubmissionCreationDeviceId
At Submission Filing Device Id4428E86DDF38B11892D55A842C8E6C6C31EC54D2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,982,325FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$371,617DividendsRevAndExpnssAmt
Dividends Net Invst Incm$371,617DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$269,501NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,501GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$269,501CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$641,118TotalRevAndExpnssAmt
Total Net Invst Incm$641,118TotalNetInvstIncmAmt
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$52,340OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$52,340OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,823TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,163TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$665,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$665,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$725,163TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$665,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,045ExcessRevenueOverExpensesAmt
Net Investment Income$588,778NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$389,417SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$305,373SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$305,373SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$13,030,362OtherInvestmentsBOYAmt
Other Investments EOY$11,676,952OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,676,952OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,419,779TotalAssetsBOYAmt
Total Assets EOY$11,982,325TotalAssetsEOYAmt
Total Assets EOYFMV$11,982,325TotalAssetsEOYFMVAmt
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$13,419,779RetainedEarningBOYAmt
Retained Earning EOY$11,982,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,419,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,982,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,419,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,982,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,419,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,045ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,335,734SubtotalAmt
Other Decreases$1,353,409OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,982,325TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$269,501GrossSalesPriceAmt
Gain Or Loss$269,501GainOrLossAmt
Gains Minus Excess Or Losses$269,501GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$269,501CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,458,669AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,127,113NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.111119DistributionYr1Rt
Adjusted Qlfy Distri Yr2$540,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,312,750NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052362DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,812AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,436,842NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059723DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,187AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,435,600NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070484DistributionYr4Rt
Adjusted Qlfy Distri Yr5$80,801AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,325,812NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060945DistributionYr5Rt
Total Distribution0.354633TotalDistributionRt
Average Distribution0.070927AverageDistributionRt
Net Vl Noncharitable Assets$12,813,876NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$908,850AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,888NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$914,738AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$665,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,776InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,776SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,776TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,812EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,812TotalPaymentsAndCreditsAmt
Es Penalty$36EsPenaltyAmt
Tax Due$0TaxDueAmt

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
Individual With BooksGOEHNER ACCOUNTANCYIndividualWithBooksNm
Phone6264496321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1251 S LAKE AVENUE SUITE 190AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE F ROTHENBERG
251 S LAKE AVENUE STE 190PASADENACA91101PRESIDENT5.00$0$0$0
CATHERINE A WEI
251 S LAKE AVENUE STE 190PASADENACA91101SECRETARY1.00$0$0$0
ERIN E BAKER
251 S LAKE AVENUE STE 190PASADENACA91101TREASURER1.00$0$0$0
DANIEL H ROTHENBERG
251 S LAKE AVENUE STE 190PASADENACA91101VICE PRESIDENT1.00$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$12,760,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,835AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,009,011TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,009,011AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$195,135CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,813,876NetVlNoncharitableAssetsAmt
Minimum Investment Return$640,694MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$640,694MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,776TaxBasedOnInvestmentIncomeAmt
Total Tax$11,776TotalTaxAmt
Distributable Before Adj$628,918DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$628,918DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$628,918DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$665,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$665,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$665,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$628,918DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$15,334ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,457ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,066ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,231ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$814,975ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$905,063TotalExcessDistributionCyovAmt
Qualifying Distributions$665,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$628,918AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,082RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$941,145TotalCorpusAmt
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$15,334ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$925,811ExcessDistriCyovToNextYrAmt
Excess From Year4$30,457ExcessFromYear4Amt
Excess From Year3$15,066ExcessFromYear3Amt
Excess From Year2$29,231ExcessFromYear2Amt
Excess From Year1$814,975ExcessFromYear1Amt
Excess From Current Year$36,082ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANNE F ROTHENBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANCER SUPPORT COMMUNITY PASADENA
76 E DEL MAR BLVD 215PASADENACA91105PCGENERAL PURPOSE$10,000
UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909PCGENERAL PURPOSE$30,000
FAMILIES FORWARD
8 THOMASIRVINECA92618PCGENERAL PURPOSE$10,000
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL PURPOSE$25,000
CHANDLER SCHOOL
1005 ARMADA DRIVEPASADENACA91103PCGENERAL PURPOSE$30,000
INNER-CITY ARTS
720 KOHLER STLOS ANGELESCA90021PCGENERAL PURPOSE$25,000
THE FUND FOR PARTNERSHIP FOR SUCCESS
PO BOX 3366PRINCE FREDERICKMD20678PCGENERAL PURPOSE$40,000
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD SUITE 810PASADENACA91101PCGENERAL PURPOSE$10,000
PASADENA PLAYHOUSE
39 S EL MOLINO AVEPASADENACA91101PCGENERAL PURPOSE$330,000
ROSE BOWL LEGACY FOUNDATION
1001 ROSE BOWL DRIVEPASADENACA91103PCGENERAL PURPOSE$125,000
VALUE SCHOOLS FOUNDATION
950 WEST WASHINGTON BLVDLOS ANGELESCA90015PCGENERAL PURPOSE$25,000
DOOR OF HOPE
669 N LOS ROBLES AVENUEPASADENACA91101PCGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$665,000TotalGrantOrContriPdDurYrAmt
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$371,617ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$269,501ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$641,118ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$641,118TotalIncomeProducingActyAmt

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL INCOME BUILDERFMV$2,944,317$2,944,317
CAPITAL WORLD GROWTH & INCOME FUNDFMV$2,966,156$2,966,156
INCOME FUND OF AMERICAFMV$2,866,971$2,866,971
THE BOND FUND OF AMERICAFMV$2,023,092$2,023,092
SHORT-TERM BOND FUND OF AMERICAFMV$876,416$876,416

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$1,353,409Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$52,340Amt
Net Investment Income$52,340NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL AND STATE TAXESCategoryTxt
Amt$7,823Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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