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FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FRANCIS BACON FOUNDATION INCORPORATED (EIN 95-1921362)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-18
IRS object ID
201911089349100401
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)
Return2019-04-18T09:09:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954659692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCAS HORSFALL MURPHY & PINDROH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CORSON ST STE 200AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911033841ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951921362EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FRANCIS BACON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRANBusinessNameControlTxt
Phone6267445100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 E COLORADO BLVD SUITE 900AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARL I SWAIDANPersonNm
Person TitleMEMBERPersonTitleTxt
Signature2019-04-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARIEL E DRACHENBERGPreparerPersonNm
PTINP00086688PTIN
Phone6267445100PhoneNum
Preparation2019-04-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-18IPDt
IP Tm09:09:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEC3CFB9FF873EC89FAAF1F420748751FA338FCC8AtSubmissionCreationDeviceId
At Submission Filing Device IdCCD344DB358877955BD6CDA542A4954E7FA27565AtSubmissionFilingDeviceId
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$3,800,336FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,415InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,415InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$76,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,574DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$344,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,716CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$112,705TotalRevAndExpnssAmt
Total Net Invst Incm$112,705TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$24,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,107AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,107AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,022OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,022OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$440TaxesRevAndExpnssAmt
Taxes Net Invst Incm$440TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$51,604TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,462TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,107TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,804ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,804ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$237,408TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,462TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$213,911TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$124,703ExcessRevenueOverExpensesAmt
Net Investment Income$89,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,857CashBOYAmt
Cash EOY$17,716CashEOYAmt
Cash EOYFMV$17,716CashEOYFMVAmt
Sav And Temp Cash Invst BOY$214,017SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$61,830SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$61,830SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,227,634CorporateStockBOYAmt
Corporate Stock EOY$2,201,601CorporateStockEOYAmt
Corporate Stock EOYFMV$2,850,715CorporateStockEOYFMVAmt
Corporate Bonds BOY$103,172CorporateBondsBOYAmt
Corporate Bonds EOY$103,172CorporateBondsEOYAmt
Corporate Bonds EOYFMV$95,360CorporateBondsEOYFMVAmt
Other Investments BOY$740,938OtherInvestmentsBOYAmt
Other Investments EOY$786,596OtherInvestmentsEOYAmt
Other Investments EOYFMV$774,715OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,295,618TotalAssetsBOYAmt
Total Assets EOY$3,170,915TotalAssetsEOYAmt
Total Assets EOYFMV$3,800,336TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,295,618RetainedEarningBOYAmt
Retained Earning EOY$3,170,915RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,295,618TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,170,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,295,618TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,170,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,295,618TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$124,703ExcessRevenueOverExpensesAmt
Subtotal$3,170,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,170,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOOKING HOLDINGS INC.P2017-08-302018-10-17$92,035$90,865$1,170$1,170
MICROSOFT CORP.P2014-11-212018-08-29$55,797$23,871$31,926$31,926
PROCTER & GAMBLEP$83,865$86,341-$2,476-$2,476
VANGUARD GNMA FUNDP2018-08-29$106,306$112,855-$6,549-$6,549
FieldValueIRS element (for citing)
Capital Gain Net Income$30,716CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$169,727AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,831,896NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044293DistributionYr1Rt
Adjusted Qlfy Distri Yr2$130,571AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,515,448NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037142DistributionYr2Rt
Adjusted Qlfy Distri Yr3$120,586AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,467,467NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034776DistributionYr3Rt
Adjusted Qlfy Distri Yr4$182,519AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,573,299NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051079DistributionYr4Rt
Adjusted Qlfy Distri Yr5$111,976AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,507,166NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031928DistributionYr5Rt
Total Distribution0.199218TotalDistributionRt
Average Distribution0.039844AverageDistributionRt
Net Vl Noncharitable Assets$4,097,868NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$163,275AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$892NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$164,167AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$213,911QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$892InvestmentIncomeExciseTaxAmt
Subtotal$892SubtotalAmt
Tax Based On Investment Income$892TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,565EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,565TotalPaymentsAndCreditsAmt
Overpayment$673OverpaymentAmt
Applied To ES Tax$673AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressSIRFRANCISBACON.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LHMP LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267445100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 EAST CORSON ST SUITE 200AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
KARL I SWAIDAN
301 E COLORADO BLVD 9TH FLOORPASADENACA91101MEMBER000.00$6,000$0$0
HENRY J GIBBONS
1689 KAWEHPASADENACA91107MEMBER000.00$6,000$0$0
JENNIFER DEVOLL
301 E COLORADO BLVD SUITE 900PASADENACA91101MEMBER000.00$6,000$0$0
RICHARD FADEM
P O BOX 247ORCAS LANDINGWA98280MEMBER000.00$6,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,986,759AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,513AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,160,272TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,160,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,404CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,097,868NetVlNoncharitableAssetsAmt
Minimum Investment Return$204,893MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$204,893MinimumInvestmentReturnAmt
Tax Based On Investment Income$892TaxBasedOnInvestmentIncomeAmt
Total Tax$892TotalTaxAmt
Distributable Before Adj$204,001DistributableBeforeAdjAmt
Distributable Before Ded$204,001DistributableBeforeDedAmt
Distributable As Adjusted$204,001DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$213,911ExpensesAndContributionsAmt
Qualifying Distributions$213,911QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$892PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$213,019AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$204,001DistributableAsAdjustedAmt
Undistributed Income PY$185,119UndistributedIncomePYAmt
Qualifying Distributions$213,911QualifyingDistributionsAmt
Applied To Year1$185,119AppliedToYear1Amt
Applied To Current Year$28,792AppliedToCurrentYearAmt
Undistributed Income CY$175,209UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVDPASADENACA91125NONEEXEMPTPROGRAM SUPPORT$50,004
THE HUNTINGTON LIBRARY
1689 KAWEAH DRIVEPASADENACA91105NONEEXEMPTPROGRAM SUPPORT$41,800
PASADENA COMMUNITY FOUNDATION
301 E COLORADO BLVD 810PASADENACA91101NONEEXEMPTPROGRAM SUPPORT$94,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,804TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,415ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,716ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$112,705ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$112,705TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,107Amt
Disbursements Charitable Prps$4,107DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$103,172EOYBookValueAmt
EOYFMV$95,360EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$2,201,601EOYBookValueAmt
EOYFMV$2,850,715EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$429,216$421,445
EXCHANGE TRADED FUNDSFMV$357,380$353,270

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEE-CA FTB$10
REGISTRY OF CHARITABLE TRUSTS$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$23,022Amt
Net Investment Income$23,022NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$440Amt
Net Investment Income$440NetInvestmentIncomeAmt

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