BETA

ZIEF FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ZIEF FAMILY FOUNDATION INC (EIN 94-1676472)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-09
IRS object ID
201930999349100608
Schema version
2017v2.3
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)
Return2019-04-09T14:04:25-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943158857PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 POST STREET SUITE 200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941676472EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZIEF FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZIEFBusinessNameControlTxt
Phone6504030403PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 EAST 20TH AVENUEAddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE CURSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6504030403PhoneNum
Signature2019-04-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER DEMAYPreparerPersonNm
PTINP01234985PTIN
Phone4157774488PhoneNum
Preparation2019-03-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.234.190.250IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-09IPDt
IP Tm14:04:09IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5D794220C68C161820A811785299AFD302F4C684AtSubmissionCreationDeviceId
At Submission Filing Device IdD03B5369C668E071B3F13B13F15DF50611DA948AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,451,454FMVAssetsEOYAmt
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$142,577InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$142,577InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$142,577InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$52,498DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,498DividendsNetInvstIncmAmt
Dividends Adj Net Incm$52,498DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$804,480GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$804,480GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$804,480GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$329,627NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$95,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,070,526GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,425CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,094,980TotalRevAndExpnssAmt
Total Net Invst Incm$1,094,980TotalNetInvstIncmAmt
Total Adj Net Incm$999,555TotalAdjNetIncmAmt
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
Legal Fees Rev And Expnss$19,394LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,691LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$8,691LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$10,703LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,770AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,385AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$4,385AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,385AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,635OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,635OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$2,635OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$122,156TaxesRevAndExpnssAmt
Taxes Net Invst Incm$112,967TaxesNetInvstIncmAmt
Taxes Adj Net Incm$112,967TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$9,189TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$53,475DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$53,475DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$53,475DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$381,839OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$353,208OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$353,208OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$28,631OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$588,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$535,361TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$535,361TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$52,908TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$352,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$352,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$940,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$535,361TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$535,361TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$404,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$154,711ExcessRevenueOverExpensesAmt
Net Investment Income$559,619NetInvestmentIncomeAmt
Adjusted Net Income$464,194AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,378CashBOYAmt
Cash EOY$36,655CashEOYAmt
Cash EOYFMV$36,655CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,260,577SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,123,108SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,123,108SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,600,462CorporateStockBOYAmt
Corporate Stock EOY$2,551,484CorporateStockEOYAmt
Corporate Stock EOYFMV$2,649,824CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,282,354CorporateBondsBOYAmt
Corporate Bonds EOY$3,556,087CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,556,087CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$1,447,775InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$658,386InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$824,431LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$789,389LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$9,500,000LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$4,932,054LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,542,084LandBldgEquipAccumDeprecAmt
Land BOY$1,408,403LandBOYAmt
Land EOY$1,389,970LandEOYAmt
Land EOYFMV$1,389,970LandEOYFMVAmt
Other Assets BOY$64,187OtherAssetsBOYAmt
Other Assets EOY$195,810OtherAssetsEOYAmt
Other Assets EOYFMV$195,810OtherAssetsEOYFMVAmt
Total Assets BOY$9,487,792TotalAssetsBOYAmt
Total Assets EOY$9,642,503TotalAssetsEOYAmt
Total Assets EOYFMV$18,451,454TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$986,103CapitalStockBOYAmt
Capital Stock EOY$986,103CapitalStockEOYAmt
Additional Paid In Capital BOY$8,311,859AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$8,311,859AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$189,830RetainedEarningBOYAmt
Retained Earning EOY$344,541RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,487,792TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,642,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,487,792TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,642,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,487,792TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$154,711ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,642,503SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,642,503TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$61,665$64,449-$2,784-$2,784
PUBLICLY TRADED SECURITIESP$990,885$910,652$80,233$80,233
LT CAPITAL GAIN DISTRIBUTIONP$17,976$17,976$17,976
FieldValueIRS element (for citing)
Capital Gain Net Income$95,425CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,784NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$236,470AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,700,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035294DistributionYr1Rt
Adjusted Qlfy Distri Yr2$279,654AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,700,000NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041739DistributionYr2Rt
Adjusted Qlfy Distri Yr3$281,770AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,700,000NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$418,089AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,700,000NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062401DistributionYr4Rt
Adjusted Qlfy Distri Yr5$343,077AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,700,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051206DistributionYr5Rt
Total Distribution0.232695TotalDistributionRt
Average Distribution0.046539AverageDistributionRt
Net Vl Noncharitable Assets$9,500,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$442,121AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,596NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$447,717AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$404,908QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,192InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,192SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,192TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,636EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$13,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,136TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,944OverpaymentAmt
Applied To ES Tax$10,944AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRINA ACCOUNTANCY CORPORATIONIndividualWithBooksNm
Phone4157774488PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 POST STREET SUITE 200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
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

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
CURSON DAVE
20 EAST 20TH AVENUESAN MATEOCA94403PRESIDENT0.00$0$0$0
KLEINMAN JOANN
20 EAST 20TH AVENUESAN MATEOCA94403CHIEF FINANCIAL OFFICER0.00$0$0$0
GELZAYD REINART
20 EAST 20TH AVENUESAN MATEOCA94403DIRECTOR0.00$0$0$0
WEINSTEIN ALLISON
20 EAST 20TH AVENUESAN MATEOCA94403SECRETARY0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1A PRINCIPAL PURPOSE OF THE FOUNDATION IS TO PROVIDE HOUSING AND FACILITIES FOR THE DEVELOPMENTALLY DISABLED BY PURCHASING HOMES AND FACILITIES FOR THE USE OF FAMILY HOUSING AND ADULT RESOURCES - FHAR, A NON-PROFIT AGENCY, IN ITS CHARITABLE PROGRAMS. THE HOMES AND FACILITIES PURCHASED BY THE FOUNDATION FOR THIS PURPOSE ARE LEASED TO FHAR ON FAVORABLE TERMS AT EXTREMELY BELOW FAIR MARKET RENTAL VALUES. THE FACILITIES LEASED TO FHAR ARE LONG TERM AND MAY BE RENEWED ON SUCH FAVORABLE TERMS. THE FOUNDATION ALSO FURNISHES SERVICES AND OTHERWISE PROVIDES FINANCIAL AND PROGRAMMATIC SUPPORT TO FAMILY HOUSING AND ADULT RESOURCES IN THEIR CHARITABLE PURPOSES TO PROVIDE SUPPORT AND ASSISTANCE TO INDIVIDUALS THAT HAVE DEVELOPMENTAL DISABILITIES.Description1Txt
Expenses1$404,908Expenses1Amt

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$6,159,264AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,309,435AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,500,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,968,699TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,968,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,468,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,500,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$475,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$404,908ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$404,908QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$404,908AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$464,194CurrentYearAmt
Year1$274,293Year1Amt
Year2$335,000Year2Amt
Year3$335,000Year3Amt
Total$1,408,487TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$394,565CurrentYearAmt
Year1$233,149Year1Amt
Year2$284,750Year2Amt
Year3$284,750Year3Amt
Total$1,197,214TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$404,908CurrentYearAmt
Year1$236,470Year1Amt
Year2$286,683Year2Amt
Year3$287,909Year3Amt
Total$1,215,970TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$404,908CurrentYearAmt
Year1$236,470Year1Amt
Year2$286,683Year2Amt
Year3$287,909Year3Amt
Total$1,215,970TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Current Year$1,094,980CurrentYearAmt
Year1$1,056,651Year1Amt
Year2$1,049,147Year2Amt
Year3$1,005,800Year3Amt
Total$4,206,578TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FAMILY HOUSING AND ADULT RESOURCES INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 EAST 20TH AVENUEAddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94403ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO PROVIDE OPERATIONAL FUNDS AND IMPROVEMENTS TO BUILDINGS, AND TO PURCHASE FURNITURE AND APPLIANCES FOR HOUSING OF THE MENTALLY HANDICAPPED.GrantOrContributionPurposeTxt
Amt$352,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$352,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,577ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,498ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531110BusinessCd
Unrelated Business Taxbl Incm$145,860UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$183,767RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$95,425ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$145,860UnrelatedBusinessTaxblIncmAmt
Exclusion$290,500ExclusionAmt
Related Or Exempt Function Incm$183,767RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$620,127TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number5LineNumberTxt
Relationship StatementLEASE MONEY IS ACCUMULATED TO OBTAIN MORE HOMES AND FACILITIES FOR THE DEVELOPMENTALLY DISABLED, AND TO FURNISH SERVICES, AND OTHERWISE PROVIDE FINANCIAL AND PROGRAMMATIC SUPPORT TO ASSIST INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX PREPARATIONCategoryTxt
Amt$8,770Amt
Net Investment Income$4,385NetInvestmentIncomeAmt
Adjusted Net Income$4,385AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,385DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationAS PART OF THE FUNCTION AND OBJECTIVES OF THE FOUNDATION,CASH IS ACCUMULATED TO BUY MORE HOUSES THAT ARE USED TO HOUSE MENTALLY HANDICAPPED ADULTS AND CHILDREN. THEREFORE, THE CASH IS DEEMED TO BE HELD FOR CHARITABLE ACTIVITIES.ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (90 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtRtRt
ALUMINUM WINDOWS1984-05-31$1,500$1,500SL18.000000000000$0$0$0
IMPROVEMENT - TILE1986-02-20$1,733$1,733SL19.000000000000$0$0$0
ROOF1986-12-30$3,700$3,503SL19.000000000000$0$0$0
ELEVATOR1987-08-03$3,334$3,334SL27.500000000000$0$0$0
IMPROVEMENTS1987-10-16$1,470$1,470SL27.500000000000$0$0$0
DOORS1990-09-21$1,600$1,532SL27.500000000000$44$44$44
FURNITURE1993-03-25$965$965SL7.000000000000$0$0$0
FURNACES1996-06-26$4,800$4,800SL7.000000000000$0$0$0
CARPET1996-12-04$1,494$1,494SL7.000000000000$0$0$0
WINDOWS1996-08-30$3,255$2,419SL27.500000000000$118$118$118
ROOF1997-05-29$19,750$14,181SL27.500000000000$718$718$718
WINDOWS1999-08-28$44,500$28,315SL27.500000000000$1,618$1,618$1,618
BUILDING1973-03-01$303,000$303,000SL25.000000000000$0$0$0
LAND1973-03-01$104,890SL$0$0$00.000000000000
FURNITURE2000-09-13$899$899SL7.000000000000$0$0$0
FURNACE2001-01-15$1,650$1,650SL7.000000000000$0$0$0
CARPET2002-10-11$15,000$15,000SL5.000000000000$0$0$0
CARPET2003-03-11$2,100$2,100SL5.000000000000$0$0$0
CARPET2003-03-14$2,100$2,100SL5.000000000000$0$0$0
CARPET2003-09-24$1,205$1,205SL5.000000000000$0$0$0
(2) STOVES2003-11-03$1,714$1,714SL5.000000000000$0$0$0
CARPET2003-12-05$1,250$1,250SL5.000000000000$0$0$0
STOVE2003-12-20$881$881SL5.000000000000$0$0$0
CARPET2003-12-31$1,246$1,246SL5.000000000000$0$0$0
STOVE2004-01-17$1,199$1,199SL5.000000000000$0$0$0
REFRIGERATOR2004-05-05$763$763SL5.000000000000$0$0$0
CARPET2004-05-25$2,249$2,249SL5.000000000000$0$0$0
APPLIANCES2004-06-28$3,048$3,048SL5.000000000000$0$0$0
CARPET2004-07-12$2,250$2,250SL5.000000000000$0$0$0
CARPET2004-10-08$887$887SL5.000000000000$0$0$0
CARPET2005-07-25$1,596$1,596SL5.000000000000$0$0$0
CARPET2005-09-14$2,480$2,480SL5.000000000000$0$0$0
IMPROVEMENT2006-03-02$1,104$437SL27.500000000000$40$40$40
IMPROVEMENT2006-03-30$2,010$797SL27.500000000000$73$73$73
IMPROVEMENT2006-09-15$2,671$1,010SL27.500000000000$97$97$97
IMPROVEMENT2006-10-13$1,500$568SL27.500000000000$55$55$55
IMPROVEMENT2007-03-29$1,285$466SL27.500000000000$47$47$47
IMPROVEMENT2007-04-10$589$207SL27.500000000000$21$21$21
IMPROVEMENT2007-06-12$1,005$358SL27.500000000000$37$37$37
IMPROVEMENT2007-09-14$5,415$1,855SL27.500000000000$197$197$197
INTERCOM2007-06-12$1,150$1,090SL5.000000000000$0$0$0
CARPET2007-06-27$2,557$2,422SL5.000000000000$0$0$0
INTERCOM2007-07-09$1,150$1,090SL5.000000000000$0$0$0
MAILBOXES2007-08-16$1,096$1,075SL5.000000000000$0$0$0
MAILBOXES2007-09-21$1,572$1,569SL5.000000000000$0$0$0
IMPROVEMENTS2008-12-31$2,508$743SL27.500000000000$91$91$91
PIPING2008-06-14$4,250$1,343SL27.500000000000$155$155$155
IMPROVEMENTS2008-12-08$15,877$4,712SL27.500000000000$577$577$577
REFRIGERATOR2008-06-30$1,300$1,300SL5.000000000000$0$0$0
INTERCOM2008-07-11$1,097$1,097SL5.000000000000$0$0$0
STOVE2008-04-30$1,161$1,161SL5.000000000000$0$0$0
STOVE2008-06-14$2,430$2,430SL5.000000000000$0$0$0
CARPET2008-06-14$2,609$2,609SL5.000000000000$0$0$0
IMPROVEMENT2009-07-01$243,250$67,075SL27.500000000000$8,845$8,845$8,845
IMPROVEMENT2010-07-01$18,240$4,365SL27.500000000000$663$663$663
REMODELING2011-07-01$459,314$93,253SL27.500000000000$16,702$16,702$16,702
IMPROVEMENT2012-02-01$61,547$11,377SL27.500000000000$2,238$2,238$2,238
REMODELING2012-02-22$18,435$3,573SL27.500000000000$670$670$670
REMODELING2012-01-31$10,172$2,004SL27.500000000000$370$370$370
OVEN2012-02-07$1,141$491SL7.000000000000$80$80$80
DISHWASHER2012-02-02$832$354SL7.000000000000$59$59$59
965 PATRICIA STREET - BUILDING1988-06-27$221,250$221,250SL27.500000000000$0$0$0
965 PATRICIA STREET - LAND1988-06-27$73,750L$0$0$0
2655 BELMONT CANYON ROAD - BUILDING1988-06-27$600,000$600,000SL27.500000000000$0$0$0
2655 BELMONT CANYON ROAD - LAND1988-06-27$200,000L$0$0$0
3600 SNEATH LANE - BUILDING1988-06-27$232,500$232,500SL27.500000000000$0$0$0
3600 SNEATH LANE - LAND1988-06-27$77,500L$0$0$0
270 MERCED - BUILDING1988-06-27$225,000$225,000SL27.500000000000$0$0$0
270 MERCED - LAND1988-06-27$75,000L$0$0$0
453 ACACIA AVENUE - BUILDING1988-06-27$268,357$268,357SL27.500000000000$0$0$0
453 ACACIA AVENUE - LANE1988-06-27$89,452L$0$0$0
111 EAST PAPLAR - BUILDING1988-06-27$216,723$216,723SL27.500000000000$0$0$0
111 EAST PAPLAR - LAND1988-06-27$72,241L$0$0$0
1400 EL CAMINO #120 - BUILDING1988-06-27$125,140$125,140SL27.500000000000$0$0$0
1400 EL CAMINO #120 - LAND1988-06-27$41,713L$0$0$0
1400 EL CAMINO #135 - BUILDING1988-06-27$149,914$149,914SL27.500000000000$0$0$0
1400 EL CAMINO #135 - LAND1988-06-27$49,971L$0$0$0
1444 EL CAMINO #5 - BUILDING1988-06-27$176,920$176,920SL27.500000000000$0$0$0
1444 EL CAMINO #5 - LAND1988-06-27$58,973L$0$0$0
20 E. 20TH AVE, SAN MATEO - BUILDING1988-06-27$1,083,673$1,083,673SL27.500000000000$0$0$0
20 E. 20TH AVE, SAN MATEO - LAND1988-06-27$361,224L$0$0$0
IMPROVEMENTS2005-01-01$338,673$153,941SL27.500000000000$12,315$12,315$12,315
IMPROVEMENTS2008-01-01$16,578$6,933SL27.500000000000$603$603$603
PERSONAL PROPERTY2008-01-01$30,766$30,766SL5.000000000000$0$0$0
IMPROVEMENTS2012-01-01$85,465$17,094SL27.500000000000$3,108$3,108$3,108
APPLIANCES2012-01-01$6,468$6,468SL5.000000000000$0$0$0
IMPROVEMENT2013-01-01$15,050$2,462SL27.500000000000$547$547$547
IMPROVEMENT2014-01-01$37,223$4,739SL27.500000000000$1,354$1,354$1,354
APPLIANCES2014-01-01$2,529$1,771SL5.000000000000$506$506$506
IMPROVEMENTS2017-01-01$42,000$764SL27.500000000000$1,527$1,527$1,527

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOSTON PRIVATE BANKBondNm
EOY Book Value$3,556,087EOYBookValueAmt
EOYFMV$3,556,087EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BOSTON PRIVATE BANK$2,532,191$2,617,834
FRANKLIN TEMPLETON FUND$19,293$31,990

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (90 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
ALUMINUM WINDOWS$1,500$1,500$0
IMPROVEMENT - TILE$1,733$1,733$0
ROOF$3,700$3,503$197
ELEVATOR$3,334$3,334$0
IMPROVEMENTS$1,470$1,470$0
DOORS$1,600$1,576$24
FURNITURE$965$965$0
FURNACES$4,800$4,800$0
CARPET$1,494$1,494$0
WINDOWS$3,255$2,537$718
ROOF$19,750$14,899$4,851
WINDOWS$44,500$29,933$14,567
BUILDING$303,000$303,000$0
LAND$104,890$0$104,890
FURNITURE$899$899$0
FURNACE$1,650$1,650$0
CARPET$15,000$15,000$0
CARPET$2,100$2,100$0
CARPET$2,100$2,100$0
CARPET$1,205$1,205$0
(2) STOVES$1,714$1,714$0
CARPET$1,250$1,250$0
STOVE$881$881$0
CARPET$1,246$1,246$0
STOVE$1,199$1,199$0
REFRIGERATOR$763$763$0
CARPET$2,249$2,249$0
APPLIANCES$3,048$3,048$0
CARPET$2,250$2,250$0
CARPET$887$887$0
CARPET$1,596$1,596$0
CARPET$2,480$2,480$0
IMPROVEMENT$1,104$477$627
IMPROVEMENT$2,010$870$1,140
IMPROVEMENT$2,671$1,107$1,564
IMPROVEMENT$1,500$623$877
IMPROVEMENT$1,285$513$772
IMPROVEMENT$589$228$361
IMPROVEMENT$1,005$395$610
IMPROVEMENT$5,415$2,052$3,363
INTERCOM$1,150$1,090$60
CARPET$2,557$2,422$135
INTERCOM$1,150$1,090$60
MAILBOXES$1,096$1,075$21
MAILBOXES$1,572$1,569$3
IMPROVEMENTS$2,508$834$1,674
PIPING$4,250$1,498$2,752
IMPROVEMENTS$15,877$5,289$10,588
REFRIGERATOR$1,300$1,300$0
INTERCOM$1,097$1,097$0
STOVE$1,161$1,161$0
STOVE$2,430$2,430$0
CARPET$2,609$2,609$0
IMPROVEMENT$243,250$75,920$167,330
IMPROVEMENT$18,240$5,028$13,212
REMODELING$459,314$109,955$349,359
IMPROVEMENT$61,547$13,615$47,932
REMODELING$18,435$4,243$14,192
REMODELING$10,172$2,374$7,798
OVEN$1,141$1,141$0
DISHWASHER$832$829$3
965 PATRICIA STREET - BUILDING$221,250$221,250$0
965 PATRICIA STREET - LAND$73,750$0$73,750
2655 BELMONT CANYON ROAD - BUILDING$600,000$600,000$0
2655 BELMONT CANYON ROAD - LAND$200,000$0$200,000
3600 SNEATH LANE - BUILDING$232,500$232,500$0
3600 SNEATH LANE - LAND$77,500$0$77,500
270 MERCED - BUILDING$225,000$225,000$0
270 MERCED - LAND$75,000$0$75,000
453 ACACIA AVENUE - BUILDING$268,357$268,357$0
453 ACACIA AVENUE - LANE$89,452$0$89,452
111 EAST PAPLAR - BUILDING$216,723$216,723$0
111 EAST PAPLAR - LAND$72,241$0$72,241
1400 EL CAMINO #120 - BUILDING$125,140$125,140$0
1400 EL CAMINO #120 - LAND$41,713$0$41,713
1400 EL CAMINO #135 - BUILDING$149,914$149,914$0
1400 EL CAMINO #135 - LAND$49,971$0$49,971
1444 EL CAMINO #5 - BUILDING$176,920$176,920$0
1444 EL CAMINO #5 - LAND$58,973$0$58,973
20 E. 20TH AVE, SAN MATEO - BUILDING$1,083,673$1,083,673$0
20 E. 20TH AVE, SAN MATEO - LAND$361,224$0$361,224
IMPROVEMENTS$338,673$166,256$172,417
IMPROVEMENTS$16,578$7,536$9,042
PERSONAL PROPERTY$30,766$30,766$0
IMPROVEMENTS$85,465$20,202$65,263
APPLIANCES$6,468$6,468$0
IMPROVEMENT$15,050$3,009$12,041
IMPROVEMENT$37,223$6,093$31,130
APPLIANCES$2,529$2,277$252
IMPROVEMENTS$42,000$2,291$39,709

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$19,394LegalFeesAmt
Net Investment Income$8,691NetInvestmentIncomeAmt
Adjusted Net Income$8,691AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,703DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITS HELD BY MANAGEMENT COMPANY - PACIFIC RENTALDesc
BOY Book Value$64,187BOYBookValueAmt
EOY Book Value$195,810EOYBookValueAmt
EOYFMV$195,810EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$25,833$0$0$25,833
BANK CHARGES$47,432$47,432$47,432$0
ENVIRONMENTAL REMEDIATION EXPENDITURES$2,748$0$0$2,748
MISCELLANEOUS EXPENSE$50$0$0$50
INSURANCE - PACIFIC$12,490$12,490$12,490$0
PERMITS$3,864$3,864$3,864$0
MATERIALS AND SUPPLIES$30,512$30,512$30,512$0
REPAIRS$174,167$174,167$174,167$0
UTILITIES$31,413$31,413$31,413$0
TELPHONE$1,653$1,653$1,653$0
MONITORING/ALARMS$265$265$265$0
DEPOSIT INTEREST REBATE$549$549$549$0
CLEANING/MAINTENANCE$15,778$15,778$15,778$0
ELEVATOR SERVICE$2,240$2,240$2,240$0
PEST CONTROL$381$381$381$0
MANAGEMENT FEES$26,737$26,737$26,737$0
RENTAL COMMISSIONS$2,598$2,598$2,598$0
SECURITY DEPOSITS REFUNDED$2,250$2,250$2,250$0
CABLEVISION$699$699$699$0
RBF REIMBURSEMENTS$23$23$23$0
MISCELLANEOUS EXPENSE$157$157$157$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$2,635Amt
Net Investment Income$2,635NetInvestmentIncomeAmt
Adjusted Net Income$2,635AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$9,029$0$0$9,029
STATE REGISTRATION & FILING FEES$10$0$0$10
RRF1 FEE$150$0$0$150
PROPERTY TAX EXPENSE$112,967$112,967$112,967$0

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