PAUL STANFORD BERNHARD FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PAUL STANFORD BERNHARD FOUNDATION (EIN 27-4160093)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-30
IRS object ID
201932119349100018
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)
Return2019-07-30T18:06:12-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11888 CENTURY PARK EAST SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900671735ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274160093EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL STANFORD BERNHARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone3104726991PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURIE JO BERNHARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104726991PhoneNum
Signature2019-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNAZ AFSHARPreparerPersonNm
PTINP00441843PTIN
Phone3105520960PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.231.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-03IPDt
IP Tm13:50:39IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id569DB6923A9C6137A727CA0E2DC5FF06B303E8D4AtSubmissionFilingDeviceId
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$557,274FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,190DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$841NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$841GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$841CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,031TotalRevAndExpnssAmt
Total Net Invst Incm$15,031TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,827AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,827AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$321TaxesRevAndExpnssAmt
Taxes Net Invst Incm$321TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,168TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,168TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,668TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,168TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,637ExcessRevenueOverExpensesAmt
Net Investment Income$11,863NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,322SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,322SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$418,438OtherInvestmentsBOYAmt
Other Investments EOY$417,915OtherInvestmentsEOYAmt
Other Investments EOYFMV$542,952OtherInvestmentsEOYFMVAmt
Total Assets BOY$442,874TotalAssetsBOYAmt
Total Assets EOY$432,237TotalAssetsEOYAmt
Total Assets EOYFMV$557,274TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$442,874CapitalStockBOYAmt
Capital Stock EOY$432,237CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$442,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$432,237TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$442,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$432,237TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$442,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,637ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$432,237SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$432,237TotNetAstOrFundBalancesEOYAmt

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$841GrossSalesPriceAmt
Gain Or Loss$841GainOrLossAmt
Gains Minus Excess Or Losses$841GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$841CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$587,196NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042575DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$546,751NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.064015DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$560,696NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043696DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,603AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$556,747NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.092687DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,834AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$486,668NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.125001DistributionYr5Rt
Total Distribution0.367974TotalDistributionRt
Average Distribution0.073595AverageDistributionRt
Net Vl Noncharitable Assets$601,256NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,249AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$119NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,368AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$237InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$237SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$79EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$79TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$158TaxDueAmt

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 BooksLAURIE J BERNHARDIndividualWithBooksNm
Phone3104726991PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
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

FieldValueIRS element (for citing)
PersonLAURIE J BERNHARDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 N SALTAIR AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$595,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,838AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$610,412TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$610,412AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,156CashDeemedCharitableAmt
Net Vl Noncharitable Assets$601,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,063MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,063MinimumInvestmentReturnAmt
Tax Based On Investment Income$237TaxBasedOnInvestmentIncomeAmt
Total Tax$237TotalTaxAmt
Distributable Before Adj$29,826DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,826DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,826DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,826DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$33,263ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,560ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$7,841ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$65,664TotalExcessDistributionCyovAmt
Qualifying Distributions$22,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,326ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,326ExcessDistributionCyovAppCYAmt
Total Corpus$58,338TotalCorpusAmt
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$25,937ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,401ExcessDistriCyovToNextYrAmt
Excess From Year4$24,560ExcessFromYear4Amt
Excess From Year2$7,841ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOSPITAL LOS ANGELES
4650 W SUNSET BLVD 29LOS ANGELESCA90027NONEPCCHARITABLE CONTRIBUTION$5,000
LIFESAIL
15523 VALERO STVAN NUYSCA91406NONEPCCHARITABLE CONTRIBUTION$5,000
SHALOM INSTITUTE
34342 MULHOLLAND HWYMALIBUCA90265NONEPCCHARITABLE CONTRIBUTION$5,000
WILDERNESS WORKSHOP FOR LATINO OUTREACH PROGRAM
PO BOX 1442CARBONDALECO81623NONEPCCHARITABLE CONTRIBUTION$5,000
UCSF BENIOFF CHILDREN'S HOSPITAL FOUNDATION - PERLOFF MUSIC THERAPY
PO BOX 45339SAN FRANCISCOCA941450339NONEPCCHARITABLE CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,500TotalGrantOrContriPdDurYrAmt
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$14,190ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$841ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,031ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,031TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementDIVIDENDS/ INTEREST INCOME FROM INVESTMENTSRelationshipStatementTxt

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 FEESCategoryTxt
Amt$2,827Amt
Net Investment Income$2,827NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EMERGING MARKETSAT COST$32,918$33,327
EUROPEAN STOCK INDEXAT COST$22,444$23,753
INTER-TERM BOND INDEXAT COST$60,429$56,949
INTERNATIONAL VALUE FUNDAT COST$26,276$28,651
PACIFIC STOCK INDEXAT COST$24,373$28,130
GROWTH INDEX FUNDAT COST$51,925$96,201
REIT INDEX FUND ADMAT COST$36,751$46,008
SMALL- CAP INDEXAT COST$49,985$85,516
VALUE INDEX FUND ADMAT COST$53,043$88,289
GNMA FUND ADMIRAL SHARESAT COST$59,771$56,128

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATEMENT OF INFORMATION FEEDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$20NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$311$311$0
FTB TAXES$10$10$0

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