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JESS & PALMA MORGAN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JESS & PALMA MORGAN FOUNDATION (EIN 95-4279684)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201941349349103069
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)
Return2019-05-14T14:05:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952483169PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JESS S MORGAN & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15900 WILSHIRE BLVD SUITE 2300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954279684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JESS AND PALMA MORGAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJESSBusinessNameControlTxt
Phone3236342400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15900 WILSHIRE BOULEVARD SUITE 2300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J OLLWEILERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3236342400PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY D BODNERPreparerPersonNm
PTINP00396713PTIN
Phone3236342400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.179.84IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm12:05:25IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD997C922A7DE4FA3501CAC6DCB263E2143A73B5AtSubmissionCreationDeviceId
At Submission Filing Device IdE978DD9DEB3901F228D652493E2F0413B228A58EAtSubmissionFilingDeviceId
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$473,431FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,816NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$223,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,816CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,876TotalRevAndExpnssAmt
Total Net Invst Incm$76,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$86TaxesRevAndExpnssAmt
Taxes Net Invst Incm$86TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$86TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$251TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$86TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,625ExcessRevenueOverExpensesAmt
Net Investment Income$76,790NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,945CashBOYAmt
Cash EOY$1,445CashEOYAmt
Cash EOYFMV$1,445CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,408SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,264SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,264SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$341,422CorporateStockBOYAmt
Corporate Stock EOY$403,059CorporateStockEOYAmt
Corporate Stock EOYFMV$444,722CorporateStockEOYFMVAmt
Total Assets BOY$355,775TotalAssetsBOYAmt
Total Assets EOY$431,768TotalAssetsEOYAmt
Total Assets EOYFMV$473,431TotalAssetsEOYFMVAmt
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$355,775RetainedEarningBOYAmt
Retained Earning EOY$431,768RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$355,775TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$431,768TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$355,775TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$431,768TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$355,775TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,625ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$432,400SubtotalAmt
Other Decreases$632OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$431,768TotNetAstOrFundBalancesEOYAmt

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$58,903$63,275-$4,372-$4,372
PUBLICLY TRADED SECURITIESP$164,113$96,976$67,137$67,137
CAPITAL GAINS DIVIDENDSP$51$51$51
FieldValueIRS element (for citing)
Capital Gain Net Income$62,816CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$351,122NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$300,261NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.003330DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$222,388NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011242DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$144,356NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.484912DistributionYr4Rt
Adjusted Qlfy Distri Yr5$106,211AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$78,164NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.358822DistributionYr5Rt
Total Distribution1.858306TotalDistributionRt
Average Distribution0.371661AverageDistributionRt
Net Vl Noncharitable Assets$500,760NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$186,113AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$768NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$186,881AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,536InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,536SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,536TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$1,549TaxDueAmt

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 BooksJESS S MORGAN COMPANY INCIndividualWithBooksNm
Phone3236342400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15900 WILSHIRE BLVD SUITE 2300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900363697ZIPCd
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
PALMA S MORGAN
5900 WILSHIRE BLVD 2300LOS ANGELESCA90036PRESIDENT & DIRECTOR0.00$0$0$0
GARY LEVENSTEIN
5900 WILSHIRE BLVD 2300LOS ANGELESCA90036CFO & DIRECTOR0.00$0$0$0
SUSAN J OLLWEILER
5900 WILSHIRE BLVD 2300LOS ANGELESCA90036SECRETARY & DIRECTOR0.00$0$0$0
GENE TORNCELLO
5900 WILSHIRE BLVD 2300LOS ANGELESCA90036VICE PRESIDENT & DIRECTOR0.00$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$480,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,710AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$508,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$508,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,626CashDeemedCharitableAmt
Net Vl Noncharitable Assets$500,760NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,536TaxBasedOnInvestmentIncomeAmt
Total Tax$1,536TotalTaxAmt
Distributable Before Adj$23,502DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,502DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,502DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,502DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$102,981ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,893ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$165,874TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$23,502ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,502ExcessDistributionCyovAppCYAmt
Total Corpus$142,372TotalCorpusAmt
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$79,479ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$62,893ExcessDistriCyovToNextYrAmt
Excess From Year4$62,893ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPALMA S MORGANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN J OLLWEILERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15900 WILSHIRE BLVD SUITE 2300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3236342400RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STANDFORD GRADUATE SCHOOL OF BUSINESS
326 GALVEZ STREETPALO ALTOCA943056105NONEPUBLIC CHARITYGENERAL$50,000
USC - MARSHALL SCHOOL OF BUSINESS
3551 TROUSDALE PKWYLOS ANGELESCA900898201NONEPUBLIC CHARITYGENERAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$70,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,816ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,876ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,876TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$403,059EOYBookValueAmt
EOYFMV$444,722EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
RETURN ON CAPITAL ADJUSTMENTS$307
PAYMENT OF FEDERAL TAXES$325

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES & MISCELLANEOUSDesc
Revenue And Expenses Per Books$165RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$10$0
FOREIGN$76$76$0

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