ARMROD CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARMROD CHARITABLE FOUNDATION (EIN 68-0370503)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349100531
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T08:19:00-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953066943 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tenney and Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1528 Starr Drive Suite A | AddressLine1Txt |
| City | Yuba City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680370503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMROD CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARMR | BusinessNameControlTxt |
| Phone | 9166246200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martin A Harmon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD L STALLINS | PreparerPersonNm |
| PTIN | P01381173 | PTIN |
| Phone | 5306744211 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,308,718 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,422 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $177,201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177,201 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $177,201 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,882 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,882 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,399,637 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $38,917 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,917 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $38,917 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $240,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,000 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $241,000 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $551 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $551 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $28,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,319 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $3,319 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,561 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,745,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,745,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,819,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,780,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,579,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $241,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,178,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,299,445 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,299,445 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $34,519 | OtherNtsAndLoansRcvblBOYAmt |
| US Government Obligations BOY | $2,466,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $959,667 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $951,789 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $198,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,317 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $219,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,945,270 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,786,905 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,637,836 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $200,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $200,000 | LandBOYAmt |
| Land EOY | $200,000 | LandEOYAmt |
| Land EOYFMV | $200,000 | LandEOYFMVAmt |
| Total Assets BOY | $14,023,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,444,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,308,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,023,635 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,444,334 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,023,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,444,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,023,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,444,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,023,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,579,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,444,334 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,444,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 750000 SHS MATURED FED HOME LN BK | P | 2016-10-25 | 2017-06-09 | $750,000 | $751,814 | -$1,814 | -$1,814 |
| 250000 SHS FED HOME LN MTG CORP | P | 2016-10-31 | 2017-09-27 | $250,000 | $250,563 | -$563 | -$563 |
| 250000 SHS FED NATL MTG ASSN | P | 2016-10-31 | 2017-09-19 | $250,000 | $250,423 | -$423 | -$423 |
| 250000 SHS FED NATL MTG ASSN | P | 2016-10-31 | 2017-09-20 | $250,000 | $250,661 | -$661 | -$661 |
| 150000 SHS QUALCOMM INC | P | 2016-09-28 | 2017-11-24 | $149,637 | $158,366 | -$8,729 | -$8,729 |
| 750000 SHS FED FARM CREDIT BK | P | 2016-11-28 | 2017-12-18 | $750,000 | $751,688 | -$1,688 | -$1,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,461 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,142,010 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,659,916 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.24862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,896,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,491,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.54335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,528 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,086,109 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.25460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,025,826 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.26995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $991,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,732,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.57195 | DistributionYr5Rt |
| Total Distribution | 1.888470 | TotalDistributionRt |
| Average Distribution | 0.377694 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,362,440 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,669,219 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,012 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,671,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,780,031 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,024 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,024 | SubtotalAmt |
| Tax Based On Investment Income | $4,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $2,567 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD TROWBRIDGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9166246200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD200 | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 956773906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTIN A HARMON | ||||||
| 4020 SIERRA COLLEGE BLDV200 | ROCKLIN | CA | 95677 | PRESIDENT | 0.00 | $0 |
| DONALD T TROWBRIDGE | ||||||
| 4020 SIERRA COLLEGE BLVD 200 | ROCKLIN | CA | 95677 | CFO | 0.00 | $0 |
| MARILYNN FINN | ||||||
| 4020 SIERRA COLLEGE BLVD200 | ROCKLIN | CA | 95677 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,202,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,348,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,550,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,550,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,362,440 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,024 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,024 | TotalTaxAmt |
| Distributable Before Adj | $614,098 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $614,098 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $614,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,780,031 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,780,031 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,780,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $614,098 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $904,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,711 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,722,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,310,294 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,387,581 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,780,031 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $614,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,165,933 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,553,514 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $904,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,648,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,711 | ExcessFromYear4Amt |
| Excess From Year3 | $222,769 | ExcessFromYear3Amt |
| Excess From Year2 | $1,722,972 | ExcessFromYear2Amt |
| Excess From Year1 | $3,310,294 | ExcessFromYear1Amt |
| Excess From Current Year | $2,165,933 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN A HARMON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN A HARMON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 SIERRA COLLEGE BLVD 200 | AddressLine1Txt |
| City | ROCKLIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9166246200 | RecipientPhoneNum |
| Form And Info And Materials | LETTER REQUEST FOR FUNDS, TO INCLUDE AMOUNT, INTENDED USE, AND DOCUMENTARY VERIFICATION OF EXEMPT/CHARITABLE STATUS OF RECIPIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SENIORS FIRST | |||||||
| 11566 D AVE | AUBURN | CA | 95603 | N/A | PC | EDUCATION FOR SENIOR SERVICES | $2,000 |
| CHILD ADVOCATES OF PLC CTY | |||||||
| PO BOX 701 | AUBURN | CA | 95604 | N/A | PC | SUPPORT FOSTER CARE PROGRAMS | $28,000 |
| AUBURN SYMPHONY | |||||||
| 808 LINCOLN WAY | AUBURN | CA | 95603 | N/A | PC | COMMUNITY BETTERMENT THROUGH CULTURAL ACTIVITIES | $2,000 |
| PLACER COMMUNITY FOUNDATION | |||||||
| PO BOX 9207 | AUBURN | CA | 95604 | N/A | PC | NONPROFIT LEADERSHIP SUMMIT | $1,500 |
| SACRAMENTO VALLEY TEEN CHALLENGE IN | |||||||
| PO BOX 276737 | SACRAMENTO | CA | 95827 | N/A | PC | TO PROVIDE YOUTH, ADULTS AND FAMILIES CHRISTIAN-BASED SOLUTIONS TO LIFE CONTROLLING DRUG AND ALCOHOL PROBLEMS | $10,000 |
| NEXT TOWN FOUNDATION | |||||||
| 8635 CALLAGHAN | SAN ANTONIO | TX | 78230 | N/A | PC | HOME OF HOPE ORPHANAGE | $40,000 |
| COMMUNITY RECOVERY RESOURCES | |||||||
| 180 SIERRA COLLEGE DRIVE | GRASS VALLEY | CA | 95945 | N/A | PC | WELLNESS AND RECOVERY SERVICES | $225,000 |
| ROCKLIN KIWANIS FOUNDATION | |||||||
| PO BOX 76 | ROCKLIN | CA | 95677 | N/A | PC | COMMUNITY BETTERMENT | $1,000 |
| UNION GOSPEL MISSION | |||||||
| 400 BANNON STREET | SACRAMENTO | CA | 95811 | N/A | PC | HELPING THE NEEDY AND HOMELESS | $25,000 |
| FULL GOSPEL SHIELD OF FAITH | |||||||
| 21280 NORTH 4 MILE ROAD | HULBERT | OK | 74441 | N/A | PC | COMMUNITY/YOUTH PROGRAMS | $12,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | GROUP | CANCER AWARENESS AND RESEARCH | $2,500 |
| PLACER LAND TRUST | |||||||
| 11661 BLOCKER DRIVE 110 | AUBURN | CA | 95603 | N/A | PC | LAND CONSERVATION AND PRESERVATION | $10,000 |
| SIERRA COLLEGE FOUNDATION | |||||||
| 5000 ROCKLIN ROAD | ROCKLIN | CA | 95677 | N/A | PC | SCHOLARSHIP FUNDING | $35,000 |
| SUTTER AUBURN FAITH FOUNDATION | |||||||
| 11815 EDUCATION STREET | AUBURN | CA | 95602 | N/A | PC | FUNDS HEALTH CARE SERVICES AND PROGRAMS | $11,000 |
| TANZANIA CHILDREN'S FUND | |||||||
| 2 ATLANTIC AVENUE 4TH FLOOR | BOSTON | MA | 02110 | N/A | PC | IMPROVING EDUCATION, INCREASE ACCESS TO HEALTH CARE AND CREATING ECONOMIC OPPORTUNITIES | $15,000 |
| THE SIERRA FUND | |||||||
| 206 SACRAMENTO STREET STE 101 | NEVADA CITY | CA | 95959 | N/A | PC | LAND CONSERVATION AND PRESERVATION | $5,000 |
| ALLEGIANT GIVING CENTER | |||||||
| 4465 GRANITE DRIVE STE 800 | ROCKLIN | CA | 95677 | N/A | PC | SUPPORT VETERANS, STUDENTS, AND ATHLETES | $30,000 |
| CHARITY VISION | |||||||
| 1282 E CAMBRIDGE COURT | PROVO | UT | 84604 | N/A | PC | PROVIDING EYE CARE IN DEVELOPING COUNTRIES | $410,000 |
| HANCOCK COMMITTEE FOR THE STATES | |||||||
| 106 EAST 6TH STREET STE 200 | AUSTIN | TX | 78701 | N/A | PC | CONVENTION OF THE STATES | $400,000 |
| FREEDOM HOUSE | |||||||
| 3852 PALOS VERDES STE 40 | LAS VEGAS | NV | 89119 | N/A | PC | PROVIDE PEOPLE IN RECOVERY HOUSING WHILE THEY TRANSITION BACK TO COMMUNITY | $5,000 |
| GOLDEN EMPIRE COUNCIL | |||||||
| 251 COMMERCE CIRCLE | SACRAMENTO | CA | 95815 | N/A | PC | YOUTH MENTORSHIP | $10,000 |
| MAKE A WISH FOUNDATION | |||||||
| 3841 N FREEWAY BLVD STE 185 | SACRAMENTO | CA | 95834 | N/A | PC | GRANTING WISHES FOR SICK CHILDREN | $10,000 |
| NUESTRA AYUDA | |||||||
| 1624 POOLE BLVD STE E | YUBA CITY | CA | 95993 | N/A | PC | SUPPORT UNDERPRIVILEGED HEALTH PATIENT AND SCHOOL CHILDREN IN COSTA RICA | $3,000 |
| AEROSPACE MUSEUM | |||||||
| 3200 FREEDOM PARK DRIVE | MCCLELLAN | CA | 95652 | N/A | PC | MAINTAIN AN AEROSPACE MUSEUM IN SACRAMENTO | $250,600 |
| FIELD HAVEN FELINE | |||||||
| 2754 IRONWOOD LANE | LINCOLN | CA | 95648 | N/A | PC | SPAY AND NEUTER AND OTHER ANIMAL SERVICES IN LINCOLN | $4,000 |
| FRIENDS OF AUBURN AREA | |||||||
| 471 MAIDU DRIVE | AUBURN | CA | 95603 | N/A | PC | CREATE AND MAINTAIN PUBLIC PARKS AND LANDS | $5,000 |
| GOLD COUNTRY WILDLIFE | |||||||
| 3221 RIPLEY RD 300 | LOOMIS | CA | 95650 | N/A | PC | WILDLIFE INFORMATION AND PRESERVATION PROJECTS | $1,000 |
| GREAT AMERICA ALLIANCE | |||||||
| 107 S WEST STREET SUITE 555 | ALEXANDRIA | VA | 22314 | N/A | PC | RESEARCH AND ISSUE ADVOCAY ORGANIZATION ADVOCATING FOR A STRONGER ECONOMY, A MORE SECURE NATON, AND A SOCIETY WITH LESS GOVERNMENT INTRUSION AND MORE FREEDOM FOR AMERICAN CITIZENS. | $450,000 |
| PLACER ELEMENTARY SCHOOL | |||||||
| 8650 HORSESHOE BAR ROAD | LOOMIS | CA | 95650 | N/A | PC | TO ASSIST SCHOOL TEACHER'S CLUB TO IMPROVE SCHOLL FACILITIES AND PROGRAMS | $15,000 |
| TEXAS PUBLIC FOUNDATION | |||||||
| PO BOX 1449 | AUSTIN | TX | 78767 | N/A | PC | ESTABLISHMENT OF A CONVENTION OF STATES | $500,000 |
| 49'ER ROTARY BREAKFAST | |||||||
| 101W MCKNIGHT WAY STE B | GRASS VALLEY | CA | 95949 | N/A | PC | SPONSORSHIP OF ANNUAL DUCK RACE FOR CHARITABLE USAGE | $2,500 |
| AMERICAN RIVER FOUNDATION | |||||||
| 1919 SPANOS COURT | SACRAMENTO | CA | 95825 | N/A | PC | SUPPORT EDUCATIONAL/SPORTS GRANTS TO STUDENTS | $1,000 |
| BLUE LINE ARTS | |||||||
| 405 VERNON STREET SUITE 100 | ROSEVILLE | CA | 95678 | N/A | PC | ESTABLISHMENT OF CITY ARTS PROJECTS | $2,000 |
| CALIFORNIA NARCOTIC OFFICERS ASSOC | |||||||
| 1825 BELL STREET SUITE 205 | SACRAMENTO | CA | 95825 | N/A | PC | TRAINING FOR LAW ENFOCEMENT PROFESSIONALS IN NARCOTICS ABUSE PREVENTION | $10,000 |
| CALVARY CHRISTIAN CENTER | |||||||
| 2667 DEL PASO BLVD | SACRAMENTO | CA | 95815 | N/A | PC | AID FOR THE HOMELESS AND LESS FORTUNATE MEMBERS OF COMMUNITY | $1,500 |
| CROCKER ART MUSEUM | |||||||
| 216 O STREET | SACRAMENTO | CA | 95814 | N/A | PC | SUPPORT OF MUSEUM STRUCTURE AND DISPLAYS | $25,000 |
| FRIENDS OF THE PENRYN FIRE | |||||||
| PO BOX 784 | PENRYN | CA | 95663 | N/A | PC | IMPROVEMENTS IN FIRE EDUCATION AND RECOVERY | $1,500 |
| GARDENS TO GROW | |||||||
| PO BOX 426 | VALLEY SPRINGS | CA | 95252 | N/A | PC | ESTABLISHING SCHOOL GARDEN IN FARM TO FORK MOVEMENT | $5,000 |
| LASSEN PARK FOUNDATION | |||||||
| 1699 HIGHWAY 2173 | ANDERSON | CA | 96007 | N/A | PC | YOUTH CAMP PROGRAM SPONSORSHIP | $10,000 |
| NATIONAL FOREST FOUNDATION | |||||||
| 803 2ND STREET STE A | DAVIS | CA | 95616 | N/A | PC | SUPPORT NATIONAL FOREST PRESERVATION AND PREPARATION | $5,000 |
| ORANGEVALE GRANGE | |||||||
| 5807 WALNUT AVE | ORANGEVALE | CA | 95662 | N/A | PC | SUPPORT LOCAL NEW FARMERS | $500 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | N/A | PC | PROPERTY RIGHT'S CASES FOR LOW INCOME - REPRESENTATION | $5,000 |
| PLEASANT GROVE HIGH SCHOOL | |||||||
| 9531 BOND ROAD | ELK GROVE | CA | 95624 | N/A | PC | SUPPORT EDUCATION OPPORTUNITIES THROUGH ASB | $5,000 |
| PUNJABI AMERICAN CULTURAL CENTER | |||||||
| PO BOX 264 | SUISUN CITY | CA | 94585 | N/A | PC | HELPING ASIAN IMMIGRANTS ADAPT TO AMERICAN CULTURE | $10,000 |
| THE CALIFORNIA MUSEUM | |||||||
| 1020 O STREET | SACRAMENTO | CA | 95814 | N/A | PC | SUPPORT FOR THE UNITY CENTER AT THE MUSEUM | $5,000 |
| THE JACK LONDON PARK PARTNERS | |||||||
| 2400 LONDON RANCH ROAD | GLEN ELLEN | CA | 95442 | N/A | PC | PRESERVCATION OF JACK LONDON STATE HISTROICAL PARK | $1,500 |
| THE MOTHER OF HUMANITY | |||||||
| 2131 S HOOVER ST STE 101 | LOS ANGELES | CA | 90007 | N/A | PC | CONSTRUCTION AND PRESERVATION OF STATUE IN LOS ANGELES | $35,000 |
| THE TAYLOR HOUSE | |||||||
| PO BOX 853 | ROSEVILLE | CA | 95678 | N/A | PC | SUPPORT FORMER FOSTER YOUTH TRANSITION TO SOCIETY | $1,500 |
| UNIVERSITY DEVELOPMENT FOUNDATION | |||||||
| 7700 COLLEGE TOWN DR STE 111 | SACRAMENTO | CA | 95826 | N/A | PC | DEVELOPMENT OF UNIVERSITY OF WARWICK PROGRAM | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,745,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $177,201 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $24,882 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,917 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13,878 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $227,122 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,122 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FORM 990 TAX PREP FEES | $500 | $0 | $0 | $500 |
| INDEPENDENT AUDIT | $27,500 | $0 | $0 | $27,500 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (45 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150,000 ALLSTATE CORP | $149,796 | $152,262 |
| 80,000 AMERICAN EXPRESS CREDIT | $79,905 | $79,174 |
| 150,000 ANALOG DEVICES | $149,391 | $148,523 |
| 100,000 BANK OF AMERICA | $108,413 | $106,195 |
| 150,000 BANK OF NEW YORK MELLON | $153,087 | $150,200 |
| 150,000 BLACKROCK INC | $166,857 | $157,739 |
| 200,000 CISCO SYSTEMS | $200,696 | $196,282 |
| 150,000 CITIGROUP INC | $165,525 | $159,564 |
| 200,000 COCA-COLA CO | $203,012 | $194,640 |
| 150,000 COCA-COLA ENTERPRISES | $158,318 | $153,768 |
| 100,000 COLGATE-PALMOLIVE CO | $102,799 | $99,341 |
| 200,000 CSX CORP | $199,192 | $190,854 |
| 100,000 CVS CAREMARK CORP | $104,650 | $103,972 |
| 100,000 DR PEPPER SNAPPLE GROUP | $99,956 | $100,164 |
| 150,000 ECOLAB INC | $149,528 | $143,793 |
| 100,000 EXPRESS SCRIPTS HOLDING | $101,226 | $99,305 |
| 100,000 GOLDMAN SACHS GROUP INC | $99,925 | $99,936 |
| 200,000 HONEYWELL INTERNATIONAL | $199,990 | $196,370 |
| 200,000 HUSKY ENERGY INC | $210,740 | $208,924 |
| 150,000 INTEL CORP | $154,877 | $151,635 |
| 100,000 KROGER CO | $99,676 | $93,094 |
| 100,000 LINCOLN NATIONAL CORP | $99,882 | $102,046 |
| 150,000 MASTERCARD INC | $149,144 | $148,079 |
| 100,000 NATIONAL RETAIL PROP INC | $98,897 | $99,158 |
| 150,000 NATIONAL RURAL UTIL COOP | $150,000 | $148,094 |
| 150,000 NIKE INC | $149,787 | $142,907 |
| 150,000 NORTHERN TRUST CORP | $149,243 | $149,888 |
| 200,000 ORACLE CORP | $199,704 | $196,844 |
| 150,000 ORANGE SA | $149,781 | $148,131 |
| 150,000 PEPSICO INC | $159,588 | $153,917 |
| 150,000 PFIZER INC | $150,516 | $148,817 |
| 150,000 PRINCIPAL FINANCIAL GROUP | $153,634 | $150,809 |
| 200,000 PROCTER & GAMBLE | $199,590 | $195,150 |
| 100,000 REALTY INCOME CORP | $98,671 | $95,691 |
| 100,000 ROSS STORES INC | $106,833 | $101,392 |
| 100,000 SEMPRA ENERGY | $99,898 | $98,754 |
| 150,000 SOUTHWEST AIRLINES CO | $148,842 | $145,616 |
| 150,000 STATE STREET CORP | $164,142 | $157,949 |
| 100,000 TEVA PHARMACEUTICALS | $99,666 | $97,160 |
| 300,000 TOYOTA MOTOR CREDIT CORP | $299,208 | $293,262 |
| 200,000 UNITED PARCEL SERVICE | $199,928 | $190,544 |
| 150,000 US BANKCORP | $148,528 | $141,228 |
| 200,000 VODAFONE GROUP PLC | $200,350 | $198,426 |
| 150,000 WESTPAC BANKING CORP | $150,681 | $148,239 |
| 141,677 SHS WF ULTRA ST INCOME FUND | $1,202,833 | $1,200,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 10,560 SH UMPQUA HOLDING CORP | StockNm |
| EOY Book Value | $198,317 | EOYBookValueAmt |
| EOYFMV | $219,648 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $959,667 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $951,789 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $200,000 | CostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $551 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $551 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CA FTB ANNUAL FILING FEE | $10 | $10 | |
| FEES - BANK | $16 | $16 | |
| FEES - BONDS | $39,814 | $39,814 | |
| OTHER DUES (LOT 138) | $2,100 | $2,100 | |
| POSTAGE AND FREIGHT | $410 | $410 | |
| REGISTRY OF CHARITABLE ORGANIZATION FEE | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $38,917 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,917 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FED TAXES | $1,289 | $1,289 |
| PLACER COUNTY TAX 058045014000 | $2,030 | $2,030 |
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