MARY R STAUFFER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY R STAUFFER FOUNDATION (EIN 95-4433269)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2018-07-06
- IRS object ID
- 201811879349100401
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-06T08:43:56-07:00 | ReturnTs |
| Tax Period End | 2018-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814557514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JE & Associates An Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 Florence Ave Ste 316 | AddressLine1Txt |
| City | Downey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954433269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY R STAUFFER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5628617378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4688 | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90241 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET SUZUKI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2018-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jesse Gallardo | PreparerPersonNm |
| PTIN | P01277983 | PTIN |
| Phone | 5629239231 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,632,791 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $208,890 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $332 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $321,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,226 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $321,226 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,308,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,044 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,186 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $214 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $735,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $526,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $323,744 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $5,007 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,503 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,504 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,410 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,592 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,592 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,112 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,506 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $514,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $514,611 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $535,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,506 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $200,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $315,238 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,347,731 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,111,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,493,529 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,142 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,142 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,142 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $7,418,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,251,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,632,791 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $375,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $375,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,418,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,876,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,418,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,876,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,418,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,251,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,418,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $200,444 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,618,720 | SubtotalAmt |
| Other Decreases | $741,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,876,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (116 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 COHEN & STEER GLB INC. | P | 2016-12-06 | 2017-10-12 | $9,531 | $8,600 | $931 | $931 |
| 400 W P CAREY INC. | P | 2017-06-30 | 2017-10-09 | $26,927 | $25,939 | $988 | $988 |
| 6000 ABERDEEN CHILE FUND | P | 2013-03-25 | 2017-10-06 | $53,831 | $88,793 | -$34,962 | -$34,962 |
| 1000 NUVEEN NASDAQ | P | 2007-07-19 | 2018-02-28 | $24,745 | $22,440 | $2,305 | $2,305 |
| 2000 TCP CAPITAL CORP | P | 2015-09-08 | 2017-10-12 | $32,592 | $31,777 | $815 | $815 |
| 2219.263 WASH MUT INVS A | P | 2016-06-20 | 2017-10-05 | $99,993 | $78,448 | $21,545 | $21,545 |
| 2000 DIVIDEND & INCOME FUND | P | 2013-09-30 | 2017-05-15 | $24,295 | $25,814 | -$1,519 | -$1,519 |
| 400 AETNA INC NEW | P | 2015-11-02 | 2017-05-19 | $52,612 | $47,562 | $5,050 | $5,050 |
| 200 ALIBABA GRP HLDG SPN ADS | P | 2015-02-17 | 2017-07-20 | $22,463 | $19,387 | $3,076 | $3,076 |
| 200 AON PLC CL A | P | 2017-01-31 | 2017-07-21 | $24,333 | $22,995 | $1,338 | $1,338 |
| 800 CAPITAL ONE FINL CORP | P | 2017-11-24 | 2017-12-15 | $77,167 | $71,317 | $5,850 | $5,850 |
| 400 CORELOGIC INC | P | 2015-11-02 | 2017-10-20 | $17,695 | $17,287 | $408 | $408 |
| 300 ELBIT SYSTEMS LTD | P | 2017-05-23 | 2017-08-30 | $40,719 | $36,233 | $4,486 | $4,486 |
| 1000 INTEL COPR | P | 2017-06-30 | 2017-11-03 | $40,512 | $33,942 | $6,570 | $6,570 |
| 500 McCORMICK & COMPANY | P | 2017-07-20 | 2017-12-15 | $50,487 | $46,603 | $3,884 | $3,884 |
| 800 MICROSOFT | P | 2017-01-25 | 2017-12-15 | $59,310 | $54,096 | $5,214 | $5,214 |
| 1300 NVIDIA CORP | P | 2017-06-20 | 2017-10-20 | $182,128 | $143,446 | $38,682 | $38,682 |
| 200 NIKE INC | P | 2016-08-22 | 2017-07-03 | $11,612 | $11,966 | -$354 | -$354 |
| 400 PWRSH QQQ | P | 2017-08-21 | 2017-09-15 | $53,973 | $56,792 | -$2,819 | -$2,819 |
| 300 SYKES ENTERPRISES INC | P | 2017-02-01 | 2017-07-21 | $9,068 | $8,545 | $523 | $523 |
| 500 TYSON FOODS INC A | P | 2016-11-28 | 2017-11-17 | $35,600 | $29,554 | $6,046 | $6,046 |
| 500 VISA INC CLASS A | P | 2016-12-22 | 2017-06-16 | $44,762 | $39,270 | $5,492 | $5,492 |
| 1500 ABBOTT LABORATORIES | P | 2016-12-30 | 2018-02-16 | $72,472 | $60,972 | $11,500 | $11,500 |
| 500 ACTIVISION BLIZZARD INC | P | 2016-04-12 | 2017-08-18 | $22,488 | $17,344 | $5,144 | $5,144 |
| 300 ALTRIA GROUP INC | P | 2015-05-22 | 2017-07-18 | $21,670 | $16,710 | $4,960 | $4,960 |
| 100 AMAZON.COM INC | P | 2016-11-30 | 2017-12-15 | $110,826 | $76,056 | $34,770 | $34,770 |
| 300 AMDOCS LTD | P | 2016-05-25 | 2017-07-18 | $19,038 | $17,702 | $1,336 | $1,336 |
| 90.909 BRIGHTHOUSE FINL INC | P | 2016-08-04 | 2017-12-15 | $5,546 | $5,001 | $545 | $545 |
| 300 CHUBB LTD | P | 2015-12-10 | 2017-08-18 | $42,362 | $34,434 | $7,928 | $7,928 |
| 500 GUGG S&P SPIN OFF | P | 2015-01-16 | 2017-08-07 | $24,411 | $22,705 | $1,706 | $1,706 |
| 2000 FT VAL LINE DIV INDX ETF | P | 2016-08-23 | 2017-10-18 | $60,279 | $55,607 | $4,672 | $4,672 |
| 1500 ISHSRAE MSCI CHILE ETF | P | 2013-11-25 | 2018-04-05 | $80,377 | $68,485 | $11,892 | $11,892 |
| 500 MATRIX SERVICE COMPANY | P | 2014-07-21 | 2017-08-01 | $5,061 | $15,349 | -$10,288 | -$10,288 |
| 1000 METLIFE INC | P | 2014-01-27 | 2017-12-15 | $49,194 | $40,666 | $8,528 | $8,528 |
| 200 MICROSOFT CORP | P | 2015-02-26 | 2017-12-15 | $16,045 | $8,922 | $7,123 | $7,123 |
| 1 8MIRANT CORP | P | 2000-12-20 | 2017-12-11 | $1 | -$1 | -$1 | |
| 500 MORGAN STANLEY | P | 2016-02-04 | 2018-01-19 | $25,282 | $12,689 | $12,593 | $12,593 |
| 500 NESTLE S A SPONSORED ADR | P | 2015-03-31 | 2017-06-26 | $43,770 | $38,212 | $5,558 | $5,558 |
| 800 NIKE INC CL B | P | 2016-03-23 | 2018-01-19 | $50,055 | $45,828 | $4,227 | $4,227 |
| 120 NUTRIEN LTD | P | 2015-11-02 | 2018-01-04 | $6,491 | $6,415 | $76 | $76 |
| 1000 PFIZER INC | P | 2013-07-01 | 2017-05-16 | $32,245 | $28,283 | $3,962 | $3,962 |
| 800 PWRSH QQQ | P | 2015-12-31 | 2017-09-15 | $108,874 | $89,424 | $19,450 | $19,450 |
| 500 PRICE T ROWE GRP INC | P | 2016-09-01 | 2017-10-20 | $38,462 | $34,679 | $3,783 | $3,783 |
| 1000 RESMED INC | P | 2015-12-11 | 2017-10-20 | $76,396 | $55,652 | $20,744 | $20,744 |
| 500 SPLUNK INC | P | 2016-01-05 | 2017-11-17 | $38,762 | $29,350 | $9,412 | $9,412 |
| 1000 SILVER BAY REALTY TR CHG | P | 2013-04-30 | 2017-05-10 | $21,500 | $18,263 | $3,237 | $3,237 |
| 200 SYKES ENTERPRISES INC | P | 2015-11-02 | 2017-07-21 | $6,045 | $5,820 | $225 | $225 |
| 0.45 TOOTSIE ROLL INDS INC | P | 2015-03-10 | 2018-04-09 | $14 | $16 | -$2 | -$2 |
| 1100 TOYOTA MTR CORP SPON ADR | P | 2013-09-25 | 2018-02-16 | $138,233 | $130,249 | $7,984 | $7,984 |
| 1000 TYSON FOODS INC A | P | 2014-06-25 | 2018-01-19 | $74,513 | $56,387 | $18,126 | $18,126 |
| 300 UPS INC | P | 2015-01-26 | 2018-01-19 | $36,362 | $30,755 | $5,607 | $5,607 |
| 0.25 VECTOR GROUP LTD | P | 2014-06-04 | 2017-09-29 | $5 | $5 | ||
| 500 VERIFONE SYSTEMS INC | P | 2014-10-27 | 2018-04-10 | $11,150 | $17,876 | -$6,726 | -$6,726 |
| 1000 WAL-MART STORES INC | P | 2015-08-18 | 2017-09-15 | $75,798 | $67,729 | $8,069 | $8,069 |
| 10 CBRKB | P | 2017-08-02 | 2017-09-15 | $1,654 | -$1,654 | -$1,654 | |
| 20 C WY | P | 2017-02-13 | 2017-07-21 | $2,360 | -$2,360 | -$2,360 | |
| 10 FNSR | P | 2018-01-03 | 2018-03-16 | $968 | -$968 | -$968 | |
| 5 C AMGN | P | 2017-09-07 | 2017-11-17 | $1,018 | -$1,018 | -$1,018 | |
| 10 C HBI | P | 2017-04-13 | 2017-10-20 | $818 | -$818 | -$818 | |
| 6 C AAOI | P | 2017-08-15 | 2017-11-17 | $2,769 | -$2,769 | -$2,769 | |
| 10 C BMY | P | 2017-09-18 | 2017-12-15 | $1,059 | -$1,059 | -$1,059 | |
| 5 C BRKB | P | 2017-02-17 | 2017-06-16 | $1,318 | -$1,318 | -$1,318 | |
| 10 C DIS | P | 2017-04-05 | 2017-10-20 | $1,409 | -$1,409 | -$1,409 | |
| 10 C SNY | P | 2017-05-02 | 2017-12-15 | $1,409 | -$1,409 | -$1,409 | |
| 3 C CLGX | P | 2017-09-05 | 2017-01-19 | $368 | -$368 | -$368 | |
| 5 C FB | P | 2017-08-07 | 2017-10-20 | $1,568 | -$1,568 | -$1,568 | |
| 10 C UMPQ | P | 2017-03-01 | 2017-09-15 | $918 | -$918 | -$918 | |
| 5 C GHDX | P | 2017-04-27 | 2017-09-15 | $1,168 | -$1,168 | -$1,168 | |
| 7 C GILD | P | 2017-09-18 | 2018-02-16 | $1,003 | -$1,003 | -$1,003 | |
| 10 C GILD | P | 2017-08-30 | 2018-01-19 | $968 | -$968 | -$968 | |
| 10 C HAIN | P | 2017-06-30 | 2017-11-17 | $2,973 | -$2,973 | -$2,973 | |
| 10 C HAIN | P | 2017-03-14 | 2017-06-30 | $1,409 | -$1,409 | -$1,409 | |
| 5 C HSY | P | 2017-05-19 | 2017-11-17 | $868 | -$868 | -$868 | |
| 3 C GOOG | P | 2018-01-26 | 2018-03-16 | $5,573 | -$5,573 | -$5,573 | |
| 4 C HELE | P | 2017-02-15 | 2017-08-18 | $1,118 | -$1,118 | -$1,118 | |
| 3 C PG | P | 2017-02-21 | 2017-07-21 | $353 | -$353 | -$353 | |
| 10 C IRDM | P | 2017-04-20 | 2017-10-20 | $618 | -$618 | -$618 | |
| 10 C MET | P | 2017-06-01 | 2017-12-15 | $1,654 | -$1,654 | -$1,654 | |
| 5 C NKE | P | 2017-07-07 | 2017-10-20 | $738 | -$738 | -$738 | |
| 5 C OSIS | P | 2017-08-01 | 2018-01-19 | $1,393 | -$1,393 | -$1,393 | |
| 10 C ORCL | P | 2017-06-22 | 2017-09-15 | $2,240 | -$2,240 | -$2,240 | |
| 20 C STRL | P | 2017-09-25 | 2017-12-15 | $1,405 | -$1,405 | -$1,405 | |
| 10 C ABT | P | 2017-01-31 | 2017-07-11 | $1,165 | -$1,165 | -$1,165 | |
| 5 C ABT | P | 2017-09-22 | 2018-02-16 | $418 | -$418 | -$418 | |
| 5 C ATVI | P | 2017-01-11 | 2017-08-18 | $793 | -$793 | -$793 | |
| 2 C AON | P | 2017-02-10 | 2017-07-21 | $638 | -$638 | -$638 | |
| 3 C CB | P | 2017-02-13 | 2017-08-18 | $668 | -$668 | -$668 | |
| 5 C TSN | P | 2017-09-29 | 2018-01-19 | $468 | -$468 | -$468 | |
| 10 C TSN | P | 2017-09-15 | 2017-11-17 | $1,507 | -$1,507 | -$1,507 | |
| 10 C QQQ | P | 2017-01-25 | 2017-09-15 | $2,240 | -$2,240 | -$2,240 | |
| 3 C UPS | P | 2017-09-20 | 2018-01-19 | $668 | -$668 | -$668 | |
| 5 C V | P | 2017-02-10 | 2017-06-16 | $1,318 | -$1,318 | -$1,318 | |
| 1 C AMZN | P | 2017-09-06 | 2017-12-15 | $1,133 | -$1,133 | -$1,133 | |
| 8 C COF | P | 2017-07-21 | 2017-12-15 | $1,474 | -$1,474 | -$1,474 | |
| 10 C INTC | P | 2017-10-03 | 2017-11-03 | $818 | -$818 | -$818 | |
| 4 C AET | P | 2017-02-14 | 2017-05-19 | $918 | -$918 | -$918 | |
| 7 C WMT | P | 2017-03-02 | 2017-08-08 | $987 | -$987 | -$987 | |
| 3 C WMT | P | 2017-03-02 | 2017-09-15 | $423 | -$423 | -$423 | |
| 5 C SPLK | P | 2017-05-25 | 2017-11-17 | $1,568 | -$1,568 | -$1,568 | |
| 5 C MS | P | 2017-09-18 | 2018-01-19 | $588 | -$588 | -$588 | |
| 3 C DOX | P | 2017-03-16 | 2017-07-18 | $593 | -$593 | -$593 | |
| 2 C CLGX | P | 2017-07-27 | 2017-10-20 | $338 | -$338 | -$338 | |
| 2 C BABA | P | 2017-01-24 | 2017-07-20 | $768 | -$768 | -$768 | |
| 5 C MKC | P | 2017-07-21 | 2017-12-15 | $793 | -$793 | -$793 | |
| 5 C MSFT | P | 2017-09-18 | 2017-12-15 | $418 | -$418 | -$418 | |
| 5 C MSFT | P | 2017-01-26 | 2017-07-21 | $548 | -$548 | -$548 | |
| 5 C NVDA | P | 2017-02-22 | 2017-06-16 | $3,256 | -$3,256 | -$3,256 | |
| 3 C NVDA | P | 2017-06-21 | 2017-10-20 | $2,648 | -$2,648 | -$2,648 | |
| 5 C NKE | P | 2017-12-13 | 2018-01-19 | $443 | -$443 | -$443 | |
| 10 C RMD | P | 2017-05-31 | 2017-10-20 | $1,703 | -$1,703 | -$1,703 | |
| 5 C TROW | P | 2017-06-19 | 2017-10-20 | $1,268 | -$1,268 | -$1,268 | |
| 5 C SYKE | P | 2017-03-10 | 2017-07-21 | $418 | -$418 | -$418 | |
| 6 C TM | P | 2017-06-02 | 2018-01-19 | $878 | -$878 | -$878 | |
| 5 C TM | P | 2018-01-03 | 2018-02-16 | $968 | -$968 | -$968 | |
| 5 C NVDA | P | 2017-05-10 | 2017-06-02 | $643 | -$643 | -$643 | |
| BRIGHTHOUSE FINL INC | P | 2017-12-19 | 2017-12-19 | $53 | -$53 | -$53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,044 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,186 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $471,544 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,806,119 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06928 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $199,666 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,275,568 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03182 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $518,652 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,789,994 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07639 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $418,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,465,918 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,900,504 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06062 | DistributionYr5Rt |
| Total Distribution | 0.302809 | TotalDistributionRt |
| Average Distribution | 0.060562 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,459,519 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,763 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,181 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $456,944 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $514,611 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,181 | SubtotalAmt |
| Tax Based On Investment Income | $5,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,532 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,532 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,351 | OverpaymentAmt |
| Applied To ES Tax | $4,351 | AppliedToESTaxAmt |
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 | false | 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 | Yes (true) | 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 | JE & Associates | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5629239231 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 Florence Ave suite 316 | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90240 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ALLISON RILEY | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | Secretary | 1.00 | $0 |
| JANET SUZUKI | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | CEO | 16.00 | $0 |
| NANCY SWENSON | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | COO | 16.00 | $0 |
| John Stauffer | ||||||
| PO BOX 4688 | DOWNEY | CA | 90241 | CFO | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE AID TO INNOVATIVE EDUCATION FOR THE DOWNEY UNIFIED SCHOOL DISTRICT ACROSS 20 K12 SCHOOLS: ROBOTICS CLUBS, ALL-DISTRICT BAND START-UP; 15 TEACHER/PRINCIPAL GRANTS, AND MUSEUM PROGRAMS. | Description1Txt |
| Expenses1 | $279,039 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AND BOOK ALLOWANCE TO 577 ELIGIBLE HIGH SCHOOL AND COLLEGE STUDENTS. | Description2Txt |
| Expenses2 | $142,600 | Expenses2Amt |
| Description3 | MERIT AWARDS FOR SCHOLASTIC AND ATHLETIC EXCELLENCE TO 460 HIGH SCHOOL STUDENTS IN THE DOWNEY UNIFIED SCHOOL DISTRICT. | Description3Txt |
| Expenses3 | $52,707 | Expenses3Amt |
| Description4 | PROVIDE EDUCATIONAL SEMINARS ON COLLEGE SAVINGS AT 4 MIDDLE SCHOOL PTA MEETINGS AND START/CONTRIBUTE TO COLLEGE SAVINGS ACCOUNTS FOR 242 ELIGIBLE STUDENTS AT 30 FINANCIAL INSTITUTIONS. | Description4Txt |
| Expenses4 | $40,266 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,435,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,573,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,573,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,459,519 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,611 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $514,611 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,181 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $509,430 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-11-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $315,238 | CurrentYearAmt |
| Year1 | $340,306 | Year1Amt |
| Year2 | $313,778 | Year2Amt |
| Year3 | $339,500 | Year3Amt |
| Total | $1,308,822 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $267,952 | CurrentYearAmt |
| Year1 | $289,260 | Year1Amt |
| Year2 | $266,711 | Year2Amt |
| Year3 | $288,575 | Year3Amt |
| Total | $1,112,498 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $514,611 | CurrentYearAmt |
| Year1 | $476,532 | Year1Amt |
| Year2 | $199,666 | Year2Amt |
| Year3 | $525,056 | Year3Amt |
| Total | $1,715,865 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $514,611 | CurrentYearAmt |
| Year1 | $476,532 | Year1Amt |
| Year2 | $199,666 | Year2Amt |
| Year3 | $525,056 | Year3Amt |
| Total | $1,715,865 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $527,350 | Year1Amt |
| Year2 | $741,337 | Year2Amt |
| Year3 | $653,912 | Year3Amt |
| Total | $1,922,599 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DOWNEY UNIFIED SCHOOL DISTRICT | ||||||
| 11627 BROOKSHIRE AVENUE | DOWNEY CA | CA | 90241 | NONE | DOWNEY UNIFIED SCHOOL DISTRICT TEACHER PROJECTS TO AID IN THE EDUCATIONAL TEACHING EXPERIENCE TO ENHANCE THE LEARNING PROCESS OF STUDENTS. | $275,280 |
| VARIOUS SCHOLARSHIP PROGRAMS | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS SCHOLARSHIPS | $234,042 |
| VARIOUS PROGRAMS TO PROMOTE EDUCATI | ||||||
| VARIOUS | VARIOUS | CA | 90241 | NONE | VARIOUS PROGRAMS AND RELATED EXPENSES | $5,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $514,611 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,226 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $205,044 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Refund | $163 |
| SETTLEMENT | $51 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $321,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $205,258 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $526,816 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
| 11 | USED FOR SCHOLARSHIPS, SUPPORT AND MATCHING FUNDS. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY R STAUFFER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7813 E SECOND STREET | AddressLine1Txt |
| City | DOWNEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,820 | Amt |
| Net Investment Income | $4,410 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,410 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $1,142 | CostOrOtherBasisAmt |
| Book Value | $1,142 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $5,007 | LegalFeesAmt |
| Net Investment Income | $2,503 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,504 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $741,969 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $135 |
| MEETING | $2,123 |
| MISCELLANEOUS | $362 |
| OFFICE EXPENSE | $960 |
| POSTAGE | $113 |
| PROMOTION | $1,419 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Refund | $163 |
| SETTLEMENT | $51 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Community college scholarship | Desc |
| EOY Book Value | $375,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $1,592 | $1,592 | $1,592 |
| TAXES AND LICENSE | $120 |
Comments