RAMSAY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RAMSAY FAMILY FOUNDATION (EIN 94-2415607)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-18
- IRS object ID
- 201811999349100711
- 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
- Compensation Explanation
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-18T17:45:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941527242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARELLA BRAUN MARTEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET SUITE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 942415607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMSAY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAMS | BusinessNameControlTxt |
| Phone | 4152848673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHU HUANG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4152848673 | PhoneNum |
| Signature | 2018-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA A MURPHY | PreparerPersonNm |
| PTIN | P00439228 | PTIN |
| Phone | 4159544400 | 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 | $24,545,944 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $351,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $351,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,344,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,680,713 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,344,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,696,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,696,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,458 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $211 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,669 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $368,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $368,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,229,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,668,008 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,040,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,111,314 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,111,314 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,286,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,477,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,434,630 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $8,743 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,335,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,589,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,545,944 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $23,617 | AccountsPayableEOYAmt |
| Grants Payable BOY | $220,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $145,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $220,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168,617 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,115,760 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,420,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,115,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,420,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,335,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,589,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,115,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,229,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $75,000 | OtherIncreasesAmt |
| Subtotal | $19,420,439 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,420,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF STOCKS-CHARLES SCHWAB ACCT#7305-4334- DETAILS AVAILABLE UPON REQUEST | P | 2014-09-10 | 2017-11-27 | $487,419 | $336,006 | $151,413 | $151,413 |
| CAPITAL GAINS DIVIDENDS | P | $1,193,294 | $1,193,294 | $1,193,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,344,707 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $905,140 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,366,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052120 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $698,131 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,624,458 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044682 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $640,155 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,219,015 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $403,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,765,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,110 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,745,058 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048690 | DistributionYr5Rt |
| Total Distribution | 0.227986 | TotalDistributionRt |
| Average Distribution | 0.045597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,623,478 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $985,966 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,680 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,002,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,969 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,743 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $58,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,743 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,383 | OverpaymentAmt |
| Applied To ES Tax | $34,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TREASURER | IndividualWithBooksNm |
| Phone | 4152848673 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 FREMONT STREET 22ND FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NONIE B RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN A RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | CO-VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SHELDON C RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY S HAIR | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDSAY G RAMSAY | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GEORGE T ARGYRIS | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHU HUANG | ||||||||
| PO BOX 193809 | SAN FRANCISCO | CA | 941193809 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,565,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,387,767 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,952,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,952,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,623,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,081,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,081,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,360 | TotalTaxAmt |
| Distributable Before Adj | $1,047,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,047,814 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,047,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,969 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $404,969 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,047,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $55,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $404,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $55,315 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $55,315 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $587,530 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONIE B RAMSAY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIDES CANADA FOUNDATION | ||||||||||||
| 400-163 W HASTINGS ST | VANCOUVER | CA | V6B 1H5 | N/A | PC | FOR DISTRIBUTION TO SCCA AND CCHA TO SUPPORT FACILITY RENOVATION AND ORGANIZATION YOUTH PROGRAMS | $29,800 | |||||
| SPARK | ||||||||||||
| N/A | PC | TO SUPPORT STUDENT MENTORING AND SKILL BUILDING PROGRAMS | $7,500 | 555 DE HARO STREET SUITE 330 | SAN FRANCISCO | CA | 94107 | |||||
| CATE SCHOOL THE | ||||||||||||
| N/A | PC | 2016/17 ANNUAL FUND FOR STUDENT SUPPORT | $15,000 | 1960 CATE MESA ROAD POST OFFICE BOX | CARPINTERIA | CA | 930145005 | 5005 | ||||
| DISTRICT 10 WILD DUCK EGGS | ||||||||||||
| N/A | PC | SUPPORT OF DUCK HATCHLING AND RAISING THE DUCKS TO ADULTHOOD FOR RELEASE INTO THE WILD | $500 | 10728 VIRGINIA WAY | LIVE OAK | CA | 959632149 | |||||
| EAST BAY ZOOLOGICAL SOCIETY AKA OAKLAND ZOO | ||||||||||||
| N/A | PC | SUPPORT EDUCATIONAL PROGRAMS & ACTIVITIES | $1,000 | PO BOX 5238 9777 GOLF LINKS ROAD | OAKLAND | CA | 94605 | |||||
| STRIVE FOR CHANGE | ||||||||||||
| N/A | PC | BENEFIT ORGANIZATIONS THAT SUPPORT THE WORKING POOR | $5,000 | PO BOX 22584 | OAKLAND | CA | 94609 | |||||
| SUGAR BOWL SKI TEAM FOUNDATION | ||||||||||||
| N/A | PC | HELP WITH PROGRAM EXPENSES THAT SUPPORTS EVERY ATHLETE & STAFF MEMBER, WHICH INCLUDES PROFESSIONAL DEVELOPMENT, ATHLETIC EQUIPMENT, STAFF SALARIES & SAFETY TRAINING. | $1,000 | POST OFFICE BOX 68 | NORDEN | CA | 95724 | |||||
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | ||||||||||||
| N/A | PC | TO SUPPORT ATHLETES, PROMOTING INTERNATIONAL EXCELLENCE AND BUILDING FOR THE FUTURE | $20,000 | 1040 POTTERSVILLE ROAD PO BOX 355 | GLADSTONE | NJ | 07934 | |||||
| WELL TRAINED HORSES (ISCCOMA FARM) | ||||||||||||
| N/A | PC | TOWARDS THE CARE & FEEDING OF THE HORSES USED IN PROGRAM BENEFITING CHILDREN IN NEED | $4,500 | 11114 FALSTAFF ROAD | SEBASTOPOL | CA | 95472 | |||||
| UCSF FOUNDATION | ||||||||||||
| N/A | PC | TO BENEFIT THE GORDON MURRAY CAREGIVER PROGRAM | $5,000 | PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | |||||
| CAMPAIGN FOR THE PRESERVATION OF MISSION SAN ANTONIO DE PADUA | ||||||||||||
| N/A | PC | TO SUPPORT THE STATE-MANDATED SEISMIC RETROFIT-PRESERVATION PROJECT | $25,000 | PO BOX 82 | SAN ARDO | CA | 93450 | |||||
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||||||||
| N/A | PC | EDUCATION EFFORTS IN CALIFORNIA | $7,500 | 335 SOUTH VAN NESS AVENUE | SAN FRANCISCO | CA | 94103 | |||||
| SANTA CATALINA SCHOOL (SCS) | ||||||||||||
| N/A | PC | TO BENEFIT SCS'S ATHLETIC PROGRAMS & THE REMODELING OF THE ATHLETIC FIELD | $5,000 | 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | |||||
| SANTA CATALINA SCHOOL (SCS) | ||||||||||||
| N/A | PC | TO BENEFIT/SUPPORT THE SCHOOL'S EXTRA-CURRICULAR PROGRAMS | $5,000 | 1500 MARK THOMAS DRIVE | MONTEREY | CA | 939405291 | |||||
| CATE SCHOOL THE | ||||||||||||
| N/A | PC | 2015 PLEDGE (3 OF 5): SERVONS FUND, WHICH HELPS PROVIDE SABBATICALS & EDUCATIONAL OPPORTUNITIES FOR THE FACULTY MEMBERS | $50,000 | 1960 CATE MESA ROAD POST OFFICE BOX | CARPINTERIA | CA | 930145005 | 5005 | ||||
| EAST BAY ZOOLOGICAL SOCIETY AKA OAKLAND ZOO | ||||||||||||
| N/A | PC | 2016 PLEDGE (2 OF 5): SUPPORT THE CAPITAL CAMPAIGN | $10,000 | PO BOX 5238 9777 GOLF LINKS ROAD | OAKLAND | CA | 94605 | |||||
| LADEW TOPIARY GARDENS | ||||||||||||
| N/A | PC | 2014 PLEDGE (4 OF 5): CAMPAIGN FOR LADEW TOPIARY GARDENS | $5,000 | 601 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 19104 | ST | ||||
| STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS | ||||||||||||
| N/A | PC | 2014 PLEDGE (4 OF 5): COHORT OF THE NEW EXECUTIVE PROGRAM FOR EDUCATION LEADERS (EPEL) PROGRAM, IN HONOR OF THE 35TH YEAR REUNION FOR GSB CLASS OF '79 | $10,000 | PO BOX 20466 | STANFORD | CA | 94309 | |||||
| SPARK | ||||||||||||
| N/A | PC | TO SUPPORT STUDENT MENTORING AND SKILL BUILDING PROGRAMS | $10,000 | 555 DE HARO STREET SUITE 330 | SAN FRANCISCO | CA | 94107 | |||||
| AMBULATORY SURGERY ACCESS COALITION DBA OPERATION ACCESS | ||||||||||||
| N/A | PC | HELP BRIDGE THE HEALTHCARE GAP THROUGHOUT THE SAN FRANCISCO BAY AREA | $15,000 | 1119 MARKET STREET SUITE 400 | SAN FRANCISCO | CA | 94103 | |||||
| ARCS FOUNDATION INC | ||||||||||||
| N/A | PC | TO SUPPORT THE ARCS SCHOLAR AWARD FUND | $10,000 | PO BOX 29405 | SAN FRANCISCO | CA | 941290405 | |||||
| BERKELEY REPERTORY THEATRE | ||||||||||||
| N/A | PC | 2017/18 ARTS EDUCATION & OUTREACH PROGRAM | $10,000 | 2025 ADDISON STREET | BERKELEY | CA | 947041103 | |||||
| BUFFALO THERAPEUTIC RIDING CENTER INC | ||||||||||||
| N/A | PC | TO HELP PROVIDE PROGRAM SUPPORT THROUGH SCHOLARSHIPS FOR THE STUDENTS | $10,000 | 950 AMHERST STREET | BUFFALO | NY | 14216 | |||||
| COLBY COLLEGE | ||||||||||||
| N/A | PC | TO SUPPORT THE ANNUAL FUND AND THE COMPUTER SCIENCE DEPARTMENT | $2,500 | 4000 MAYFLOWER HILL BOX 4345 | WATERVILLE | ME | 04901 | |||||
| COMPASSION & CHOICES | ||||||||||||
| N/A | PC | BENEFIT PROGRAMS TO SUPPORT, EDUCATE & ADVOCATE CARE AT THE END OF LIFE | $2,500 | PO BOX 485 | ETNA | NH | 037500485 | |||||
| DE MARILLAC ACADEMY | ||||||||||||
| N/A | PC | SCHOLARSHIP FUND | $2,500 | 175 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | |||||
| KQED | ||||||||||||
| N/A | PC | KQED ARTS EFFORTS TO FIND TALENTED LOCAL CREATORS | $10,000 | 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | |||||
| MILO FOUNDATION THE | ||||||||||||
| N/A | PC | TO BE APPLIED TOWARD HIRING SKILLED PART TIME VETERINARY TECHNICIAN | $10,000 | PO BOX 6625 | ALBANY | CA | 94706 | |||||
| MISSION DOLORES ACADEMY | ||||||||||||
| N/A | PC | APPLIED TO THE AREA OF GREATEST NEED AS DETERMINED BY FATHER CHARLES GAGAN | $10,000 | 3371 16TH STREET | SAN FRANCISCO | CA | 94114 | |||||
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||||||
| N/A | PC | HELP RECRUIT & TRAIN THE NEXT GENERATION OF SEARCH TEAMS FOR THE GREATER BAY AREA | $15,000 | 501 E OJAI AVE | OJAI | CA | 93023 | |||||
| OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | ||||||||||||
| N/A | PC | SUPPORT 2017/18 SCHOOL PROGRAMS, TEACHER RESOURCES & PROFESSIONAL DEVELOPMENT SERVICES | $10,000 | 1000 OAK STREET | OAKLAND | CA | 946074892 | |||||
| PIEDMONT BEAUTIFICATION FOUNDATION | ||||||||||||
| N/A | PC | BETTY SHAPIRO ENDOWMENT FUND | $5,000 | PIEDMONT CITY HALL 120 VISTA AVE | PIEDMONT | CA | 94611 | |||||
| PIEDMONT COMMUNITY CHURCH (PCC) | ||||||||||||
| N/A | PC | 2018 PIEDMONT COMMUNITY CHURCH STEWARDSHIP CAMPAIGN | $6,000 | 400 HIGHLAND AVENUE | PIEDMONT | CA | 94611 | |||||
| SAN FRANCISCO FILM SOCIETY | ||||||||||||
| N/A | PC | ANNUAL FUND'S EDUCATIONAL OUTREACH PROGRAMS | $5,000 | 39 MESA STREET SUITE 110 | SAN FRANCISCO | CA | 94129 | |||||
| THE ATHENIAN SCHOOL | ||||||||||||
| N/A | PC | TO SUPPORT THE ATHENIAN WILDERNESS EXPERIENCE | $3,000 | 2100 MT DIABLO SCENIC BLVD | DANVILLE | CA | 94506 | |||||
| UCSF FOUNDATION | ||||||||||||
| N/A | PC | TO BENEFIT THE GORDON MURRAY CAREGIVER PROGRAM | $5,000 | PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | |||||
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | ||||||||||||
| N/A | PC | TO SUPPORT ATHLETES, PROMOTING INTERNATIONAL EXCELLENCE AND BUILDING FOR THE FUTURE | $10,000 | 1040 POTTERSVILLE ROAD PO BOX 355 | GLADSTONE | NJ | 07934 | |||||
| WASHINGTON INTERNATIONAL HORSE SHOW | ||||||||||||
| N/A | PC | TO SUPPORT THE WASHINGTON INTERNATIONAL HORSE SHOW | $5,000 | 3299 K ST NW | WASHINGTON | DC | 20007 | |||||
| WELL TRAINED HORSES (ISCCOMA FARM) | ||||||||||||
| N/A | PC | TOWARDS THE CARE & FEEDING OF THE HORSES USED IN PROGRAM BENEFITING CHILDREN IN NEED | $5,000 | 11114 FALSTAFF ROAD | SEBASTOPOL | CA | 95472 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $368,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,344,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,696,158 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,696,158 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS STEPHEN D BECHTEL JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 193809 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941193809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX & ACCOUNTING FEES | $15,000 | $0 | $15,000 |
| AUDIT FEES | $19,000 | $0 | $19,000 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALL FOUNDATION OFFICERS | PersonNm |
| Short Explanation | ALL FOUNDATION OFFICERS VOLUNTEER THEIR TIME ON AN AS NEEDED BASIS AS IT RELATES TO FOUNDATION MATTERS AND CHOOSE NOT TO BE COMPENSATED FOR THEIR SERVICES. | ShortExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(4) | IRC SEC 4941(D)(2)(E), REG. 53.4941(D)-(3)(C)(2) EX.1 |
| SCHEDULE B PART 1 COLUMN (C) | THE FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN CONSIDERATION, IN WHOLE OR PART, FOR ANY CONTRIBUTIONS RECEIVED AS REPORTED ON SCHEDULE B. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON GROWTH FUND (30,294.394 SHARES) | $1,664,376 | $2,050,022 |
| DODGE & COX INCOME FUND (215,265.748 SHARES) | $2,956,083 | $2,962,057 |
| DODGE & COX INTL STOCK FUND (59,310.592 SHARES) | $2,018,459 | $2,747,267 |
| DODGE & COX STOCK FUND (7,209.756 SHARES) | $1,235,466 | $1,467,978 |
| LONGLEAF PARTNERS SMALL CAP FUND (55,678.572 SHARES) | $1,570,177 | $1,536,729 |
| T ROWE PRICE GROWTH STOCK FUND (118,301.083 SHARES) | $5,324,023 | $7,411,563 |
| OTHER COMMON AND PREFERRED STOCKS - DETAILS AVAILABLE UPON REQUEST | $2,709,158 | $4,259,014 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,458 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,458 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $8,743 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $186 | $0 | $186 |
| BANK FEES | $25 | $0 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT FOR ACCRUAL OF GRANTS PAYABLE AT YEAR END | Desc |
| Amt | $75,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,097 | Amt |
| Net Investment Income | $20,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,053 | $8,053 | $0 |
| FEDERAL EXCISE TAX | $33,360 | $0 | $0 |
Comments