UPSIDE DOWN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UPSIDE DOWN FOUNDATION (EIN 20-3701540)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-13
- IRS object ID
- 201821649349100107
- Schema version
- 2017v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-13T10:25:45-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911033841 | 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 | 203701540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPSIDE DOWN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPSI | BusinessNameControlTxt |
| Phone | 8189524120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1Txt |
| City | LA CANADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERRY WADA | PersonNm |
| Person Title | PRESIDENT & DIR | PersonTitleTxt |
| Signature | 2018-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE LEE | PreparerPersonNm |
| PTIN | P00914531 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2018-05-23 | PreparationDt |
| 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 | $1,277,178 | 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 | $149,136 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,726 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,382 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $687 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $687 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,220 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $554,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $669,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,218,256 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $45,836 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,068 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $601,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $723,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,277,178 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $601,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $723,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $601,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $723,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $601,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $723,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $601,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $723,693 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $723,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,726 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $811,181 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067802 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $784,814 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,613 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $744,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.200841 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $118,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $695,150 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.170826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $308,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.508512 | DistributionYr5Rt |
| Total Distribution | 1.007868 | TotalDistributionRt |
| Average Distribution | 0.201574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,111,236 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $157 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,153 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $314 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $314 | SubtotalAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $460 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $460 | TotalPaymentsAndCreditsAmt |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | 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 |
| 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 | JERRY WADA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189524120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1Txt |
| City | LA CANADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JERRY WADA | ||||||||
| 399 FLLINTRIDGE OAKS DR | LA CANADA | CA | 91011 | PRESIDENT & | 000.00 | $0 | $0 | $0 |
| JANE WADA | ||||||||
| 399 FLINTRIDGE OAKS DR | LA CANADA | CA | 91011 | SECRETARY & | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,119,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,128,158 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,128,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,111,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $314 | TotalTaxAmt |
| Distributable Before Adj | $55,248 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,248 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,248 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $141,725 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,545 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,017 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $361,793 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,450 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,248 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,202 | RemainingDistriFromCorpusAmt |
| Total Corpus | $376,995 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $141,725 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $235,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,545 | ExcessFromYear4Amt |
| Excess From Year3 | $112,613 | ExcessFromYear3Amt |
| Excess From Year2 | $8,017 | ExcessFromYear2Amt |
| Excess From Year1 | $14,893 | ExcessFromYear1Amt |
| Excess From Current Year | $15,202 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JERRY WADA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DRIVE | AddressLine1Txt |
| City | LA CANADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8189524120 | RecipientPhoneNum |
| Recipient Email Address | JWADA@EARTHLINK.NET | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ROBERT AND PEARL ALLEN | |||||||
| P O BOX 59 | MOKELUMNE HILL | CA | 95245 | NONE | CHURCH | MISSION WORK | $25,000 |
| BETSY HUNTER | |||||||
| 1140 BURBERRY DR 153 | LAFEYETTE | IN | 47905 | NONE | CHURCH | CHARITY | $1,000 |
| SERVING FOUNDATION INTERNATIONAL | |||||||
| 2920 W RIVERSIDE DR A | BURBANK | CA | 91505 | NONE | CHARITY | $10,000 | |
| UPWARD BOUND STUDY CENTER | |||||||
| 603 N NEW AVE E | MONTEREY PARK | CA | 91755 | NONE | CHARITY | $10,000 | |
| INTERNATIONAL CHILD CARE MINISTRIES | |||||||
| 7770 N HIGH SCHOOL RD | INDIANAPOLIS | IN | 46214 | NONE | CHURCH | CHARITY | $10,800 |
| CRYSTAL MYERS | |||||||
| 430 N PLANTERS ST | EMORY | TX | 75440 | NONE | CHARITY | $10,000 | |
| BETHANY UNION CHURCH | |||||||
| 1750 W 103RD ST | CHICAGO | IL | 60643 | NONE | CHURCH | CHARITY | $1,000 |
| HEAVENLY TREASURES | |||||||
| PO BOX 1982 | GLENDORA | CA | 91740 | NONE | CHURCH | CHARITY | $2,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,726 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,359 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,359 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,741 | 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 |
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 | JERRY AND JANE WADA IRREVOCABLE TR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 FLINTRIDGE OAKS DR | AddressLine1Txt |
| City | LA CANADA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,136 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 112 SHARES CHTR | $36,064 | 2017-02-14 |
| 1 | 315.7034 SHARES JBHT | $31,412 | 2017-02-14 |
| 1 | 750 SHARES MASTERCARD INC | $81,660 | 2017-02-14 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 11 SHS ALPHABET INC | 2011-10 | PURCHASE | 2017-04 | $10,060 | $5,098 | $4,962 |
| 100 SHS APPLE INC | 2012-02 | PURCHASE | 2017-05 | $14,996 | $7,357 | $7,639 |
| 125 SHS CERNER CORP | 2015-06 | PURCHASE | 2017-04 | $7,496 | $8,254 | -$758 |
| 126.0478 SHS DEERE & CO | 2009-06 | PURCHASE | 2017-04 | $13,704 | $6,109 | $7,595 |
| 37 SHS GENERAL ELECTRIC CO | 2016-07 | PURCHASE | 2017-11 | $754 | $807 | -$53 |
| 111 SHS JOHNSON & JOHNSON | 2013-08 | PURCHASE | 2017-06 | $14,439 | $10,064 | $4,375 |
| 50 SHS 3M COMPANY | 2008-12 | PURCHASE | 2017-05 | $9,996 | $6,397 | $3,599 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY-TRADED SECURI | StockNm |
| EOY Book Value | $669,405 | EOYBookValueAmt |
| EOYFMV | $1,218,256 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JANUS TWENTY | AT COST | ||
| JANUS HENDERSON FORTY | AT COST | $52,068 | $56,702 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE FILING FEES | $35 | $35 |
| IRS TAX ON INVESTMENT INCOME | $652 | $652 |
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