BETA

PARMA FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PARMA FAMILY FOUNDATION (EIN 33-0810947)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349103738
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T16:05:39-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330810947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARMA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARMBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22209AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921922209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEON W PARMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA M BETYARPreparerPersonNm
PTINP00234311PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$453,288FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$198,013ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$198,013TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$640AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$160AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$810TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$640TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,760TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$640TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$183,253ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,978CashBOYAmt
Cash EOY$37,218CashEOYAmt
Cash EOYFMV$37,218CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$198,013CorporateStockEOYAmt
Corporate Stock EOYFMV$416,070CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,852LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,852LandBldgEquipAccumDeprecAmt
Total Assets BOY$51,978TotalAssetsBOYAmt
Total Assets EOY$235,231TotalAssetsEOYAmt
Total Assets EOYFMV$453,288TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$51,978RetainedEarningBOYAmt
Retained Earning EOY$235,231RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$235,231TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$235,231TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$183,253ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$235,231SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$235,231TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,970AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$51,400NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.252335DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,020AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$93,587NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.641328DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,670AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$147,417NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.316585DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,082AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$178,242NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.107057DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,290AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$201,349NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.210033DistributionYr5Rt
Total Distribution1.527338TotalDistributionRt
Average Distribution0.305468AverageDistributionRt
Net Vl Noncharitable Assets$72,801NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,238AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,238AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,120QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEON W PARMA PRESIDENTIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16390 GREENWICH DRIVE SUITE 150AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92122ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEON W PARMA
PO BOX 22209SAN DIEGOCA92192PRESIDENT0.50$0$0$0
BARBARA B PARMA
PO BOX 22209SAN DIEGOCA92192SECRETARY/CFO0.50$0$0$0
MARGIE CLARK
PO BOX 22209SAN DIEGOCA92192ASSISTANT SECRETARY0.50$0$0$0
PATRICIA KRESSIN
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
JULIE KANTNER
PO BOX 22209SAN DIEGOCA92192DIRECTOR0.50$0$0$0
MIKE PARMA
PO BOX 22209SAN DIEGOCA92192ASSISTANT CFO0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$32,005AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$73,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$73,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,109CashDeemedCharitableAmt
Net Vl Noncharitable Assets$72,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,640MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,640MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$3,640DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,640DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,640DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,120ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,120QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,120AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,640DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,342ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,170ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,319ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,341ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,400ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$147,572TotalExcessDistributionCyovAmt
Qualifying Distributions$14,120QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,640AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,480RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$158,052TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$32,342ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$125,710ExcessDistriCyovToNextYrAmt
Excess From Year4$10,170ExcessFromYear4Amt
Excess From Year3$39,319ExcessFromYear3Amt
Excess From Year2$55,341ExcessFromYear2Amt
Excess From Year1$10,400ExcessFromYear1Amt
Excess From Current Year$10,480ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEON W PARMAContributingManagerNm
Contributing ManagerBARBARA B PARMAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
5333 MISSION CENTER ROAD SUITE 105SAN DIEGOCA92108NONEPCGENERAL$200
ARMED SERVICES YMCA
3293 SANTO ROADSAN DIEGOCA92124NONEPCGENERAL$250
MATER DEI CATHOLIC HIGH SCHOOL
1615 MATER DEI DRIVECHULA VISTACA91913NONEPCGENERAL$500
MCCALLUM THEATRE FOR THE PERFORMING ARTS
73000 FRED WARING DRIVEPALM DESERTCA92260NONEPCGENERAL$1,000
RIVERSIDE SPORT HALL OF FAME
PO BOX 2423RIVERSIDECA92516NONEPCGENERAL$500
ROTARY CLUB OF SAN DIEGO
2247 SAN DIEGO AVENUE SUITE 233SAN DIEGOCA92110NONEPCGENERAL$250
SIGMA CHI FOUNDATION
1714 HINMAN AVENUEEVANSTONIL60201NONEPCGENERAL$6,000
THE BISHOPS SCHOOL
7607 LA JOLLA BOULEVARDLA JOLLACA92037NONEPCGENERAL$5,000
THE HONORARY DEPUTY SHERIFFS ASSOCIATION
PO BOX 421260SAN DIEGOCA92142NONEPCGENERAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLEON W AND BARBARA B PARMAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22209AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92192ZIPCd
FieldValueIRS element (for citing)
Total Contributions$198,013TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property11,500 SHS PEMBINA PIPELINE CORPNoncashPropertyDesc
Fair Market Value$406,295FairMarketValueAmt
Received2017-12-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Net Investment Income$640NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock11,500 SHS PEMBINA PIPELINE CORPStockNm
EOY Book Value$198,013EOYBookValueAmt
EOYFMV$416,070EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEECategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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