BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349103609
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)
Return2018-05-14T13:20:49-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952131722PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENKINS BOWLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1626 S LAKE AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911063918ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN957098601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BESS & GEORGE VORON FOUNDATIONBusinessNameLine1Txt
Business Name Line2DAVID A VORON M D TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBESSBusinessNameControlTxt
Phone6264468809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 WEST DUARTE ROADAddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK J BOWLERPreparerPersonNm
PTINP01809730PTIN
Phone6267922179PhoneNum
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$2,918,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63,007DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,007DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$128,833NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,064,007GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$128,833CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$291,840TotalRevAndExpnssAmt
Total Net Invst Incm$191,840TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,200AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Taxes Rev And Expnss$5,669TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,347TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$85TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,932OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,739OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,193OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,803TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,088TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,478TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,729ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,729ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,088TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$184,308ExcessRevenueOverExpensesAmt
Net Investment Income$186,752NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,555SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$481,074SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$481,074SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,701,172CorporateStockBOYAmt
Corporate Stock EOY$1,465,702CorporateStockEOYAmt
Corporate Stock EOYFMV$2,437,633CorporateStockEOYFMVAmt
Total Assets BOY$1,765,727TotalAssetsBOYAmt
Total Assets EOY$1,946,776TotalAssetsEOYAmt
Total Assets EOYFMV$2,918,707TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,259OtherLiabilitiesBOYAmt
Total Liabilities BOY$3,259TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,762,468CapitalStockBOYAmt
Capital Stock EOY$1,946,776CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,762,468TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,946,776TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,765,727TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,946,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,762,468TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$184,308ExcessRevenueOverExpensesAmt
Subtotal$1,946,776SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,946,776TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE EXHIBIT BP2017-01-012017-11-01$10,861,098$10,763,132$97,966$97,966
SEE EXHIBIT BP2017-01-012017-11-01$83,790$85,020-$1,230-$1,230
SEE EXHIBIT BP2017-01-012017-11-01$12,144-$12,144-$12,144
SEE EXHIBIT BP2001-01-012017-11-01$97,357$62,904$34,453$34,453
SEE EXHIBIT BP2001-01-012017-11-01$21,737$33,302-$11,565-$11,565
SEE EXHIBIT BP2001-01-012017-11-01$25$310-$285-$285
WASH SALEP2017-01-012017-11-01$21,638$21,638$21,638
FieldValueIRS element (for citing)
Capital Gain Net Income$128,833CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$106,230NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$94,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,039,375NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04634DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,735AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,951,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01882DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,135AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,802,496NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05722DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,595AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,562,600NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.01574DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,485AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,341,061NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.01826DistributionYr5Rt
Total Distribution0.156380TotalDistributionRt
Average Distribution0.031276AverageDistributionRt
Net Vl Noncharitable Assets$2,562,372NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,141AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,868NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$82,009AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,868InvestmentIncomeExciseTaxAmt
Subtotal$1,868SubtotalAmt
Tax Based On Investment Income$1,868TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,237EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,237TotalPaymentsAndCreditsAmt
Overpayment$1,369OverpaymentAmt
Applied To ES Tax$1,369AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID A VORON MD TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264468809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1612 W DUARTE RD STE 205AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 W DUARTE RD STE 205AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,274,297AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,096AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,601,393TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,601,393AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,562,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,119MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,119MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,868TaxBasedOnInvestmentIncomeAmt
Total Tax$1,868TotalTaxAmt
Distributable Before Adj$126,251DistributableBeforeAdjAmt
Distributable Before Ded$126,251DistributableBeforeDedAmt
Distributable As Adjusted$126,251DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,207ExpensesAndContributionsAmt
Qualifying Distributions$99,207QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,868PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$97,339AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,251DistributableAsAdjustedAmt
Undistributed Income PY$95,710UndistributedIncomePYAmt
Qualifying Distributions$99,207QualifyingDistributionsAmt
Applied To Year1$95,710AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,497AppliedToCurrentYearAmt
Undistributed Income CY$122,754UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID A VORONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$500
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$2,000
FRIENDS OF SABAN CLINIC
8405 BEVERLY BOULEVARDLOS ANGELESCA90048PCGENERAL FUND$1,000
JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048N/AGENERAL FUND$1,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL60637PCGENERAL FUND$60,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$1,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$1,500
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$11,000
ANTI-DEFAMATION LEAGUE
10495 CALIFORNIA ROUTE 2LOS ANGELESCA90025PCGENERAL SUPPORT$1,400
SIERRA LEONE RISING
119 LINDEN AVELONG BEACHCA90802PCGENERAL SUPPORT$1,000
A WINDOW BETWEEN WORLDS
710 4TH AVEVENICECA90291PCGENERAL SUPPORT$500
SUN SAFETY FOR KIDS
2625 W ALAMEDA AVE SUITE 517BURBANKCA91505PCGENERAL SUPPORT$500
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$7,025
FRIENDS OF ROBINSON GARDENS
1008 ELDEN WAYBEVERLY HILLSCA90210PCGENERAL SUPPORT$1,300
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCGENERAL SUPPORT$1,000
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVEST LOUISMO63130PCGENERAL SUPPORT$200
SIMON WIESENTHAL CENTER
1399 ROXBURY DRLOS ANGELESCA90035PCGENERAL SUPPORT$3,000
PBS SOCAL
333 SOUTH HOPE ST STE 1003LOS ANGELESCA90071PCGENERAL SUPPORT$304
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,729TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,007ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$128,833ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$191,840ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$191,840TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonDAVID VORONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1612 WEST DUARTE ROADAddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$3,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,200DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$472$472
BANK CHARGES$10$10
DIV PAID ON SHORT SALE$216$216
MISCELLANEOUS$1,183$1,183
ROYALTY ADMIN EXP$2,051$2,051

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$3,237
OTHER TAXES$2,432$2,347$85

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