CONNIE AND BOB LURIE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONNIE AND BOB LURIE FOUNDATION INC (EIN 20-8004479)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202543089349100939
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T14:58:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262480144 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIAWARA & ASSOCIATES CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S NORFOLK STREET SUITE 350 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208004479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNIE AND BOB LURIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 6503201782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610043 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940610043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONNIE L LURIE | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 6503696446 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARIFA DIAWARA | PreparerPersonNm |
| PTIN | P00845765 | PTIN |
| Phone | 6503201782 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,655,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $779,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $779,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $850,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $850,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,308,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,276,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,308,096 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,938,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,938,673 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $40,679 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,679 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $542,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542,200 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $248 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $644,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $563,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,077 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,378,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,378,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,022,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $563,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,409,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,083,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,375,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $288,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,208 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,469,627 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,643,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,983,593 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $57,220,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,386,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,320,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,232,136 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,638,442 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,958,963 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,652,839 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $267,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $84,863,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,055,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,655,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,863,360 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $80,055,362 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,863,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,055,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,863,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,055,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,863,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,083,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $275,949 | OtherIncreasesAmt |
| Subtotal | $80,055,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $80,055,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SCHWAB A/C (VARIOUS SECURITIES) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2024-12-23 | SoldDt |
| Gross Sales Price | $48,276,617 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,968,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,308,096 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,308,096 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,308,096 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $227,618 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $227,618 | SubtotalAmt |
| Tax Based On Investment Income | $227,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $175,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $398,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $133 | EsPenaltyAmt |
| Overpayment | $170,349 | OverpaymentAmt |
| Applied To ES Tax | $170,349 | 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 | DE | 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 |
| Individual With Books | CONNIE L LURIE | IndividualWithBooksNm |
| Phone | 6503201782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610043 | AddressLine1Txt |
| Address Line2 | PO BOX 610043 | AddressLine2Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94061 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT A LURIE | ||||||||
| PO BOX 610043 | REDWOOD CITY | CA | 940610043 | VICE PRESIDE | 4.00 | $0 | $0 | $0 |
| CONNIE L LURIE | ||||||||
| PO BOX 610043 | REDWOOD CITY | CA | 940610043 | PRESIDENT/SE | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORIENT PRIVATE WEALTH LLC | BusinessNameLine1Txt |
| Business Name Line2 | CORIENT PRIVATE WEALTH LLC | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION ST STE 3325 | AddressLine1Txt |
| Address Line2 | 555 MISSION ST STE 3325 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $531,245 | CompensationAmt |
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 | $103,021,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,033,828 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,055,445 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $105,055,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,575,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,479,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,173,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,173,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227,618 | TotalTaxAmt |
| Distributable Before Adj | $4,946,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,946,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,946,363 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,409,307 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,409,307 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,946,363 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $9,359,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,672,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,497,745 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,529,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,409,307 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,946,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,462,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,992,720 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $48,992,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,359,785 | ExcessFromYear3Amt |
| Excess From Year2 | $13,672,246 | ExcessFromYear2Amt |
| Excess From Year1 | $9,497,745 | ExcessFromYear1Amt |
| Excess From Current Year | $16,462,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CONNIE L AND BOB A LURIE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| AIRLINE AMBASSADORS INTERNATIONAL | |||||||||
| AIRLINE AMBASSADORS INTERNATIONAL | 138 WINDING BROOK LN7 A | 138 WINDING BROOK LN7 A | CALIFON | NJ | 07830 | NONE | 501(C)(3) | CHARITY | $50,000 |
| ACLU | |||||||||
| ACLU | 39 DRUMM ST | 39 DRUMM ST | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | CHARITY | $100 |
| ARCS FOUNDATION | |||||||||
| ARCS FOUNDATION | PO BOX 2649 | PO BOX 2649 | LAGRANGE | GA | 30241 | NONE | 501(C)(3) | CHARITY | $500 |
| BANCROFT LIBRARY | |||||||||
| BANCROFT LIBRARY | UC BERKELEY | US BERKELEY | BERKELEY | CA | 94704 | NONE | 501(C)(3) | CHARITY | $100 |
| BARBARA SINATRA CHILDREN'S CENTER | |||||||||
| BARBARA SINATRA CHILDREN'S CENTER | 39000 BOB HOPE DR | 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | CHARITY | $500,000 |
| BAY SCHOLARS | |||||||||
| BAY SCHOLARS | 465 CALIFORNIA ST | 465 CALIFORNIA ST | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $100,000 |
| BOYS & GIRLS CLUB OF THE PENINSULA | |||||||||
| BOYS & GIRLS CLUB OF THE PENINSULA | 401 PIERCE RD | 401 PIERCE RD | MENLO PARK | CA | 94025 | NONE | 501(C)(3) | CHARITY | $2,005,000 |
| BOYS & GIRLS CLUBS OF COACHELLA V | |||||||||
| BOYS & GIRLS CLUBS OF COACHELLA V | 42-600 COOK ST STE 120 | 42-600 COOK ST STE 120 | PALM DESERT | CA | 92211 | NONE | 501(C)(3) | CHARITY | $60,150 |
| CALIFORNIA STATE PARKS FND | |||||||||
| CALIFORNIA STATE PARKS FND | 235 MONTGOMERY ST 1202 | 234 MONTGOMERY ST 1202 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $11,000 |
| CARREON FOUNDATION | |||||||||
| CARREON FOUNDATION | 41550 ECLECTIC ST | 41550 ECLECTIC ST | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CHARITY | $25,000 |
| CHRONICLE SEASON OF SHARING | |||||||||
| CHRONICLE SEASON OF SHARING | 901 MISSION ST | 901 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | CHARITY | $100,000 |
| CITY OF HOPE | |||||||||
| CITY OF HOPE | 1500 E DUARTE RD | 1500 E DUARTE RD | DUARTE | CA | 94010 | NONE | 501(C)(3) | CHARITY | $25,000 |
| CLINIC BY THE BAY | |||||||||
| CLINIC BY THE BAY | 4877 MISSION ST | 4877 MISSION ST | SAN FRANCISCO | CA | 94112 | NONE | 501(C)(3) | CHARITY | $40,000 |
| THE CLIMATE REALITY PROJECT | |||||||||
| THE CLIMATE REALITY PROJECT | 555 12TH ST NW | 555 12TH ST NW | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | CHARITY | $250 |
| COLLEGE OF THE DESERT | |||||||||
| COLLEGE OF THE DESERT | 43500 MONTEREY AVE | 43500 MONTEREY AVE | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CHARITY | $50,000 |
| CRISTO REY SCHOOL | |||||||||
| CRISTO REY SCHOOL | 1389 E SANTA CLARA ST | 1389 E SANTA CLARA ST | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | CHARITY | $502,000 |
| CYSTIC FIBROSIS RESEARCH | |||||||||
| CYSTUC FIBROSIS RESEARCH | 235 MONTGOMERY ST | 235 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITY | $500 |
| DAMON RUNYON CANCER RESEARCH FND | |||||||||
| DAMON RUNYON CANCER RESEARCH FND | 55 BROADWAY STE 302 | 55 BROADWAY STE 302 | NEW YORK | NY | 10006 | NONE | 501(C)(3) | CHARITY | $600,000 |
| DIGNITY MOVES | |||||||||
| DIGNITY MOVES | 870 MARKET ST 1151 | 870 MARKET ST 1151 | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $500,000 |
| EISENHOWER MEDICAL CENTER | |||||||||
| EISENHOWER MEDICAL CENTER | 39000 BOB HOPE DR | 39000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | CHARITY | $1,000,500 |
| EMBARCADERO MEDIA FND | |||||||||
| EMBARCADERO MEDIA FND | 2345 YALE ST | 2345 YALE ST | PALO ALTO | CA | 94306 | NONE | 501(C)(3) | CHARITY | $2,000 |
| GALILEE CENTER | |||||||||
| GALILEE CENTER | 66101 HAMMOND RD | 66101 HAMMOND RD | MECCA | CA | 92254 | NONE | 501(C)(3) | CHARITY | $30,000 |
| HABITAT FOR HUMANITY - SF | |||||||||
| HABITAT FOR HUMANITY -SF | 500 WASHINGTON ST 250 | 500 WASHINGTON ST 250 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | CHARITY | $200,000 |
| HEATWAVE MUSIC FND | |||||||||
| HEATWAVE MUSIC FND | 42215 WASHINGTON ST A101 | 42215 WASHINGTON ST A101 | PALM DESERT | CA | 92211 | NONE | 501(C)(3) | CHARITY | $5,000 |
| HOOVER INSTITUTION | |||||||||
| HOOVER INSTITUTION | 434 GALVEZ MALL | 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | 501(C)(3) | CHARITY | $1,000 |
| HUMAN SOCIETY OF SV | |||||||||
| HUMAN SOCIETY OF SV | 901 AMES AVE | 901 AMES AVE | MILPITAS | CA | 95035 | NONE | 501(C)(3) | CHARITY | $500 |
| IT'S 4 THE KIDS FND | |||||||||
| IT'S 4 THE KIDS FND | 66 WEST FLAGLER ST 900 | 66 WEST FLAGLER ST 900 | MIAMI | FL | 33130 | NONE | 501(C)(3) | CHARITY | $25,000 |
| JOSLYN CENTER | |||||||||
| JOSLYN CENTER | 73750 CATALINA WAY | 73750 CATALINA WAY | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CHARITY | $10,100 |
| KUSC CLASSICAL | |||||||||
| KUSC CLASSICAL | 1149 S HILL ST STE H100 | 1149 S HILL ST STE H100 | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) | CHARITY | $200 |
| LOAVES & FISHES FOUNDATION | |||||||||
| LOAVES & FISHES FOUNDATION | 835 FERRY ST | 835 FERRY ST | MARTINEZ | CA | 94553 | NONE | 501(C)(3) | CHARITY | $350,000 |
| LOVE&LOVE TENNIS FOUNDATION | |||||||||
| LOVE&LOVE TENNIS FOUNDATION | 810 SNOW CREEK CYN | 810 SNOW CREEK CYN | PALM DESERT | CA | 92211 | NONE | 501(C)(3) | CHARITY | $11,500 |
| LOVING ALL ANIMALS | |||||||||
| LOVING ALL ANIMALS | 83496 51ST AVE | 83496 51ST AVE | COACHELLA | CA | 92236 | NONE | 501(C)(3) | CHARITY | $15,000 |
| MAKING AN EXONEREE (PRINCETON) | |||||||||
| MAKING AN EXONEREE (PRINCETON) | WALLACE HALL | WALLACE HALL | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | CHARITY | $150,000 |
| MCCALLUM THEATRE | |||||||||
| MCCALLUM THEATRE | 73000 FRED WARING DR | 73000 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CHARITY | $12,300 |
| MERCURY NEWS WISH BOOK | |||||||||
| MERCURY NEWS WISH BOOK | 75 E SANTA CLARA ST | 75 E SANTA CLARA ST | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | CHARITY | $2,000 |
| MERCY BEYOND BORDERS | |||||||||
| MERCY BEYOND BORDERS | 1885 DE LA CRUZ BLVD 101 | 1885 DE LA CRUZ BLVD101 | SANTA CLARA | CA | 95050 | NONE | 501(C)(3) | CHARITY | $75,000 |
| MONTEREY BAY ACQUARIUM | |||||||||
| MONTEREY BAY ACQUARIUM | 886 CANNARY ROW | 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | 501(C)(3) | CHARITY | $2,000,000 |
| MOUNTAIN SEED FND | |||||||||
| MOUNTAIN SEED FND | 14737 PICKETS POST RD | 14737 PICKETS POST RD | CENTERVILLE | VA | 20121 | NONE | 501(C)(3) | CHARITY | $1,500 |
| NCEFT EQUINE THERAPY | |||||||||
| NCEFT EQUINE THERAPY | 880 RUNNYMEDE RD | 880 RUNNYMEDE RD | WOODSIDE | CA | 94062 | NONE | 501(C)(3) | CHARITY | $10,000 |
| NCPGA | |||||||||
| NCPGA | 411 DAVIS ST STE 103 | 411 DAVIS ST STE 103 | VACAVILLE | CA | 95688 | NONE | 501(C)(3) | CHARITY | $16,000 |
| NEVADA MUSEUM OF ART | |||||||||
| NEVADA MUSEUM OF ART | 160 W LIBERTY ST | 160 W LIBERTY ST | RENO | NV | 89501 | NONE | 501(C)(3) | CHARITY | $1,000 |
| NORTHERN LIGHT SCHOOL | |||||||||
| NORTHERN LIGHT SCHOOL | 3710 DORISA AVE | 3710 DORISA AVE | OAKLAND | CA | 94605 | NONE | 501(C)(3) | CHARITY | $14,000 |
| NORTHWESTERN UNIVERSITY | |||||||||
| NORTHWESTERN UNIVERISTY | 633 CLARK ST | 633 CLARK ST | EVANSTON | IL | 60208 | NONE | 501(C)(3) | CHARITY | $25,000 |
| OLD TOWN ARTISAN STUDIOS | |||||||||
| OLD TOWN ARTISAN STUDIOS | 78046 CLL BARCELONA | 78046 CLL BARCELONA | LA QUINTA | CA | 92253 | NONE | 501(C)(3) | CHARITY | $5,100 |
| OPHELIA PROJECT | |||||||||
| OPHELIA PROJECT | 3812 TURTLE CREEK BLVD | 3812 TURTLE CREEK BLVD | DALLAS | TX | 75219 | NONE | 501(C)(3) | CHARITY | $25,000 |
| ORBIS | |||||||||
| ORBIS | 52 VANDERBILT AVE 8TH FL | 52 VANDERBILT AVE 8TH FL | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CHARITY | $50,000 |
| PATHWAYS-FOUNDATION | |||||||||
| PATHWAYS-FOUNDATION | 20082 TAM O SHANTER CT | 20082 TAM O SHANTER CT | OLYMPIA FIELDS | IL | 60461 | NONE | 501(C)(3) | CHARITY | $300 |
| PBS SOUTHERN CAL | |||||||||
| PBS SOUTHERN CAL | 3080 BRISTOL ST STE 100 | 3080 BRISTO ST STE 100 | COSTA MESA | CA | 92626 | NONE | 501(C)(3) | CHARITY | $1,000 |
| PENINSULA COLLEGE FUND | |||||||||
| PENINSULA COLLEGE FUND | 330 TWIN DOLPHIN DR 131 | 330 TWIN DOLPHIN DR 131 | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | CHARITY | $50,000 |
| PIVOTAL | |||||||||
| PIVOTAL | 333 WEST SAN CARLOS ST | 333 WEST SAN CARLOS ST | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | CHARITY | $25,000 |
| RANCHO MIRAGE WRITERS FESTIVAL | |||||||||
| RANCHO MIRAGE WRITERS FESTIVAL | 71-100 CA-111 | 71-100 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | CHARITY | $10,000 |
| RISING INTERNATIONAL | |||||||||
| RISING INTERNATIONAL | 2397 MIGUEL MIRANDA AVE | 2397 MIGUEL MIRANDA AVE | IRWINDALE | CA | 91010 | NONE | 501(C)(3) | CHARITY | $8,000 |
| ROTARY DISTRICT 5330 FND | |||||||||
| ROTARY DISTRICT 5330 FND | 1925 ADOBE AVE | 1925 ADOBE AVE | CORONA | CA | 92882 | NONE | 501(C)(3) | CHARITY | $10,000 |
| SAN JOSE STATE UNIVERSITY | |||||||||
| SAN JOSE STATE UNIVERSITY | 1 WASHINGTON SQ | 1 WASHINGTON SQ | SAN JOSE | CA | 95192 | NONE | 501(C)(3) | CHARITY | $1,000,000 |
| SF FLEET WEEK ASSOCIATION | |||||||||
| SF FLEET WEEK ASSOCIATION | 1104 SANCHEZ ST | 1104 SANCHEZ ST | SAN FRANCISCO | CA | 94114 | NONE | 501(C)(3) | CHARITY | $2,000 |
| SF GIANTS COMMUNITY FUND | |||||||||
| SF GIANTS COMMUNITY FUND | 24 WILLIE MAYS PLZ | 24 WILLIE PLZ | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | CHARITY | $500 |
| SF SYMPHONY | |||||||||
| SF SYMPHONY | 201 VAN NESS AVE | 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | CHARITY | $19,630 |
| STANFORD SCHOOL OF MEDECINE | |||||||||
| STANFORD SCHOOL OF MEDECINE | 291 CAMPUS DRIVE | 291 CAMPUS DRIVE | STANFORD | CA | 94305 | NONE | 501(C)(3) | CHARITY | $150,000 |
| STRIVE FOR COLLEGE | |||||||||
| STRIVE FOR COLLEGE | 556 VALLEY WAY | 556 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | CHARITY | $84,000 |
| THE DOUGLASS PROJECT | |||||||||
| THE DOUGLASS PROJECT | 5636 CONNECTICUT AVE | 5636 CONNECTICUT AVE | WASHINGTON | DC | 20015 | NONE | 501(C)(3) | CHARITY | $150,000 |
| THE LIVING DESERT | |||||||||
| THE LIVING DESERT | 47900 PORTOLA AVE | 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | 501(C)(3) | CHARITY | $96,800 |
| THE MULTICULTURAL INSTITUTE | |||||||||
| THE MULTICULTURAL INSTITUTE | 1920 SEVENTH ST | 1920 SEVENTH ST | BERKELEY | CA | 947102011 | NONE | 501(C)(3) | CHARITY | $2,500 |
| TOOLS FOR TOMORROW | |||||||||
| TOOLS FOR TOMORROW | 42600 COOK ST STE 202 | 42600 COOK ST STE 202 | PALM DESERT | CA | 92211 | NONE | 501(C)(3) | CHARITY | $1,000 |
| TOWER FOUNDATION | |||||||||
| TOWER FOUNDATION | 2351 N FOREST RD | 2351 N FOREST RD | GETZVILLE | NY | 14068 | NONE | 501(C)(3) | CHARITY | $360,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||||
| TUNNEL TO TOWERS FOUNDATION | 2361 HYLAN BLVD | 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | 501(C)(3) | CHARITY | $25,000 |
| UBUNTU SCHOLARSHIP FUND | |||||||||
| UBUNTU SCHOLARSHIP FUND | 32 BROADWAY STE 414 | 32 BROADWAY STE 414 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITY | $10,000 |
| TRAVELING PAWS | |||||||||
| TRAVELING PAWS | 50580 CALHOUN ST | 50580 CALHOUN ST | COACHELLA | CA | 92236 | NONE | 501(C)(3) | CHARITY | $400 |
| UC DAVIS FOUNDATION | |||||||||
| UC DAVIS FOUNDATION | 1 SHIELDS AVE | 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | 501(C)(3) | CHARITY | $100,000 |
| UCLA JONSSON CANCER CENTER FND | |||||||||
| UCLA JONSSON CANCER CENTER FND | 10833 LE CONTE AVE | 10833 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | CHARITY | $1,000 |
| UCSF - GLADSTONE INSTITUTE | |||||||||
| UCSF- GLADSTONE INSTITUTE | 505 PARNASSUS AVE | 505 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | 501(C)(3) | CHARITY | $9,000,000 |
| UCSF FOUNDATION | |||||||||
| UCSF FOUNDATION | 2001 THE EMBARCADERO | 2001 THE EMBARCADERO | SAN FRANCISCO | CA | 94133 | NONE | 501(C)(3) | CHARITY | $150,500 |
| UNICEF | |||||||||
| UNICEF | 125 MAIDEN LANE | 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITY | $2,000 |
| UNITED RELIGION INITIATIVE | |||||||||
| UNITED RELIGION INITIATIVE | 1009 GENERAL KENNEDY AVE | 1009 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | CHARITY | $500,000 |
| VINTAGE CLUB SCHOLARSHIP FUND | |||||||||
| VINTAGE CLUB SCHOLARSHIP FUND | 75001 VINTAGE DR | 75001 VINTAGE DR | INDIAN WELLS | CA | 92210 | NONE | 501(C)(3) | CHARITY | $1,000 |
| WEHOPE | |||||||||
| WEHOPE | 1854 BAY RD | 1854 BAY RD | EAST PALO ALTO | CA | 94303 | NONE | 501(C)(3) | CHARITY | $1,000,000 |
| WORLD CENTRAL KITCHEN | |||||||||
| WORLD CENTRAL KITCHEN | 200 MASSACHUSETTS AVE | 200 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | CHARITY | $10,000 |
| REALITY CHANGERS | |||||||||
| REALITY CHANGERS | 1331 E ST | 1331 E ST | SAN DIEGO | CA | 92101 | NONE | 501(C)(3) | CHARITY | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,378,230 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $779,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $850,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,308,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,938,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,938,673 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION ADMINISTRATION | CategoryTxt |
| Amt | $40,679 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,679 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORIENT PRIVATE WEALTH LLC | BusinessNameLine1Txt |
| Business Name Line2 | CORIENT PRIVATE WEALTH LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT MANAGEMENT | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRATED CORPORATE BONDS | BondNm |
| EOY Book Value | $23,638,442 | EOYBookValueAmt |
| EOYFMV | $23,958,963 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRATED SECURITIES (STOCK) | StockNm |
| EOY Book Value | $48,386,299 | EOYBookValueAmt |
| EOYFMV | $67,320,811 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $267,578 | $272,577 |
| CDS & BAS | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $150 | $150 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS | Desc |
| Amt | $275,949 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $542,200 | Amt |
| Net Investment Income | $542,200 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DE - FILING FEE | $248 | $248 | |
| FOREIGN TAXES PAID | $11,113 | $11,113 | |
| IRS EXCISE TAX | $50,000 |
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