KINSEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KINSEY FAMILY FOUNDATION (EIN 77-0526511)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201701319349102770
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T16:30:10-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIA PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 WEST EL CAMINO REAL SUITE 390 | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940871975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770526511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINSEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EDWARD KINSEY | InCareOfNm |
| Business Name Control | KINS | BusinessNameControlTxt |
| Phone | 4082148570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 999 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA KINSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4082148570 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY MINER | PreparerPersonNm |
| PTIN | P00342684 | PTIN |
| Phone | 4082148570 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.203.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 77394920171315000023 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 760B7C17BB413C7356AD163DB034C2578A64269A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 760B7C17BB413C7356AD163DB034C2578A64269A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $291,659 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,359 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,359 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $354 | CashBOYAmt |
| Cash EOY | $299 | CashEOYAmt |
| Cash EOYFMV | $299 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,610 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $212,631 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,084 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,750 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $287,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $291,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $287,737 | UnrestrictedBOYAmt |
| Unrestricted EOY | $217,993 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $287,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $287,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $287,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $217,993 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $217,993 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | P | $15,211 | $18,917 | -$3,706 | -$3,706 |
| MORGAN STANLEY | P | $48,264 | $55,718 | -$7,454 | -$7,454 |
| MORGAN STANLEY | P | $55,855 | $41,711 | $14,144 | $14,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,984 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $364,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $378,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059113 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,876 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $344,193 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019977 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,057 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $313,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060809 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,544 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $307,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021255 | DistributionYr5Rt |
| Total Distribution | 0.279275 | TotalDistributionRt |
| Average Distribution | 0.055855 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $297,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,440 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $37 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37 | SubtotalAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $37 | TaxDueAmt |
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 | EDWARD KINSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082148570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 999 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94026 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LISA KINSEY | ||||||||
| PO BOX 999 | MENLO PARK | CA | 94026 | PRESIDENT / SECRETARY | 0 | $0 | $0 | $0 |
| EDWARD KINSEY | ||||||||
| PO BOX 999 | MENLO PARK | CA | 94026 | CFO | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $252,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $302,080 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $302,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $297,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37 | TotalTaxAmt |
| Distributable Before Adj | $14,840 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,840 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,440 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $73,440 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $37 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $3,387 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $4,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $14,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,600 | RemainingDistriFromCorpusAmt |
| Total Corpus | $91,658 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $91,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,387 | ExcessFromYear4Amt |
| Excess From Year2 | $4,008 | ExcessFromYear2Amt |
| Excess From Year1 | $25,663 | ExcessFromYear1Amt |
| Excess From Current Year | $58,600 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA KINSEY | ContributingManagerNm |
| Contributing Manager | EDWARD KINSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SACRED HEART school | ||||||
| 150 VALPARAISO AVENUE | ATHERTON | CA | 94027 | PC | SCHOLARSHIP | $37,000 |
| UNIVERSITY OF TOLEDO - ALUMNI CLUB | ||||||
| 2801 W BANCROFT | TOLEDO | OH | 43606 | PC | ALUMNI CLUB | $12,385 |
| ROCK AND ROLL HALL OF FAME | ||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | PC | ROCKIN' THE SCHOOLS | $10,000 |
| FREDERICKSBURG MEN'S HOUSE | ||||||
| 399 POPLAR ROAD | FREDERICKSBURG | VA | 22406 | PC | TEEN CHALLENGE - MEN'S REHABILITATION CENTER | $12,000 |
| DEL MONTE FOREST CONSERVANCY | ||||||
| 3101 FOREST LAKE ROAD SUITE 1 | PEBBLE BEACH | CA | 93953 | PC | PROTECT OPEN SPACE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,385 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,984 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,165 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - SECURITIES | StockNm |
| EOY Book Value | $174,084 | EOYBookValueAmt |
| EOYFMV | $247,750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WIRE FEES | $19 | $19 |
| BANK FEES | $51 | $51 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY ADVISORY FEES | CategoryTxt |
| Amt | $3,359 | Amt |
| Net Investment Income | $3,359 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $40 | $40 | |
| ATTORNEY GENERAL OF CALIFORNIA | $25 | $25 | |
| CALIFORNIA FRANCHISE TAX BOARD | $10 | $10 | |
| CALIFORNIA SECRETARY OF STATE | $20 | $20 |
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