MOE-LIFE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOE-LIFE FOUNDATION (EIN 04-3781296)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-13
- IRS object ID
- 201602879349100200
- Schema version
- 2015v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-13T06:28:15-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jerry R Solomon CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11777 San Vicente Blvd Ste 710 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043781296 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOE-LIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOE- | BusinessNameControlTxt |
| Phone | 3107760318 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6360 VIA ESCONDIDO DRIVE | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAN SHUKARTSI | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSH KLEINMAN CPA | PreparerPersonNm |
| PTIN | P00446054 | PTIN |
| Phone | 3105738986 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $881,766 | 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 | $14,711 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,711 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,076 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,555 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,406 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,006 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,974 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,876 | CashBOYAmt |
| Cash EOY | $17,654 | CashEOYAmt |
| Cash EOYFMV | $17,654 | CashEOYFMVAmt |
| US Government Obligations BOY | $286,716 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $318,618 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $341,399 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $446,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $518,369 | CorporateStockEOYFMVAmt |
| Other Assets EOYFMV | $4,344 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $852,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $881,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $774,111 | UnrestrictedBOYAmt |
| Unrestricted EOY | $852,927 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $852,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $852,927 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $852,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #002-DETAIL AVAILABLE | P | 2000-01-01 | 2015-12-31 | $111,036 | $104,366 | $6,670 | $6,670 |
| MERRILL LYNCH #005-DETAIL AVAILABLE | P | 2015-01-01 | 2015-12-31 | $8,050 | $9,462 | -$1,412 | -$1,412 |
| MERRILL LYNCH #005-DETAIL AVAILABLE | P | 2000-01-01 | 2015-12-31 | $23,788 | $16,390 | $7,398 | $7,398 |
| MERRILL LYNCH #006-DETAIL AVAILABLE | P | 2015-01-01 | 2015-12-31 | $96,585 | $101,837 | -$5,252 | -$5,252 |
| MERRILL LYNCH #006-DETAIL AVAILABLE | P | 2000-01-01 | 2015-12-31 | $75,561 | $56,000 | $19,561 | $19,561 |
| MERRILL LYNCH #007-DETAIL AVAILABLE | P | 2015-01-01 | 2015-12-31 | $151,793 | $151,903 | -$110 | -$110 |
| MERRILL LYNCH #007-DETAIL AVAILABLE | P | 2000-01-01 | 2015-12-31 | $111,422 | $37,223 | $74,199 | $74,199 |
| Wash Sale | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,076 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,752 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,439 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,439 | SubtotalAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $2,454 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | ELAN SHUKARTSI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107760318 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6360 VIA ESCONDIDO DRIVE | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| ELAN SHUKARTSI | ||||||
| 6360 VIA ESCONDIDO DRIVE | MALIBU | CA | 90265 | Trustee | 1.00 | $0 |
| DOVE MAYO | ||||||
| 360 SANTIAGO AVENUE | LONG BEACH | CA | 90814 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $920,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $948,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $948,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $934,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,439 | TotalTaxAmt |
| Distributable Before Adj | $44,268 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,268 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $42,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,268 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $95,801 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,400 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,868 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,868 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,933 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $93,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $93,933 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VENICE FAMILY CLINIC | ||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PC | GENERAL PURPOSE | $25,000 |
| THE PAINTED BRAIN | ||||||
| 2500 WILSHIRE BLVD STE 934 | LOS ANGELES | CA | 90057 | PC | GENERAL PURPOSE | $8,000 |
| ANGELMAN SYNDROME FOUNDATION | ||||||
| 75 EXECUTIVE DRIVE STE 327 | AURORA | IL | 60504 | PC | GENERAL PURPOSE | $1,000 |
| BOYS GIRLS CLUB OF LONG BEA | ||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | PC | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,711 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,533 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL MAINTENANCE FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $6,406 | $6,406 | $0 | $0 |
| PROFESSIONAL FEES | $4,000 | $600 | $0 | $3,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA CHARITABLE REGISTRY | $50 | $50 |
| FOREIGN TAXES | $365 | $365 |
| IRS | $736 | |
| STATE TAXES | $10 | $10 |
Comments